Investment Q&A

Q: With the court’s dismissal of TMX appeal, Is this a big win for MCR? This stock looks very cheap. I have a half position. Should I fill it out?

Q: whats expected from CSU next week? Thx

Q: Hello Team,

What are we to expect from LSPD earnings and what market would be looking for? Also what would market like or dislike?

Q: MX has dropped this week after reporting earnings and there seems to be long term support around the 37-41 level. Is now a good time to get in? I am patient and don't mind collecting the dividend until the price recovers.

Thank you.

Q: Hello Peter,

Being a relatively long term member, I have greatly benefited from having my portfolio mimic the 5i Balanced portfolio and a selection from the 5i Growth Stocks. I have not yet sold out of WCP and switched to SU. Before I do, I was wondering you thoughts on taking the WCP proceeds and adding to MX instead? I am growing impatient waiting for an Energy turnaround and MX seems to trade like one anyway, but I like the fundamentals more. I already have a full position in ENB. Some commentators on CNBC (i.e. Cramer) is of the opinion that millennial fund manager hate fossil fuels, so oil stocks may be in the doldrums for a long time, or worse broken stocks forever. Of course, this could very well be a bottom when everyone "hates" this group.

As always, thanks for the continued great service!
Angelo

Q: ECN is up more YTD than anything on my watch list, easily outpacing the tech stocks, and another 4% today. What is driving this momentum and would you buy this stock after such a rapid rise?

Q: Hello 5i team,
MX paid US$414 million in 2018 to buy back just over 6 million shares. What is 5i's view of management doing this near the highest the shares have traded over a multi-year period? Does 5i feel that MX's large Venture Capital shareholder exerted undue influence to make this happen?
Finally, what is 5i's view of taking a partial position in MX at this time?
Thank you. Edward

Q: Hi Peter, Ryan, and Team,

Most recently, Peter, you're quoted in the StockChase website as follows:

"They have done nothing but disappoint for the last couple of quarters. He kept it because the valuation changed and no one expects anything from this company. He is going to give it a couple more quarters."

Two even more negative sentiments were recently expressed on the same website:

"Their competitors have an electric bus and NFI is struggling with that transition away from fossil fuel buses. A value trap."

"He would not be a buyer today because there is a pending transition to electric buses. Municipalities are holding back until they become more main-stream. Wait one to two years to see larger orders."

We're down 45.7% in a TFSA, and wondering if 5i agrees that the electric bus situation is hurting NFI, and what to do in a couple of quarters if 5i drops it.

Thanks for your insight.

Q: considering taking a position in AD but not that 1 of their investments (Kinney) is not currently paying distributions, should that deter one from investing in the Group?

Thanks

Q: Do these companies offer similar services? Over the short term, say one year, which company has the most potential for capital appreciation. Which company is riskier? As always, thanks for your much appreciated guidance.

Q: After the recent large acquisition does the company has some debt? Any way to find it out or one needs time to tell?

Q: WILL YOU BE ADDING SOMETHING NEW TO REPLACE TOY. WHICH HAS MORE GROWTH POTENTIAL CAE OR WSP.

Q: I have a 2% position in CAE would you add to it before Friday when they report the quarter or after?

Q: Hi,

GOOS stock has been weak recently. Could you please share your opinion on this stock.

Thanks

Q: Hi 5i,

Can I have your thoughts on the quarter released today.

Thanks!

Q: LSPD previous high was in August of last year at a price near $50. Recently there has been positive news, such as M and A, expanded offices and services in Toronto and Vancouver. They are expanding the platform and business using LSPD grow significantly more than business that have other platforms.
When the price goes and stays above $50 should I add to my position for a long term hold?
Clayton

Q: You continue to comment favorably about this company but they never make money. Latest quarter was a loss of $2.7m - up from $1.5m a year ago. Why do you never mention this? If you take out Goodwill and Intangible assets the equity is a negative $144m. I know you will say a lot of this is because of acquistions but if they can not make those turn a profit why do you give them such good ratings an commentary?

Q: I am thinking of purchasing one. Which do you think has the most potential going forward?

Q: In your current model portfolio update I see you dropped spinmaster. With the new DC marvel contract taking effect March 2020, dont you see growth opportunities. Your thoughts.

Q: Hello Peter and Team,

For those of us planning to sell our TSGI shares, would you recommend waiting until after Flutter and TSGI report their Q4 results on February 27th? Of course, share price could go in either direction depending on the results, but what would be your inclination? I am planning to put the proceeds of this sale into Lightspeed. Thanks.
Brad