Investment Q&A

Q: People who are very close to the market having connections that I don't have. Here are examples: PINS - in May it was $50 and up until recently it was up as high as $82, then it started selling off and eventually quickly plummeted below $60. AMAZON - this was not doing much most of the year by July it was at $3760, a short time latter it was $3300. PINS started selling off fairly rapidly once it hit the low $80's. I think some people knew that the writing was on the wall for this stock. In the case of Amazon, since it wasn't doing much anyway - it sold off rapidly over a short period of time down to $3300 - again I have the same feeling as I have with PINS. PAY PAL had a massive sell-off and ROKU in July at one time in July was $490 plus and now it is down over $100 and seems to continue to fall I wish I had got out when it reached the $500 value. Would you say these lucky people who got out at the high price are well sophisticated traders or have a lot of connections? Your opinion. Thank you.

Q: Hello Team. What is your assessment of this etf as part of a fixed income allocation for a RIF. It has a 3.9% yield and with the threat of inflation it sounds good but would rising interest rates negate its inflation protection best regards gary

Q: Hi 5i, pls provide any good info from conference call if you listened to it.

Thx

Q: Your thoughts on these e-commerce companies. Could these be another meme stocks or there is real value? Thank you!

Q: Hi All,
I bought some shares of Good Natured Products and it has been falling ever since. Is it time to bail or does this stock have some potential? I would appreciate your opinion. Thanks for all your good advice.
Jane

Q: This company seems to have lofty expectations of opening 20 stores over the next year. I have doubts whether that’s possible without a new issue of shares. What is their cash position? Your thoughts about this company would be appreciated.

Thanks, James.

Q: FCR is a core holding for me and I would like a couple other reit names to go with it please. Yield is not as important as total return and diversification. THANKYOU

Q: Do you consider mksi a buy at these levels?

Q: Hello just wondered what you thought of cvac

Q: Great job in identifying this business. Another excellent pick by 5i. I have a great deal of faith in ATA’s business model and believe more factories/businesses will become automated for years to come. Do you believe ATA has the potential to grow organically into a behemoth or will eventually look to be taken out?
Thanks

Q: Hi Guys

I see Absolute Software is down today 20% after their earnings announcement. After reviewing their quarterly report, and your answer on earnings this seems a bit overdone. Did you listen to their Conference Call? Just wondering your thoughts on what was the factor that has investors so worried? Would you be a buyer today on the price drop? Seems like the right software product for our times.

Thanks

Stuart

Q: Hi Peter
please comment on HDI Hardwoods Distribution Inc. Second Quarter results.
Thanks, Ron

Q: Your thoughts on Z, please. The latest report showed revenues and earnings higher than estimates and future revenues predicted to be +2 billion, yet the stock was down about 10%.

Q: I have been a longtime holder of SMU and have done well from it The stock has been on a tear lately, now yielding only 2.81 % and is now 10% of my ( non registered) portfolio and 5% of total portfolios. I am reluctant to reduce but wondering if a trimming is in order. Please comment on its technical characteristics. Also own Crombie and HR reits. Ignoring stock weighting,I suppose if I want to trim my reits it should be the one with the least potential and worst metrics, not the one that has given me the best return so that means to trim HR. Your thoughts are appreciated. Derek

Q: Hi 5i,

I own the Preferred shares of ECN. They have just sold a major part of the business and are going to pay a special $7.50 dividend to the common shareholders. The way I see it, are they not taking away a lot of the security of the preferred shareholders by paying such a large common share dividend? Do the preferred shareholders have a voice in this matter? Can the company just dividend out everything leaving the preferred shareholders holding a worthless piece of paper?

Your thoughts on this are appreciated.

Q: How would you rate the solar space currently? What are your favourite names in the sector? Do you think SPWR being owned by TotalEnergies gives them added safety beyond their own numbers? Thank-you.

Q: What's with the recent day rise in SMU.UN's unit price?

Q: A follow up question to your earlier response. If the company is paying such a high special dividend does that mean that Mr Hudson and the board did see better uses for the proceeds? After the sale the company will be much smaller, slower growing (from what I can tell but I may be wrong) and without the cash available to grow meaningfully by acquisition. Do you think this is the start of the end game for ECN where the rest of the company eventually gets sold?

Q: Between Draftking valuation (including cost per customer acquired) and SCR takeover price and then by subtracting for Murdoch's fight and Kentucky suit then adding in a remarkable 45% market share of sports betting on the Qtr in the US, what do you think of Flutter's present valuation?

Q: Opinion on DOCS please and their recent earnings. Thanks.