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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi Peter &5i team,
If Amazon is building warehouses in Canada, will any Canadian companies benefit? In your opinion, is this a good opportunity to invest in companies such as Richards packaging,CCL,the pulp and paper industry,or other e commerce firms.
Thanks for your thoughts
Read Answer Asked by john on September 18, 2020
Q: I'm looking for a few suggestions of economy re-opening stocks, US and CAD that you would consider 'investable' with a recovery taking place over the next year or so.
Read Answer Asked by Mike on September 18, 2020
Q: Hi, Nuvei shares debuted Thursday with a bang and closed nicely 30% above the offer price of US$26. Initial Offering was for 26.9 mln shares ( plus 15% overallotment) of which about 90% was treasury offering of new shares and balance was sold by existing shareholders, Novacap group of funds. Caisse and most other major shareholders continue to own their stake in the company. 8.3 mln shares were traded on the first day, in total, (USD and CAD). Shares traded in the range of US$31.58-$35 and CAD$42-$46.
Initial analysis and report posted by 5i (Barkha) on the company was very informative and helpful.
Looks like, Nuvei could be in league with highly successful Canadian Tech companies like SHOP and LSPD, in the payment/ ecommerce sector.
What is your take on this company ? How do you rate company's hold in its addressable market, growth prospects and competition ?
Your commentary and guidance was invaluable and tremendously useful in the early days of LSPD, last year and helped many of us to be able to build a decent ownership, over time.
If you like NVEI, what will be your recommended approach, position size and price range ?
Thank you for your valued insight, as always.
Read Answer Asked by rajeev on September 18, 2020
Q: Thx as always for your amazing service.
You mentioned 4 of the above names in a vaccine / recovery scenario. I already own DOO and GC, and I am looking to add two. Can you please rank them 1) in terms of risk 2) recovery potential from current levels

Thx Brian

Read Answer Asked by Brian on August 25, 2020
Q: Would appreciate your assessment of their Q2 results that were released yesterday.
Read Answer Asked by karl on August 14, 2020
Q: It looks like the market likes the announced sale of Tucows TING mobile to DISH and the technology partnership between the two companies. I would love to hear your perspective with regards to what this deal means to Tucows long term.
- how big is TING mobile vs Ting Fiber vs Domain Names to the overall Tucows business?
- I thought Fiber was their future....does the partnership with DISH create new opportunities in mobile (either through technology partnerships with other mobile companies, or a large opportunity to grow with DISH)) for new avenues of growth or does it solve a problem they had with mobile that will allow them to focus more on their fiber business?
- I know nothing about DISH - are they a valuable partner?
- is TC a buy in your opinion?

Any colour you may add to this would be most welcome.

Cheers
Scott
Read Answer Asked by Scott on August 05, 2020
Q: Greetings 5i team,
I have some cash in two of my accounts and am looking to add to two or more of these companies. In what order would you suggest I might add to these companies? Are there any that you would not add to at this time? For example, CAE and GC have been badly mauled, have not yet recovered, but perhaps I should treat them as a hold?
I realize that these companies vary according to sector, size growth, income and recovery potential making this a challenging question.
Thank you for your work.
SP
Read Answer Asked by Steve on July 28, 2020
Q: Hello, what is your opinion on NTAR? From what I read, they have a very attractive AR software and they also have obtained contracts from other businesses, some big names too. Also contract with Dallas District School Board. Thank you!
Read Answer Asked by TJIENNY on July 24, 2020
Q: First question on this company (V.BABY). It's a food and nutrition company that focuses primarily on infants, toddlers and children. In the last 6 weeks, it has picked up serious momentum as it has obtained clean label certifications, USDA organic certifications and retail broker agreements in preparation for the initial launch of its products in the US.
Read Answer Asked by karl on July 23, 2020
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