Investment Q&A

Q: Pls. provide a synopsis of their recent quarterly results along with answers to the following questions.

Your analyses of this company usually reference high debt levels. Is not most of this debt for new aircraft purchases that are secured by their CPA with Air Canada? i.e. isn't debt servicing a pass through cost?

My concern in their quarterly and subsequent news is their entry into the equipment leasing business. This seems a strange endeavor for a company seen to have high debt levels. Do you see this as adding significant risk?

Thanks, Hugh

Q: If I were to initiate a small position in either Dug or Heo,which might you recommend for a 2 to 3 year hold and why. Thanx.

Q: Can you give your opinion on distinct's recent q3 quarterly report. Revenue growth was big. What does the values ion look like today? Should I buy more?

Q: Can you comment on the results from these companies. Do you think they are good companies. I have held Perk from over $3 and now at $2. Should I sell and move on or hold. Thanks

Q: Please comment on H2O Innovation recent quarter and their business in general. Please explain what "approval of insider loans" on the November 16 release means. They seem to win a lot of awards for their tech and their backlog keeps growing, but I'd appreciate your take. Thanks.

Q: Google is said to have a very wide moat with it being a leader in search. But we all know what happens in tech -- when people reach the top there is no more room to grow or something disrupts that moat and it comes crashing down. How secure is Google and CSU and Shopify of them not being disrupted by new, nimble startups?

Q: After reasonably positive financial results the shares made a new low on large volume. The only negative I could find was the low cash position triggering higher interest rate on the debentures. Would you suggest to continue holding or accept that the market is saying that there is something wrong with the company.
Thanks for the great service. Peter

Q: Why is there is there such a big gap about your thinking and the market for this company
I am getting worried

Q: Canopy growth is on an all-time high (ha!) after its earnings report. Comments, please?

Q: Hello Peter & team, Dollarama price share has decreased by about 3.4% yesterday, is it just market volatility? Is Dollarama still a good investment? Would it be a candidate for your growth portfolio? Do you plan to produce a report on this company? Regards, Gervais

Q: any explanation for todays rise and is it valid

Q: Hi 5I
Took your advice and stayed out of the Marijuana business. What a bummer man. It feels like the train left the station and I forgot to get on. (isn't forgetfulness one of the side effects)
Having said that, I get your theory that there is too many unknowns, however, the near sweep of relaxing laws in the US election has me feeling the inevitable will occur in Canada. If you were to bet (I acknowledge its a gamble) on one producer, who would that be?

Q: 5i,
From all of us who purchased Nvdia on your enthusiasm THANK YOU!
Now from a portfolio management perspective, with the stock up 114% year to date, and perhaps popping in the 20% range today, should investors take some off the table (as 5i did with some of its winners in the summer) perhaps to purchase more in the future. IT stocks are otherwise getting trimmed in market and the NASDAQ facing pressure. It looks as though the growth prospects for NVDA are good, but seem tied to TESLA. Stocks like Tesla may face pressure with a Trump presidency.

When last asked about weighting, 5i suggested 15% for Info. Tech (Sept 26), with the usual "weighting is a personal/situational decision". For the average 5i (model portfolio style investor) what would you suggest today for an info. tech weighting based on this evolving US investing environment?

thanks for the great service, kathleen

Q: Hi Peter,

Is there any information why PLI increase so dramatically in the last 2 days?

Q: i have owned aphria from the beginning,i agree with you this rally in maryjane stocks has taken them to ridiculous valuations-- old saying never fight the tape.
my question is are we missing something, why do these stocks keep going higher, is it because 8 states approved legal maryjane in some form, will u.s. maryjane companies buy cdn companies with cheap cdn dollars -- what am i missing.dave

Q: Hi. I own QST and and am down more than 80%. Where do you see QST in 5 years from now? Would you sell it or add to an existing position at these levels? If so would you add to 1/2 position or full position? Thanks

Q: Hi Gents,

Is the continued sell off in SJ warranted by yesterday's surprise electoral news? Could you please comment on your understanding of how the company's long term prospects may be affected?

Q: Can you comment on their results. Would you buy based on these results.

Q: Peter and Team, Considering adding to a full position in Stella-Jones, on today's pullback. This would be for a 3+ year hold. Your thoughts appreciated.

Q: Do you have any comments on results released today? Why was the drop so significant? Volume 6x normal...

I'd still like to hold (maybe even add to) as they seem to have some interesting technology. Is this an opportunity to add for the long term? Current position is 1.2%, and I'm still in the green despite the drop.

C