Investment Q&A

Q: Good morning,
I would be interested in looking at companies in the Canadian oil patch,i.e. small caps and mid-caps with a solid risk reward ratio and that would offer strong leverage to the price of oil.Warrants offer much leverage but don't seem to used much anymore by companies, why would that be? Many thanks ,
Jean

Q: Last time I asked about HOME you were cautious, siting the high debt and pandemic impact. What are your current thoughts on this one? Do you agree with analyst growth expectations? The price multiple is very low.

Thanks for everything you do.

Q: I am thinking of starting a position in CWX but want your thoughts before I pull the trigger. They recently announced what appears to be very strong preliminary results for Q1 and the stock had been responding nicely, hitting an all time high ($10.83). Then this morning the company announced a $75m bought deal at $10.00 per share to shore up the balance sheet and have money for acquisitions. The stock is now 10% off the high set a few days ago. Is this an opportunity to jump in and take advantage of a temporary dip as the new shares are absorbed into the market or are there any warning signs you see? As well, do you have confidence in management and see this as a solid long term investment with a safe dividend yield (currently 4.88%)

Many Thanks

Scott

Q: opinion re potential.Thanks.
Gaston

Q: Hi team, Thoughts on the SPB acquisition of Freeman Gas. Also, do you see SPB raising dividend anytime soon?
Thanks
Rob

Q: This stock has made a nice move, and it sounds like a great cybersecurity technology. It's a micro so risks are still high. Seems like a company that they had a license deal with got acquired yesterday (Empirix). Any thoughts on this company?

Q: Hello 5i,

What is your take on the Knight Theraputics deal and thoughts on the stock in general? Is it a buy here?

Q: In answer to Savalai's query on Apr 21 with regards to Moez's article on Growth Stocks on Sale, SVM is mentioned as the best on the basis of debt to equity ratio. BUT this company is not in Moez's original article. Error? Intended to be another company?
with thanks, gary

Q: Can you comment on latest earnings. Looked like a slight beat. What are your views on company prospects? What catalyst is needed to move stock to the next level and what risks are present?

Q: There is currently a lot of selling pressure with this stock. Is there a way to tell it could be a short attack and do you think it is.

Q: I am interested in buying Kirkland or AEM on the NYSE .Would there be any consequence tax-wise with the dividend (us withholding tax).I have US $ that I like to invest and get a bit of dividend.When the US investments go over $100.000 would this trigger anything with the IRS?
Are there any other stocks that you would recommend to buy on the NYSE to avoid withholding tax on the dividend?(canadian stocks)

Q: good morning - i want to increase my US health care exposure. At this point I could add to my ABBV which would make it more than a full position or I could trim a bit of ABBV and add the proceeds to existing cash to take a second US position. I do have WELL on the canadian side of my health investing. Is there a strong second US candidate you would suggest? Thanks

Q: I would like your recommendation for a couple of leading companies in the internet security business. Both u.s and Canada if possible.
thank you

Q: Hi, Do u think Sylogist can keep moving upwards with the recent momentum after not doing a whole lot for several years, thanks?

Q: Can you recommend any stocks of network security software providers?

Q: Considering investing in these six companies equally. Is there any you would not recommend? Please list in order of preference.

Q: When evaluating a business, how much time would you suggest someone spend on their due diligence? For example, after learning that MRS was added to the 5i portfolio, how much time (ballpark) should someone put into it before initiating a 1-2% position . The reason I ask is because as soon as I hear about a good opportunity, I instantly feel like I am under the gun to make a decision to either buy or move on. I understand this is quite subjective, but I'm curious whether it is 2 hrs, 10 hrs, or 50 hours....
Thanks

Q: In Canada, in addition to the banks' investment departments, there are many brokerage houses, investment firms, etc. that issue stock reports, and price targets for Canadian stocks, companies like Raymond James, Cormark, Haywood, ATB Capital, Eight Capital, Acumen, Canaccord, etc.. Do you consider any of these companies' stock recommendations and price targets to have any value or are they all simply promotional, and supporting companies that they do financings with, or hope to do financings with, or have recommended to their clients? Please indicate which, if any, of these companies you feel are worth paying any attention to.

Q: It seems to me that this is a critical juncture for the growth and development of these two companies, somewhat akin to the number 1 and 2 teams in the Northern Division playing each other in a hockey game. The winner will not only get a win but also deal the loser a loss at the same time. Your thoughts please.
Steve

Q: Canadian Natural Gas producers seem wildly undervalued (to me anyway...) Checking my thesis here: Natural Gas netbacks are showing 40% increases over last year, and 2020 was almost 80% higher than 2019. Carbon sequestration makes maximum sense as an alternative revenue stream, and it appears at least one company (AAV) is doing just that. Valuation multiples remain very low (which is fine if one is going to invest) but it remains puzzling to me. Am I missing something? Or are all hydrocarbon stocks being re-rated (lower) due to ESG concerns? Are O&G stocks the new "Tobacco" stocks (this reference may dates me somewhat...) Any high level thoughts here to help me in decision making?