Investment Q&A

Q: Your comments on its quarterly results reported today. Is it a good time to invest in this company or is it still too early and better to wait for another one or two quarters.
Thank you. Ian

Q: Is Slack a good investment?

Q: Given the effect of Covid on “booze” producers (wine, beer, spirits, et al.) would now be a good time to pick up a stock like CCU for its dividend, presumed diversification potential as an EM stock and apparently good balance sheet? Also, I notice that Mawer has a position in this company.

Q: Regarding KXS's drop, this seems like it could be an oppurtune time to add to an existing position? Nothing has actually changed with the company right (besides an investor shift from tech stocks)? Or would you wait and see if there are more declines?

Q: Can you comment on the recent quarter please.

This stock keeps dropping over the last two weeks, what is going on here?

Q: Hello everyone, any news on Kinaxis today, dropped a large amount since last week, is it just profit taking, and rotation out of tech?

Thanks

Q: Do you provide a listing of companies you currently have reports on (70 companies)? I have looked on your website and cannot seem to find such a listing. I could search by specific companies or by rankings, but would like a overall quick reference of what companies you have reports issued on. (preferably printable)

Perhaps it is already there and I have missed it?

Q: What is your opinion on XBC's most recent quarter? Do you continue to like its prospects moving forward? Do you think with the recent pull back that this is a good point to start a position?

Q: Hi 5i Research team,
How confident are you that the deal to acquire CLR will close (Mi’kmaq and PBH have already the financing in place)? I know it is higher than zero, but what is the probability of a higher deal by another group of buyer (probably very very low with the constraints of Canadian ownership of quotas)? As the deal is expected to close in the first half of 2021: at what price would you be an immediate seller in a margin account?
Thank you for your collaboration, Eric

Q: Hello 5i,
What is your opinion on CAE's most recent quarter?
Thank You,
Andrew

Q: Hello 5i,
Where can I find a list of companies that have just started paying dividends? This has been spoken of before that one should keep an eye out for these companies but I am unable to find a stock screener that offers this option. I am only interested in Canadian exchanges traded companies.

Thanks
Pat

Q: What is your opinion of this insurance company and is their Ai model a potential game changer for the industry? Thank you

Q: great bear resources created great bear royalty ( not listed) and issued 1 share for 4 shares held of great bear resources. now there is a rights offering of .15 cents per share. i am trying to decide should i subscribe. i think this is a good thing because the company said going to use proceeds to go public. generally royalty companies can be sucessful.

Q: Retired dividend-income investor. Now that there is a bit more certainty regarding the outcome of the USA election, can you provide an update as to the "big picture" investment world for the next year or so?

We kept hearing there were basically 3 big issues = USA election, Covid and its related vaccines, and the timing/amount of USA stimulus. Impact from the split Congress? Impact on the severity of Covid and the timing of potential vaccines? Amount of USA stimulus in the near term?

I read the odd question about the potential for a 20% correction on the horizon. There is always a correction around the corner, but do you see us getting back down the the March 2020 lows again?

I'm currently sitting on roughly 6% cash and have been deploying $ into the markets on a steady state basis for the last 4-5 months. Just wondering your thoughts? I was planning to carry on with this strategy, but wanted your crystal ball views first.

Thanks...Steve

Q: I'm interested in your take on the likely effects on the markets of the two major significant events that have coincided: Pfizer's positive announcement regarding its vaccine, and the Biden victory.

Regarding the former, some commentators are suggesting that, after many false starts, there is at least a shortish term tradable opportunity in value over tech/momentum, partly inspired by a rotation out of the stay-at-home trade and a move into the Covid19-bitten cyclicals. Given that such a rotation would have to overcome the current vulnerability of under performing value stocks to tax loss selling, do you concur in this view, and if so, which sectors in value would you suggest have the most potential?

Regarding the Biden victory, how much of the clean tech trade do you think is already reflected in the market? Given the less confrontational world view of Joe Biden, would you now view the markets of China, Europe, and even Canada more optimistically? What else does the Biden victory (or the Trump loss) bring to the trader's table?

While I'm sure you wouldn't advise over-reacting to political events or corporate announcements, the transition from authoritarian to democratically-inclined leadership in the world's most influential country, in addition to a potential cure to a devastating pandemic, are not run-of-the-mill occasions. Assuming this new world is permanent and Biden's victory stands (most likely) while Pfizer's vaccine has no hiccups (less likely), an analysis of how one might adjust investing strategy, no matter how incremental, would be appreciated.

Q: HI 5i,
Is FCR.UN (First Capital Common Shares) a buy / hold / sell at todays price?
Is the dividend @ 6.15% covered (looks like 66.5% payout but could be wrong).
Is debt weighting this one down.
Any other risks you might point out would be great.

Q: Are the offshore tax issue holding the stock down?

Q: Huge day in the Nov 9th markets with Biden/Covid et al .Both Ma And Visa having very strong days ....As such confused why PayPal is down so much?

Q: For an investor looking to take advantage of Monday's drop in "stay at home" stocks which growth stock would be your first choice for new buying between Docusign or Zoom? Which one would you consider safer of the two?

Q: With recent vaccine development and big price drop on Monday , I am wondering what stocks are good to buy . Can you please rank them according to potential. Thanks a million.