Investment Q&A

Q: I enjoyed your report on lightspeed. I’m currently a square shareholder and was curious what advantages you feel lightspeed has that square doesn’t.

Thanks!

Q: Good Morning,

Just wondering why 5i is so confident about AYX and would you suggest it's a reasonable time to buy?
I'm thinking abut adding more to my position, but all of the stock information I have access to through TD WebBroker suggests that it is highly over-valued with lots of insider selling. Thompson Reuters gives it an overall score of 2, but momentum is rated 10.

Thanks,

Brad

Q: How significant is the US antitrust issue for Google and Amazon?

Q: Thinking of 3-4 year play in some combination of this group. Risk is not the primary concern. Is this a viable strategy for a small portfolio segregated from other assets? What combination, if any, would you recommend? AYX momentum seems to be slowing. Is that a concern from your perspective?

Q: My question yesterday was meant to include intel - typo on my part - could you comment, please - thanks Jim

Q: What are your thoughts on FIVE?

Q: Holding both the above, full position, down 17% and 25%. Hold, sell or average down?? Your best guess for 2-3 year time frame. Thanks Jim

Q: Could you please offer an opinion on Skechers,
particularly in the context of recent softness for the likes of Nike and Foot Locker? I'm thinking there's a good match-up (like Dollarama) for a rebounding theme of "thrift", as well as a growing demographic tail-wind provided by an aging
population in much of the world. Anecdotally,
the local outlet store is noticeably busier, with line-ups at the cashier on occasion. Thank you.

Q: I bought NVDA a year ago at a 3% investment. I am now down to 1.5%. Hold, sell, top back up? I do have some cash to do so. This is in my TFSA. I am ok for a 5 year hold.

Q: Hi 5i team,

There are no questions on SGMS (Scientific Games) to date so I'll be the first. :)
Was watching BNN today and a guest talked about Pollard Banknote (PBL) which I have on my watchlist...it is a thin trader so I have to be patient to accumulate. He also indicated PBL has about 20% market share (of instant lottery tickets) but SGMS has about 70% market share. The latter comment got my attention.
Wrt SGMS, from your web site Companies page, the QTR1 and QTR2 estimates have really come down in the last 30-90 day period and thus so has the FY1 (12/19) estimate. Can you explain why these numbers have been reduced so much from 60 days ago? Was their prior quarter a huge miss and thus analysts readjusted their expectations?
The only negatives I could see from their last released Q4 and FY18 report was "Net cash (used in) provided by operating activities decreased to ($9.8) million from $118.1 million in the year ago period, driven primarily by making a $151.5 million payment to resolve the Shuffle Tech legal matter." and "Net loss was $352.4 million compared to a net loss of $242.3 million a year ago, driven by $253.4 million in restructuring and other charges primarily consisting of the $151.5 million payment to resolve the Shuffle Tech legal matter and $27.5 million for contingent consideration associated with the higher-than-expected results from the 2017 acquisition of Spicerack."

There is also now quite an EPS increase expected in 2020, again from the 5i Companies page. Does this seem like a good buying opportunity given the FY2(12/20) expectations vs FY1(12/19)? (I get a mixed message from their key ratios from the 5i Companies page.)
I see the stock popped 8% today (6/3) albeit it has gone from $60 to $20 since May 2018...so quite the drop.
How would you rate SGMS vs PBL within this industry?
Are SGMS's troubles now behind it? Or is it basically a show me story now to get back investors confidence?
Is one a buy vs the other in a diversified portfolio?

Cheers,
Steve in Ottawa

Q: Hi team,

Do you think this is a good time to buy? if it were to be broken up will there be much more downside?

Thanks!

Q: Would Alteryx be implicated/exposed to the current internet ‘privacy’ investigations of the
FAANG stocks?
Thank you, Team!

Q: Can you please recommend one or two companies in Cyber security business? I think this industry will have a lot of potential to grow. Do you agree?

Q: Hi
Can I get your outlook for the company

Thank you

Q: Hi,
If you were to purchase one. Which one and why? I already own SHOP, a smaller position in the FINX and V.
Thanks,
Kerri

Q: Which would you consider the better investment? Ceridian or Paychex? Which would have the better economic moat and future growth potential in your opinion?

Q: Hi team,

Any comments on using this ETF for long term U.S tech exposure in a non-reg account? Would you be a buyer at these levels?

Thanks

Q: I have been waiting for a chance to buy this on a dip, would you buy here? What are your current thoughts on this stock?

Thanks!

Q: on April 12 you stated ISRG was one of your favourite growth companies what is your current opinion in light of the drop in share price from 582.85 to a current price of 467.66.? plus any reason for the huge drop in price? thanks Richard

Q: I have held MO for over 10 years. It's done very well for me - tripled in value plus dividends. But it's probably time to move on. Traditional tobacco product sales are declining rapidly (not a bad thing to be honest) and investments in JUUL and Cannibis are probably years away from potentially paying off. I'm comfortable with my portfolio make up except for healthcare, which i have no exposure to. I've been looking at ISRG, TMO, BSX and BDK. I'm leaning towards ISRG based on their balance sheet (lots of cash, very little debt),market position, and potential growth but it seems to be in the doghouse after an earnings miss last quarter and it looks expensive on a fwd P/E basis. That said I don't mind paying up for quality. Your thoughts on ISRG or maybe one of the other stocks I listed? Deduct as many credits as you see fit. Thanks in advance.