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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: What do you think about the competitors of lightspeed ? Do you believe lightspeed has a better platform and is there a "moat" around their products ?

I see a lot of restaurants particularly the ones in the MTY group (baton rouge) using Maitre'D solutions, which is a direct competitor of lightspeed.

Thanks
Read Answer Asked by jean on September 18, 2019
Q: I bought Square in October last year after the CFO left. I’m down on the stock but still like it. Because the rest of my portfolio has risen this is now slightly <1% position. I want to add to the position up to 2% but don’t want to throw good money after bad. How do you like square over the next 5 years?
Read Answer Asked by Dennis on September 18, 2019
Q: Just a comment to add to the Dream questions. It should be noted that Dream has suspended its monthly distributions effective immediately (last distribution Sept 16), and this should be taken into account when looking at the current price v take-over price, particularly if the closing doesn't happen for a few months.
Read Answer Asked by grant on September 18, 2019
Q: Good Afternoon,
Unfortunately I'm stuck holding flow capital which previously was LOGIQ and prior to that was Aston Hill. I understand they have sold the asset management component back in the spring to Ninepoint Partners( previously Sprott)?. Looks like Flow Capital is changing direction and I received notice of a dutch auction as they want to buy back some shares. Any future in this company? I'm way down on this from years ago dating back to the Aston Hill days. Is this worth holding on to?
thanks
Read Answer Asked by Chris on September 18, 2019
Q: Dear 5i,
I currently own TOU and VET and wish to purchase two more stocks in the same sector. Can you please recommend two more high quality stocks in the same sector that would complement TOU and VET. I will equal weight all 4 stocks in my portfolio.

thanks very much for your advice
Read Answer Asked by Ian on September 18, 2019
Q: I have very recently equally invested in MHK, KEYS, PAYC and ULTA. Do you these companies offer better safety combined with potential then investing in AYX, TEAM, CRWD and DOCU.
Read Answer Asked by Imtiaz on September 18, 2019
Q: hi,
I hold these 4 REIT's in my RRIF. Do you have any suggestions for replacing DRG?
Thanks, Bryn
Read Answer Asked by david on September 18, 2019
Q: Hi Folks,
I'm thinking of slowly getting back into the energy sector. I like the mid cap space - companies with good balance sheets, existing production, growth potential. I'm considering ERF, PXT, WCP, KEL and PSK. How would you rank this group. Any others that you would recommend?
Thanks as usual,
Dennis
Read Answer Asked by Dennis on September 18, 2019
Q: Hi 5i,
Comments on the company / news today? I see some insider buying at 25c from the chairman (300,000 shares).
New synopsis: a follow-on order for six additional SmartGATE(TM) systems by a multi-family and commercial real estate investment company, totaling C$537,168. This order brings to 12, the number of its 439 multi-family buildings that the customer has outfitted with Legend's energy-management solution.

Do you see this as a viable company with potential?

Thank you!
Read Answer Asked by Matt on September 18, 2019
Q: Hi there,

Which of these stocks would you be adding to or starting a position in and why? All have pulled back to some extent so my question is which have the most upside assuming I can handle volatility? I am okay with a response suggesting to buy all 5 if you can please explain why each has come down too much and has room to go up. Deduct as you see fit and thanks!
Read Answer Asked by Tim on September 18, 2019
Q: I am thinking about harvesting a capital loss on VET. The stock goes ex-dividend on September 27th. I would probably repurchase 31 days after selling as it is my only energy exposure. Probably have to give up a dividend payment as it pays monthly. Not sure how long the stock bump will last even though there does not seem to be a conclusion to the Saudi war on Yemen. I suppose if I guess wrong and energy stocks stay strong I could buy Whitecap after I sell VET even though I prefer VET as a long term hold. May I have your thoughts?
Thanks,
Jim
Read Answer Asked by James on September 18, 2019
Q: Hello, in a recent question by "sunday" regarding your top 5 o&g picks you listed VET, SU, HES, PXT, ARX. I notice the exclusion of WCP which you have been a proponent of for quite some time and have listed HES and ARX which have been much less mentioned by your team as top o&g picks. Has something changed with WCP that caused you to not consider it a top pick anymore? I personally think WCP has become even more attractive with mgmt showing its cautiousness and protecting of the downside risk.
Read Answer Asked by Adam on September 18, 2019
Q: Hello, I currently own Alaris Royalty and, although it pays an excellent dividend, it has dropped about 30% since I purchased it.
I am currently considering purchasing Brookfield Business Partners to replace Alaris with the hope of recouping my capital loss. Do you think this would be a good trade?
Thank you for your reponse, Alan
Read Answer Asked by Alan on September 18, 2019
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