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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: Shopify's decision to sell it's distribution business has been well-received. However, the reasons for this divestiture -- complexity and distraction, as well as cost were entirely foreseeable before this initiative started. And the reasons for getting into distribution are not being mentioned in corporate explanations of the change. Have they just gone away? Does this change point to governance issues, such as the unusual independence of the CEO due to the share structure?
Read Answer Asked by John on May 08, 2023
Q: Hello, Thank you and Kudos to 5i team for your unfaltering view on Shopify, and even bumping up the weight in the Balanced portfolio recently. Your unbiased and consistent opinion has been a huge support to us for maintaining a long term view on this company, while there has been so much pessimism and negativity in the market. We are very happy with market rewarding the stock last week and I am sure, there is a lot more to come over next several years.
Read Answer Asked by rajeev on May 08, 2023
Q: As a followup to my question yesterday about Leon's how seriously should we take this interest in setting up REIT? You have noted in the past that one of the underlying values of LNF was their real estate so is this an idea that management is floating or does it look like it will come to fruition? How should a shareholder react to this news - buy more, sell or hold until it plays out?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on May 08, 2023
Q: Hello, With 5i decision to increase the Lumine weight, from 0.15% to 1.50%, can we follow the lead and take it as your nod to bump up the holding in our personal portfolios, at current price $19. ( Noted that CSU weight was trimmed by 0.5% and the logic to participate in future growth in LMN from these levels ). Of course, with the caveat that portfolio weights are still our personal decision.

Thank you.
Read Answer Asked by rajeev on May 08, 2023
Q: Just my thoughts on the stock, it does not matter if you are Wal Mart or Target when you have to much inventory you have to sell it down at prices that do not make you any profit. There is nothing worse than marking down fashion clothing and trying to recover your cost on the items. With maybe a recession and more 50% off sales, yes the margins will be lower, until the merchandise supply is under control the company will probably struggle.
Thanks again
Read Answer Asked by eugene on May 07, 2023
Q: Can you explain Dreams announcement at the close today. It seems DIR has done a bought deal of 12.5M shares at a price of $14.20 (a little below todays close) to raise money which they will then use to buy back 12.5M A class preferred shares? This is a confusing one, why would they do this? Also will this hurt the regular DIR share price since its diluting the shares? Would you buy or is this a bad move? Thx
Read Answer Asked by Adam on May 05, 2023
Q: Hi , what is your take on Badger? Buy, sell or hold? Thanks.
Alnoor
Read Answer Asked by Alnoor on May 04, 2023
Q: Hello, I note that you have recently had quite a number of questions about CSU. I am interested in knowing what 5i's thoughts are regarding the recent very strong stock performance. "Why has the stock price increased so dramatically" is my question. I realize it had a good recent quarter, however the price often settles down after a bit with most companies. Not CSU this time though.
Read Answer Asked by Bob on May 04, 2023
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