Investment Q&A

Q: How do you feel about SIA now after Q1 numbers?

Thanks for the great service!

Q: Moving from growth to income. Have a 76% realized gain and 76% unrealized gain on CAE.
What do you think of selling CAE ? Most dividend paying stocks I’ve looked at seem rather expensive. I already have full positions in AQN, BNS,BAM, CAR.UN, SUN, VGG, VDY, half position inT. Any dividend paying stocks that you would consider reasonable priced or discounted?
Unregistered account.

Q: Would you buy AT&T or DISCA? Also, what is the difference between DISCA & DISCC? Finally, AT&T will cut its Dividend by 50% after this
Thanks!

Q: Dear Team,
These stocks are listed as 'comparables' in a Refinitiv report. I would appreciate your ranking as to capital structures and growth potential.
Thank you, Team!

Q: In a growth orientated TFSA I hold Real that I am tempted to sell and replace with Nuevi is this a good idea? (Oddly Real is up today and Nuevi is down)

Q: PLBY (PLAYBOY GROUP INC.)

Please provide some thoughtful insights on PLBY Group.

The company has performed very well since it de-SPACed approximately 8 months ago. The company was taken public in 2011 by Rizvi, but since Hefner's passing in 2017, the company has shifted in a new direction led by CEO Ben Kohn (someone with great success in his previous ventures - taking minority stakes in pre-IPO tech companies [Twitter, Facebook, Square, Snapchat, SpaceX, Uber]). I have watched as many interviews from the CEO and recent developments I could get my hands on, and I'm impressed!

Retail Analyst Brian McGough from Hedgeye has touted this to be a potential 10 bagger ($250.00+ stock / 10B+ valuation) (See his publicly available tweets). Ben Kohn believes the company can be worth 40B.

The thesis here is multi-fold, which also includes improving licensing agreements (Hef and Co. were lackluster on this front), expanding in other categories, and possible NFTs (monetizing on their previous works).

There seems to be significant brand improvements from the old Playboy from my cursory exploration. www.playboy.com / www.yandy.com / www.playboy.tv
(Seems more youthful and gender balanced).

Just wondering if PLBY has come across 5i's radar, and what insights you can provide beyond the recent earnings report. Very much appreciated!

Q: What is your long term outlook on the above companies.

I own them and some ARKG. Do you have any others you fell would complement them? I got space to add another name or two with out being overweight in the sector.

Q: I am planning to reduce my health care listings and sell one of these. Was thinking about letting BMY go. What is your opinion about BMY? In order, which ones have the best prospects for the future in terms of dividends and growth?

Q: Retired, dividend-income investor....normally. Assume I already have a balanced portfolio.

Considering topping up a 90% XIT position (my Technology weighting is 7.5%).....or...buying a small position in Copper Mtn (CMMC)....(my Materials weighting is 5.0)%. Reading prior copper questions indicates that you think there is much more room to run in Copper...for a while. Assume a roughly 1 year holding.

Second question = oil better than copper over the next year or so?

So, I guess the question is = please rank 1 year performance (best to worst) for Technology, Copper, Oil.

Thanks....Steve

The conservative side of me = XIT. The aggressive side of me = CMMC.

Q: please comment on today's bad news about production at a major USA mine. thanks

Q: What is your opinion on their earnings? They seem pretty good to me. Maybe I’m missing something?
Thanks John

Q: Morning ,

I have been following this company for a while now. Listening to your views I waited to buy . Wondering about now ? Quarter was decent and Hydrogen seems to be gaining Traction .

Thanks
Greg

Q: Back in February this year DND issues 3,960,400 common shares at a price of C$50.50@ for a total of C$200 million, and also issued C$300 million in debentures. Has DND spent this C$500 million yet, or announced some plans for its use? SP has been trading well below $50.50 since and are there anything in the works? Thanks.

Q: Hi. Can you comment please on latest quarter?
I had started a position recently and was wondering given the pull back after the release if can add or would you wait for market to settle down a bit.
Thanks,
Dan

Q: Your thoughts on CYBR? Have held it for a few years and surprised by it's volatility. Is it time to let this one go?

Q: On CNBC on Friday Tom Lee disclosed these 20 as his "Epicentre Stock Portfolio" and opined that the bottom is in. He seems to be quite revered and apparently his calls have been more correct than not. Could you list your best seven from this list that you would buy today in order. Any other comment of course welcomed as well - Ken

Q: Please provide the case for and against ATZ. I'd also like your opinion on valuation especially in light of compression of multiples in the market. Do you think it is over valued and if so to what extent? Thank you.

Q: I'm down 50% in CRON & TLRY. Are these ever going to at least break even? Or, should I just cut my losses? I also have WEED, but am on par there.
Thanks!

Q: Any news that will justify the relentless drop ? I t lost 35% in a few weeks

Q: Thoughts on QST's earnings. Buy, hold or sell?