Q: Hi Team, Any thoughts on SNOWFLAKE (SNOW). I believe the IPO is Wednesday.
Should one try and get in or wait a couple days. I thank you in advance. Sam
Should one try and get in or wait a couple days. I thank you in advance. Sam
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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: Hello 5i team,
Thank you for your text on Nuvei. I would like a few more information. Who are their main competitors? What is their competitive advantage over their competitors that would make potential clients switch payment system? Are clients sticky once they become client? At what p/s and p/ebitda multiple would you be buyer?
Thank you for your collaboration, Eric
Thank you for your text on Nuvei. I would like a few more information. Who are their main competitors? What is their competitive advantage over their competitors that would make potential clients switch payment system? Are clients sticky once they become client? At what p/s and p/ebitda multiple would you be buyer?
Thank you for your collaboration, Eric
Q: Over the past 4 quarters, AFN have repeatedly increased their estimate of the cost of "rework" on two specific contracts from $7 to $10 to $14 and now to $20 million. Have you any information on the magnitude, relative to these past equipment and estimate failures, of last Friday's failure of their North Vancouver commercial installation? The market sure doesn't seem to like it. Is it likely a over-reaction, or the proverbial back-breaking straw?
Q: WELL is moving up nicely last few days and again today. Any idea what is driving this? Thanks John
Q: What is going on here? The stock is up 15% on higher volume.
Q: hi, do you have a best estimate for the combined book value of the companies in the TSX now, versus what it was just before the covid19 shock. and what is your prediction 6 months from now, assuming no vaccine and things with covid grumbling along.
Q: Current thoughts on this name? It was listed as a good growth option back in 2018.
Q: hi. in regards these pipelines: 1) how much are these stocks dependent on the price of oil, on the volumes of oil through their pipes, and where that oil is being shipped from (eg Canada) to ( eg Canada or the US ). 2) do these stocks need growth in the tar sands for their growth? 3) how long a runway do they have with our weaning off oil?
Q: In your response to Leonard today regarding the potential CSU spinout of Topicus you mentioned that CSU shares will likely drop to reflect the value of the spin out. Does that imply that shareholders of CSU would receive shares of Topicua? Thank you.
Q: Thoughts on skrr appreciated.Thanks.
Q: Can you make a case for or against owning Neorocrine Biosciences? I have read a case to buy from another service and would value your take on it. How are the fundamentals and pipeline? Any ideas on why it has recently pulled back?
Q: I would appreciate an update on your views about VMO. In the past, you have indicated support for the momentum factor strategy, but recommended that investors avoid ETFs with less than $100M in AUM. Given that VMO has an inception date of June 2016 and only $29M in AUM to date, do you still see this ETF as a good investment or is there another international momentum ETF which you prefer? Also, would this ETF be appropriate for a TFSA account?
Thank you for your insightful advice.
Thank you for your insightful advice.
Q: What comparable US company would you recommend in this sector? Is there an ETF for healthcare in general that you prefer?
Q: What is a tsx listed equivilent ? Thanks.
Q: I was wondering if you could provide any comments on Relay Medical. I have read that they are involved in rapid testing for COVID-19. I would appreciate any insight you may have to offer. Thanks so much!
Q: Hi,
I'm not sure what to make of the announcement of QUIS hiring an outside company (Gateway) to help them with investor relations. Is it positive because Gateway will be able to increase QUIS visibility to institutional investors? Is it negative in that QUIS may be desperate and needs assistance? ...or is it a non-issue?
Thanks as always for your valuable insight.
I'm not sure what to make of the announcement of QUIS hiring an outside company (Gateway) to help them with investor relations. Is it positive because Gateway will be able to increase QUIS visibility to institutional investors? Is it negative in that QUIS may be desperate and needs assistance? ...or is it a non-issue?
Thanks as always for your valuable insight.
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Harvest Healthcare Leaders Income ETF (HHL)
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WELL Health Technologies Corp. (WELL)
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Evolve Global Healthcare Enhanced Yield Fund (LIFE)
Q: As per my portfolio analysis I have reduced my position in tech and industrial. One area Where I don’t have an investment I.e. communication services I’ve taken A partial position in BCE. I need to add health care. What is your opinion of the above? What would be your top pick in this area.
Q: 5i, Upcoming IPOs, Palantir and Nuvei, I like to invest in one, 3 - 5 years hold, do you favor one over the other ?
Thanks
Thanks
Q: With the purchase of Arms is NVDA a good stock to keep holding?? Do you see any downside. Does the purchase put it in the high debt bracket or is it very beneficial to NVDA in which case it doesn't matter that much.
Thanks for everything.
Thanks for everything.
Q: The company announced a debenture financing at 6.5% today to pay out a convertible debenture that only cost 5.5% and does not mature until Dec/21. The proposed debenture does not mature until Dec/20025. Is it fair to surmise that the company was prepared to pay a higher interest rate to get a longer maturity and to remove the possibility that the current debentures might be converted to shares because it believes the share price may in fact increase above the $8.35 conversion price?