Investment Q&A

Q: What do you expect from SYZ when it reports on Nov.14? It has been on a downtrend since 1yr H of $13.24 in Jan.Dropped 3.4% to $5.68 on Nov 4 despite strong N.American markets. Your view on the co. Txs for u usual great services & views

Q: What do you think of Lion Electric as an investment considering its grant in the US & the production of its first electric bus there signalling its factory has been completed? Thanks

Q: Unfortunately I hold luck in my tfsa and am down 85%. What is happening with this company? It looks like it's stopped trading or something. The only recent news I've seen is regarding an activist shareholder.

Q: In a recent question concerning RX, in your answer you wrote due to its size we would exercise some caution around position sizing. What sizing percentage would you suggest. Thanks … Cal

Q: With Lightspeed selling off today and anything you gleamed from the earnings call would you be comfortable stepping in here with a long term horizon?

Q: Could I have your views on the latest quarter for this company. Is the dividend safe. It seems to have held up quite well in this volatile market. Many tnx.

Q: Allied reported their third quarter results recently, I find the financial statements supplied by REITs somewhat complicated and challenging to interpret, so my question is twofold can you comment on their results and what you look for in financial statements from REITs in general.

Thanks

Peter

Q: Your comments on RHT's FY2022 statement just released please.
Thanks.

Q: Now that XBC is halted and possibly bankrupt how does that effect Greenlane,in a positive or negative way and your views on GRN regarding management,burn rate,growth and how they might prosper if we get another green rally ,,,,,Thanks

Q: Hellio 5i,
ZIM has a dividend that is higher than its price. I never saw that before in a company. Should I take the huge loss and get out now or just bide my time until this whole mess is over? I can wait while collecting the dividend if this is considered no big deal, even if it does appear not quite normal.
Stanley

Q: Hi everyone at 5i!!
I bought this stock prior to the market drop and am now 47% in the hole with it. I can either sell it and take a loss and buy it back later, or keep it for the next 5 years in hopes it will rebound. In these situations I sometimes don’t know what to do. I don’t need the money at the moment and having owned the stock before and done well with it I think it should do well again. Your musings would be welcome ! Cheers, Tamara

Q: ,After the 2 divestments in a few weeks DOC have recouped 9M$. Were those divisions cash flow positive? Will this new intake of cash help them navigate through this bad period and until the stock moves up before they have to issue stock. What would be their cash burn rate after the sale of these 2 divisions? I assume those were net positives for the company.

DEEEEEP under water, I don't expect to ever get back in the money unless I keep the stock several years if they make it there. In a registered account there is no point for tax selling. Bad investment, bad timing. Do you have an answer that can make me smile again? LOL LOL
Thank you

Yves

Q: What are your thoughts on the divestment of pharmacies to Neighbourly? Do you see reasonable upside in the company with this injection of cash?

Q: I like the company, but the share price has crashed. To me the story hasn't changed and is getting better. I know they have to show progress towards profitability. Does 5I agree. If so why is there hesitation in your answers to buy this stock. At this price it only has to go up 9 cents for a 10% return.

Q: Can you please comment on two items for Converge: the level of share dilution over the past couple of years, and the percentage of goodwill on the balance sheet. Are either of these concerning? Need to be watched? What about the likely future trajectory for these factors? I am considering taking a position here but these things have be reconsidering. Thanks.

Q: HPS/A, Hammond Power Solutions, is a company that makes transformers. Could I have your comments on this company's cash flow, back orders, debt , profit & future prospects?Thanks
Dave

Q: Can you enlighten me re what has gone wrong with this company? Should it be sold?
Thank you for your guidance!

Q: I have been searching for some beaten down industrial names and I came across AirBoss. I owned it a few years ago so I was somewhat familiar with the company. I noticed that in the past year it traded as $47 WOW and now it is just over $7. I realize that the big Covid contracts for nitrile gloves and respirators. etc. drove the price up and those contracts have dried up, but still only $7ish dollars. They have other divisions, like automotive, that are not covid dependent and the defense and safety segment is still relevant (It was relevant before Covid!!) So what is not to like about BOS when it is in the $7ish dollar range? At this price the dividend yields close to 6 per cent. I would be content collecting a year or two in dividends while waiting for earnings to stabilize or sentiment to change. But is the dividend safe? It is 10 cents per quarter and earnings were 9 cents but cash flow was decent. debt is a little high but it doesn't seem onerous. Then again, I am not an accountant!!

Q: In a previous comment you stated "Five stocks that we feel will perform well over a long term period are: TSU, NVDA, SHOP, CSU, and INMD." In regards to INMD, what are your thoughts on other competitors in medical aesthetics, such as CUTR, ABBV, SIEN, or others I may have left out? What makes INMD more desirable in your opinion?

Q: Hi 5i Team - Could you provide an update on the fundamentals of FansUnite - including its balance sheet and cash/debt levels, insider holdings/trading and potential. Thanks.