Investment Q&A

Q: Good Morning, Would you folks have a problem with buying MFI Maple Leaf Foods now that China Sounds like it will take beef and pork from Canada again ? Any other problems with MFI that you know of ? Your opinion is much appreciated . Thanks,Larry

Q: Can I please have your thoughts and analysis on Cargo jets recently announced earnings. Would you recommend adding to one's portfolio at this time. Thank You.

Q: Hi 5i,
I see on Friday Nov 1, that Xebec Adsorption Inc (XBC) was up more than 150% on volumes and more than 12% on price. I can't find any publicly released information that would contribute to this change and wondered if you have any thoughts for this significant price and volume increase? Thanks

Q: I've owned zzz for a couple years now. Hasn't performed well and I don't see things changing in the near term. Looking for a replacement keeping in the same sector. I'm in mid 30's with portfolio somewhere between your balanced and growth portfolios.

Q: Any news on PAT causing it to drop 15 per cent today

Q: Do you have any opinions and advice regarding the upcoming IPO of GFL Environmental?

Q: Any thoughts why Sangoma still trades less than 1X revenues (on forward guidance) despite having almost half of its revenues recurring. The Company has grown a lot and Management has a history of making good acquisitions. Do you think the stock is due for a re-rating more inline with its peers?

Q: Any idea what is causing the move today? Thank-you.

Q: Good morning,
I am interested in blockchain.
Not, the currency, but the technology behind the concept.
Do you have ideas on small/mid cap companies that are involved in blockchain as a business model?
thanks
rick

Q: What's with this TRI CEO search story? The company is doing a candidate search and yet the TRI Board claims to fully support the CEO. Is this company really that dysfunctional? What going on?

Q: A friend of mine who works in Venture Capital recently told me about a small tech fund that was being managed by Damien Leonard, Mark Leonard's son. The crazy part - it's the old PineTree Capital, that terrible mutual fund-like investment product that would buy speculative mining companies and ruin shareholder capital. The Leonard family home office (incl. some of Mark's cash) now owns over 30% of the company. Upon doing some research, it looks like the company is trading at a 25% discount to book value although the new tech investments are not disclosed.

What are your thoughts? Would this be an appropriate 1% position (despite low liquidity) knowing that very few people understand investing in software companies like Mark Leonard, Damien's biggest mentor?

Q: What is 5i's opinion of Sangoma's Q4 and fiscal 2019 results and the major acquisition just announced? With the acquisition Sangoma's recurring revenues is 45% of total sales. You it be fair that a Company of this size now trade at a sales multiple greater than 1 when a good portion of revenues are recurring?

Q: Good morning guys :
Another stock I am keeping an eye on is this name. What do you think of this reit in the pot industry .
Thank you
Mark

Q: I already own BAM, RY, T, BOYD Income, and ZLU, but I'm looking for another lo -volatility dividend stock with some growth. What do you think of my adding NPI or BEP? Is there another choice you like?

Q: Can you quantify the impact of todays contract announcement with respect to the valuation of this company's shares and perhaps the company's prospects, please. Thanks

Q: Good day intrepid advisors. I have questions on Eif. What are the most recent short positions please? Could you comment on their new acquisitions? ( and share issue). How do think the share price will react in near term and one year out barring any disasters. Thank you so much

Q: Hi,

What is going on with Sylogist and do you still recommend it ?

Thanks

Q: Hi team,

Commissions on trades are gradually disappearing in the U.S. Do you think Canadian firms will do likewise and what impact will it have on the stock of TMX Group ? And your views on TMX now ?

Many thanks,

Jacques, Mtl

Q: Any idea on what's causing pat's nosedive the last few days?Can't find any news.

Q: Why is Aritzia off 3% today