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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: I have held SIS for about 2 years now and down 28% - I am looking at selling SIS and replacing it with FSZ - has a nice 7.50% dividend growing at about 5% a year. Can I have your opinion on SIS and whether it's worth holding, hoping that it recovers and can I have your opinion on FSZ as a replacement. Your opinion is greatly appreciated.
Thanks
Read Answer Asked by JOHN on March 05, 2020
Q: GC is a very big disappointment since purchase @ $55.96 some time ago($57 is 1 yr H) with problems like money laundry in B.C. & muted outlook despite some good Qs like today's.Today Canaccord upgraded to $59 from $58 with a Buy after It beat
estimated Rev & Eps. Estimated that casino Pickering will completed by end of Q1 & hotel & entertainment venue by Dec31 It hurts while waiting with no dividend despite buy back by GC with no meaningful appreciation in price.Is there a better stock to replace it,if desired.Txs for u usual great services & views
Read Answer Asked by Peter on March 05, 2020
Q: Hello 5i
I've never participated in a Dutch Auction before. Is it likely if I submitted my shares at say $42 they would be purchased? If so, in this market, there is a good chance I can buy them back for less than $42 on one of the many market dips we are seeing. I might be able to gain 5+% in the process. Your thoughts would be most appreciated.
Thanks
Dave
Read Answer Asked by Dave on March 04, 2020
Q: Hi Team,

I've been through many of these events over past 35 years and I really like to avg in while people are throwing the baby out with the bath water.

Could you guys start a list of 5i stocks which should torque back after this selloff, ie stocks like Shop, LSPD, or any others in your universe that fit this criteria.

I'm certain you will start to get similar questions and it would nice if you could publish an updated list online like the tax selloff list.

For now I'd like your top 5 that have potential for a strong bounce.

Thanks again for all your great work!

Chris M.
Read Answer Asked by Christopher on March 02, 2020
Q: Two questions: i) You have previously voiced concerns with respect to NFI production control issues and ii) there appear to have been several additional contract awards to NFI in recent weeks. Do you consider the production issues have now been addressed and no longer a concern and, do the additional/cumulative contract awards represent a significant improvement in this company's outlook and is this a decisive move by purchasers of mass transit vehicles? I appreciate there is unlikely to be a short term profit bump but if there has been a productive move or change in purchasing trends do you expect the benefits will mostly accrue to this company and in the longer term. Thank you for your response.
Read Answer Asked by Mike on March 02, 2020
Q: Do these companies do the same thing? They look similar to me and both look crazy expensive. SHOP last 4 Q has made a tiny bit of profit while the other has lost money every Q.There a lot of tech companies selling at crazy multiples to EPS. I am hoping this COVID-19 scare will knock them down a lot; none the less, wondering about your take is on my commentary. Finding it hard to invest in this group.
Read Answer Asked by James on February 29, 2020
Q: Hi guys,

I was looking at buying some SHOP if the panic continues. While GDP and retail would be hard hit, SHOP presence is mainly online, yet shipping is likely to be impacted perhaps. Do you see them as more or less impacted by the virus than traditional retailers or would there impact be similar to the impact on Amazon?

Thanks,
Jason
Read Answer Asked by Jason on February 28, 2020