Investment Q&A

Q: Hi 5i team,
Earlier in April they announced a financing deal and the stock price has been going lower ever since. On April 23 they announced a new dividend of .03 cents which means a DY of about 2%. It's not spectacular, but we like the 'confidence' that a dividend announcement brings, no? How long before the market reacts to this? Specifically, shouldn't some fund managers and institutional players jump onboard soon after, when there is a new dividend announcement for this stock? (and a corresponding uptick in the price). Thx, R.

Q: Good morning team,

Would you consider the sell off a buying opportunity today?

Thanks for your insights as always!

Q: I think you present a sensible outlook however I wonder about the Portfolios? The Balanced Equity is my interest but with 27 stocks it is to big. To do a decent size (2%) my target is $16000.00 per stock. Should I cherry pick? Would like your recommendation. Regards, Burke Purdon

Q: Hi, Any comments on Shopify earnings release and a beat on EPS and Revenue ? Does it put the Citron thesis and market skepticism to rest, in your view ? Thanks

Q: The yield on the shares is now north or 11%...often a sign that there are some serious concerns about the company.

Could you please summarize;
the key reasons the shares are performing so poorly.
the risks with continuing to hold the shares.
the catalysts that you anticipate will move the shares upward

Thanks
John

Q: What would be a catalyst for ECN to start rising? It really has not done much over the past 1.5 years. Is this stock undervalued?

Q: Due to poor performance ECN is now at the head of my chopping block. When does it report for this quarter? Also, do you see any catalyst on the horizon that can move the stock price within the upcoming quarter or next? Thanks.

Q: Could you please comment on Celestica’s earnings and if it is a buy at this price point.

Q: Why are you not adding to your holdings of Enbridge in the Balanced Equity portfolio which represents 1.94% of this portfolio. Do you not view this as a buying opportunity. Thanks. Gerry

Q: What caused the 5% rise in TOY today?

I have a 1/3rd position and looking to add some more. Would you recommend adding now or waiting for the earnings in early May?

Q: Comments on quarterly?

Q: Peter,
Thanks to 5i we purchased CSU shares some years ago. As of close of business yesterday the shares had risen 510%. (I sold some shares last year when the weighting became to high). Now Mr. Rosen is predicting a crash or a recession. He seems to be counselling selling shares to raise cash. However why would I sell my hard won shares because of Mr. Rosen’s predictions? Investors need to think of themselves as owners of a business not “riverboat gamblers” going to get rich quick. I can assure the members that the officers of CSU are not selling their shares because Mr. Rosen is calling a market top. I once read somewhere that making predictions is a bit like spitting into the wind - you got to accept there will be a little spit on the toe. In Mr. Rosen’s case he seems to be going for a “spit polish” - maybe on both shoes!
Thanks for all you do
Jim

Q: With TOY suing Mattel would the stock be impacted up or down? Thanks

Q: Is TV a buy at these levels or should we wait?

Q: I see that you recommend holding onto Enbridge preferred shares. Do you recommend the same for common shares? Im down about $2 on them right now, but have many years to sit on it and collect using the DRIP.

Q: THERE are reports on MTY, PRI.UN , MAXR , my question is how come they are not included in either portfolios (balanced, geowth and income ) WHAT i am doing wrong , something i don`t understand , thanks

Q: CSU's
Q1 looks pretty solid. Please comment on it. Include your thoughts on 0% adjusted organic growth and if there is anything negative.

Q: I am wondering why your BEPORT is so high in Materials and Industrials and why it holds no Telecommunications, Utilities or Real Estate? I believe that most of 5i's recommendations have a much lower percentage in Materials and Industrials and suggest that most people hold stocks in all eleven sectors.

Q: Not a question, just a comment: "Liquor Stores N.A. Ltd." changing its corporate name to "Alcanna". Depending upon how successful this cannabis initiative is for them, should be interesting to see if they eventually decide to spin off the booze biz.

Q: If this is a duplicate please disregard, the website disconnected when I hit send on the original. In your company data on ATD.B the analysts generally rate it a strong buy. However there are no earnings estimates. Is this an error and do you have other information on the earnings estimates?
Thnx
Mike