Investment Q&A

Q: Morning 5i Team,

I currently hold a full position in OTEX and am thinking of switching to either GIB or ENGH.

I would like to get your thoughts on this and which one of GIB and ENGH would be your choice if I indeed decided to switch. Or are there others options (regardless of sectors) that would be your choice.
Cheers,
H

Q: What price would you get in for Nvei? Many thanks

Q: Mr. Left of Citron is defending NUVEI by dismissing some of the claims about the CEO's college and driving records. But also adding NUVEI's financials were audited by Price Waterhouse Coopers, and he expects analysts and companies to defend NUVEI. Quote: Left Buys The Dip: After Wednesday’s crash, Left tweeted that he bought the dip in Nuvei. “Spruce report says word fraud 48 times..yet no proof of fraud. Easy to find cust. complaints on any company. Who cares if CEO did not graduate college or has a driving record,” Left said.

Left also pointed out that Nuvei’s financials have been audited by PricewaterhouseCoopers, an extremely reputable auditing firm.

He went on to praise the investigative work conducted by Spruce Point but said he is betting on PriceWaterhouseCooper’s audit over Spruce Point’s investigation.

Not sure what to make of one short seller opposing the short attack of another short seller. Any brief thoughts on this. If you cover this idea in other questions, ignore this one. Thanks

Q: Assuming rising inflation and interest rates, what are your top two or three security picks? In Canada please.

Q: Hi 5i,
Ive read your previous response concerning short report....When you have reviewed Nuvei short report will you be alerting members as to what you think what action if any should be taken in response, time frames ..ect ect..
Thx
Jim

Q: Hi folks...thoughts on the $74.4M finance by Magnet Forensic @ $30.30 per share...I can understand upper mgmt cashing out...but stock price is half of what it was, just a few months ago...as an investor, this does not seem like a vote of confidence, going forward, on the timing of the finance...do you still like the company, and would U add on a selloff below $30, thanks as always, jb Piedmont QC

Q: Can you comment on the big drop this morning

Q: Hello Ryan, Peter and 5i Team,

Wondering if I can get your opinion on what one might do with Docusign? Having held it through the boom and now the bust, I'm not so sure that it will generate enough investor interest to return to its former peak within a reasonable timeframe (unless there is an extended Covid Lockdown 2.0).

What likelihood exists that it may be bought out at a decent premium, perhaps by Adobe? If your team is now somewhat lukewarm on this stock, can you please suggest 2-3 replacements that currently show higher growth potential.

Thank you.

Brad

Q: How would you proportion $20 thousand between these 2 high risk companies?

Q: To my previous question on why some analysts are showing the third quarter EPS of DOCU as (-) 0.58$/share, your reply was beacause of different ways of calculating it- adjusted or non adjusted. Is the street expectation of EPS based on adjusted or non adjusted figures? Even then, I am a sure that values of EPS arrived through different accounting standards, would not be the same numerically. Here, it is + 0.58$ as reported by DOCU( including 5i) and negative 0.58$ reported by some analysts like Scotia . Please enlighten me if I have misunderstood something. Thanks.

Q: Can you provide your perspective of this company. How do you like it for a purchase now with a 3-5 year hold? Looks like it has corrected in a very sharp manner in 2021.

Q: Thanks for all you do. Can you comment on the green metals outlook for investing? And then, more specifically GMET

Q: Shop is being sued by publishers accusing them of textbook piracy. How much is this weighing on the stock price now and should it be much of a concern? It is troubling that this puts a bad light on SHOP since it is reported that this concern was brought up to SHOP several times in the past with SHOP basically ignoring it.
Would like to thank 5i for having guided us through these past troubled years (and all the years outside Covid as well). Gerry

Q: These CEFs pay good dividends. Would you consider either a good investment from a Canadian point of view - with particular reference to tax liabilities inside a LIF account, or in a non-registered account?

Q: What's your opinion on adding to Palantir at this time for the long term? I'm down about 10%

Q: Can Constellation Software be considered the "Microsoft of Canada"?

Like MSFT, can CSU still reach new highs by acquiring better software companies to it constellation?

Q: Can I Have your opinion on purchasing this stock as a new investment in terms of capital appreciation
It seems to have fallen substantially
It is held by some of the Mawerfunds which I see as a recommendation
My timeframe is about 1 to 3 years
Appreciate your view

Q: Do you consider Constellation Software to act like a “tech stock” if interest rates rise, ie. would it have much of a valuation contraction compared to other tech? It seems to have a different business model than most tech companies, and I am wondering if it is safer in a sense.

Q: Hello -

I understand the attractiveness of TOI stock - the management, the CSU model, growth projections, etc. However, I can't understand the current valuation. Even after the recent pullback to $108 (at time of writing), has the company's fortunes really increased by 72% within the last 10 months to reflect the increase to today's price compared to the beginning of Feb. last year? I realize stock price / fundamentals don't follow exactly in parallel, but that is quite an increase.

My other related question is on the sector itself. There just seems to be so many software companies out there. Is there an ever increasing need for software in the world to today that matches the increasing number of companies that offer it? In the U.S. there is a history of 3000 automobile companies at one time or the another. Only a tiny fraction exist today. I know this is an apples / oranges comparison industry-wise, but hopefully you understand my concern.

Thanks for your comments.

Q: I have a significant position in ARKK, and after quite the ride, I'm almost back to where I got in last Fall, can you gaze into your crystal ball and advise on a hold or sell. A couple of weeks ago you thought it was looking good, but the decline has accelerated along with others of a similar ilk.
Thanks Peter