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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: Good morning
On a recent post, you commented "Shareholders are still a little shocked that it even decided to go after a low margin grocery chain, so may just be a little more wary." Balancing that, you also noted the partnership with Carrefour could help Couche-Tard 'get closer' and position them to acquire the parts of Carrefour they really want. Against that backdrop, my question is,
Does 5i feel that ATD is working to strategically reposition itself given the momentum building with electric vehicles? Do you feel ATD will be able to adjust strategically to make its network of stores still attractive in future with many more electric cars on the road? Thank you.
Read Answer Asked by Edward on January 27, 2021
Q: Hello, do you know how long it will take before Kinaxis goes to trial to address the current lawsuit? In the event of a worst case verdict for Kinaxis, could you estimate what would be the impact on the stock? If you had to invest in two cybersecurity companies for the long term (5 years), what would they be? Thank you, Gervais
Read Answer Asked by Gervais on January 27, 2021
Q: Given the high price of CSU shares, I am wondering how many investors like me are out there - those that held between 5 and 30 shares CSU shares which resulted in our receiving a rather insignificant number of Topicus shares. If your predictions of $50 per Topicus shares holds, do you anticipate there being a large number of small odd-lots of Topicus shares being sold and if so, will this depress the IPO price? Or are most CSU shares owned by institutions and large investors and us retail investors, therefore, won't move the needle? (Personally, I wish we would have received cash instead)

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on January 26, 2021
Q: Hi, Topicus.com shares are expected to start trading around Feb 1, 2021. We have a decent holding in CSU. If we wish to increase our commitment to this group, where do you expect higher growth prospects - Constellation Software or Topicus.com ? I had read somewhere that as time passes by, CSU will behave more like a matured company (An exceptional one, though), looking for more ways to unlock shareholder value. Thanks
Read Answer Asked by rajeev on January 22, 2021
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