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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: Jerome Haas mentioned that manufacturing of the buses is in China. Checking their website I find claims that they are Buy America compliant as well as having Atlanta GA in brackets after one such claim. They don't say specifically where manufacturing takes place but do list a global Chinese company as their manufacturing partner.

Can you clarify where buses are actually built, and how they can be buy America compliant if they are built in Chinna.
If built in China and buy America compliant, are they using a "loophole" which leaves them exposed to changes.
Read Answer Asked by Bryon on July 14, 2017
Q: Hi 5i,
What is your take on Freshii (FRII) at this point, with the stock at its publicly traded low, the promotional noise having quieted somewhat, and its next quarterly report upcoming?
Also, recognizing that it is largely guesswork, from the stocks you are already very familiar with, are there any that you think may be well positioned to beat market expectations in the upcoming round of reporting?
Thanks?
Read Answer Asked by Lance on July 11, 2017
Q: Hi there,

I currently own a slightly modified version of the Balanced Equity Portfolio (MG/XTC, SLF/GSY, BNS/ZZZ and ENB/BLX). In addition I also own SHOP, ZCL and PHO. In your opinion, do these 3 names from the Growth Portfolio represent your best ideas or would you substitute any of them at this time? I know SHOP had been one of your top ideas when it was trading at a much lower price - does it still remain as one of your top ideas with the recent run up in price?

Also, I noticed Peter had selected BOYD as a top pick when he was last on Market Call. I was curious to know if this is somewhat of an indirect play on the auto sector and if I should swap XTC for BOYD at this time?

Thanks for your excellent service and advice!
Read Answer Asked by Michael on June 21, 2017
Q: Hello to 5i team,
I've been reading up on a potential investment opportunity: blockchain technology. More specifically, I'm curious to know your thoughts on applications of the technology outside of Bitcoin and Ethereum which are too volatile for my tastes.
I would prefer to buy shares in public companies that offer the technology to businesses in other sectors and that have the potential to grow steadily long into the future.
These companies need not be geographically limited to Canada. Finally, do you know of any solid sources of information on the technology, in particular the negative aspects such as hackability of the system?
Thanks in advance, Robert
Read Answer Asked by Robert on June 20, 2017
Q: I'm seeking 5i's insight on the adoption of blockchain technology for trading platforms; this could involve company-to-company trading as well as facilitating trading of securities and commodities on exchanges.

I've taken a small position in BTL Group(BTL.v); how material is the report that BTL technology is facilitating oil trading between ENI Group and an Austrian oil trader? Would buying exchanges such as CME and NDAQ be an additional way to play the adoption of blockchain technology?

Thanks for your thoughts on this
Read Answer Asked by Steve on June 06, 2017
Q: My observation is that you don't generally view companies that grow quickly by acquisition as 'risky', whereas you often refer to debt and small capitalization as risk factors. Constellation Software, Alimentation, Parkland, Enghouse and of course Valeant come to mind as consolidators. I would appreciate your comments on the risks of growth-by-acquisition, and, what are the high-growth companies you recommend that rely on acquisitions for growth?
Thanks
Read Answer Asked by Mike on June 05, 2017
Q: Hi,
I have always considered tech companies like OTEX, KXS, medical companies like GUD, CCL.b and food companies like ATD.b, MRU to be non cyclical or at least below-average, is this correct?
Could you please give a list of companies from BEST to OKAY.
HD
Read Answer Asked by Helen on May 29, 2017
Q: What do you make of the most recent earnings announcement and why is the liquidity so thin? I would have thought that after several years of growth and profitability the institutional market would have been interested in picking up some ownership from the tightly owned group. My other question is why would Bennett who appears to own over 63% of the company list it if he is not willing to distribute stock to others, isn't that a very costly venture to list a company public for no other reason that to see its name listed (sarcasm here!)
Read Answer Asked by simon on May 12, 2017
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