Investment Q&A

Q: Hello Team,
Could you give me an analysis on this company and is it one you would endorse?
Thank You,
Barry

Q: There's a lot of talk about the commodity boom lately. What is the best way of playing it?

Q: Are ARK Funds available to purchase in Canadian Dollars, or do they only trade on the NASDAQ?
Thanks
Phil

Q: I have an unregistered cdn div payer account, which has about 20% financial sector weighting. This is probably a little high for this account, but overall portfolio diversification including other accounts levels this out much better.

I'm happy to stay with 20% financial in this account, and this is currently achieved via equal weights of BNS, RY and SLF. In pursuit of higher yield, I am considering replacing RY (4%) with FSZ (7%) and looking for your comments on this idea.

Account objective is retirement income for next 10 to 20.

Thanks,

Jim

Q: Can you comment on LI is taking over PLU. Seems like there is a big discount to PLU compared to the price of LI. What should the price of PLU be based on current price of LI. Thanks

Q: 5I Team,

Can I please get your current thoughts on Jamf Holding Corp, (JAMF).

Thanks,
Scott

Q: Hello,
Your Feb. 9 blog about finding quality stocks had a lot of Gold companies on the list with low P/E's, low debt, and 3 yrs of positive growth in earnings.
For a TFSA that has no Gold exposure currently, which of these small-cap & mid-caps has really good momentum now and is well positioned for more growth in the coming 2-3 years? And which has a solid portfolio of mines in production now?
Thanks for your guidance.

Q: HI, I wish to add a US stock (large Cie) in my RRSP with those criteria:
1) Safe dividends
2) Some growth
3) Not overpriced ( technology stocks seem very popular and expensive )
I hesitate between PG and VZ
Which one would suit better ?
Any other suggestion in this context ?
Many thanks JY

Q: My research drudged up this on Kaleyra, do you agree or have anything to add? Was thinking of starting a position.

A cloud computing company offering communications solutions. The company’s SaaS platform supports SMS, voice calls, and chatbots – a product with obvious applications and value in today’s office climate, with the strong push to telecommuting and remote work. Kaleyra boasts over 3,500 customers, who make 3 billion voice calls and sent 27 billion text messages in 2019 (the last year with full numbers available).
Over the past 6 months, KLR shares have shown tremendous growth, appreciating 155%. Kaleyra’s revenues have grown along with the share value. The company’s 3Q20 results hit $38.3 million, the best since KLR went public. While Kaleyra still runs a net earnings loss each quarter, the Q3 EPS was the lowest such loss in the past four quarters.
“Over the past few years, Kaleyra has posted double-digit revenue growth and positive adjusted EBITDA. We forecast revenue growth of 9%, 22%, and 28% for 2020-2022. We project adjusted EBITDA declines in 2020 to reflect public company costs and COVID-19, but growth at over twice the rate of revenue for the following two years. We expect benefits from operating leverage, low-cost tech employees, cost volume discounts as the company expands, and margin improvement from new offerings and geographies. Over the longer term, we believe the company can grow revenue close to 30% with even faster bottom line growth,” .

Q: Please comment on earnings and view going forwards. Thanks

Q: Can you comment on SYZ earnings and what they mean going forward. Did they meet expectations? Does company seem to be going in the right direction with new CEO? Is it still recommended by 5i?

Q: You no doubt recognize parts of this list from a recent write up u did.
I have owned Kirkland gold for quite some time
If I wanted to add to my above gold position with the ones I have listed above , would u rank your favorites please.
I quite like photon, is there another in the space u would look at to purchase at this time.
I am quite enthusiastic about XBC which has fallen from its high, should I perhaps add more
At this time . Do u continue to like it and is there a competitor to it Cdn or US you would recommend to buy. Thank u always for being there with good info and clarity

Q: hello 5i:
I understand you look favorably upon LNF, looking back at questions asked and the weighting in the Income portfolio. But, looking at Operating Cash Flows: I see $2.51 for 2019, estimates of 3.93 for 2020 and a deceleration to $1.96 for 2021. That is a big drop, and should mean that the stock is currently, at best fairly valued and at worst, going to see a large reduction. Can you comment please, as I am interested in adding the company.
thanks
Paul L

Q: I have WAY too much Shopify in my TFSA only because I hate giving up on a winner! I bought some at under $200 but my average is $534. I know you like it and everywhere I look it's rated as a buy so it could fall a fair way before I'd pull the plug . Do you think it's wise to still sell some and if so can you suggest something to buy in my TFSA for a 5-7year hold.

Q: In the 5i blog of Feb.9 detailing quality stocks the lifecos are listed. It seems to me that IAG stands out as having better past growth & fwd p/e numbers than SLF with way less debt. Has 5i changed its tepid opinion on IAG, particularly considering the stock price is still well off its 2020 peak compared to SLF's though IAG has been on a bit of a tear lately?

Q: Looking for some sage 5i advice,,. ! own warrants that have yielded a good return and want to continue to own BRAGG shares. Accordingly, from a capital gain (tax) perspective is it better to exercise the warrant to own the shares OR sell the warrants, trigger the capital gain then buy the shares? When is the capital gain recognised if I roll the warrants into shares? Finally, how do I redeem the warrants for shares on TD WebBroker?

Q: Seeking Alpha recently wrote that they feel the current share price is fully valued with little upside remaining over the life of the mine. I'm at about par on a quarter position. Would you agree with their thesis? Buy, hold, or sell?

Q: Hi, Could you please comment on the quarterly results released Sunday evening and the guidance provided. We have <1% position in the company. In light of the results, do you see $52 a reasonable price to add up, or wait for a pull back. Thanks

Q: 1.5% position @ $64.27 plus $1.50 sp. div. $59.87 current price. What is an attractive price to add? Or u prefer DSG or others? Thanks for u usual great services & views

Q: Dr Rao,CCO since 3/17, is leaving the co immediately & will be replaced in due course. What is happening & its impact? Thanks for u usual great services & views.