Investment Q&A

Q: low debt- 4 -9 percent dividend that do the right thing for their share holders quality payout ratio ,growing dividend with moat qualities ,hve people in leadership that show qualities like Johnathon goodman, fromgud also Brookfield is opportunistic and buys real estate at good prices please give me your companies5-10 companies that come to mind for long holds.

Q: So my 19-year-old son just opened up his first investment account today. We were wondering what you thought would be a great first Canadian equity pick for the long haul.

Thanks!

Q: Would you recommend this stock for a growth investor and is this a good entry point?

Q: Hello,
If you were to buy LSPD or KXS today in a TFSA which one would you choose?
Thank u

Q: Hi team,
I am looking at either adding to Gsy or buying Gdi as a new purchase for my 2020 Tfsa purchase. Which would you prefer at these levels? Even after the big run Gsy has had its p/e is showing much lower than Gdi (14 compared to 63 according to my brokerage ). This being said perhaps Gsy has more room to run than gdi looking at growth rates and valuation ?? Also, do you have a couple favourites in mind for recommendations that a guy should be buying first thing in the new year for the tfsa ? Thanks
Shane

Q: Is January 2nd the first day that it will trade under a new symbol?
If we have BYD.UN, will it will be about a week that we see
it in our accounts. I think it take about a week for the shares to enter our account with
the new symbol?

Q: I'm a bit confused. Rumors say SHOP may be taken over by ??? Ebay, or others.
SHOP may be interested in acquiring FEDEX.
What is an investor to believe in any of this. On one hand if taken over there might be a 40% premium on their shares. On the other hand there will be a big hit on the shares if they buy FEDEX. How can there be such conflicting opinions/views/rumors/thoughts on this company?
What are 5i's opinions/views/rumors/thoughts?

Thanks
Jeff

Q: Seasons Greetings to all at 5i,
Can you tell me what Shopify’s expected earnings are for 2020 vs 2019?
Thank you
Dave

Q: Happy Holidays. If FedEx and SHOP merged, do you think SHOP shares would drop?

Q: Why is CSU down significantly today. Would you add a small position or wait.
Thanks

Q: Hi Peter and Staff
Sector ?

Thanks and all the best for the Season
Dennis

Q: A well-known talking head recently floated the idea of Shopify buying FedEx and becoming the 'Anti-Amazon'. Do you have any thoughts on this?

Q: A while back I asked about selling ENGH and replacing it with DSG, because I like to follow your lead in the portfolios. You recommended I keep ENG as they are similar, and I'm glad you made that recommendation because the company had a very good quarter/year. In another answer to a member you indicated that ENG may level off now because most of the share response was due to the low expectations by analysts and the surprise. Now I'm wondering if I should sell half of my ENG and buy DSG with the proceeds, giving me two reasonable positions. Diversification. I know this is somewhat like splitting hairs, but you must have a good sense of DSG future growth, or you would not have it in the portfolio. Again, thank you for recommending I not sell ENG last time, even though their good results could not have been predicted. And if you still recommend I keep the one position I'd be happy to do so. Thanks for all you do. And have a well earned holiday. Cheers

Q: Thank you for your email yesterday on the potential investment opportunity in Real Matters. I think I’m missing something concerning the company’s supposed added value. In most instances, people who are seeking to buy a property, whether residential or commercial, will contact a loan officer at a local lending institution who would then assign local professionals (brokers, notaries, appraisers, attorneys, etc.) with whom they’ve done business satisfactorily in the past. Each professional would perform his or her services as required by the lender and the mortgage would then be granted.
In situations like the above, which I presume is what occurs most often, what added value would Real Matters bring to the process? Even in a case where a buyer is looking to purchase a property at a distant location, wouldn’t it be to her advantage to seek out a mortgage from a local lender who has a close working relationship with local professionals who have an intimate knowledge of the territory? In what way would the lender benefit from searching for professionals via the Real Matters platform?

Q: RBC is showing Revenue and EBITDA (adj) growth for 2020... however, EPS drops considerably. Can you explain why. Thanks.

Q: In an otherwise balanced portfolio, I hold both Spinmaster and Boyd. I’m thinking of consolidating into Boyd but am wondering if you think Spinmaster is worthy of a bit more patience.

Thanks.

Q: Yesterday MRC traded up to $ 214.00 and today has fallen back to 200.00 What would cause this ? It happened a few months ago as well. Would it be someone putting in a buy at market order for this very thin trader. What are your thoughts on MRC. RAK

Q: When would you expect an earnings press release from LSPD?

Peter

Q: Thanks for the update on GSY.

I like the valuation, growth rate, management stake and conservatism. My main concern is whether they are chasing loan book growth during a period where Canadian personal balance sheets continue to deteriorate. In an unfortunate scenario of net charge-offs rising through their B/E charge-off rate of 24.6%, how quickly could their funding dry up? Does this name have a large short base from the short Canadian Financials camp out of the U.S.?

Do you know the breakdown between secured and unsecured loans within easyfinancial’s $1.03 billion loan portfolio? For the secured portion, what type of collateral do they typically receive?

Thank you very much!

Q: What sector would you place Magna Int'l? I see it in both Consumer Cyclical and Industrial?

Thanks...Steve