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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: Hi 5i, David's Tea filed for CCAA and Chapter 11. Seems thier plan is to wiggle out of their lease commitments and emerge from creditor protection focused mostly online and wholesale distribution while maybe keeping a few stores. How does this work for the common equity holders? They have cash and may have a good business going forward but I would have thought the current equity holders would get wiped out in a restructuring. But the stock still trades around the same price as when they announced the restructuring early last week. Who would be buying this stock and why, what scenario would they be banking on?
Thanks
Rob
Read Answer Asked by Robert on July 13, 2020
Q: I started a new portfolio mid June and invested 50% of the funds; so far its up 10.5%. I'm planning on investing the balance in the same stocks, would you suggest I wait a bit longer perhaps after the 2nd Q results or further out? It's a long term investment; I believe you suggest buying over a period of time, just trying to get your thoughts on when.
Read Answer Asked by stephen on July 13, 2020
Q: Held this for some time nice div. but flat on price with the down turn in oil so losing there, held in rrsp,also unrecoverable fees with this stock considering selling and buying a US oil company any suggestions for replacement or do you think the prospects for tot.sa is better than others.
Read Answer Asked by dennis on July 13, 2020
Q: Hi 5i team, is it too late to enter the gold mine sector? Of the above companies, how will you rank them in terms of growth potential and price appreciation long term? thanks.
Read Answer Asked by victor on July 10, 2020
Q: Beijing company operating in the holographic cloud sphere. Lots of attention today after recent IPO. Appreciate any comment/views You can provide.
JOHN
Read Answer Asked by JOHN on July 10, 2020
Q: Just curious if you have done any research on the company Knight acquired (Biotoscana)? With Latin America and Brazil in particular being hit hard by Covid I’m thinking for the next number of quarters they may not be particularly accretive to earnings (and that might be the best case scenario). I know that you do engage management from time to time of companies you cover, have you picked up any concerns from Knight itself?
Read Answer Asked by Stephen R. on July 10, 2020
Q: Hi Everyone at 5i! I own shares of BPY.un and HR. un. HR cut its dividend but still offers a dividend of over 6%. BPY has a higher dividend which it has not cut yet. I would like to sell off my HR and reinvest in BPY to conglomerate my holdings. Do you think this would be a good move? Cheers, Tamara. PS. I caught Peter’s virtual Money Show presentation today. It was excellent!!! Thank you!!!!
Read Answer Asked by Tamara on July 10, 2020