Investment Q&A

Q: Hi, Regarding a question on renewable energy stocks (Sep 28 AM), your answer mentioned a 75% growth for BEP.un. Since this is much higher than the other stocks, could you elaborate on where this super growth will come from. Thanks as usual

Q: Hi crew, I see many loan defaults in the near future, is your conviction of GSY the same? How so?

Thank you,
Kevin

Q: Your thoughts if this company please, will pick up soon it as been on a decline for over a month now, i did not hear any news on it.

Q: Lots of shares were issued to insider at much lower price,Is it normal.Do you still
consider it a good buy?

Q: What do you make of the management change? Interested in your take on impact going forward. Net positive, negative or neutral?

Q: I have been considering increasing my position since the beginning of September. Coincidentally, this is when WELL price jumped a few times. I have been waiting for a pullback (6$ was my target), but this never happened.

Argument to increase a position at this time:
1) Valuation reaching 1 bln $ - this may attract big institutional investors.
2) The stock help up well during the recent sell off, meaning strong sentiment.
3) Shareholder meeting approaching, and an announcement combined with a positive news may move the price even higher.

Arguments against:
1) Valuation
2) Potential volatility

Can you comment on the valuation for this stock? How does it compare to stock with similar risk profiles (growing small-caps)? Does the premium justify prospects in your opinion? Do you agree with my arguments, and would you add anything to my summary? Thanks for your service.

Q: Good morning;
Do you think that WELL is following the business model of Constellation Software by becoming a roll up acquirer of companies in the telehealth sector or are they positioning themselves to be a take over target. Thank you.

Q: For a new purchase of CSU is it better to wait till after the Tropicus spin out in order to avoid the dividend tax hit from the Spinout? Then buy both companies in the market.

Thanks.

Q: What are you thought on Suncor? What are your mediumand long term thought on the industry?

Q: Hi 5i,
Will the CSU spin out of Topicus be a taxable event? I hold CSU in a taxable account with an as yet uncrystallized capital gain. I would prefer it if there were a way for me not to have to take the entire capital gain in the current tax year. Thanks.

Q: Hi 5i:
The quote about Latin America below is from today's Washington Post. Given that dire analysis, can you advise how you think the situation in Latin America will affect BNS's overall business, its share price and ability to cover its dividend for the foreseeable future.
"In Latin America, the economic disaster may be just as acute, if not more so [than in other hard hit places such as India]. Leading U.N. officials warn of a “lost decade” in the region, with spiking poverty and entrenched recessions. The ILO [International Labor Organization] pointed to a “stimulus gap” between rich and poorer countries. “Just as we need to redouble our efforts to beat the virus, so we need to act urgently and at scale to overcome its economic, social and employment impacts,” Guy Ryder, the ILO secretary general, said in a statement. “That includes sustaining support for jobs, businesses and incomes.”
Thanks,
Peter

Q: Today I believe is Bam.a investor day .Have we learned anymore about why this name should be owned .The stock has been very disappointing .

Q: hi folks:

this might be a big ask, yet do you know what percentage of this asset (BAM) is exposed to 'big city' real estate ie. new york, toronto etc

been watching both BPY and BAM underperform and i wonder if it is partly/solely due to the underlying exposure to big city real estate

current prices of those assets (BAM, BPY) may not be fully reflected in the share price (ie. down)

thanks as always

Q: Hi Folks,

Looking for your sage opinion please. I've owned CCL Industries for a few years and have done very well - up about 150% in a taxable account (thanks for making me aware of the company years ago). It's not a big holding (2.5% of my equity portfolio). CCL.B seems to be struggling and at one point I was probably up closer to 200%.

My question is should I lose confidence in the company at this point, sell the shares and pay the capital gains tax (I have a fairly low marginal tax rate right now), or should I hold? I do note CCL.B has the early appearance of turning the corner to better results.

Thank you for your opinion and also for the significant investment gains I have made for several years now with 5i's support. Because of you I have done really well on CSU, SHOP, FNV, WSP, ATD.B, IWO as well as others.

Michael

Q: I own LSPD which I understand to be point of sale provider to retail, golfcourses, and restaurants. What advantage do you see they have going forward over Square, Touch Bistro, and Shopkeep? What tailwinds and headwinds do you anticipate?

Q: I just read an article on China’s Aging demographic causing a market for in home elevators.(Mobility). Would Sis be positioned for this or are their present China market opportunities too small too make a substantial change in their Overall sales. I’m looking for plus growth companies that have a solid base. Thanks
Terry

Q: By mistake I used US dollar to buy CSU, it now shown in my US investment account. Do I need to do anything with CSU , ( sell then buy in Canadian account ? ) regarding to the TOPICUS spin out. Thanks for your excellent service.

Q: I already own DOO, GUD, KXS, LSPD, PHO, REAL, STC and XBC from your growth portfolio. If i would buy 5 more titles from this portfolio during this fall, which one would you recommend the most regardless of sector concentration? I own other titles in different sectors.

Is there any titles we are better to wait before entering. For exemple, QST looks really cheap, but only going down since june.

Q: Hello,

Parkland issued a news release relating to "on the run" license purchase for use in most of the US. Can you explain in simple terms what benefit accrues to PKI and who holds/held the rights prior?

Q: In the balanced portfolio, there are 25 Companies. Of these companies, which do you anticipate raising or restoring their dividends, and which companies do you feel are ripe for M&A, either way, to buy or be bought?

I see that TFII has been active, as well as SIS raised the dividend by 4.3% yesterday.

Thanks for taking the time to provide the insight.