Investment Q&A

Q: Hello

Looking 5 years out, which non-gold focused mining companies would you favour given the current stock prices. Thanks

Q: Can you tell me the significance of Fine Capital's investment today in Wildbrain. I think this could be a multibagger in a few years. I think Erin Bollengren has the skills, the experience and the drive to turn this ship around. I know many of us, including you, have been very disappointed in Wild, BUT
in your career, have you seen quite a few ships that were sinking and came back to life with a good change in management? It seems that he knows how to right a ship. I still think this is a valuable company for the likes of Disney, Amazon. Appreciate your comments. I'm in at $1.75, stock is now $1.20 and was .80 just two weeks ago when I was so tempted to double down on my conviction, but didn't. Kicking my butt!

Q: Sept 1913 purchased 4000 shares. Have just let it run. Because there has been a large increase in the value and the market is not the same should I sell half or all? What should I replace it with? Would appreciate your advice. Many thanks. Ron N

Q: TMR is trading at $1.65 as I write. The takeover offer is $1.75. Is the discount entirely due to concerns the powers that be will nix the deal? Or are there other factors? Finally, do you consider TMR to be a buy or hold right now?
Thank You.

Q: Can you please compare/contrast AQN and BIP in terms of what they do, valuation, and growth. What do you prefer?

Q: No Bid
5i made reference in March to companies like FSZ going no bid. Can you please explain further what this means. I am assuming no investors were bidding on the stock and short sellers would bid\ask the price down on smaller companies like FSZ. Thx

Q: I have sold my banks and Riets expecting there will be a tsnamia of foreclosures
and bankruptcies in the coming months.I also feel the survivors are learning how
to do business with a lot less bricks and mortar.
What is your opinion ?
Thanks
Peter

Q: I took a look at these two stocks. They've taken a hit, but I think they might be interesting. I would appreciate your opinion please.

Q: Can you please comment on q1 results just released. Was the quarter strong and how did it due compared to expectation? Thanks

Q: Would like to know your thoughts on CanadianTire Real Estate Investment Trust? The dividend is quite interesting long term and there's a good upside ahead if/when the retail environment goes back to normal, Thank you!

Q: Your thoughts on QST Q1 financials and what you think the future holds. Could they be a player in the government's methane reduction program recently announced?

Q: Hello 5i team. Trying to make some money on the home fitness hibernation trend. Looking at Nautilus which has quadrupled (how did I miss that ?!?!?) in the last 6 months for my TFSA. The bride says pass, that I should go with Peloton instead, which has a higher profile, whose shares are also on an upward trajectory and which she believes trumps Nautilus in 'the cool factor'. Your insights are always appreciated.

Q: Hello. What’s your opinion on IHRT? Thanks for all you do.

Q: Could you provide some info on the debt level, management and payout relative to their peers, and if you consider CU a buy today?
Thank-you

Q: I would like your opinion above three stocks. Which One is best for growth wise for 2 to 3 yrs investment
Thx

Q: Your thoughts on this one please? Was recommended last week on Money Talks.

Thanks

Q: I am trying to understand the value of diversification in our investments, particularly, for a buy-and-hold investor. I have the impression (correct me if I am wrong) that 5i regards ownership of one or more equities in each of the eleven TSX sectors as diversification (along with a portion of fixed income). To that end, I have been seeking (unsuccessfully) data that shows the progress of each of these sectors over time. I would like to know, for example, whether in the long term, one successful sector can compensate for another failing sector? As a rough proxy, in the absence of such data, I have examined the i-Shares sector etfs over the past twenty years and come to the conclusion that owning all sectors at all times may not be the best strategy. Over that period of time, one might have been better off to use only three sectors, namely, consumer staples, healthcare and information technology than to invest in all of the sectors. I would appreciate your view of what diversification means and what data you use to support that view. Thank you.

Q: could I have your opinion of glw and payout ratio

Q: Is Quidel worth owning on its merits -- quite apart from the diagnostic testing that's given it an incredible pop in the last month? As a health care play, would you prefer this one over Teladoc, (TDOC) for instance. I realize they are not "exactly equivalent" in terms of their intrinsic businesses, but I am looking for solid growth story in the health field.

Q: I'm a bit flabbergasted at your recent bullishness on CAE considering the state of the airlines. But I trust you and haven't sold my position that is down 30% as of today.

I have a few questions about the backlog which I think you mentioned sits at 9 Billion dollar. So with so much work, why do they layoff staff? Is it that the staff laid off can't actually help with the backlog (i.e. they work in sales instead of engineering or something?). With do they suspend their dividend? Why have they not invested (now or previously) to deal with the backlog that they seem to have had for so long?

I get that CAE is uniquely positioned to succeed if things go well. However, they are so positioned in an industry I don't see getting back to 'normal' anytime soon.

C.