Investment Q&A

Q: Can I please ask your opinion on Mister Car Wash? The company has pulled back since the IPO and I'm wondering if this is a good entry price.

Thank you!

Q: Could I get your opinion on MAL, after their Q3 report, as a long term income hold.

Q: Which would you prefer SIA.un or Charwell and why.

Q: NVEI, MAGT, and UPST have come down drastically since their highs a short time ago. Is this another AT because unfortunately I bought it at $22. I am concerned that these three seem to be doing the same thing.
While I have seen some of my picks recommended by 5i go up drastically of late - NVDA, AFRM CELH, NET and GOOGLE, I would appreciate your thoughts on the ones above-noted going down. Thanks again,

Q: Can i have your opinion on SB's latest quarter and longer term growth prospects

Q: I currently own ECN in a TSFA. If part of the special dividend will be ROC ,it appears that will not be a positive result for me, and the loss in stock value after the dividend is paid will possibly take years to recover. Would I just be better off selling today and foregoing the dividend? Thoughts?
Philip

Q: I’m currently down on eglx, xbc and at, would you be comfortable adding a little to these names at these levels? Have they turned the corner, especially eglx and xbc? What would it take before adding more?

Also do you still like PLUG as a growth name? Looking to add more here. Thanks!

Q: Hi,

Could I have your top two picks for Healthcare please, which can include the US as I'm low on my US exposure.

Thanks,

Q: Can you provide your thoughts on MRAM? It looks to be in a position to capitalize on a disruptive computer memory technology that few others have invested in, and is newly profitable. It also ran up 63% on Friday on volume more than 6x its public float.

Q: MRAM was up 56% on friday on volume of 92,871,736 shares traded. Great. How is this possible when the float is listed as 19.5 million shares.
I use to own this listing, but it makes me wonder what is going on. What is your take, each issued share traded 5 times on Friday, or what is the true valuation of the company? Seems weird fishy.
Matthew

Q: Hi,

Could I have your top two picks for Consumer Defensive please, which can include the US as I'm low on US exposure.

Thanks,

Q: Hi,

Could I have your top three picks for Technology in the US as I'm low on Tech and US exposure.

Thanks,

Q: Hi Peter,

Some time back i asked a question about DND having a so called "position of power", whereby, they could raise prices as get away with it as there is not much competition. Your response was along the lines of : that they should be careful in raising prices as there are other options out there. Your words are reading like a prophecy.

The Globe and Mail reports in its Friday, Nov. 12, edition that Dye & Durham has told about1,000 B.C. firms that it was sharply increasing the price of the software they use to handle real estate transactions. The Globe's Sean Silcoff and Jaren Kerr write that as of this Friday, they will be charged $199 per file, up from the $30 to $75 they have been paying since the last increase in 2017. The ultimate cost will be passed on to their customers, home buyers. Dye & Durham has made a string of acquisitions in the legal software space. It now faces little competition. Outraged conveyancers, notaries and lawyers inundated Dye & Durham with calls. Moderators of two Facebook groups for B.C. real estate professionals told The Globe that 50 of their members had complained to the Competition Bureau of Canada. Bureau spokesman Amy Butcher said the bureau would start "a thorough examination of the facts to determine if an investigation is warranted." Eight B.C. real estate legal professionals who spoke to The Globe said many of their colleagues shared their negative views of Dye & Durham price hikes. One conveyancer said, "Everybody is really angry, really disappointed."

Does DND have a monopoly and what are your views?

Thanks,

Q: I own Etsy and just wondering if it is worth keeping? I’m thinking of taking profits and moving away from retail with the idea that we are moving into a higher inflation period.

Thank for the great service!

Q: Thoughts on the Opendoor quarter? Do you think this type of technology/business model has a bright future? Would you rather an equal weighting of all three of these names (say 2% each) or is there a clear leader in which it might be more prudent to take a single larger 5% position?

I feel that the real estate sector could become much more efficient and liquid especially with a large player or consolidator that increases competition and should lead to lower transaction costs. Real estate agencies and the (until somewhat recently) gatekept MLS feel like a 'dinosaur' of an industry ripe for tech-based disruption. What are your thoughts about this? Thanks.

Q: Can I have an update on this company. It is quite small I know, but it seems to be going gang buster in the last year. Also can you advise when they report earnings again. Many tnx.

Q: Can you please comment on results and did you tune into the earnings call? I'm down on this small position I hold, since the 5i report.

Q: Hi, What is your take on this company? I understand that it went public.

Q: Hello - which of the large cap US telecom companies do you prefer and please explain your preferences. I'd like to squeeze QCOM into my telco box but analytics says sorry. Care to overrule?

many thanks

al

Q: thought on the quartr please?

Thx