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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: Hello 5i team,
MX paid US$414 million in 2018 to buy back just over 6 million shares. What is 5i's view of management doing this near the highest the shares have traded over a multi-year period? Does 5i feel that MX's large Venture Capital shareholder exerted undue influence to make this happen?
Finally, what is 5i's view of taking a partial position in MX at this time?
Thank you. Edward
Read Answer Asked by Edward on February 03, 2020
Q: Hi Peter, Ryan, and Team,

Most recently, Peter, you're quoted in the StockChase website as follows:

"They have done nothing but disappoint for the last couple of quarters. He kept it because the valuation changed and no one expects anything from this company. He is going to give it a couple more quarters."

Two even more negative sentiments were recently expressed on the same website:

"Their competitors have an electric bus and NFI is struggling with that transition away from fossil fuel buses. A value trap."

"He would not be a buyer today because there is a pending transition to electric buses. Municipalities are holding back until they become more main-stream. Wait one to two years to see larger orders."

We're down 45.7% in a TFSA, and wondering if 5i agrees that the electric bus situation is hurting NFI, and what to do in a couple of quarters if 5i drops it.

Thanks for your insight.
Read Answer Asked by Jerry on February 03, 2020
Q: Do these companies offer similar services? Over the short term, say one year, which company has the most potential for capital appreciation. Which company is riskier? As always, thanks for your much appreciated guidance.
Read Answer Asked by Les on February 03, 2020
Q: LSPD previous high was in August of last year at a price near $50. Recently there has been positive news, such as M and A, expanded offices and services in Toronto and Vancouver. They are expanding the platform and business using LSPD grow significantly more than business that have other platforms.
When the price goes and stays above $50 should I add to my position for a long term hold?
Clayton
Read Answer Asked by Clayton on January 30, 2020
Q: You continue to comment favorably about this company but they never make money. Latest quarter was a loss of $2.7m - up from $1.5m a year ago. Why do you never mention this? If you take out Goodwill and Intangible assets the equity is a negative $144m. I know you will say a lot of this is because of acquistions but if they can not make those turn a profit why do you give them such good ratings an commentary?
Read Answer Asked by gary on January 30, 2020
Q: I am thinking of purchasing one. Which do you think has the most potential going forward?
Read Answer Asked by sean on January 29, 2020
Q: Hello Peter and Team,

For those of us planning to sell our TSGI shares, would you recommend waiting until after Flutter and TSGI report their Q4 results on February 27th? Of course, share price could go in either direction depending on the results, but what would be your inclination? I am planning to put the proceeds of this sale into Lightspeed. Thanks.
Brad
Read Answer Asked by Bradley on January 29, 2020
Q: Peter recommended CAE on BNN partly because of a large backlog of work which includes upcoming training on Boeing's 737MAX. I don't believe that Boeing has been completely forthcoming about the issues regarding this plane but we do know that there is a design problem which created a structural deficiency, and that they tried to overcome this with a computerized fix. That fix didn't work and the plane will have been out of service for at least 15 months. Evidence that has been made public is not comforting.
My question is; how much of CAE's backlog is related to the 737MAX? What effect would further delays or cancellation have on the financial results of CAE?
As always, thanks for your insight.
Ian
Read Answer Asked by Ian on January 27, 2020
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