Investment Q&A

Q: Any reason your team is aware of why ECN has surged 10% the last few days? Seems a bit out of the norm.

Q: Hi,

With Boyd becoming a corporation on January 01, 2020, will it be required to provide more disclosure as to acquisitions, etc. I note that previously, that it is very muted in press releasing ongoing changes in the business or to even comment on quarterly results.

Thanks,
Kelly

Q: Once again I have to contemplate reducing my weight in SHOP as it is again at a 10% weight. (Okay I understand this is a good problem to have.) I reduced shop before a few months ago and I find myself regretting it. A couple of years ago I reduced my CSU weight by 75% at $700 in order to stick to a lower risk portfolio theme and have a proper weighting, and yes I really regret that (now that it basks in the $1,400 range). Both these stocks I have a really strong belief in, as I know you do. I guess my question is, should not balancing be tempered by the confidence in the stock? I mean one of the reasons I go diy is because I believe no advisor can take a big risk on my behalf in good conscience yet it might be one that I would be willing to take for myself, hence no advisor. As you say, any stock can go down 50% (in a day even), but really, CSU and SHOP? My total portfolio is otherwise pretty well diversified. Am I being completely reckless here by not divesting some of SHOP or do you think that this falls under your concept of one's personal preference realm? Again, thank you for all your help.

Q: No debt, generating strong cash flow. Any specific reason for -7% today? Thank you

Q: They announced a financing today for new units of the fund. I hold a position in this reit and have room for more units. The issue price is lower than stock price when the stock was halted today. I never have bought new issues before. Do you view this as a good move to subscribe to for me to add to my position?

Q: What Silicon Valley companies could have deep enough pockets to afford a $70 U.S. Billion takeover of Shopify? By my reckoning this is $580 U.S. a share or $765 C$ correct?

Q: Today announced that Blockchain-enabled lightspeed Restaurant epos launches in UK,Your comment please Thanks for u usual services & views.

Q: Hi 5i team,

Like many here, I follow the 5G theme, but there is a proliferation of participants in many facets of the technology. I own KEYS and am happy there. About a year ago, I put INSG on my watch lists. It has been dormant since then but now seems to be breaking out. I don’t see any real catalysts as such. It missed its last earnings report, but I have read some positive reviews on its 5G prospects for hot spots and SaaS. It is a smaller name and I am unlikely to buy it but I was curious as to your thoughts on it.

Thanks again for the insight.
Dave

Q: I bought a bond from S in 2015 that originally was to mature in 2018, but unfortunately was extended to 2021. In the meantime I have a 56% paper loss. I saw today that S stock price is at $0.18(!). Is there a more than likely chance that Sherritt will go under and if so, is there a way to estimate how much of my principal I can get back? Should I just sell this bond even if it’s in my RRSP? Thanks, Martin

Q: comments please on the quarter?

Q: Peter if shopify does get bought out which 2 companies are looking to buy them out. And since i am a share holder of lightspeed should i be concerned. What are your thoughts about holding on to lightspeed as of now.

Q: If you were to speculate, can you list 2-3 companies for each that are the most likely to, or that make the most sense to, acquire them?
For GoEasy, would it be an alternative lender like home capital or equitable bank, or one or the big 5-6 banks?
For Shopify, would be another payment company like PayPal or MasterCard, a similar online Company like EBay, or a juggernaut like Amazon or Google who would swallow shopify up?

Thank you

Q: Listed on Nasdaq as AUPH. After market close today,it was halted pending news.Later it announced positive phase 3 trail results showing that its Voclosporin is much better than Standard of Care in Lupus Nephritis.It plans to file NDA submission to FDA in 1st half of 2020,There will be a conference call @ 8.30am ET on Dec 5 .AUPH closed @ US$8.39 up 0.41 on 4.9m shares.However in After Hours trading it was @ US $18.39 to US$19.00 on total 10.6m shares.Thinking of selling my 1.5% position,p/p Can$8.33 especially if the Price is around US$18.39 to 19.00.Should I sell all or partial.Please provide your usual great advices & services.Thanks

Q: Hello Crew
I am nearly retired and I like a total growth approach (dividends plus capital appreciation). During a down market however I don't wish to sell my capital appreciation funds for living expenses. Therefore, my question is what ETF's can I pair -dividends vs capital appreciation that that might serve that end. Examples ZLB/ZDV, XMI/VIGI/ZWE, VGG/XMU/ZWH..your suggestions are appreciated
regards gary

Q: given the news on shop, is a good time to sell lspd? i bought at about $32.

Q: I've been thinking of adding the above two stocks to my portfolio. What is your recommendation on these. Are there any better US stocks you would feel better about.

Thanks

Q: What is the source of the take-over rumour re SHOP?
Peter

Q: With most bank results in, just waiting on TD now, and the biggest hits to earnings having been loan-loss provisions and capital markets (in the case of RY) can you see if short interest has again spiked on the backs of these earnings, or has it remained relatively flat since the famous 'big short' trader publicly shorted them in the early part of this year?

Q: Hello, Air Canada has been very strong for quite some time. AC's PE now sits at around 13X wheras US carriers are sitting ~7-8X PE. With the risk of oil prices spiking likely sitting at all time lows, the previous "highly cyclical sector" knock on the airline business, seems less of a problem. What are your thoughts on taking a position in an airline at this time? If you were to take a position, which would be your preference in order - and why?

Q: Why would it be negative for LSPD if there are takeover news on SHOP?