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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: In the balanced portfolio, there are 25 Companies. Of these companies, which do you anticipate raising or restoring their dividends, and which companies do you feel are ripe for M&A, either way, to buy or be bought?

I see that TFII has been active, as well as SIS raised the dividend by 4.3% yesterday.

Thanks for taking the time to provide the insight.
Read Answer Asked by Kelly on September 17, 2020
Q: Hello 5i Team
A new IPO was announced on September 04 for Flagship Communities Real Estate Investment Trust, a Canadian REIT for US Manufactured Home Communities (proposed TSX symbol MHC.U).
Other than a press release, a marketing presentation, the preliminary prospectus and an appraisal report (all available on SEDAR), I could not find any other information.
The estimated price range will be US$15 - US$17 as per my broker's IPO center.
What are 5i's thoughts on this issue?
Given the scarcity of information, would it be better to wait for the issue to start trading, before initiating a position?
Thanks
Read Answer Asked by Stephen on September 17, 2020
Q: Hello 5i team,
Following PBH recent buy of ALLSEAS FISHERIES, do you think it increases or decreases the probability of PBH buying CLR? CLR could now be a good fit to increase vertical integration of their increasing seafood business. CLR maximisation of shareholder’s value process seems to be stretching over a long period. Do you see it as a bad sign, or simply a sign of a complicated process due to rules on Canadian ownership of quotas? What is your guess probability that CLR is ending up being bought? Is a combination with High Liner a good/natural fit? Which Canadian companies do you perceive as potential buyers?
Thank you for your collaboration, Eric
Read Answer Asked by Eric on September 17, 2020
Q: Hello 5i team,
I'm looking for small companies in the Science & Technology field.
Could you give me names in the Health/Bio/Med sector: 3 in US, 3 in Canada
Ditto in Tech/Soft/Serv?
Thanks and keep well
Antoine
Read Answer Asked by Antoine on September 17, 2020
Q: Honda has been a bit under the radar in my perception with all the recent news going to the developments in the electric car or battery segments for GM, TSLA, et al. One financial site, Yahoo Finance, has their highest "buy" rating on Honda despite their relatively quietude. What are your thoughts on Honda's current value?
Read Answer Asked by David on September 17, 2020
Q: When you last commented on Neo Performance Materials back in late July, you noted that "revenues have been declining since 2018 which is a trend we do not like to see."

The Q2 results reported Aug. 10th show the revenue decline continuing. Despite that, the price has risen more than 25% from late July. Is this purely sector driven, or are other factors at play?

Marc.
Read Answer Asked by Marc on September 17, 2020
Q: Hi 5i Team - Could you provide a summary of the fundamentals for Docebo including insider ownership/recent buying and selling, cash reserves, growth opportunities, and your opinion of management. Also a brief summary of Docebo's business. Considering the scope of this question please feel free to take some time to answer - no rush. Thanks.
Read Answer Asked by Rob on September 17, 2020
Q: CureVac N.V. is a German company trading on the Nasdaq.
They are working on a Covid 19 Vaccine.
Your opinion. Thank you.
Read Answer Asked by Uli on September 17, 2020
Q: I realized that my Portfolio does not have any individual holdings in Utilities. Some of the ETFs I am holding do, but I don't have any individual utilities. Can you recommend some of your favourites?

Thanks
Read Answer Asked by Michael on September 17, 2020
Q: What would be your top three recommended automation stocks in Canada and the U.S.? Fourty year old with a 5-10 year time frame
Read Answer Asked by Allan on September 17, 2020
Q: Do you have 3 or 4 suggestions companies involved with Lithium production that you would suggest?
Read Answer Asked by Gary on September 17, 2020
Q: Hello Peter,
Is the symbol for GR silver mining GRSL as opposed to what you have on your database? Also, what do you think about the company? I was expecting Lightspeed to surge with listing in US but it has not gained any momentum.. Any thoughts. Lastly, is the opportunity cost too high to hold onto Knight. I still own about 3 percent of my portfolio in Knight (reduced from 5 percent). Do you think it is worth reducing for now? From the holdings i have, Knight has performed very poorly. Thanks very much.
Read Answer Asked by umedali on September 17, 2020
Q: Hi,
I'd like to know how you would view debentures on SHOP, how the balance sheet is holding up and where the estimates for revenues going forward are. I am concerned about today's drop and whether or not it is worth holding, or ditching prior to the announcement regarding price for the secondary issue and debentures. Is there anything about SHOP I am missing here? I'm kind of curious as to why it has experienced a 22% decline in the last 3 to 4 weeks, when the tech sector in Canada is down just over 11% in comparison - does this indicate SHOP is falling out of favour compared to its peers? I noticed that in the US, ETSY has had a similar drop, but AMZN, EBAY are less. I had been under the impression that with SHOP's recent work with WMT and many small businesses moving online recently any pullbacks would be less, but maybe SHOP is just that volatile? As always I appreciate any thoughts or comments you have.
Dawn
Read Answer Asked by Dawn on September 17, 2020
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