Investment Q&A

Q: I am approaching my first year with 5i Research and it has been the best investment decision I've made. Thank you for your great service.

These days, it seems like an attractive strategy to buy a stock that has potential for significant upside recovery and has a great dividend that can accrue while waiting for that recovery. The risks would be that the dividend is stopped/reduced or the recovery doesn't happen. But some companies seem to be "good enough" that we can be *relatively* confident that it works out very well. Am I missing anything? Is EIF a great candidate for such a strategy? What are some better alternatives? Thank you.

Q: Good morning:
What are the chances of 5i focusing on us stocks as well and not just Canadian names. If you guys own names in the states , wouldn’t it be beneficial for subscribers to own some of the same names south of the border, so we all have skin in the game. A portfolio of us stocks would be be a great addition .
Thx
Mark

Q: I presently have TEC and I wonder if it is worth getting into CLOUD. Would I be doubling up in the market or is CLOUD really different from the TEC holdings

Q: Hi, which of the three has most potential and less risk.Thanks.

Q: Hello 5i Team
Westshore Terminals announced Great Pacific Financial Services Ltd. (Jimmy Pattison ) has purchased 1,035,656 shares on the open market on June 19. The news release stated GPFSL increased its shareholding of WTE from approximately 3 % to 4 %.
According to the Management Information Circular dated May 8, 2020, Jimmy Pattison has control over approximately 34.99 % of WTE, which after reviewing SEDI is comprised of several holding companies (Great Pacific Capital Corp.; Great Pacific Capital Investments Inc.; and Great Pacific Financial Services Ltd.). This equates to holdings of 16.0 %, 16.0 % and 3.0 % for the three holding companies. GPFLS has now increased its total holdings from 3.0 % to 4.61 % with the overall holdings of Jimmy Pattison controlled companies to 36.58 % of WTE.
Questions are:
1 - Is there a limit to how many shares of WTE Jimmy Pattison can purchase using different corporate entities before he has to offer a buyout to minority shareholders? Or can he continue with purchasing shares in this manner until he achieves control (i.e. greater than 50.0 %)?
2 - Do you think Jimmy Pattison will offer a buyout of WTE similar to Canfor last year?
Thanks

Q: June 18 TD action notes highlighted this company. Weichai power from china owns 20% of this stock. Seems to be a lot of momentum toward commercialization in asia. Your thoughts on investing in bldp.

Q: This stock has doubled from its IPO price and tripled from the march lows, just wondering what us driving the stock price and would you continue to hold? Thanks Clare

Q: Hello,

Where can one find out about new IPO's? I seem to always here about them after a good 2-3 day pop. Marketwatch.com seems like one option. In addition to a simple list, how can an individual investor best familiarize themselves with the upcoming IPO's? How would your team do it and do we have access to the same materials? Zoominfo and Royalty Pharma are two examples of companies I wish I had known about and evaluated in advance.

Q: Should the Share impact of joint the Russell 3000 June 29 come Into effect before or after that date and what should the price impact. They project massive sale growth of ventalators this quarter what Metrics eg new price Earnings should I be looking for to Judge a fair trading price?

Q: Hey guys. Looking to put some money to work in the health care and cyber security worlds. Im a buy and hold, long term investor so looking for long term compounders with really strong innovative business models and a good runway to grow. What would be your top two or 3 picks in each space for a 5-10 year time frame?

Q: Hi Peter, Dennis Mitchell is always very impressive when he speaks. What do you think abour his (Starlights) real estate and infrastructure funds ? The MERs seem high, are they ? Any interest ? Thanks, Paul

Q: Given today's prices would you sell DOO for LNR? Which has the bigger runway?

Q: Hi Peter, Ryan, and Team,

I know that you still like AP.UN, but if one feels that there could be better results elsewhere, how would you feel about a switch to GRT.UN? Allied has done well in my wife's TFSA, but I'm a bit uneasy about the office property sector in the short to medium term. Or do you have any other suggestions in the same sector? Thanks in advance for your advice.

Q: Can 5i recommend two quality US based REITs for good income and a bit of growth? Thanks.

Q: Yesterday, I did the Norbert's Gambit for the first time. It went smoothly. Thanks for the Q & A on it.......One learning, ask for the journalizing to be done inter-day as that then allows for DLR.U:CA to be sold shortly after the transaction is done.... I used Scotia iTrade and the result was a 1.6% saving compared to doing it at a bank like RBC........Again thanks for the "tip"....Tom

Q: What are the possible reasons for a single trade of 978,000 shares at the very end of the day. The usual volume was 300k - 400k until yesterday’s announcement about the Russell 3000 listing June 29This would seem to Insider buy or someone in the know, almost $16 million, late friday afternoon. Hmmm

Q: Thoughts about this company? Level of debt? Insider ownership? Free cash flow? Prospects for the future?

Q: Can you shed some light on the high volume of trading today especially for blue chip stocks. Many traded at 10x usual volumes, some with sharp declines at market close.
Thanks

Q: In today's Barrons on-line edition there is a story that "pressure mounts on US banks to halt dividend payments". Do you see that pressure on Canadian banks? If Canadian Banks do not feel that pressure ( and assuming that is the case even though all the Cdn banks trade on NYSE) this may make Canadian Bank shares more attractive if US banks do trim their dividends

Q: I am interested in putting together a basket of high growth Canadian tech names . Thinking of Shopify ..lightspeed ...Docebo...Enghouse...Kinaxsis..Descartes....Should I include more or other names .Should I equal weight a basket?