Investment Q&A

Q: What’s is your opinion of a SPAC ?
Thanks
Rick

Q: I just wanted to respond to the comment on the spotted lantern fly and potential issues for ADW. Spotted Lantern Fly are easily controlled by many pesticides. Growers should not worry about the sensationalism that many people/media like to invoke with articles trying to create panic in the wine industry. These flies congregate almost exclusively on grape and Ailanthus (tree-of-heaven). They may require an increase in pesticide usage for the next few years in areas they invade. A year or two after they are introduced the populations have declined, the reasons for this are unknown but scientists believe it is the work of a fungus. Penn State Fruit Research Extension Center can provide very interesting research as they work extensively with these insects.

Q: Hi,

I'm considering one of these two companies and would like your opinion and reasons supporting your choice. Thanks.

Q: Thoughts on this company longer term and also its rival Lyft

Q: Could I get your opinion on XBC, their recent earnings and their prospects?

Q: I have been holding to hardwood distribution for almost 5 years now and i'm off 24 %. Should I continue too old to it ? I was thinking about selling it and buy New Flyer industries with the dividend at 6% now. If you have a better suggestion for another company, fell free to suggest ! Thanks

Q: Please comment on Q2. Would this be a good time to buy ZZZ?
Thanks
Roy

Q: i bave large positions in both companies.
gsy is cheap, beats earnings every quarter, increase their dividend, return on equity approaching 30% , target increased to 85, yet does not seem to get much love.
lspd is a momentum stock increasing revenue by huge amounts, everyone loves the company, no earnings.
i know completely different companies but why such a discrepancy. is it because gsy is a subprime lender.
dave

Q: I looked at Morningside Quant Reports Thompson Reuters Reports and other stats on the above stocks and found the following:
TSGI. 16% Discount Undervalued. PEG .47 Moderate Buy/Buy ratings from 6 analysts

NFI. 26% Discount Undervalued 9X P/E Moderate Buy/Buy Rating 6.2% Yield , 4 analysts

COV. 47% Discount Undervalued. 0 analysts

MX. Significantly Undervalued 7.5 P/E., PEG .11 Moderate Buy/ Hold Rating, 4.34% Yield, 9 Analysts.

SU. 21% Discount, Significantly Undervalued 10.5 P/E, 7.24 PEG, Moderate Buy/Buy Rating 4.44% Yield 15 Analysts

PHO. 35% Discount, Undervalued. 15.2 P/E, Strong Buy/Buy Rating, 3 analysts.

What value do you place on Quantitative Reports as compared to other analyses? How useful are they? Are the above stocks overdone on the downside primarily due to recent global markets uncertainty or because of their own performance. The above stocks seem to have been severely re-evaluated. The idea of exiting a falling position is to eventually replace it with a position with better upside and less risk which seems to be the challenging bit. Your comments and opinions please.

Clarence

Q: Is RBA worth a 5% weighting. Heavy in energy and banks and looking to go into other sectors.

Q: Good morning, thought on LABS recent earnings release?

Q: Dear 5i:
Do you expect an increase in the stock price in the near future or is it dead money respectively an investment with further declines expected?
If I sell DOO, what are your best 3 U.S. and CAN. growth stocks
without consideration of category? Thanks.
Klaus

Q: FYI. 2 articles in The Van Sun on RAY.A. E Boyko,its ceo has a vision to become the biggest music streaming co. in the world.He has 2 main policy concerns.Our government should have a policy of buying local.He dislikes Finance Minister's plan to tax stock options more heavily,even thogh the government indicated that fast growing cos like RAY.A will be exempt. 2nd article states that Bombardier & SNC are being replaced in the public's consciousness by digital economy outfits such as RAY.A, LSPD & Stradigi AI,all of which talk about becoming world leaders,but without the sort of heavy government support received by older champions of Quebec Inc. RAY.A has risen $1.09 since Aug 6 Q results.

Q: Your thoughts on earnings that were released this morning. Thanks

Q: What do you make of CDN Tire quarter and purchase of PartyCity? Would you buy at this point?
Thank you

Steve

Q: Could u comments on recent earnings. Looks like a miss across the board though they have missed quarters before. I have had a great run. Is the growth story still intact or is it time to move on. Thanks. C

Q: Hello - may I have your comments please on recent results. Cheers

Q: Would you purchase either company at their current price? This would be for a 3-5 year hold in a non-registered account. Thanks

Q: Not good momentum on AFN today down over $4.00, not very good earnings. My $56.00 stock now considerably. in my RRSP. Good yield, but! How much more downside before we could see a recovery. I can hold it for three years, otherwise I need to move on. Is there a better replacement, does not have to be in the same sector.

Q: I hold the above in my TFSA. I treat my TFSA as part of a total portfolio so although each is about 20% of my TFSA, my overall weight for each is 3% in my total portfolio. Needless to say my TFSA has not performed well this year. Each of these companies (Except for ZQQ) seems to have lost significant value this past year. 5i seems to still like these names but I am starting to think that they are going the same path as some previous darlings of 5i. So my question is: with a 5 year outlook, should I continue to be patient or sell any of these and move on.
By the way, I did ask a question last week and voiced my opinion on some comments....never got a reply??