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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi Peter and Team. The Canola Council of Canada suggests 43,000 canola farmers in Canada and Internationa canola demand is growing. Based on INP's 122 contracts to date (and historically steady contract growth) it seems there is a long runway for growth at INP. As far as I know Input Capital has no direct competitors, however barriers to entry on the streaming model seem low. Based on this, my questions are: (1) Do you see the INP streaming model as favourable from a farmers perspective? (2) The Nov 2015 default of 3 contracts seemed large compared to revenue, do you foresee farmers being spooked by the legal action being taken, or is this expected? (3) Are barriers to entry low in this business model? (4) INP's annual report does not indicate the avg length of time streaming deal is in place and renewal rate of streaming contracts to date, are you able to obtain this info? (5) Lastly, INP compares itself to precious metals streamers in its Jan 2017 presentation, do you think that is a fair comparison? Thx!
Read Answer Asked by Michael on January 23, 2017
Q: Could you pls. recommend which of the above has the better near term stock price potential, in your view? SCB recently received their banking licence which had been a significant overhang on the stock. Urbana has finally experienced a breakout, and hold a huge position in Real Matters, which is supposed to IPO this spring.

Thanks, I joined the newsletter 10 minutes ago, after having watched and appreciated you, Peter, for about 10 years (via BNN).

Sincerely,
David
Read Answer Asked by David on January 23, 2017
Q: Last week you suggested we wait to see how things settles out over a few days. What indicators are you looking for? - have they panned out. Can you comment on the reasons for the slow down and if it could a trend. My son and I own SJ - should we sell? We are on a 2 year timeline and 10 year timeline.
Thanks for your great work!
Read Answer Asked by Paul on January 23, 2017
Q: Good day!

I am a little concerned over how the markets have gone up over the last year. Especially since November.

Can you comment on general market corrections? Specifically: What is the average time period before we see a 5% and 20% pull back and where we are in relation to a significant correction. Are they over due according to the average time periods?

I know your preference is to invest long term and I agree with this, but "pigs get slaughtered" and I think there is too much exuberance in the markets for such slow growth. Currently I believe Berkshire Hathaway is sitting on 10%+ cash, should we take this as an indicator of things to come?

I did very well last year due to your service and am currently sitting on 20% cash after taking profits and am thinking of selling somemore to increase my cash position waiting for a better point to get back in.

I do not like to try and time the market, but it seems to me that right now might not be the best time to be fully invested.

Thank you so very much for your service!

Gerald
Read Answer Asked by Gerald on January 23, 2017
Q: Hi 5i team,

Trump’s speech at his inauguration reflects his commitment to protectionism and jingoism. If his push for ‘Buy American First’ indeed becomes reality, please go through the three 5i portfolio and identify those Canadian companies whose business operations and revenue will be negatively impacted. Thanks.
Read Answer Asked by Willie on January 23, 2017
Q: Hello 5i team,
I am a value investor looking for dividend income. I would like to know if I should sell JNJ $3000 profit, M M M $4000 profit, T $5000 profit and others with $1000-$3000 profit. I do not need the money. I like to hold and sell only if there is a problem such as dividends disappearing.
If you write "sell" what do you think of "Old Republic", and "BB&T"? If you suggest "sell all with profits $1000-$4000" could you suggest replacements for dividends with a 10 year outlook?

thank you
Stanley
Read Answer Asked by STANLEY on January 23, 2017
Q: Hi Peter! SIS said in their statement "There are over a thousand resellers of accessibility products in North America." Their purpose behind this statement was to iterate that there are many opportunities for acquisitions that could improve synergies, but I'm more concerned about how they maintain a competitive advantage. Do they depend too much on R&D? If not, what makes them stand out from the rest and what are the barriers to entry? Is there any brand loyalty among its customers? Do you see them being bought out in the future (i.e. like United Technologies that own OTIS elevators)? Thanks!
Read Answer Asked by Michael on January 23, 2017
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