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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 can you tell us about Technavia? Are they a reliable info source? I came across a news release this morning wherein they purported to show likely growth over the next few years in the stairlift market, with Savaria apparently well down the list of significant players in the field. Boy, their report prices sure seem high-priced!? How coincidental is it that this news release coincided with a fairly big drop in Savaria price?
Read Answer Asked by Lotar on August 17, 2021
Q: I sold my position in XBC almost 30 days ago, and I am eligible to re-purchase with a crystallized loss on Aug. 19 (next Thursday). XBC has dropped about 20% since my sale, but after reading their comments from their recent quarerly results, it does seem that they are executing on their strategic plan on multiple fronts (e.g. demand for their BioStream products, progress on their HyGear initiative for hydrogen production). I plan to ultimately re-purchase XBC: would the current discount be favourable enough to re-assume a position, or should I hold back and wait through a purchase of another proxy? You had suggested GRN in my last question, and to my detriment, I was too slow to act. I see my alternatives as follows:

- Purchase XBC on the 19th, and hold
- Maintain the cash position liberated by the sale and observe XBC for the time being
- Purchase a proxy (either GRN or alternative, possibly CMC) with the cash position, and continue to watch XBC to determine where price consolidation is ultimately established

As always, I appreciate your thoughts, even if I am slow to act upon them at times. Membership has definitely made a substantial and positive impact on my portfolio! I have already recommended your service to friends who have since become new members, and I continue to do so. I have not come across another service that rivals yours, and I feel that your company is a shining example of how capitalism creates opportunity for enterprising people to enrich the lives of others through ingenuity and dedication to their endeavours. For those who are wondering, yes, I always sound like this! :)

Thanks again!
Read Answer Asked by Domenic on August 16, 2021
Q: On Aug 13, you answered questions regarding Well as " As WELL stock did well, the stock price set in the equity component of the deal was $11.80 (up from $9.80). Circle had very strong growth. " What did that mean? Can you provide some background about above statement? What is equity component in the sentence mean and where did the $11.8 price came from?

Thanks,
Read Answer Asked by Adam on August 16, 2021
Q: Hi, you responded to a question stating that XBC needs to show the market it has the ability to execute. They were able to generate sales growth, but what needs to be shown is that they can generate a profit from these sales. Is their explanation reasonable that honoring past contracts has affected profitability but they now have an improved implementation model? I believe this is a good space to invest in and this company has the potential to be a Canadian success story, but would appreciate additional comments from 5i regarding their go forward operations strategy.
Are their other parts of this company that raise concern with investors besides what I have mentioned above? Thanks.
Read Answer Asked by Dan on August 13, 2021
Q: Two part question. 1) What do you make of the company holding their conference call to discuss the (very poor) quarterly results FIVE days after releasing their results? You would think that management would want to get in front of these bad numbers and try to minimize the damage. 2) This company has transitioned into a turn around story with declining sales. Is this not an indication to sell?
Read Answer Asked by Joel on August 13, 2021
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