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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: Hello 5I
My holdings include, with total portfolio weights::
ATD.B (4.65%); BYD.UN (5.65%); CP (3.65); CSU (3.50%); GSY (4.6%); WSP (4.20%); ZEM (4.5%)

I have concern about a possible recession and economic slow down, and I would like to structure the equities in my portfolio with a bit more of a conservative and defensive tilt.

I otherwise would want to keep these positions but do you see any of these 7 being less conservative and defensive? With my objective in mind, should any be reduced or eliminated?

thanks for your excellent service.
Read Answer Asked by Leonard on November 19, 2019
Q: As always, would appreciate your analysis of their latest results which were released this morning.

MONTREAL, Nov. 12, 2019 (GLOBE NEWSWIRE) -- Xebec Adsorption Inc. (TSXV: XBC) ("Xebec"), a global provider of clean energy solutions announced today its 2019 third quarter and nine-month periods results, with the following highlights:

Record revenues of $13.2 million in the third quarter of 2019 compared to $5.6 million for the same period in 2018, a 136% increase.

Positive EBITDA at $1.5 million for the third quarter 2019 compared to $0.1 million for the same period in 2018.

Net profit of $1.0 million or $0.02/share for the third quarter 2019, compared to a net loss of ($0.4) million or ($0.01)/share for the same period in 2018.

Working capital increased to $19.0 million as of September 30, 2019, for a current ratio of 2.3:1 compared with working capital of $5.2 million and a 1.6:1 ratio on December 31, 2018.
Read Answer Asked by karl on November 12, 2019
Q: Hello Peter/5i Team
There has been mentioned that there is a shift from growth stock to value stock.
Please provide me three of you top picks that you would consider good value stocks.

Also are the banks stock a good place to be adding to ?

Thanks
Claudio
Read Answer Asked by claudio on November 12, 2019
Q: More a comment than a question, I just read your answer to a question asked by David. My understanding of Sangoma current cash and debt position is the following : on July 16, 2019, Sangoma closed a short-form bought deal prospectus offering of 14,846,500 common shares, at a price of $1.55 per common share for aggregate gross proceeds of $23,012,075. As of June 30, 2019, Sangoma had $11,724,000 in cash, therefore, it is fair to say that on July 16 Sangoma had ±$34,700,000 in cash ($23,012,075 + $11,724,000).

Following the acquisition of VoIP Innovations, Sangoma has drawn approximately C$46 million from a credit line provided by BMO and TD. Approximately CDN$22 million will be used to pay off all existing debt and around CDN$24 million to fund this acquisition. Since the acquisition is for US36,000,000 or ±CDN$48,000,000, Sangoma will withdraw CDN$24,000,000 from its cash reserve leaving approximately CDN$10,7000,000 in cash and will be have a debt of CDN$46 million.
Read Answer Asked by Gilles on November 11, 2019
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