Investment Q&A

Q: I thought DOL had recently bot into a Brazilian outfit which promised significant growth potentially replacing or supplementing a possible slower NA profile. Yet there is no mention of this acquisition or its potential(?) benefits. Can you add some clarity please. Thank you.

Q: How seriously should we take the Canadian banks when they all increase their year-end loan loss provisions significantly? Is this really a harbinger of a slowing economy or am I being too cynical to think that this is a good way for management to build in some "wiggle room" going into the new year? Loan loss provisions are the one area management can use to massage headline numbers and perhaps boost profits next year if results are not so good.

Appreciate your insight.

Paul F.

Q: Your thoughts on the Canadian banks? What's your favorite?

Q: Would you have or have access to y/e expected rev & cash flow numbers . Is there anything expected that would bring the stock value up.

Thanks

Q: What do you guys think of this name after the Lupus drug treatment announcement the other day? I recognize it's speculative.

Jason

Q: If I borrow money to buy this stock,would the CRA allow me to deduct the interest on the loan?

Q: I liked your response to Bill on Shopify. You have considerable experience in portfolio management and probably with M&A activities too. This is a two part question.
You have been in situations where you got nervous with a 15% position in a single stock and assume it was not something like Nortel. I would appreciate if you could share with us how you handled it and what was the outcome; without giving specifics if you do not want to.
Secondly, everything has a price even if there are different metrics used for different businesses/sectors. There would be a price which even Lutke would find hard to resist. Retirement would not be a factor but for most retaiil investors it would be so. So at what price point however outlandish, would you advise to pack it in.
As always, i appreciate what you have to say.

Q: Hi 5i team,

Can you please comment on Tecsys recent quarter? It seems to be a good quarter ...but is it just a one of?
Their transition to a SaaS model looks to be paying off and results may be more consistent going forward wrt revenues and profit.
Reviewing some of the prior Q&A, you had been luke warm on this company based on missing quarterly expectations and slower growth vs other similar tech companies.
Looking at their Key Ratios (provided on your your site), they appear uninspiring. However I note a huge jump in Consensus EPS Estimates between FY20 and FY21...like sixfold, ie .06 to .36 cents. All based on 4 analysts with a strong buy - moderate buy tilt. Is the analysts expectation a little to rosy?

Based on their (positive) quarterly results, could one dip their toes into this now and start a half position? I also note they just increased their dividend as per the quarterly results. It has provided a very good return over 1, 3 and 5 years...but so have DSG and KXS (which I already own).

Cheers,
Steve

Q: I am wondering if u would clarify an article I read about the refiners benefitting from a new 2020 ruling about ships having to use what is called gasoil stating in January with the implication being the refiners should benefit nicely over the next two years. Beside psx there is also the etf to consider, which would u prefer. Thank you

Q: Hi 5i

I bought ZPR (9.60) a few years ago below $10, sold a year or so later for 11.70. With it sub 10 again I am looking to repeat. Do you think div will stay close to current amount? And am I correct that it has moved down in step with interest rates due to the rate resets? Will this lead to it moving up again when we are in a rising rate environment?

Thanks, Greg

Q: is this company bankrupt? Bill

Q: Hello, I saw on BNN an interesting interview with Coveo's CEO. Here is the link: https://www.bnnbloomberg.ca/video/i-hope-coveo-becomes-a-shopify-coveo-ceo~1823324
Question: My understanding is that the CEO doesn't feel the need to go public right now because they already have plenty of financing from private investors. He says that Coveo has the potential to be the next Shopify. This is quite significant. By the way the president of LSPD sits on the board of Coveo. Based on your experience, do you think Coveo could become public within the next year? What do you think of this company? Thanks, Gervais

Q: This has ran up lately and I am into profit, finally. I don't trust them too much. Any reasons to hand on other than 4.2% div. for me. I would prefer AQN and your opinion will be appreciated. Thx James

Q: Any of your favorites oversold due to tax loss selling and providing a good buy opportunity this week? I have a bit of cash to invest so wondering where to put it.... Mainly balanced portfolio follower but open to any of your portfolio stocks on good opportunities.

Q: Looking for your insight regarding this name. I reread the last earnings release and see very little to complain about yet we are setting new lows here. At $139 million of revenue for the last 6 months, it seems to be at a level where you would think there might be more interest?
Thanks

Q: I was thinking of putting $1,000 in 10 small caps before year end for total returns. My picks are Sangoma, Trican, Royal Nickel, Savaria, Aphria, Martello, The score, Questor, Photon and Well Health. I know you don’t give financial advice but is this a smart thing to do? Or would a big gain in one just offset all the potential losses? And are there any of these 10 companies you would not invest in and I know timeframe needs to be longer than a month! Lol

Q: Dear 5i,
I would appreciate you comments on the following questions:
1. Does key management have meaningful share ownership in the company?
2. How long has key management been at the helm?
3. Would you expect any further dividend cuts?
4. Do you think their debt is manageable and reasonable?
5. Do they own any real estate. If yes, how much worth?

thanks

Q: Hello-I invested in both of the companies early this year. Williams share price has dropped and now yields an eye popping eight per cent. Is that sustainable? What are your thoughts on wmb. I am tempted to buy more. Also, Citibank gave a shout out to enbridge today and it’s current yields are also high. Your thoughts on enb please?

Q: Just a comment. I saw what CDJ stated re TR. It rated DRA.un a 9 out of 10 i.e. in the top 15% stock scored,only one analysts with a Buy rating and a $8 PT. On Nov 25,it is a stock on 5I Tech Analysis with a $7.70 break out.

Q: This shipper has taken a tumble, good entry point?