Investment Q&A

Q: Hi, Could you please post Shopify quarter street estimates for Rev/EPS. Thanks

Q: Yesterday,TFII has released its financial results for its second quarter. Based on such disclosure, is TFII a buy at its current price or if its shares are overvalued?

Q: Hello. I have a two 'DSG questions':

Given KXS is currently 4.5% of my portfolio - would you add some DSG... or is this an unnecessary overlap?

Why do you think KXS has significantly outperformed DSG since March?

Thanks!

Q: Hi, Any comments or read into the 4 large block trades/cross with a total of 759,700 shares by Acumen Capital, Thursday ? On Wednesday also, there was a large trade of 34,200 shares. For a thin trader like Sylogist, it's a bit out of norm. Someone, building a large position or NCIB buybacks by the company ? Thanks

Q: The above 3 are some of u favourities.Which one to buy today.Please rank from best.Txs for u usual great services & advices

Q: The raise seems quite large, and bullish, for a $200 million market cap company. Assuming a pullback to near $2.30, would you add? I have a 1.3% position at $2.40 and was thinking about going to 2%.

Q: $70mBB(up from $60m) at $2.30,a large discount of 13.2% from $2.65 (july 22 c). Now price at $2.34.Please comment Txs for u usual great services & advices

Q: your thoughts on the 30 million STC share offering at $2.30

thanks
Don

Q: Can you tell me your outlook on TFII over the next 3-5 years. Do you see this as a good entry point. How would you rank in terms of risk?

Q: i have owned Magna for some years. i know 5I likes it. it is slowly moving up from the lows it felll for no good reason
Do you believe it will move up and not down in the coming months

Q: Is it too late to add this to my portfolio based on its hugh run up.

Q: 5i, I was watching one of those money-market-stock TV shows, and this guru comes out of nowhere and said SHOP is might be go down to 300 dollars, out of fear (I should have done it before) I trimmed down a bit since I was up about 400% (thank you), what do you think, how do you sewe SHOP over the next 2 years.
Thank you

Q: Just talked to my broker on the conversion of BEP.UN to BEPC, he mentioned that the conversion will be done automaticly and I do not need to sell one for the other but he seemed somewhat hesitant when he said it. This is in a registerd account and I wnat to make sure he is right
Thanks for the info

Q: Please comment on earnings. Thank you.

Q: How significant is the announced strategic partnership this morning?

Thanks

Dave.

Q: I am thinking of adding to SYZ after their recent credit facility announcement. Talking about having 80 million available for aquisitions (40 from the credit facility with good terms). This seemed to be a past knock on the company (not as much top line growth and not putting cash to work). What do you think? Thanks

Q: My understanding is that higher interest rates would help ECN (please correct me if I'm wrong). If so, I'm trying to understand why it has rebounded as much as it has since March. Can you comment?

Q: Based on BIP.UN and BIPC performance i'm thinking of switching from BEP.UN to BEPC on the first day of trading. I think July 24th is the ex-date and that BEPC trades on a when issued basis starting the same date. Please confirm. I know there are tax pros and cons but as an investment can you comment on the short term and long term of doing this switch.

Q: As BEP.UN absorbs the remainder of TERP this quarter and pays for it with BEPC shares, what impact do you see on the stock going forward?
Thanks
Bob Rose

Q: I am a retired, dividend-income investor with a company pension, CPP, OAS and some Insured Annuities. I wanted to get your views on our asset allocation. Currently we have the following targets by asset class (in the equity portion of our portfolio):
Finance = 17.5%
REITs = 7.5%
Telecom, Utilities and half of Pipelines = 22.5%
Consumer Staples & Disc = 17.5%
Health = 2.5%
Industrial = 10%
Tech = 10%
Energy and the other half of Pipelines = 10% (actual is 7%)
Materials = 2.5%

While I believe pipelines should be 100% allocated to the Utilities sector, they seem to trade more like the Energy sector...hence the 50-50 split. Also I normally have 20% allocated to the Consumer sector, but we have reduced the Discretionary sub-sector for a period of time due to COVID.

I read years ago that something like 75% of your returns are associated with your asset allocation as opposed to your stock selection. Our portfolio is set up for mostly dividend generation, with some capital growth.

Question 1 = Do you see any red flags with our allocation targets?

When I attempt to replicate the 5iR Income Portfolio into my system, I note 5iR has a significantly higher weighting in Consumer and Industrials...while significantly lower in Health, Technology, Energy and Materials.

Question 2 = Are there reasons for the lower allocation weights in the last 4 sectors...higher risk maybe? I am asking so I can fine-tune my own allocations, which don't change much over the years...maybe 2.5% here or there from time to time.

Thanks for your help...much appreciated...Steve