Investment Q&A

Q: Any reason for the recent surge in price?

Sheldon

Q: Could you please compare these companies, both in the same business, current valuation and future growth. Which would you buy, would you buy either?

Q: Good morning 5i: I would like your thoughts on ALY with its new equity offering. Is there much upside to be had holding this company?
Thank you
Barbara

Q: Hi Everyone at 5i! Hope you are having a good summer so far! Speaking of summer, Peter gave five suggested summer stock picks in the National Post on the weekend. ..Flutter Entertainment, Pool Corp, Scott’s Miracle Grow, Celsius Holdings and Airbnb Inc. If I could only invest in one, which one would your crystal ball say would have the greatest potential of growth? Cheers, Tamara

Q: At under $25.00 would you purchase shares of MFC -

Q: What part of the market do you see as undervalued? and can you provide a few choice selections? txs as always...

Q: Labrador Iron Ore Royalty is trading at what looks to be an all-time high, pays a fat dividend and apparently has no debt. Is this a good entry point for an income investor? On a 10 point scale, how safe is the dividend?

Q: Hi Team,

Any idea why this company is not held in XIT at present ? Do you think it will be added at some point?

Thanks

Q: Between Enghouse and Topicus, which is the better buy right now?

Q: Hello Folks:
You suggested I may consider REMX (rare earth ETF) as a suitable option for my interest in the EV battery mineral component sector.
Do you have any thoughts on BATT (Amplify Lithium Battery Technology ETF) and
LIT (Global x Lithium & Battery Tech. ETF).
I am out of my depth here, however feel this an interesting sector, which may well result in higher demand for scarce metals required.
Thanks again for your great service!
brian

Q: Re: David’s question on Savaria dividend —
Scotia made an error and overpaid the dividend. They corrected my account over the weekend. FYI

Q: Why was AT delected from the TSX? Does it matter, now that they are on the Nasdaq?

Q: "Compounding machine" [CM] stocks - please rank stocks that can be classified as CMs for a 5 year hold and your expectations for these - risk and reward.

Q: I'm confused. EGLX already trades on the TSX and NASDAQ. I see there is an IPO. I thought an IPO was to become public on an exchange, but they are already there. Can you clear the fog? and would you consider this (whatever this is) as a good move?

Q: Peter and Co,
What am I missing with Nickel 28? Please correct an inaccuracy or misunderstanding in my comments below.
Nickle 28 appears to be on a solid positive trajectory as a nickel-cobalt mining business yet the stock appears irrationally cheap. Net and diluted income has turned positive in recent quarters with Q1'21 registering $3.96 million, $0.05/share. If annualized, this provides a PE of 5. Debt during the period from Q! ’20 to Q1’21 dropped from $108 million to 92.8 million and a payment of $10.1 million is imminent. When this debt is retired Nickel 28’s interest in Ramu, the producing mine, will increase from 8.56% to 11.3% , a 31% increase in equity, at no further cost to NKL. With the current nickel and cobalt demand, I, a shareholder, am considering adding to my position but I have begun to wonder about management, the operating partner,...
With appreciation for your insight and opinion,
Ed

Q: Prior to the spinoff of TOI Constellation had a market cap of $37B, roughly where it sits today. With all its distributed and undistributed shares TOI seems to be a $10B market cap leading me to think this maneuver was a huge win for everyone involved - shareholders of CSU before the spinoff, like me who got a free dividend, CSU itself which created a valuable separate asset and the other group of present TOI shareholders other than the public group. Or are there factors to this I'm not considering and who exactly are the group of minority shareholders holding TOI shares who are not in the public float and what do we know about them?

Q: TOI: I've been trying to buy for several days by putting a bid in; however, the info I get is not real time - so, I keep missing and to-day up a lot. Any suggestions? I want 1000 shares . How committed to this story is 5i going forward?

Q: Photon Control Notice of Meeting and Management Information Circular was received the other day. Proxy due date is June 25, 2021. Reading the Information Circular, Mawer Investment Management owns 10.5% of the 105M shares outstanding and Photon’s Board of Directors owns 9.4% of the shares outstanding. As you wrote in one of your answers, there are not many large shareholders to fight for a higher bid. From your stock market experience, would the possibility of a higher bid from another company occur before June 25 or after the proxy vote?

Q: Good day team, I know this was recently asked but I can't find the answer. What do you think of Sheldon Intentash and his track record? I see that he is more active again.

Cheers

Q: In the Canadian stock universe, including the Canadian companies you follow, which would you say could be takeover candidates over the next year or two?