Investment Q&A

Q: I have a sizable piece of QSR and am a little concerned going forward. What is your view. Should I ride it out or move on? perhaps trim?

Q: Hi 5i team,
I haven’t asked a question in a while. The reason being is that the Q&A is so comprehensive it practically covers all of my holdings, which is great. While the bulk of my funds are in the U.S. for growth, I keep a smaller chunk in Canada, so I am not fully exposed to the U.S. dollar. I recently added some beaten up stocks, such as GIL, GOOS and MX, which are quietly moving higher almost every day. A couple could be considered value. Is this a rotational trade or are some institutional investors finally coming back to Canada?
Thanks again for the insight.
Dave

Q: Hi team
this stock has run up from $ 59 to now $ 68 in 2 weeks span

are there any news in this company to account for that?

I did have a half position, is it a hold, buy or sell?

I think one gets a nice dividend, would you add on to Magna at this stage ?
not sure if you can tell us the seasonal trend for this stock as well, thanks
Michael

Q: I currently hold Suncor, and am down 50% in a registered account. Sit and wait, and sell and move on. If move on, what would be 3 choices for conservative balanced growth.
thanks

Q: With the stock down now and with about $3.90 in cash, are their other businesses worth about $1.60 (5.50-3.90) Thanks

Q: There is one thing I don't understand. GUD bought Biotoscana one year ago I believe for almost $200M. The stock ran up 20% on that announcement to nearly $9 and now it is $5.50's. The thing I do not understand is didn't that acquisition do anything for the top or bottom line and hence give a positive light on the stock? You have said the last few months that investors are bored and waiting for an acquisition.
Isn't Biotoscana the acquisition? Thanks

Q: Could you explain just what the difference is between BEPC and BEP.UN? I understands that one is a trust and the other isn't, and I understand the tax advantages of BEPC in an unregistered account. But aren't they essentially the same company? And if so how is it it BEPC can be up over 7% this week while BEP.UN is up less than 1%? I would expect this to even out, but even on the month BEPC is up much more than BEP.UN. How is that possible if they're the same company?

Q: What’s the reasoning for selling BEPC?

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 .