Investment Q&A

• Open Text Corporation (OTEX)
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Q: Hi Guys
Simply Wall Street, is showing future annual earnings growth at 104.2 %, is this in line with your data? Also can you comment on their declining margins, which i have as 2.7%
I stepped in today for a 1/3 position, what do you think?
Thanks Gord

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Read Answer Asked by Gordon on February 26, 2021

• MCAN Mortgage Corporation (MKP)
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Q: Your thoughts on MKP’s latest results and the 8% div yield.. The results are good but not quite as good as last year. Why would they declare a special dividend verses just raising their quarterly dividend?
Thanks
Gord

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Read Answer Asked by Gordon on February 26, 2021

• Construction Partners Inc. (ROAD)
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Q: Do you feel this company would benefit from the anticipated infrastructure build in the U.S.? How much of their business is derived from public vs private sectors? Regarding the balance sheet, would you feel comfortable investing in it? Please add any other pertinent information you deem appropriate. Thank you.

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Read Answer Asked by Harvey on February 26, 2021

• Financial Select Sector SPDR (XLF)
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• SPDR S&P Regional Banking ETF (KRE)
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• iShares U.S. Financials ETF (IYF)
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• Vanguard Financials ETF (VFH)
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Q: Hello 5i team,
I am interested in acquiring a US financial ETF with a decent payout. Do you have a top 5 list on the US side.
Thank You,
Andrew

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Read Answer Asked by Andrew on February 26, 2021

• Livent Corporation (LTHM)
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Q: What are your thoughts on a 3 to 5 year hold
Thanks

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Read Answer Asked by Sam on February 26, 2021

• TECSYS Inc. (TCS)
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Q: How much overlap (competition) does Tecsys have with KXS? Given that TCS price has dropped after a sold quarterly report, can we expect a similar drop when KXS reports next week, regardless of strong numbers? If you were sitting at a KXS board meeting and the subject of purchasing / takeover of TCS came up... what reply would you have?

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Read Answer Asked by Harry on February 26, 2021

• Moody's Corporation (MCO)
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• MSCI Inc. (MSCI)
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Q: I bought MSCI in 2018 mostly for its recurring revenue and ability to set its prices. It has been a steady grower. Do you expect this to continue or has it reached a plateau? Does it have meaningful competition yet? If I sell to buy an ARK fund, am I taking on a lot more risk? Thank you. Hi, I just asked a Q about MSCI. Another option I am considering is to sell MSCI to buy MCO to capture some higher growth that may happen in this investing climate. Should I switch or hold steady? Thanks.

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Read Answer Asked by Gayle on February 26, 2021

• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
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• TELUS International (Cda) Inc. Subordinate (TIXT)
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Q: Hello,
TIXT has both Canadian and US listings. Could you please tell me what the difference is? Is there merit in owning one rather than another of these?
Thanks,
V

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Read Answer Asked by V on February 26, 2021

• Burcon Nutrascience Corporation (BU)
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• TAAT Global Alternatives Inc. (TAAT)
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Q: Would appreciate your opinion as I’m interested in only one between the two speculative companies. Which has more potential minimum 5 years. Which has products have greater potential to take hold in the market, and which balance sheet is better.
Thanks for your help

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Read Answer Asked by Craig on February 26, 2021

• Vitalhub Corp. (VHI)
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• WELL Health Technologies Corp. (WELL)
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• CloudMD Software & Services Inc. (DOC)
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Q: If you had to pick 1, which would you choose and why?
Thx

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Read Answer Asked by Todd on February 26, 2021

• Illumina Inc. (ILMN)
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• Invitae Corporation (NVTA)
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• CRISPR Therapeutics AG (CRSP)
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• Twist Bioscience Corporation (TWST)
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Q: What would be your top pick today among these four biotech stocks ?

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Read Answer Asked by Sébastien on February 26, 2021

• Constellation Software Inc. Unsecured Subordinated Floating Rate Debentures Series 1 (CSU.DB)
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Q: hello 5i:
Many moons ago, we bought CSU.DB as a fixed income part of the portfolio for its (large) interest rate over prevailing rates at the time. All that was expected was a steady, relatively safe interest payment. The fact we've now got a very good capital gain as well, is a real bonus.
So, the question: is there a debt instrument, currently, that you would put in the same class as CSU.DB, that still has decent liquidity?
thanks
Paul L

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Read Answer Asked by Paul on February 26, 2021

Q: Hi 5I,

Would you be able to comment on the Gold Price? It's down to the low 1700's at the time of this question, and was hoping for some insight on how you see it behaving in the Short/Medium/Long term.

Thanks

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Read Answer Asked by Andrew on February 26, 2021

• ECN Capital Corp. (ECN)
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Q: Please comment on earnings

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Read Answer Asked by Ken on February 26, 2021

Q: Your thoughts on the pro's and con's between individual stocks and etf's

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Read Answer Asked by David on February 26, 2021

• Dye & Durham Limited (DND)
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• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
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Q: Given DND's drop in price, do you still prefer TIXT for long term growth?

Thanks.
Howard

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Read Answer Asked by Howard on February 26, 2021

• Global Industrial Company Com (SYX)
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Q: Your interpretation of the 4th Q report, please. It looks good to me, dividend raise and also sales over $1B. Is this a milestone in the US also?
In this market it has dropped back. Is this a good company and time to add to? Thank you.

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Read Answer Asked by Gayle on February 26, 2021

• Enghouse Systems Limited (ENGH)
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Q: ENGH is trading close to its price of a year ago. what was its P/E PEG P/S. one year ago compared to the current metrics. what would you consider a good entry point? thanks Richard

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Read Answer Asked by richard on February 26, 2021

• Redfin Corporation (RDFN)
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Q: Could you comment on Redfin results please. Would you consider this a good time to add to a position?

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Read Answer Asked by Tanner on February 26, 2021

• Profound Medical Corp. (PRN)
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Q: Any recent negative news? Thanks.

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Read Answer Asked by Gaston on February 26, 2021