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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: I see an opportunity to be greedy when everyone else is fearful. In June 2021, AcuityAds Holdings sold a total of 5,665,025 common shares at a price of US$10.15 per share, for gross proceeds to the Company of US$57,500,003.75. As of the last quarterly report they still have the proceeds of this public offering sitting unused on their balance sheet. They have just announced a normal course issuer bid to repurchase up to 5,350,000 common shares. ATY closed at US$3.34, more or less unchanged today, after initially popping on news of their share repurchase. To me, this seems like a no-brainer for ATY: sell at US$10.15 and buy at US$3.34. At today's closing price, ATY could repurchase 5.35 million shares for US$17.9 million and still have nearly US$40 million left in the bank from their public offering!! I don't see any fundamental change in ATY's business prospects since June 2021. ATY is currently 1.6% of my holdings and I am wondering why I wouldn't keep buying shares at current prices until it reaches a full weight of 2.5%. What am I missing? Should I be greedy or fearful? I would appreciate your insights.
Read Answer Asked by David on April 22, 2022
Q: Thank you for your great service I look at the questions almost every day. My question is about Shopify it looks to me that it has broken some support level. Could this mean the next level of support is back in the march lows of 2020? My technical analysis is not very good so please correct me if I’m wrong.
Read Answer Asked by Mark on April 22, 2022
Q: I bought the above 3 companies when they IPO. CVO and CPLF have lost almost half their value. Should I sell and the loss.? And what do you think of MAGT?
What would you recommend as replacement?
Read Answer Asked by Joanne on April 21, 2022
Q: Hello Folks:
How would you choose between: DE CAT and CMI?
Thank you so much
brian

Read Answer Asked by Brian on April 21, 2022
Q: Further to your earlier answer on commodity prices dropping because of a rising US dollar...

Doesn't a rising US dollar actually HELP Canadian producers as they receive more for their products? And would that rise not be counteracted in any case by an anticipated further rise in Canadian rates - which would likely raise the CAN$? Is Mr. Market just reacting in a knee-jerk fashion here?
Read Answer Asked by John on April 21, 2022
Q: I have some money in my RRSP and would like to buy some US stocks. Could you recommend your top picks you think are priced to buy now, which gives 3% or more dividend. Also any you would wait on, and what price point you would enter. Thanks so much!
Read Answer Asked by Pat on April 21, 2022
Q: Dear 5i team.

I'm trying to understand the impact of the recent fight between Disney and the State of Florida. What would you estimate the impact to be if Florida strips Disney of their special status to govern themselves. To be honest, I'm not sure if this will have any impact as it may be a zero sum game if the surrounding municipalities collect a tax to provide the services Disney does and pays for itself now? Is that too simplistic?

Appreciate your opinions.
Read Answer Asked by Arthur on April 21, 2022
Q: Goeasy is a great buying opportunity under $120 ($119.30 as I write) with a 3% dividend, 7/8 years of dividend increases plus great management, great growth, etc. I'm thinking people are afraid of inflation (I'm 70 so been there) or repositioning funds. Even with a full weight 5% posn I am tempted to add. Your thoughts on going over weight.
Read Answer Asked by Stephen on April 21, 2022
Q: Morning 5i,
I know there have been many recent questions on GSY but I'll still ask:
To me GSY is acting very volatile and I wonder if you agree that it's behaving more like a stock that's being traded than a name that's attracting investors? If I'm right in that, do you have any thoughts as to why, and by rights shouldn't a relatively large financial services company be much more stable than GSY is at present. Its current yo-yo behaviour doesn't instill much confidence, in me at least.
Thanks, and I look forward to your thoughts.
Peter
Read Answer Asked by Peter on April 21, 2022
Q: Hi Peter, I have 300 shares of CM in a margin account and 20 in my TFSA since they are splitting I thought it would be a good idea to transfer some (what I can contribute) into my TFSA, 1. Your thought on that and 2. Is there a way to do this rather than selling them in one and buying them back in the other and when is it better, before or after the split. Please take as many credits for this question as needed. Thanks for your valued opinion. Nick
Read Answer Asked by Nick on April 21, 2022
Q: Can you comment on Amazon taking another run at SHOP. This one seems more established than the last attempt to replicate. Also throwing it in free for Prime users could be appealing to new business owners. How concerning is this?

https://www.businesswire.com/news/home/20220420006188/en/Amazon-Unveils-Buy-with-Prime-Expanding-Prime-Shopping-Benefits-Beyond-Amazon.com?fbclid=IwAR26gQ4as3YfmQt4ckp1N8POB_C_89ik1d4yYkXikCX9GvGPiFqUscqhClc
Read Answer Asked by Adam on April 21, 2022
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