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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: Since CSU and Topicus are somewhat similar, the latter with a European focus, would you think it to be able to take the same path to growth that CSU took years ago? In other words, do you look at TOI as being a mini-CSU with (hopefully) a similar story of acquisitions and long term success? Lastly, is Management of TOI considered "top notch"? Thanks as always!
Read Answer Asked by Doug on February 19, 2021
Q: QBTC dropped 6% today and it still trades at a 6% premium to NAV today. With the advent of BTCC, do you see the premium disappear almost immediately? I was wondering if it made sense to exit QBTC right away while the premium still exists; and invest in BTCC. The capital gains tax hit per unit for me is currently equivalent to $7 or 10% of the unit price today. Capital gains would have to be paid sometime and does it make sense to pay it from the premium that would dwindle over time? Or do you think the premium would still exist and it is better to defer the gains for now?
I also see that 3iQ have an approval for a bitcoin ETF. How would that play into the equation?
Regards
Rajiv
Read Answer Asked by Rajiv on February 19, 2021
Q: Loop Energy IPO. What do you think of Loop Energy? Would you be a buyer and if so at what price?

For IPO how do retail investors participate in them? Is there anyway retail investors can get their hands on hot IPOs?
Read Answer Asked by Roy on February 19, 2021
Q: How do you determine / select which company to write a report on? Currently you have reports on a range of companies from little known micro/small caps to large cap blue chips, with large gaps in between. Some of these small caps may be interesting investments by why exclude the many other companies that re commonly invested in?
I believe it would be valuable to at least have reports on the TSX60 constituents or the top 100 by mkt cap. Better yet, why not report on all the companies listed on the TSX? It would make your service more valuable.

Related to the above, why would you select NR companies for your model portfolios? What's the reasoning for including NR companies in portfolios?
Read Answer Asked by EDWARD on February 19, 2021
Q: I would appreciate your views on ProStar Holdings. The technology is certainly interesting and the CEO thinks that they may become "The Google Earth of the Underground." Already having a contract with the state of Colorado, it's hard not to think that their technology could easily be applied everywhere so their future should be bright.

Thanks as always.
Read Answer Asked by karl on February 19, 2021
Q: Hello 5i,
Are you able to break down by sector (to the extent this is possible) the holdings of each Berkshire and Bam? Brk.b is listed as finance and Bam as real estate, but I don’t think this tells the whole story.
Would a 10% position in each of these (20% total) be too much for average risk investor?
Tia!
Read Answer Asked by Kat on February 19, 2021
Q: ECDP Can I have your thoughts on this US stock? Thank you.
Read Answer Asked by ANDY on February 19, 2021
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