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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: This company seems to check all the boxes. Gaining share in a market, operating a capital-light business model that is tech-enabled with the network-effects of a platform connecting independent real estate professionals to lenders while growing new lines of business adjacent to their bread and butter (in Title Insurance and Data). Does this company seem too good to be true and there's some suspicious going on that we don't understand as minority shareholders?

If the business is so good, go high margin and so easy to win deals with Tier 1/2/3 suppliers doesn't that sounds like there barriers to entry are low and there may be increasing competitive forces coming up the rear end?
Read Answer Asked by Eugene on November 27, 2020
Q: Hi there. After listening to the cc and investor say as well as the Q&A here, it would seem that a major growth area for REAL to land a tier one bank in the US and once done leverage the refi platform to go for originations in T&C. My question is, would the completion of an agreement with said bank(S) be considered material or would it only be communicated in quarterly financials?
Read Answer Asked by Kelly on November 26, 2020
Q: Hello 5i team,
Regarding REAL: you mentioned it is now a weighting decision. I am a patient investor who likes to buy quality companies while they are at bargain price. If a full position is 5% in an already diversified portfolio, up to what weighting would you recommend? What surprised (disappointed) you and the market in their quarterly results or conference call?
Thank you for your collaboration, Eric
Read Answer Asked by Eric on November 25, 2020
Q: Hi 5i,
I've been considering taking a position in REAL, especially now on the dip. However, and while I understand there may be many reasons why insiders sell that don't necessarily reflect their view of the future health of 'their' company, the number and size of sells of REAL by management over the past many months (particularly by Jason Smith) give me 'real' pause. Could you give your opinion on the insider selling that's taken place with REAL in the past year or so, especially when coupled with what I think is an almost complete lack of insider buying?
Thanks,
Peter
Read Answer Asked by Peter on November 24, 2020
Q: I currently have GSY in my TFSA having purchased it (at your suggestion) when it dropped in March. As a result, I have a significant gain. My question is, might it be time to move this out of the TFSA and into my non-registered account to start taking advantage of its (growing) dividend? In other words, while I still expect above-average growth in this stock and don't think it is now "just" a dividend play, do you think it's hyper-growth days are behind it?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on November 24, 2020
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