Investment Q&A

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

Q: Hi 5i,

Would you sell DND for ECN today for a 1 - 2 year hold?

Q: When does MRS next report and what is expected? Also, what is the situation with DND? Any further word on management's offer? When does it next report and what is expected?

Q: If you wanted to buy 3-5 small or micro stocks as a speculative’ish basket, looking for a home run within 5-7 years, what would you pick? (Any sector and US or Canada)

Q: The landscape of tech stocks in Canada seems to be rapidly evolving, with several impressive IPO's of late, and some very strong growth stories emerging. In a well diversified portfolio, how would you rate the desirability of holding each of the following tech stocks on a scale of one to ten, with 10 being a must own, 1 being a definite "no", and 5 being something OK, but nothing special. 5+ year holding period.

CSU, CTS, DND, DSG, ENGH, KXS, LSPD, MAGT, NVEI, OTEX, TIXT, TOI

Q: On 7/30 in your response on a question regarding DND you said "DND, even in a privatization, might only have another 10% potential." Can you please elaborate on that?

I have BEPC and DND in my RRIF and I need to sell one of the two to raise the cash to meet the regular monthly payout requirement next month. If DND's upside is that limited BEPC would be the one to keep since it pays a better dividend and the prospect of renewable energy stocks should rebound much more. Your insight is much appreciated. Thanks.

Q: Hello 5i team,

What are your 3 best ideas today for multi-bagger return for a 5 year hold assuming a well balanced portfolio and risk isn't an issue. Thank you,

Wes

Q: Hi Peter and 5i Research, You guys have been doing excellent job educating investor like me what to buy and making good decisions about investing , thank you for that.
My question is about DND.TO, the management had a offer to take this company private and offer price is $50.50 but share price of this company has not been reached and bounce back and forth between $46 to $48, what is the expire date for this?
Thanks
Ramesh

Q: Thinking of selling my DND to pick up LSPD. The former hasn't done much and, if it goes private, then I'll need to sell in any event.

Robert

Q: On July 3 , Motley Fool stated that " the team has confirmed that the company could be acquired by the management itself. The leadership team has partnered with a group to bid " It closed at around $ 47 that day. Today it is $ 44.56 . Reason ? Thanks a million.

Q: Good Morning 5I Team. Thanks for the great work. I am learning and benefitting a lot with this membership. I am looking to add some more to my existing position in the above stocks favoured by 5I. I have a long term view. Irrespective of risk and sector based on growth and current valuation which are the 2 stocks you would be willing to add at today's price.

Q: In a registered account I own CSU, DND, LSPD, BEP.UN, MG, BYD, TFII, TOI and WSP. FI am looking for 3 new companies for a TFSA. Ideally not a company listed above. Moderate risk and a 10 year outlook.

Thanks in advance!

Q: DND has been slowly drifting down for the last two weeks, and was $45.5 at one point today. At what price do you think is worthwhile to throw in, say, 1-2% of your portfolio, assuming you are risk tolerant, and have a long time horizon to hold should the takeover deal goes bad?

Q: I'm really overweight in IT. Close to 35% but I need to get down to 20% or less. IT holdings are: KXS (3.1%); SHOP (16.9%); CSU (5.2%); TOI (0.4%); DND (0.2%); LSPD (2.0%); SYZ (1.4%); PHO (1.0%); CRWD (2%); NVDA (0.7%); DOCU (1.5%).

Not sure if it makes a difference but all are in TFSA except KXS, CRWD and DOCU (cash/margin account). Due to the fact that I'm working I don't want to trigger any taxable gains if possible. Obviously I need to trim SHOP by at least 1/2.

SYZ seems to be a laggard since it has only appreciated 45% in almost 7 years so I think I should sell that. Do you agree? (assuming a balanced portfolio).

Aren't DND and PHO going to be purchased?

I'm emotionally attached to the high gains otherwise... What's your suggestion on how to bring down my IT holdings in a tax efficient way?

Q: Good morning
I have a small position in my my trading account on DND and also a small position in TOI Should i sell DND now to build build a larger position in TOI or wait to see if a higher offer comes in on DND?
Thks for an excellent service
Marcel

Q: Hi,

These stocks listed make up the core position of my Canadian and US holdings.

Would you consider this list to be a good one for a 3-5 year plus time horizon? I am able to tolerate high risk .

Thanks