Investment Q&A

Q: Looking for buys in the upcoming tax loss selling season. Please rank the attached list. Thank you. Greg

Q: Hi Peter,
I have been holding onto DND. After the news on the decision to remain a public company, I was glad indeed at the decision made.
If management was willing to take the company private at $50.50 and now the committee that was formed decided that there is more value over and above the $50.50, I am surprised that the stock is selling off . It’s actually now on sale as far as I am concerned and I have been happily adding to my position.
Could I get your thoughts?
Thanks

Q: So what happens now with DND. Price is dropping more than I would have expected. Are fundamentals still intact? What do you expect the stock to do going forward?

Q: I know you like ADT.B as a company and its management but the stock hasn't done much over the past couple of years. At some point does the lack of share price growth warrant removal from the portfolio?

Savaria is another one, and despite all the potential for a reopening trade Air Canada isn't 'taking off'. Do you think these two should be considered for replacement with something else that can provide better growth?

Please deduct credits accordingly.

Q: Hi 5i with the recent pull back is DND a buy as I have only a 1/2 position; or should I stay away and wait for better momentum?

Q: I'm sure I'm not the first to ask, but with DND's news release this morning where does this put the company now? I held throughout. Do you still like this as a tech stock with long term potential?

Q: NO PROFIT... NO PROBLEM...

This is a story in the Globe and Mail dated Sept 25th 2021. The article made all lot of sense and there seems to be a disconnect with growth at all cost with no profit. Maybe this is how things are done just look at how our government is run.

I don't have a specific question to any of the companies mentioned above but with LSPD in the news lately maybe it will apply. I know there has been a short report put out on LSPD and from some of the comments that I am reading from 5i that they are false.

My question is how do you know?

We don't know the real workings of a company and what we get from them is what they want us to hear. Take for example XBC, that wiped out all of value from investors because we didn't get the correct information from Management. It's what they wanted us to hear and we believed them.

I think there should be some healthy skepticism with regards to what Management says and does and investors should take away that capital preservation is paramount.

If LSPD or any company that gets shorted and can't explain the reasons for the discrepancy in a respectfully dialogue then maybe there is some truth to it but like I said we don't really know.

Who is right? The short trader or the Stock promotor?

Until we get all the information it will always be Buyer Beware and don't fall in love with any stock.

Sincerely.

Q: Hi Peter,

Does a portfolio, that is made up of the stocks listed above, agreeable to you if one has a longer term time frame, say 5 years plus and has a high tolerance for risk?

Thanks,

Q: Good morning, is the recent sell off in DND a buying opportunity to add to my two percent position in the stock?

Thanks good day to all

Q: I tried to pull a stock list of B+ companies based on your reviews. Your thought on investing as an equal weight portfolio with a 5 year horizon.

Thank you!

Q: Just sold DND today and looking to increase tech exposure as I'm now underweight techs and industrials. Currently own LSPD and ENGH. Please suggest 2 for each industry. No US exposure. Would you buy XQQ at this point?

Thank you

Q: Most of my portfolio is doing great but I am not happy with DND. I feel like it is stagnating in the $45-$50 range and those funds could be better used elsewhere. Can you suggest 4-5 other stocks to consider (CDN exchange)? Thanks

Q: Above our securities of about 45 I hold that for quite some time are terrible to look at. Which ones should I sell and replace with your picks that are doing quite well and would you sell them at the price they are now or would you pick a higher price and put them in for a few days? Thanks again

Q: Greetings 5i.

If I understand it correctly, DND mgmt are considering an offer around 50.50 cad to take the Company private. If this offer fails and there are no competing offers emerging, what price do you see the stock heading back to in this scenario?

Thanks for your insights.

Q: DND has been weak recently. I see no news. Do you see anything that would explain it? Is it a buy at this level?

Q: I am overweight in Canadian tech and would like to reduce my holdings. please list in order of confidence for long term capital appreciation, high risk tolerance.

Dave

Q: 1) Since management is trying to buy the company from other shareholders, is it in their best interest to keep the share price from rising? eg. slow down new deals, slow down news flow, slow down promotion, slow down analyst meetings.... Seems like there is a huge conflict of interest at this point between management and other shareholders who want to own this company long term.

2) Their stated rationale for a buyout seems flawed. The CEO says the public markets are not rewarding them with a good valuation for which to use shares for acquisitions. But don't public companies trade higher valuations then private companies?

Thanks.

Q: What is the expected completion timeframe for DND's strategic review? What are your thoughts on what might happen?

Q: Good Morning,
I would like to make room in my TFSA for APPS. From the list above which would you suggest dropping?

Q: Good day all, thoughts on recent quarter and all. Company provided no Q&A. Keeping everyone guessing on proposed management takeover?
Thanks man