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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: Hi 5i
Shopify share price has had quite an increase since yesterday....can you provide some insight as to what is driving this?

I get concerned with sudden increase in a shares price, if i do not understand the reason why.....

Would you continue to hold for 2yr -3 yr period ? Road bumps ahead?
Thx

jim
Read Answer Asked by jim on June 17, 2021
Q: I seems to me that LNF is (or has been in the 6 months I've owned) more volatile than any of my other holdings, going up or down frequently as much as 2 - 3% on a daily basis, and often in the absence of news.
What might cause this? I have no particular concerns (unless you tell me I should have <g>) and am not considering selling, but am curious.
Is it because of their small size/market cap, relative to my other holdings (banks, BCE, Telus, Enbridge . . . ), because their shares are relatively thinly traded, or something else? It's almost enough to make one sell on the up days and rebuy on the down days, since they're so close together time-wise and so far apart price-wise . . . just kidding!
Read Answer Asked by Lotar on June 16, 2021
Q: Can you please provide recommendations for three US and 3 Canadian consumer cyclicals, with the strongest conviction names noted first? Medium risk-tolerance, with a preference for a longer-term hold (3-5 years).

On a related note, I already own PLC and am considering swapping it out for ATZ. Can you please rate these two stocks for growth and risk?

Thank you.
Read Answer Asked by Maureen on June 15, 2021
Q: If I were to buy a stock today for income and growth , would it be Fiera ?…( NO ! ).
The Schmo of the 5i Income Fund @ 26% down, and stuck in a sideways purgatory. I realize it pays 8% , but we bought high ( you usually warn us against high dividends ) . Are we just parking money here, or do you think we should take a loss and move on ? Thanks .
Read Answer Asked by Thomas on June 15, 2021
Q: Prior to the spinoff of TOI Constellation had a market cap of $37B, roughly where it sits today. With all its distributed and undistributed shares TOI seems to be a $10B market cap leading me to think this maneuver was a huge win for everyone involved - shareholders of CSU before the spinoff, like me who got a free dividend, CSU itself which created a valuable separate asset and the other group of present TOI shareholders other than the public group. Or are there factors to this I'm not considering and who exactly are the group of minority shareholders holding TOI shares who are not in the public float and what do we know about them?
Read Answer Asked by Jeff on June 14, 2021
Q: Hi, Recent chatter on 5i suggests Topicus shares as Bargain at $44 and Very Attractive at $25 (Based on present Sales), while it is currently trading at $78 after touching a High of $94. So two Questions:
1. Is the stock Expensive at current valuation ($78-$80) or a Good Buy ?
2. If we need to revisit Constellation Software, let's say 10 yrs ago, when stock traded in $80-$90 range, did CSU stock look Expensive or different from TOI's valuation Today ?

I am trying to visualize TOI from the same lens as CSU ( and its history) and make a reasonable assumption and investment decision, although CSU performance may not necessarily be replicated.

Thank You
Read Answer Asked by rajeev on June 11, 2021
Q: What are your thoughts on NPI ? What is the financial situation of the company and future prospect?
Thanks
Read Answer Asked by Daryl on June 10, 2021
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