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5i Recent Questions
Q: Would appreciate an updated few. I have a few shares and thinking of buying more given the confidence to increase the dividend.
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Lassonde Industries Inc. Class A Subordinate Voting Shares (LAS.A)
Q: Would you sell Lassonde and buy Shop at this time?
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Thanks
- Cenovus Energy Inc. (CVE)
- NFI Group Inc. (NFI)
- Lassonde Industries Inc. Class A Subordinate Voting Shares (LAS.A)
Q: I am attracted to Lassonde's P/E of 12 and D/E of 0.4, but becoming concerned about Canadian companies with significant US exposure. Can you provide any insight or point me to articles that discuss the impact of Buy America policies on Canadian companies such as LAS.A (may sell juice to military bases or other federal programs), CVE (owns part of American refineries) or NFI (was expected to benefit from US funding of EV transit)? Thanks for any information you can provide. Use as many credits as you feel are required.
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