Investment Q&A

Q: Hi group are BYD.UN and CSU both showing some weakness due to falling US dollar ( I think ?) - (please do not tell me how much they are up on the year- I already know that) . My question is it a good time to add or wait until the US dollar stops dropping. Do you have an opinion on US dollar weakness going fwd. Thanks

Q: good morning to you all thanks as always for your insight please let me know if you would recommend buying SHOP in the present context or should we wait till the dust settles ?
thanks again

Q: i know there is negative momentum, and the chart looks horrible, but at what price is it too good to be true for a longer term investor? Any reason for the current selling?

Q: Any reason for the recent weakness of TOY? It was $37.85 on 4/1/19 & now $38.34.Rumour that bankrupt U.S. Toy r us have plans to restart.How much is Toy's write off on Toy r us & what's is outstanding? Is this a entry point? Txs for u usual great services & views

Q: Hi there, is today’s sell off in Shopify merely profit taking or do you think there is something else going on? I’m sure it’s an easy target for profit taking but I have read more and more reports saying the valuation is far too stretched. Any thoughts on this? Thanks!

Q: I am looking into to buy parkland fuel. How is the debt level, does the earning per share cover the dividend and is there potential for growth in the next 5 years.

Thank you for the help

Q: Commments on Medison PR ?
Does this affect GUD, aside from pissing off Goodman ? Or is this a motivation to show Medison how to do business .

Thanks,

Q: SHOP dropped today (Monday) probably in sympathy to downgrade although price target was raised. What is your take on SHOP over the next year or so.

Q: If you were to chose between kxs and lspd which would you recommend and why? Thanx.

Q: Hello 5I Research
Byd has been going lower the last few session , does it have to do with the fact that the canadian dollor has been rising and that effect the US dollar exchange ?
Thanks

Q: I have a full position in TOY and am starting to lose patience as I’m now down 24% in a year and don’t really see any positive momentum building given trade tensions and indications of an economic slowdown. I’m considering selling half or all to move into a more positive growth story as things stand today. As an example, I recently sold a half position in SIS and bought LSPD with very positive results. I would possibly buy more LSPD with the understanding growth=risk. Security and diversity are covered in other parts of our portfolio; these growthy stocks are in our TFSAs where growth is our only consideration. Given the objectives of our TFSA accounts can you make a case for keeping, selling half or all of TOY at this time.

Q: Hi Any reason for the $4.00 drop in Alimentation Couche-Tard over the last two days. Looked for recent news can not find any. Thanks

Q: Good morning, could I please have your opinion on Evertz latest quarter. Do you see room for capital appreciation or do you still like primarily for income?
Thanks
Rob

Q: Which companies in your portfolios do you consider relatively close to recession proof?Please break down as to income,balanced, growth.Of these companies you pick,which ones increase their dividend at least 3% on an annual basis?

Q: Over the last year I have been trying to follow some 5i stocks using your philosophy of buy and give it a chance as long as the fundamentals are there. I had a full posn (4%) in TSGI (one example) which is down by 54% now. Normally I would have sold as soon as there was indication of troubles or momentum went out of the stock. I think Ryan indicated he thinks the owners will figure it. Yet some of the responses I'm reading are not too sure. Can you firm it up a bit?

Thanks

Q: Is it too late to invest in Light Speed. ?

Q: Interesting news from Shopify re: opening fulfillment centers in the U.S. ($1 Billion over 5 years). I see this as more directly competing with AMZN, whom I thought they were friendly with.

I own SHOP but I'm honestly not too sure how dependant they are on AMZN for their business. Here on 5i it's been mentioned that they have a serious relationship, but I've never seen it quantified...are you able to share how much of SHOPs business is from AMZN (based on revenue, EPS or other) and what specifically their partnership is?

With this news and within a year or two I'm guessing SHOP will either be dropped by AMZN or bought out.

Q: Am wondering if you know the reason the stock is down more than 2 % today

Q: Was just wondering if there might be a new report for QST and MCR. Last report on QST was back in Nov 2016 and was not too favourable. "simply too small and volatile to own at this stage." MCR no report.
Thanks Craig

Q: Hello: Wondering what the current payout ratio for this stock is based on both earnings and cash flow. I have read your recent responses re WEF and would just like to confirm that you do not plan to remove it from the portfolio in the next 6 months or less. As always, many thanks.