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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: What 5i's opinion on Avante's Q3 results. It appears revenues was way above expectations, the majority of which recurring according to the Company and now at a $100M run rate. Should this stock be trading at 45% of revenues at this internal growth rate while other stocks trade at 10x revenues with negative EBTITDA? Seems mispriced notwithstanding debt levels are also reducing.
Read Answer Asked by Charles on March 01, 2021
Q: Preferred shares fit into the income part of a portfolio and also can be a fixed income substitute if one can tolerate the extra volatility (especially now given bond yields and potential for rising interest rates). In the past 5i has suggested CPD over DIVS for etf exposure citing the fee differential. Two questions (1) what is your medium term outlook for Canadian preferred shares and (2) given complexity of different preferred share issues and an inefficient market, is there an advantage to the active approach? (Please explain why or why not - thanks).
Read Answer Asked by Barbara on March 01, 2021
Q: All the big banks have had very encouraging financial results. Is now a good time to add in preparation for big dividend increases once the regulatory hold comes off.

Thanks.
Read Answer Asked by Dave on March 01, 2021
Q: I have a small holding in Veolia and am wondering about adding more. Its environmental business is broad in scope and covers a lot of the planet. While this may be good, it could also mean that they are stretched. It looks like they have held pretty steady through the pandemic.

Any thoughts about this company? Any alternatives to suggest?

Thanks
V
Read Answer Asked by V on March 01, 2021
Q: Hi Peter, Ryan, and Team,

Here is a link to an article from a US based RV newsletter, which points to a severe shortage of propane:

https://www.rvtravel.com/rvers-propane-shortage-affect-you/

My question is this: Does the propane shortage provide a buying opportunity for stocks like SPB? We owned it in the past, but sold it (at a profit) when it started languishing. Are the any other propane stocks (I guess in the US) that could benefit from this thesis?

Thanks as always for your insight.
Read Answer Asked by Jerry on March 01, 2021
Q: i have a silver bar 100-ounce purchased back in 2980. I want to sell it and my bank BNS does not deal with Silver anymore. Who should I contact.
Read Answer Asked by leif on March 01, 2021
Q: Have some cash to deploy in a TFSA. Own only KXS in the growth portfolio, besides that what would be your top three to add today.
Read Answer Asked by Josh on March 01, 2021
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