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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: Regarding your answer to “must owns” for Canadian growth investors - What distinguishes your list from SHOP and/or WELL. Put another way, what are SHOP and WELL missing to make your list?
Thanks. ram
Read Answer Asked by Ray on October 26, 2020
Q: Which US and Canadian stocks do you think are the closest to "must owns" for growth investors today?
Read Answer Asked by Patrick on October 22, 2020
Q: You recently mentioned that "the spin out of Topicus is a dividend-in-kind. Shareholders will receive 1.85 shares of Topicus for each share of CSU held. The price of CSU will drop a bit on the ex dividend date to reflect the value of the new shares to be received." From a tax perspective, what does this mean? Is the entire BV of the Topicus shares that are spun out treated as a dividend and benefit from the cnd dividend tax credit and the BV of the CSU shares drops by the same amount?
Read Answer Asked by Scott on October 21, 2020
Q: Hi 5i
Would you please provide me with a list of (3 CAN and 3 USA),
low beta stocks/ETF with some opportunity for growth.

Thank you
Read Answer Asked by Fernando on October 19, 2020
Q: Hi Peter, Ryan, and Team,

In our combined portfolio, we own the following Technology stocks: CSU, ENGH, KXS, and OTEX. Since we hold OTEX in several different accounts within the portfolio, we were considering selling some OTEX and use the proceeds to buy some ABT. Would you be OK with such a move, or is ABT too expensive at the moment, since its RSI indicates that it may be slightly overbought? As always, your advice determines our course of action.
Read Answer Asked by Jerry on October 16, 2020
Q: If I was going to buy one of these three which would you recommend please? Or are they not a BUY at this time. Thanks for your valued thoughts. Dam Dan
Read Answer Asked by Danny-boy on October 08, 2020
Q: 7:18 AM 10/7/2020
I am having a lot of difficulty trying to calculate or find Compound Annual Growth Rates [CAGR] of share prices without [and with] dividends reinvested. Do you know opf a reliable source?
Sources tend to differ a lot perhaps because of not properly accounting for share price stock splits.
I would appreciate it if you could give me CAGRs without and with dividends reinvested for
CNR, CP, TIH, RBA, TRI, BAM.A, RY, CSU.
Thank you......... Paul K.
Read Answer Asked by Paul on October 07, 2020
Q: I would like to have a little fun with this question. Imagine a boxing match between Canadian companies and American companies...each round is represented by a sector so lets say it is a fight gone bad and there are extra rounds covering 11 sectors. Please pick a favourite Canadian Contender and a strong American contender for each round and who wins the round. Example Round 10 Technology Red corner Constellation Software vs Blue corner Microsoft. Won by Microsoft or Constellation Software. The rules...If you wish to give reasons why the round went one way or another, it's your choice. A good clean fight use the criteria of your investment strategies. The point...I am curious if the Canadian Companies stack up and in what areas I should be looking at South of the border. Thank you
Read Answer Asked by Jeremy on October 01, 2020
Q: Hi 5i,

So CSU spins out Topicus and the stock trades on the venture. Globe and mail states that Topicus’ equity value is $1.86B ($1.2 billion euros). Assuming that this is also the market cap, this would Topicus the largest stock on the venture. Some institutional money may have to sell due to restrictions (e.g. like not being able to hold companies that trade on the venture).

This puts downward pressure on the stock. It trades at a discount.

It then starts getting traded on the TSX and large institutional money flow back in. In addition, being a stand alone company gives it a higher multiple.

What do you think?
Read Answer Asked by James on September 28, 2020
Q: I have essentially equal holdings in these mega caps and other US and Canadian techs listed. For a new additional tech investment, any thoughts on the best addition? Would you recommend more to an index?
I'm trying not too add too many new names.

Thanks in advance.

Thanks,
Read Answer Asked by Peter on September 28, 2020
Q: hello 5i Research team,
Probably a very easy question: who are the “Jorday Group” and Ussel in the CSU spinoff? How would you rate them as significant shareholders? Do current Topicus.com B.V. CEO Daan Dijkhuizen who will be appointed CEO, and current TSS head Robin van Poelje future Chair have good pedigree?
Thank you for your collaboration, Eric
Read Answer Asked by Eric on September 24, 2020
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