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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: I know that you are not a fan of this company. Have you looked at it after there last quarter. To me it just looks like where we will do things in the future and how. Seems to do more than a Uber and a DoorDash. Could it be something in the future like when Amazon and Tesla and everybody told us not to touch them in there early days? Too much debt, no earnings, over valued, to much risk. What do you think?
Thanks Again
Read Answer Asked by eugene on January 22, 2021
Q: Hi 5i team,
I follow a number of communications and 5G stocks. CLFD rose 13% yesterday but I see no news on it. As I understand it, CLFD is more or less a picks and shovels player for fibre networks, providing the glass enclosure. So, I do not know if it has any competitive advantages or not. I just thought I would get your opinion on it. I do not see it in your database.
Thanks again for the insight.
Dave
Read Answer Asked by Dave on January 22, 2021
Q: In general, concerning Canadian Cies doing business in the USA: how to explain why some Cies allow the dividend tax credit for Canadian stockowners (ex EMA), and why other Cies (ex: WIR.UN) do not offer this advantage?
Read Answer Asked by Jean-Yves on January 22, 2021
Q: Morning 5i,
I bought FTG in mid 2017 at $4.55 as it was trending upwards, but then watched (and held on) as it slipped and slipped to a low of approximately $2.00 in early 2019. I then watched some more as it rose steadily through 2019 to peak at $4.21 in early January, 2020 - leading me to naively hope my loyalty might soon be rewarded - only to watch it crash mercilessly in Feb and March 2020. I think it had started that downward trajectory before COVID took hold and, at least initially, I don't think its decline was due to the pandemic.
I went through something similar with BUS, held on devotedly, and I'm now being rewarded as it has just recently exceeded my long ago purchase price and rightly or wrongly I think its future is rather bright.
My question - do you see any prospect for FTG to have the sort of resurgence that BUS has recently had (I know that apart from the rocky road they've both been treading over the past 3 or so years they have little in common, and also that FTG is significantly smaller) or would I be well advised to take my lumps and deploy the (now considerably less) money elsewhere.
Thanks, as always, for your thoughts and advice.
Peter
Read Answer Asked by Peter on January 22, 2021
Q: This week, Yellen said: “Neither the president-elect, nor I, propose this relief package without an appreciation for the country’s debt burden. But right now, with interest rates at historic lows, the smartest thing we can do is act big. In the long run, I believe the benefits will far outweigh the costs, especially if we care about helping people who have been struggling for a very long time.” What she does will surely have a big impact. What are two guesses for what she will do?
Read Answer Asked by M on January 22, 2021
Q: Hi, Topicus.com shares are expected to start trading around Feb 1, 2021. We have a decent holding in CSU. If we wish to increase our commitment to this group, where do you expect higher growth prospects - Constellation Software or Topicus.com ? I had read somewhere that as time passes by, CSU will behave more like a matured company (An exceptional one, though), looking for more ways to unlock shareholder value. Thanks
Read Answer Asked by rajeev on January 22, 2021
Q: Hello!

I came across an article about Algonquin as being undervalued based on DCF model. However when screening it with Graham number the stock seems overvalued. The technical analysis seem to support that as well. What are your thoughts on that? With the change in the US administration, I am looking for a a long term exposure in unitalities market in both Canada and US. Any suggestions would be greatly appreciated.
Read Answer Asked by Irek on January 22, 2021
Q: I am short US and international exposure. I currently have a small USD trading account with 5 US stocks representing 10% of my portfolio. I have another 10% in my Cdn account in XQQ and VMO for a total of 20% US exposure, mostly in non-registered accounts.

I am wondering about selling FTNT or URI to buy NVDA. Or I could exchange for more USD and just buy NVDA. I would like your thoughts on the future growth of FTNT or URI vs NVDA, or should I own all 3 and accept the $ exchange charge to get more US exposure?

Currently FTNT is up slightly in my account, and URI has a 50% capital gain.

Thanks for your advice.
Read Answer Asked by Gordon on January 22, 2021
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