Investment Q&A

Q: Interested in your thoughts on Western Copper and Gold. Appears to have some good results on both copper and gold, two of the current hot button commodities.

Q: Hi Team, The monitor for David's Tea has issued their report and plan of compromise to be voted on by the companies creditors on June 11th. The report can be found here https://www.pwc.com/ca/en/services/insolvency-assignments/davidstea-inc-/monitor-s-report.html. It is a pretty quick read.
It seems like a clever, well thought out plan. What do you consider the likelihood that this plan gets approved by 67% of the creditors (based on value owed) in both the US and Canada?
In cases like this, does PWC work with the creditors in advance to "secure the votes" or are they just looking to just get the best deal possible for DTEA and hope it gets approved.
In my view, the trade suppliers and employees likely vote in favor. Canadian landlords may also be okay at 22 cents on the dollar. My concern is with the US landlords who only look to be getting 3 cents on the dollar (which is still better than what they would get in a bankruptcy). My question is do landlords typically have a threshold at which they would not accept a settlement below a certain % of their claim.
If it does not get approved does the monitor look to negotiate with the creditors or is bankruptcy automatic?
If this ends up in bankruptcy the estimated cost of the bankruptcy is $27 million, DTEA does have enough cash to pay out this sum. In that case, would the common shares still hold their value and would common shareholders be entitled to equity in any newco?
I recognize this is beyond the usual scope of the questions so please deduct question credits at your discretion

Q: Would consider this company as a bond replacement in a sleepy business with dividend growth potential?? Buy ????
Thx

Q: What do you think of this company? Is it a good long-term investment and a good buy today? Thank you !

Q: Good morning 5i team
I have a 1/2 holding in Enghouse and am considering adding. On the positive side, Enghouse increased its hosted and maintenance services revenue, increased margins and reduced costs in Q1 2021, and made an acquisition in Portugal. On the negative side, I wonder how much damage Enghouse caused with many investors with its special $1.50 dividend, and how long this negativity may impact them. Would you support increasing a position at this time, or biding time and waiting? Thank you.
Edward

Q: Which of these stocks/etfs would you predict to have the best near term upside?

Q: What does the 5I Team make of Score these days ? Has it settled down enough to buy a bit. The NHL is looking at the potential in single event betting on games
Thank You

Q: What is the difference between GLDM mini-shares and GLD ?

Q: Do the above Cdn companies have U.S. listings,if not do you think they will in the next few years?i

Q: Do you have a strong preference for one of these stocks over the other? Which do you prefer and why? Thanks!

Q: Hi there
Do you see the recent passing of the "Make PPE in America Act" , which looks to have a minimum 3 year duration, as a significant tailwind for MRS? Or is it just a small win in the big picture.
Thanks
Marc

Q: What is happening with this company, my holding" vanished" from my on line portfolio and I'm unable to get details.
thank you for your excellent service.
Heidi ( Rust)

Q: How would you go about identifying a proxy to the Canadian residential real estate market? Ultimately, I would like to short the real estate market but can't seem to design the trade. Any guidance would be helpful.

Q: Long time holder of V since the IPO and have done well with this name as a core position. Currently have a 3% position. Have some more USD to invest currently, what are your thoughts on reducing V down to 2% and allocating 1% to start a new position in either PYPL or SQ for more growth or add more to V? Looking for long term growth. Would you pick PYPL or SQ today? Thanks!

Q: I am planning to purchase equal amounts ($) of the above. Do you consider these companies do be reasonably safe investments over a 3-5 year period?
Would you suggest a replacement or deletion for any of these companies? I am over 80 and am hoping to have a reasonable return from this investment.
And hopefully I will still be around to spend the gains.

Q: Are there any Artificial Intelligence ETFs that you find interesting at this time? Thanks.

Q: would appreciate an update on these 2 stocks.

Q: Hello. what's happening with Topicus and Sylogist both going down lately. Is it safe to buy Topicus today or wait for a better/lower price which is ? I own Sylogist, made 15% gain should I sell it ? Otherwise can you recommend today 5 good value Canadian co's. I own goeasy and thank you for your recommendation

Q: Teck lost 12% in 2 days. It's seams to be related to the Chili issue or is it? Management claim that they have an agreement with the government. ''TORONTO, May 18 (Reuters) - Canada’s Teck Resources sees little risk of higher taxes in copper powerhouse Chile due to a stability agreement that shields the company's massive Quebrada Blanca Phase 2 copper project from higher levies for 15 years, Chief Executive Don Lindsay said on Tuesday.'' What do you think? I'm a long term investor but find the drop steep and wonder if there is not anything else. We know politics have little effect long term but a change in leadership in Chili may change all previous agreements. It wouldn't be the first time we witness a government scrap a contract with a miner. Your take please.

Q: Service Now has had quite a drop in price. Why ? Do you think buying now is good timing ? Thanks.