Investment Q&A

Q: Hi Peter &5i team,
If Amazon is building warehouses in Canada, will any Canadian companies benefit? In your opinion, is this a good opportunity to invest in companies such as Richards packaging,CCL,the pulp and paper industry,or other e commerce firms.
Thanks for your thoughts

Q: I'm looking for a few suggestions of economy re-opening stocks, US and CAD that you would consider 'investable' with a recovery taking place over the next year or so.

Q: Hi 5i,

I have been watching Darling Ingredients as an opportunity aligned with the ESG trend. How would you view this company today?

Thank you!

Q: May I have your updated thoughts on this company? Just added to the TSX Composite which seems fairly positive. Thanks.

Q: Hi Folks,

I'm looking for a mid-size company in the cannabis sector. Would you kindly rank, with a brief explanation, GTII, TRUL, CURA and VFF. OR do you have another name that you prefer?

Thanks,

Dennis

Q: Hello,
Can you provide your thoughts on Namaste Technologies. It seems like the company has overcome the major hurtles in the last 1.5 years (less their partnership with Chokolat) and seems to be in the good position to capitalize on the alleged LM boom during COVID. Thank you!

Q: Hi, Nuvei shares debuted Thursday with a bang and closed nicely 30% above the offer price of US$26. Initial Offering was for 26.9 mln shares ( plus 15% overallotment) of which about 90% was treasury offering of new shares and balance was sold by existing shareholders, Novacap group of funds. Caisse and most other major shareholders continue to own their stake in the company. 8.3 mln shares were traded on the first day, in total, (USD and CAD). Shares traded in the range of US$31.58-$35 and CAD$42-$46.
Initial analysis and report posted by 5i (Barkha) on the company was very informative and helpful.
Looks like, Nuvei could be in league with highly successful Canadian Tech companies like SHOP and LSPD, in the payment/ ecommerce sector.
What is your take on this company ? How do you rate company's hold in its addressable market, growth prospects and competition ?
Your commentary and guidance was invaluable and tremendously useful in the early days of LSPD, last year and helped many of us to be able to build a decent ownership, over time.
If you like NVEI, what will be your recommended approach, position size and price range ?
Thank you for your valued insight, as always.

Q: Good day guys:
Please comment on this name .. if buyable when would be a good time to start a position ?
Thx
Mark

Q: Why is the market not liking these two companies? Both established large cap companies, limited growth but why so unloved if interest rates will remain low for years to come? I have to admit I’m staying away from these two due to terrible price momentum. Both have lost money if held the past 5 years.

Q: Hi group taking everything into account in the world today appreciate your top 3 stocks from both Canada + US and brief explanation why they are your picks. Moderate risk investor

Q: Hi
Thinking of selling XEI down 11% and buying IVOL instead.
Presently I have1% in fixed income.
Your comments and suggestions always welcome.
Thank you
Mike

Q: I think this question may be more about financial statement understanding, or oil & gas reporting specialization, than investment, so it may be beyond the scope of what you can advise?
Kelt's most recent quarterly report includes a $260 million impairment charge on their assets ("CGU") -- that magnitude is huge and is the lions share of their (huge) quarterly costs and loss.
Are you able to provide any explanation or further information about this transaction?

Unrelated, I see today's large insider purchase -- looks like a substantial vote of confidence?

(I have a tiny piece of KEL in my TFSA)

Q: looks like a good growth performer with a generous dividend whats your opinion is there any other insurance companies that you would prefer?

Q: With the impending increase in electric vehicles of all sorts, it appears to me that copper will be in higher demand. What is the best way to play that as an investment. Thanks Dennis

Q: Could you suggest some relatively safer RESP holdings keeping in mind that withdrawals may start to occur in the next 2 - 3 years? Thanks.

Q: Thank you for your response to my previous question. I still find the issues involved puzzling. Stating the apparently conflicting issues i) while the same store growth is expected to be modest at around 2% the overall revenue growth appears to have been closer to 20% (for 2019) and ii) while analyst share price expectations have been rising notably of late that has occurred in the face of reduced earnings expectations; according to First Call these have been declining modestly but consistently for at least the past year.
The rationale for investing in this company was at least in part based on its competence as evidenced by the share price growth and its participation in an industry sector that offered significant opportunities for growth as a result of substantial sector fragmentation, to which they appear to be willing and able to respond. I subsequently see that COLD also has substantial industry participation both in the US as well as overseas, and promotes its competence in its management and operating systems. I also see that the REIT sector is currently under pressure and, or perhaps despite, that the cost of capital should be low as a result of all time low prevailing rates of interest. The obvious question is whether the current valuation represents a significant entry opportunity for a company which is doing well but still sorting out the bugs resulting from its growing interests. I would be interested in your response.

Q: I am looking for a couple of suggestions for US stocks that would be similar conservative and yield as Fortis on the Canadian side

Q: What is your take on WM for gold exposure? The deal with KL looks positive?
Also VMD is taking a beating lately. Do you think this is just profit taking?

Q: Can you please comment on the prospects of this company and what do you think about the management?

Q: TD model portfolios removed all the energy and pipeline positions from their portfolios .
Do you think we have reached peak energy Is it a prudent move to remove all pipelines from my portfolio
I am a retired investor and depend on the pipeline dividends for my daily living expenses Your answer would be greatly appreciated
Paul W