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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: What would your suggestions be for small to mid cap companies that are in the farm fertilizer space that have growth potential? Thanks
Read Answer Asked by Colette on October 19, 2021
Q: Hi 5i,
A problem I have is selling winning stocks when I think they've reached their zenith, only to watch them continue to rise. Right now the "SELL ATZ" voice in my ear is pretty insistent and I need some counselling.
Given ATZ pays no dividend, the only reason to continue holding is more capital gain - do you think that's in the offing or do the underlying numbers and market circumstances suggest it's at or close to its zenith now, at 50 bucks?
Thanks for your thoughts,
Peter
Read Answer Asked by Peter on October 19, 2021
Q: I've been watching ATZ with interest, and fear. Do you have any information on the present shipping chain tangles that are affecting so many shipments from Asia? If ATZ suddenly finds itself waiting for stock to arrive, quaterly figures could quickly deteriorate and stock prices could tumble. Or am I just seeing imaginary problems? Does ATZ have a Plan B if shipments of stock are delayed at point of shipment? To open a partial position now or wait for shipment problems to be resoved ... that is the question? Thanks for your continued help, Elmer.
Read Answer Asked by Elmer on October 18, 2021
Q: This company BRP is very well run and has reported continuous growth, as well as seemingly never misses earnings.

Anyway my only concern is, in the current economic climate, with a company making "expensive toys" like BRP, how much of that likely downturn will affect its sales (and then directly on share price)?

I try to research back to 2008 (the last major economic crisis) but nothing goes back that far on line. Of course the forecast published by the company and selected analysts, though mentioned the current economy issues, still paint a very rosy picture for the near future.

Is my concern about the potential downturn and its effect on BRP valid? What is your take on this? Thanks.
Read Answer Asked by Victor on October 18, 2021
Q: Good Morning Peter & Team,

Morgan Stanley called MG an auto supplier standout. MG reports first week November. Are you able to give us an idea what to expect? Positive or Negative???? ... considering the supply chain concerns (now [hopefully] waning) and of course the ongoing chip shortage.

Thanks for all you do

gm
Read Answer Asked by Gord on October 15, 2021
Q: I have been tempted to buy Lightspeed to put in my tfsa, as i see it falling. It is hard for me to judge, though, whether a fairly new stock, like this and quite volatile is appropriate for a retired person. I have a moderately high risk tolerance. But is this too risky for that demographic, do you think?
Thanks as always
Read Answer Asked by joseph on October 14, 2021
Q: According to gsy news release gsy owns 1123570 shares of afrm. At 141 per afrm share that’s 158 million USD
Questions
1- how is that accounted for in the financial statement
2- I assume the forfeiture part means if paybright does not hit targets then gsy forfeits the 468k shares
3- is the market even reflecting this in gsy share price





ii) 655,416 common shares of Affirm, and iii) 468,154 common shares of Affirm held in escrow and subject to forfeiture if certain PayBright revenue milestones are not met
Read Answer Asked by Leon on October 13, 2021
Q: Does the companies business model change in a rising interest-rate environment?
I am down 15% in a 5% position thinking that the acquisition of Lendcare would help offset loan defaults plus the terms of their revolving credit were expanded and improved. Does this remain a good 3-5 year hold
Thank you. I appreciate your comments.
Read Answer Asked by Brad on October 13, 2021
Q: Hi 5i,
Looking through the last 5 years, it appears that the typical dividend from LNF bounces between $0.12 and $0.16.

How do you feel about their recent special dividend of $1.41? I would've expected them to reinvest most of this to help grow further or slightly increase their dividend going forward.

I would have also assumed that this special dividend would have sent their stock price higher as a reflection of their current strength but that doesn't seem to be the case.
Read Answer Asked by Kyle on October 13, 2021
Q: Hi Peter,
I have been holding onto DND. After the news on the decision to remain a public company, I was glad indeed at the decision made.
If management was willing to take the company private at $50.50 and now the committee that was formed decided that there is more value over and above the $50.50, I am surprised that the stock is selling off . It’s actually now on sale as far as I am concerned and I have been happily adding to my position.
Could I get your thoughts?
Thanks
Read Answer Asked by ilie on October 13, 2021
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