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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: Just curious if you have done any research on the company Knight acquired (Biotoscana)? With Latin America and Brazil in particular being hit hard by Covid I’m thinking for the next number of quarters they may not be particularly accretive to earnings (and that might be the best case scenario). I know that you do engage management from time to time of companies you cover, have you picked up any concerns from Knight itself?
Read Answer Asked by Stephen R. on July 10, 2020
Q: Hi Guys
Savaria has fallen the last few months quite a bit. I would have thought in a world where people are motivated to stay in their homes, rather than move to long term care, it would be seen as a stock that would benefit from this trend, and the stock would follow.. I know they have companies they own in China - do you think this could be the reason - a concern about this part of their business given current CDN relations with China? I was thinking of adding to my existing position - up to about a 3% position - your thoughts?

Stuart
Read Answer Asked by Stuart on July 08, 2020
Q: Hi 5iTeam.
I have a full position on GIB.A since 2014 and am currently thinking of liquidating my position and use the proceeds on either OTEX or DSR.
Can I have your thoughts on this and which one of OTEX and DSR would be your choice and why?
Cheers,
Read Answer Asked by Harry on July 07, 2020
Q: Hello it seems in-room dining will not be coming back for awhile.
I'm thinking The Keg would be one of the better Canadian restaurant investments. They should do better in restoring customer traffic as:
1. they already have more spacing between tables so they can maintain the same customer capacity/hour
2. Consistent quality of food and ambiance that is not as easy or convenient to recreate at home.
3. They already have great staff training when it comes to allergy awareness - this means it will be a better experience in training staff for Covid19 protocols
4. The people who go to The Keg tend to be more middle-upper income who are not affected as much by the shutdown.
5. If food ingredient prices increase, their margins may not be affected as much as ingredient expense is a smaller % of their overall expenses.
6. Landlords view them as a quality 'draw tenant' and so hopefully will work with them to maintain occupancy

What do you think? Is the distribution safe or if cut, would it be restored faster?
Read Answer Asked by Neelesh on July 06, 2020
Q: I was disappointed in your answer to Andrew on June 30th regarding GIL. I too bought GIL based on your rating and recommendation (B+). I subscribe to 5i to help simplify my investment decisions, and do not expect to have to look for other subtle clues such as portfolio weight etc to assess how you actually feel about a stock. I don't expect perfection, but I do expect clarity, and timely updates of prior ratings if sentiment changes.
Read Answer Asked by Charles on June 30, 2020
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