Investment Q&A

Q: I used to own a REIT called INN . A play on the Canadian tourism industry . I did quite well on it and sold it for a tidy profit when they were bought out . With our southern neighbors rapidly approaching " Most Hated Nation " status coupled with their currently well publicized Gestapo tactics at the border resulting in travel alerts in at least five countries ..... I am curious in what ways I can invest in the Canadian tourism industry ? On social media I am reading a lot of European and Aussie tourists are planning trips to Canada instead of the U.S. .... Any suggestions of an approach to investing in Canadian tourism ? I am looking for Canada " only " options . If there are no " Canada " options how about Europe ? Not interested in any company that even uses U.S. airspace..... I'm an " Elbows Up " Canucklehead .....

Of course one other concern is Trump throwing the world into recession and the travel industry suffering as a result. Could 5i comment on that thesis as well ? ..... Thanks for your terrific service .....

Q: Would you sell RECP today at a discount, or wait for the proposed buyout?
What about redirecting the proceeds towards purchasing Roots?

Thx

Q: The daily volume (float) of shares bought/sold seems small. Does it make sense for management to be buying back shares reducing the float even more? What plans do you think Searchlight Capital Partners have for Roots...a creeping privatization?
Thanks,
Jim

Q: year end results came out today. This company may be on the mend. For what it's worth, my niece has been a store manager for over 10 years and she says the store activity is the best it has ever been.

Q: Hi there, in the context of unintended consequences I find that Roots shareholders may benefit in the near to mid term. Closing stores(unfortunately appears to help their business model profitability) and having their new D.C. (e-commerce channel)become more reliable and more efficient is beneficial. Strong brand and quality product all looking good. Is their balance sheet and liquidity strong enough to come out the other end of the Covid crisis? Thx Chris

Q: Hard to believe Roots is now a penny stock. Any chance this company can get things turned around or could you see it going bankrupt?

Q: My broker got me into Roots in the summer. I've got significant losses in taxable accounts. Is there any point in hanging on to this one or would it be better to take the loss and move on to something more promising?

Q: I see that Searchlight Capital Partners, L.P. has been loading up on this lately. What is your thoughts of a possible buyout? Thank you.

Q: Can i get your thoughts on ROOT.TO ?

Q: ROOT is at a very low price. Is it worth buying it at this price or wait for more loss...maybe it won't be able to recover? Thank you.

Q: just wondering which 2 out of the group would you suggest for tax loss selling?

Q: whats your overall thoughts on retail in Canada in general? all these retail names have expeirenced sizable pull backs, and are looking more attractive now. is the strength of the consumer that large of a threat?

Q: What are your thoughts on the latest earnings miss from Roots? The stock is getting kicked to the curb today. I like the clothing and the reputation. Is it worth buying as 3-5 year investment?

Q: Your opinion on this company for a TFSA holding?
Greg

Q: hey just wondering about the weakness in both the names, any reasons why, and is it a good time to take a position in either of them?

Q: Now that a couple more quarters have passed since the last question you received on Roots, what are your thoughts on the company today?

Q: What do you think of Roots as a stock and do you think it is a good buy at current valuation?

Q: Patrick Horan was on BNN yesterday morning. He indicated that he had done considerable DD when deciding whether or not to participate in the IPO. Recognizing that the retail sector is tough these days, his conclusion was that $12 was too expensive, however, if it subsequently dropped to $10, he would be much more interested as there certainly is value at this price. Your thoughts?

Q: Can you comment on the upcoming Roots (ROOT) IPO? I am on the fence regarding whether or not I should participate in the IPO, or wait to see how the shares of the company do in the first couple of months after the IPO is completed. Thanks so much!