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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: In a recent answer to Ed you recommended this company as one of the top Canadian REITS that hold US properties ("Tricon (TCN) would be the top of the list." ). However, when I took a look, it is today $12.86, and 5 years ago was 12.00 so not much capital appreciation. The distribution is only 2.2%. It has been the same ($.07) for 5 years, and was one cent less ($.06) for about 5 years before that. In light of what seems to me very lacklustre performance, what makes you put this at the top of your list? Thanks!
Read Answer Asked by Paul on April 05, 2021
Q: Hello 5i team,
On the seeking alpha website, they have a press release stating that NFI acquired an order for 46 ZE buses for fleets in Scotland which can be checked on the ADL website (an NFI subsidiary).

Then there is another press release today for 126 ZE buses for Glasgow on the seeking alpha website which is not on the NFI website.

1) Is the second press release true?
2) If both orders are correct, how much does this move the needle in terms of back orders (I am guessing that these orders can be canceled at any time)?

Thank You,
Andrew
Read Answer Asked by Andrew on April 01, 2021
Q: Good morning Peter, Ryan, and Team,
There's a class action lawsuit involving XBC.
https://www.lexgroup.ca/classaction/xebec-adsorption-inc-securities-class-action/
Do you think that such an action will put further pressure on this "in the doghouse" stock? (Although it closed slightly up yesterday, a welcome event)
Also, if you were an investor, would you join this class action, or is that an unwise move? (IMHO, It's sort of like "hedging your bets", especially since it costs nothing to do so.) Your guidance and advice is always greatly valued
Read Answer Asked by Jerry on March 31, 2021
Q: Hi Peter and Ryan,

Well continues to drift lower daily. Today it actually ended even (maybe due to the Scotia interview). I see their business mix as both benefiting from the secular tech tailwind and cyclical reopening tailwind.

Today the stock dipped below $7. This is almost 29% lower than the upsized equity offering. Couple questions:

1). How does this effect those large investors that are “holding the bag”? Could the upsizing be at risk?

2) How low can this company continue to drift? At what point if any are you saying this is insane and buy more?

Thank you.
Read Answer Asked by James on March 31, 2021
Q: For a long term, conservative, income oriented investor what are your favourite industrial stocks. Three from each of canada and the US would be great.
Many thanks for all the help.
John

Read Answer Asked by John on March 31, 2021
Q: Good morning - In your opinion, at present, what are the best long term, larger cap, Canadian companies in which to invest for capital appreciation, regardless of sector. Thanks
Read Answer Asked by alex on March 30, 2021
Q: I have a difficult time differentiating what each of these companies do for lawyers and lenders. How much actual overlap/competition is there?
I see there has been a fair bit of public market selling by REAL directors but then some buying late last week. How large is REAL insiders holdings commitment today compared to the last 5I report?
If there is any overlap/competition of services or perhaps synergies would it make sense for DND to acquire REAL if they could swallow it? Is DND, at 2X REAL’s market cap, large enough to acquire REAL?

Thank You
Clarence
Read Answer Asked by Clarence on March 29, 2021
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