Investment Q&A

Q: Peter; Do you know of a US industrial reit ? Thanks.
Rod

Q: Would like your opinion of Paysign before I buy, please.

Q: Hello,
With the proposed acquisition of Cypress Semi, do you recommend selling at current market price and moving on, or holding on for a competitive bid.
If moving on, can you recommend a few small cap replacements in the same industry in the US.
Thanks,

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