Investment Q&A

• Pivot Technology Solutions Inc. (PTG)
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Q: Hi,
On october 15 2019, you mentioned that Pivot's debt looks OK with a big reduction since 2017.
On november 04 you are more specific and indicate that net debt is now 22 m compared to 155 m in 2016.
Finally, today in your answer to Gary you say that debt remains high at 152 m.

I am confused.

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Read Answer Asked by Guy on January 24, 2020

• InterRent Real Estate Investment Trust (IIP.UN)
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• Vanguard FTSE Developed All Cap Ex U.S. Index ETF (CAD-hedged) (VEF)
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• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
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• Vanguard U.S. Total Market Index ETF (CAD-hedged) (VUS)
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• Mawer Global Small Cap Fund Series A (MAW150)
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• Mawer Canadian Equity Fund Series A (MAW106)
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Q: Awhile back you suggested the following percentages for my son's investments.IIP.UN 23%,VUS 16%,VEF 16%,VEE 10%,MAW 106 20%,MAW 150 15%.Just wondering if these percentages are still valid?If so fine, if not do you have other suggestions?Thanks.Paul

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Read Answer Asked by Paul on January 24, 2020

• Tahoe Resources Inc. (THO)
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• Pan American Silver Corp. (PAAS)
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Q: Had some Tahoe shares awhile back which turned into PAAS. I sold PAAS after the THO acquisition. Some shares of PAASF have now showed up my account at a price of 0.60 per share. What is PAASF and how did I end up acquiring it? Whats 5i view on this penny stock? Would you advise to just sell it? Thanks.

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Read Answer Asked by Loren on January 24, 2020

• Costco Wholesale Corporation (COST)
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• Brookfield Renewable Partners L.P. (BEP.UN)
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• Alimentation Couche-Tard Inc. (ATD)
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Q: A highly regarded economist/strategist recently recommended going overweight consumer staples, energy and utilities for 2020. Can you please provide your top picks for these sectors considering their current valuations??

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Read Answer Asked by Chris on January 24, 2020

Q: Hello team: what are the advantages or disadvantages of purchasing Canadian Stocks listed on a USA Exchange-- using USA dollars? thank you for your time- jane

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Read Answer Asked by jane on January 24, 2020

• AltaGas Ltd. (ALA)
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Q: Hi
Normal volume is about 900,000/ day, today, Jan. 23, volume spiked to over 17 million shares. I can not find any news, any thing at your end?
Thanks

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Read Answer Asked by Greg on January 24, 2020

• NXP Semiconductors N.V. (NXPI)
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Q: Hi Everyone at 5i! What are your thoughts on this company as a growth investment? Is seems to have gone up quite a bit already. Does it have further to run do you think? What would be its competition? And how is the semiconductor industry faring in general now a days? Cheers, Tamara

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Read Answer Asked by Tamara on January 24, 2020

Q: Can you please comment on this gold producer. They bough Canadian company Atlantic Gold last summer. Does it have the kind of management and metrics that make it a good holding for gold exposure?

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Read Answer Asked by Joel on January 24, 2020

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Q: LSPD is a medium sized cap stock, less than $10 billon in market value. In general terms what does that mean for investment managers like: market size, investment strategies, company sector categories etc. When it gets to be a large cap stock, greater than $10 billon market cap, what does that mean for investment managers. Will more managers be buying the the stock to get their sector quota or and will it be followed by international investment firms etc,

Clayton

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Read Answer Asked by Clayton on January 24, 2020

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: I am above my "sleep well at night" allocation of SHOP and happily I must reduce....thanks, I would like to re invest in a Canadian tech company that trades at a lower valuation, I have ABT,LSPD already, what Canadian Tech company do you suggest?

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Read Answer Asked by Jean on January 24, 2020

• Strathcona Resources Ltd. (SCR)
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Q: Hi,
What are your thoughts on the score going forward. They missed on earnings and also announced a partnership with the NBA. We have a very small starter position that has already doubled. What is your outlook going forward? Quality of management? I am debating purchasing more shares after today’s pull back.
Thanks,
Kerri

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Read Answer Asked by KERRI on January 24, 2020

• Spin Master Corp. Subordinate Voting Shares (TOY)
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Q: Is it time to cut my losses and sell Toy or shouldI wait a couple months

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Read Answer Asked by Stephen on January 24, 2020

• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
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Q: I own Boyd and BAM but I'm also interest in your thoughts on GDI? I also ownTelus, RY, ENB,AQN, BIP.un, ZLU, and TRP. I'm wondering if you think I should lighten up on these safe income stocks and go for more growth with GDI? As someone who is bad at volatility, I'm impressed with GDI's low BETA. Comments?

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Read Answer Asked by Graeme on January 24, 2020

• VIVO Cannabis Inc. (VIVO)
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Q: Does this company have any hope of growing and returning to it's highest price.

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Read Answer Asked by Albert on January 24, 2020

• Wallbridge Mining Company Limited (WM)
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Q: Good Afternoon,
I have been following the WM - Wallbridge story, any thoughts on the drill results today? I'm not a geologist so sometimes difficult to interpret.
Thank-you

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Read Answer Asked by Chris on January 24, 2020

• Wallbridge Mining Company Limited (WM)
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Q: Could I have your assessment of WM? What about balance sheet, management, insider ownership, etc...?

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Read Answer Asked by Hue on January 24, 2020

• Covalon Technologies Ltd. (COV)
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• CSX Corporation (CSX)
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• CVS Health Corporation (CVS)
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• Diagnos Inc. (ADK)
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• Chase Corporation (CCF)
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• CCL Industries Inc (CCLA)
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• NuGen Medical Devices Inc Com (BZBZ.P)
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• Athabasca Minerals Inc. (AMI)
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Q: Ignoring taxes, cash requirements and sector allocation, on a straight-up basis, for a minimum of a one year hold, which of the following would it be prudent to currently sell, buy, or hold? Thank you.

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Read Answer Asked by Harold on January 24, 2020

• Edwards Lifesciences Corporation (EW)
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• Gamehost Inc. (GH)
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• WELL Health Technologies Corp. (WELL)
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• Repligen Corporation (RGEN)
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Q: Hello 5i,
Could give me the growth outlook for these healthcare companies. I realize some are quite small and riskier but just looking for the growth numbers at this point.
Thank you
Dave

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Read Answer Asked by Dave on January 24, 2020

• BILL Holdings Inc. (BILL)
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Q: Hello Peter et al,
I see you haven't had any questions on BILL.Com yet. I know it is early days but what can you tell me so far?
Thank you
Dave

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Read Answer Asked by Dave on January 24, 2020

• Royal Nickel Corporation (RNX)
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• Novo Resources Corp. (NVO)
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Q: Please comments current status of Rnx and Nvo, debt, ownership, cost per ounce produced, cash flow, revenue, good growth potential? Compare between them which one is better to buy at current price? Thanks always

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Read Answer Asked by Hue on January 24, 2020