Investment Q&A

Q: Hello 5I Research
Byd has been going lower the last few session , does it have to do with the fact that the canadian dollor has been rising and that effect the US dollar exchange ?
Thanks

Q: I have a full position in TOY and am starting to lose patience as I’m now down 24% in a year and don’t really see any positive momentum building given trade tensions and indications of an economic slowdown. I’m considering selling half or all to move into a more positive growth story as things stand today. As an example, I recently sold a half position in SIS and bought LSPD with very positive results. I would possibly buy more LSPD with the understanding growth=risk. Security and diversity are covered in other parts of our portfolio; these growthy stocks are in our TFSAs where growth is our only consideration. Given the objectives of our TFSA accounts can you make a case for keeping, selling half or all of TOY at this time.

Q: Hi Any reason for the $4.00 drop in Alimentation Couche-Tard over the last two days. Looked for recent news can not find any. Thanks

Q: Good morning, could I please have your opinion on Evertz latest quarter. Do you see room for capital appreciation or do you still like primarily for income?
Thanks
Rob

Q: Which companies in your portfolios do you consider relatively close to recession proof?Please break down as to income,balanced, growth.Of these companies you pick,which ones increase their dividend at least 3% on an annual basis?

Q: Over the last year I have been trying to follow some 5i stocks using your philosophy of buy and give it a chance as long as the fundamentals are there. I had a full posn (4%) in TSGI (one example) which is down by 54% now. Normally I would have sold as soon as there was indication of troubles or momentum went out of the stock. I think Ryan indicated he thinks the owners will figure it. Yet some of the responses I'm reading are not too sure. Can you firm it up a bit?

Thanks

Q: Is it too late to invest in Light Speed. ?

Q: Interesting news from Shopify re: opening fulfillment centers in the U.S. ($1 Billion over 5 years). I see this as more directly competing with AMZN, whom I thought they were friendly with.

I own SHOP but I'm honestly not too sure how dependant they are on AMZN for their business. Here on 5i it's been mentioned that they have a serious relationship, but I've never seen it quantified...are you able to share how much of SHOPs business is from AMZN (based on revenue, EPS or other) and what specifically their partnership is?

With this news and within a year or two I'm guessing SHOP will either be dropped by AMZN or bought out.

Q: Am wondering if you know the reason the stock is down more than 2 % today

Q: Was just wondering if there might be a new report for QST and MCR. Last report on QST was back in Nov 2016 and was not too favourable. "simply too small and volatile to own at this stage." MCR no report.
Thanks Craig

Q: Hello: Wondering what the current payout ratio for this stock is based on both earnings and cash flow. I have read your recent responses re WEF and would just like to confirm that you do not plan to remove it from the portfolio in the next 6 months or less. As always, many thanks.

Q: I have been waiting for an entry point to buy TFII but it continues to fall despite no news after a good Q1. Are you still positive on this company? It is underperforming other transports even though it seems to be well-positioned from a business point of view. Thanks

Q: Should we consider Macro more valuable now that the Trans Mountain Pipeline has been passed or should we wait until it is well into construction as there are still some hurdles to overcome?

Q: Please comment on their acquisition. Thank you.

Q: Hello 5i team
Question:
What is going with Lightspeed today + Bell & Telus over the last 5 trading days.

Thanks

Q: NFI seems to have picked up some momentum in the past few weeks, has now broken the 200-day average - Does this improve your opinion of the stock?? Thanks Jim

Q: I got into this a short time ago (over a couple of years ago) around this level it bounced around a bit and ran up over $100. I considered selling or trimming but it didn't get to the % I had in mind. I held due to the increasing dividend and stock buy backs. With the benefit of hindsight it has got me wondering if this is a stock that is more of a trading stock or is it something that is suitable to hold for long period of time. My portfolio target is to achieve 7%+ rate of return over my life.

Q: I am showing an increase in debt from 30.1% of capital last October to 51.86% now with CSU. Does this agree with your numbers and would this be of concern to you?
What do insiders now own in CSU? Thanks.

Q: What price would be a support level for Lspd? Thank you

Q: Bought some BNS @ $76.Is it appropriate to add some now? Txs for u usual great services & views