Q: In your answer to a question recently asked on Genomics, your suggestion was to buy an ETF such as ARKG or EAGB. You also mentioned that if so inclined you could start adding small amounts in specific stocks which of course be riskier. Would you be able to suggest 3 or 4 of these stocks either US or Canadian, preferably at least one of each.
Q: GE’s Haliade-X is in the news. Could you tell me what percent of the company the wind turbine business represents. And if your beginning to look at the company once again as a turn around?
Q: Hi Team,
I have become interested in CELH, as I have seen you mention it several times as a US small cap favorite. Unfortunately I have just been watching it "run away" from me as it continues to rocket higher daily it seems. I was wondering if you could elaborate a bit more on what you like about the company, growth expectations and potential, catalysts, and if the share price rise seen this year is justifiable? ($3 - $65 seems a bit crazy!) From what I have read off the website its technology in being able to burn fat seems quite intriguing. I am now tempted to go and try it myself. Do you know if it is being sold at various locations across Canada or just online? Thanks for your input.
Q: Late 2020, Quebec based Electric bus manufacturer Lion Electric went public through merging with US based SPAC Northern Genesis Acquisition Corp https://pages.thelionelectric.com/lev/
On Jan 12, 2021 NGA announced a large IPO. NGA has stated that it intends to focus on opportunities whose business model demonstrates clear commitments to sustainability and strong alignment with environmental, social, and governance principles.
It would seem that a blank check company formed for the purposes of M&A's, might view NFI as an attractive target, as it appears to be undervalued with a strong tailwinds & attractive governance coming from planned infrastructure spending across it's markets. There would also appear to be strong synergies between Lion and NFI's businesses.
While the above is highly speculative, does 5i view acquisition of NFI by NGA as making sense. Why or why not?
Q: Hi team,do you consider any of these two good buy at this stage?
Could also explain wether PayPal or Square taking away any business or market share from these two.
Thanks
Javad
Q: I am interested in investing in Health Care Robotics. I am looking at Stryker and Medtronic. I am leaning toward MDT due to lower entry point and higher dividend. Based on history and statistics which one would you favour? Could you suggest similar companies for consideration?
Thank You
Jane
Q: Can you update your opinion on Fiserv? I’ve owned PYPL since the spin out from EBAY and wonder whether I should just stay with a leader (albeit expensive) or add FISV. Opportunity or value trap while people judge the FDC acquisition? Thanks
Q: In making a comparison of the discount Canadian dollar store, Dollarama with the American equivalent, Dollar General, one has to be impressed with Dollar General. DG has more than 17,000 stores compared to 1300 for DOL and DG is opening more than 1,000 new stores each year. The performance and execution of DG has been steady and in an upward direction while DOL has been much more choppy. In addition it seems like DG has found a way to improve its on line presence with digital coupons and other measures while DOL has on line case sales only. It would make sense that if DG wanted to expand beyond its borders, DOL would make an excellent target.
Can you please provide your opinion as to which company you would favour regardless of country of origin and if you believe DOL would be a possible acquisition target for DG? Thanks for your on going great service.