Investment Q&A

Q: Saw that CSU has an update on the spin-off of Topicus.com. Great to hear that they got it done before year-end.

Question about their news release, when does Topicus.com actually start trading on TSX? And when do current shareholders get that spin-off dividend?

Q: what do you mean by" a transition in shareholder base" for Real? could it be that institutional sellers feel the stock has lost momentum or there is short term problems with the financial metrics? thanks for the clarification Richard

Q: Hello Peter and team,
Echoing the comments of so many others, I would like to extend great thanks for the wonderful service 5i provides and wish everyone a wonderful holiday season.

I currently own GC, but as part of a portfolio re-balancing, was planning on selling it when adding new money at the start of January. It appears the current offer will be voted down. Having never owned a stock that has had a tender offer fail, I am a little unsure as to how this might play out. I would hate to lose some (most?) of my gains by holding onto the stock too long.
You have already expressed the opinion that Apollo will likely increase their offer rather than walk away. If that were to happen, would Apollo make their intentions known before or after the vote happens? If comfortable sharing, what is your best guess as to how the stock price will react over the next few days.
Thanks in advance,
Rory

Q: Engh took a big hit,undeservely so, after decent results What is a good price to enter ? Thanks for u usual great services & views

Q: Do you know why there were 9.5 million shares of GUD traded on the 18th? What should we do on this news?

Q: The current news that Go Easy is buying back shares could indicate good news or bad, which is it. If I should sell now looks like the time if there is bad news ahead.

Q: Thoughts on the savaria announcement. Material enough for an announcement?

Q: how many large Canadian and US banks and insurance companies use the services of Real and what are their names? who are Real's biggest competitors? what percent of revenues are in US funds v. CAD. thanks Richard

Q: WSP is joining forces with Golder thus creating the leading global environmental consulting firm helping clients to a more sustainable and low carbon future.

Do you think this warrants an upgrade to an A- for WSP Global?

Many thanks.

Q: Would you average down ? if so what would you look for to do so? Thanks for great job

Q: Peter and crew, when I look at the most recent quarter for KXS, COGS and admin costs have risen sharply in comparison to past quarters, any concerns?

Thanks for all you do.

Q: Peter; So they missed on revenue but eps exceeded expectations? How do you feel the market will interpret this- as a miss or not? Thanks.
Rod

Q: Can you comment on Syz latest earnings. A miss. Anything to be overly concerned with? Still a buy in your estimation?

Q: Hi 5i,
I need a tech stock to offset my income oriented portfolio. Which would you select, KXS or ENGH and why?
At what price would you enter the stock?
Thanks
John

Q: What would be your view on PKI today? Would you consider it a buy even if the world is moving towards EV? If your view is not favourable what would you be your energy pick to replace it.
Thank you

Q: Peter; ENGH is up nicely this am- hours before their earnings release. Just speculation on good results ? Rod

Q: How can Leon's get $ from CEBA and increase their dividend, pay a special dividend and still buy back lots of shares on a regular basis.
This does not smell right for me. Do they have to pay back any of the CEBA handout? Bad move by somebody here.

Q: What do you think of well's update today.

Q: On a steady decline since $8.41 on Oct 16,though seems to have found support around $6.70-6.86 near the $6.75 Bought Deal price. This morning Well announced that it will be profitable in the Q.Is it unusual to preannounce? When will it reports the Q?.Is it timely to set up a position here especially in light of approval & subsequent distribution of Vaccine? Txs for u usual great services & views

Q: good morning
Bought BYD once before and was fortunate enough to sell it at its high around $225. Then repurchased it in spring and now it’s approaching $225 again. Time to sell again or hang in there? The 0 .31% dividend sure is not enticing.

thanks
Steve