Investment Q&A

Q: how many large Canadian and US banks and insurance companies use the services of Real and what are their names? who are Real's biggest competitors? what percent of revenues are in US funds v. CAD. thanks Richard

Q: What do you think of XBC latest acquisition? Any idea what they paid?
Thanks

Q: WSP is joining forces with Golder thus creating the leading global environmental consulting firm helping clients to a more sustainable and low carbon future.

Do you think this warrants an upgrade to an A- for WSP Global?

Many thanks.

Q: Would you average down ? if so what would you look for to do so? Thanks for great job

Q: I am trying to add some growth in my spouse's RRSP. She has 5-6 years to go before withdrawing. She is lacking in Consumer Discretionary/Cyclical. I have been looking at ATZ as a possibility. People pay $70 for a pair of cotton blend sweat pants?! Incredible.
Is it the on-line component that is driving this company? As it is back to it's highs in Feb when C-19 struck, there appears to be something to it. Could you explain again 5i's take/ Thank you. Stephen S

Q: Is AC a good buy with near term upside at current price, given recent dilution from very large equity issue, major input cost like jet fuel going up and uncertain timing of path to recovery in air travel?
Thank you,

Q: Peter and crew, when I look at the most recent quarter for KXS, COGS and admin costs have risen sharply in comparison to past quarters, any concerns?

Thanks for all you do.

Q: Can you comment on Syz latest earnings. A miss. Anything to be overly concerned with? Still a buy in your estimation?

Q: Well, Air Canada's all time high was about 50 loonies per share. But now with the recent dilution of existing shareholders, I estimate the revised high will be about $45, adjusted for the dilution, Seems like a floor is forming under AC shares at about $23.60. What say you, aka your guess, and what with all the uncertainty that there is, about will this floor hold? And also what is the long-term guess-estimate target price in 12 months or longer?......Tom

Q: What would be your view on PKI today? Would you consider it a buy even if the world is moving towards EV? If your view is not favourable what would you be your energy pick to replace it.
Thank you

Q: How can Leon's get $ from CEBA and increase their dividend, pay a special dividend and still buy back lots of shares on a regular basis.
This does not smell right for me. Do they have to pay back any of the CEBA handout? Bad move by somebody here.

Q: Hello 5i,
A very Merry Christmas and Happy New Year to all at 5i and fellow members!! Here's hoping for a great 2021!!
My question is pertaining to Goeasy which is at 3.93% of my portfolio with a very significant gain to my TFSA. As a retired, dividend-oriented Balanced investor with an otherwise pretty well-balanced portfolio, my question is: how high should I let it run before pruning? I have sold and re-bought in the past but prior to this most recent run-up was thinking of adding. In other words, what kind of weighting would you assign to GSY based on the foregoing?
And, I would like to take this opportunity to thank everyone at 5i for all of the work they do for the members - 5i Research can be extremely proud of the work they do on our behalf and should know how much it is valued and appreciated!!!
All the best!
Cheers,
Mike

Q: What do you think of well's update today.

Q: On a steady decline since $8.41 on Oct 16,though seems to have found support around $6.70-6.86 near the $6.75 Bought Deal price. This morning Well announced that it will be profitable in the Q.Is it unusual to preannounce? When will it reports the Q?.Is it timely to set up a position here especially in light of approval & subsequent distribution of Vaccine? Txs for u usual great services & views

Q: good morning
Bought BYD once before and was fortunate enough to sell it at its high around $225. Then repurchased it in spring and now it’s approaching $225 again. Time to sell again or hang in there? The 0 .31% dividend sure is not enticing.

thanks
Steve

Q: A follow up to Steve's question. All the positives which you have noted regarding LNF are impressive. I am wondering about the government funds they received from the CEBA program. Not having that in the coming quarters will make quarter over quarter comparisons less attractive... how much of an impact will this have?

Q: Lawsuit filed against Kinaxis? Is it time to bail?

Q: Hi team

made some nice gains from the above stock, thanks for recommending it

I wonder if it is large enough (assets over 1 billion) for the big pension
plan to show interest to own some shares (like Quebec Pension plan or CPP)
or it could be a take over target by a bank of life co

you mentioned that at 1 point, there could be a hike in dividends next year,
please elaborate, thanks

Michael

Q: HI Team,

Any news out of SHOP, or just a technical break out of trading range?

Thanks!

Q: Retired, dividend-income investor. I'd like to rebuild my position in Leon's.

When I look at the Fundamentals (P/E, P/BV, P/CF, P/S, ROE, Beta), they all lead me to just buy it at today's current level of roughly $20.

However, when I look at the Technicals, especially when one overlays the 50 mda and the 200 mda, a completely different conclusion is reached. The chart shows that very single time the 50 gets way ahead of the 200 (as it is today), that it retreats a couple of dollars.

This leads me to believe that a better entry point, instead of todays $20 level, is in the $18.00 to $18.50 range. But...doesn't this logic approach "market timing"?

Bill Harris on BNN just gave LNF a very strong endorsement and suggested if all of the stars aligned (my words), that a target of $25-30 was not out of line. He indicated their FCF was bordering on "absurd"...$250-300 million.

Please help me sort through the mire of Fundamentals vs Technicals vs Market timing and point me in the right direction.

Thanks...much appreciated, Steve