Investment Q&A

Q: I would like to add to your comments to a question asked by Murray early last week. IBI Group is a much smaller company compared to Stantec and WSP but adjusted EBITDA margins are higher and its growth rate is marginally higher(lower base). Its debt is also higher at 1.1 adjusted EBITDA where as Stantec is 0.8 and WSP is 0.3(would be 0.7 except for the $550 million share issue). Insiders of IBI own approximately 36%. There are 31.3 million common shares issued and there are also 6.3 million class B shares, non voting, but exchangeable for common shares on a I for I basis. Combined there are 37.5 million shares. The management partnership owns 7.2 million of the common shares and if the class B shares were converted, the insiders would own almost 36%.
IBI seems to be on the right track now and is an interesting small cap which is undervalued based on a diluted adjusted EBITDA multiple to Stantec. Similarly Stantec is undervalued compared to WSP Global.

Q: Hi fabulous team,

I saw this under some answer:
Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in PLTR.
Does that means some of your team owns the stock?

Thanks!

Q: Do you think there is any long term potential?
Thanks

Q: Hi team,
In the US small caps in the growth mode, which are your current favorites ? Any views on FTHM-Q, CTRN-Q, ROAD-Q ?
Gratefully,
J IDS

Q: With the latest decision on Keystone in mind. How safe in your opinion are the line 3 and 5 agreements? What action should a shareholder of ENB:CA take?

Q: Good Day,

Currently I have approximately $72 000 invested and I am working toward ensuring that my portfolio is diversified. Your portfolio analytics tool has informed me that I need more international exposure. I recently read an article about investing in small cap ETFs now in order to realize potential gains down the road. I am wondering what you would recommend for small cap ETFs?

Regards,

Ryan

Q: Hi 5i -

What is your view of the growth prospects for Lithium Americas over the next few years, now that the Record of Decision for Thacker Pass has been approved (and the company is raising $400M to commence operations)?

Thanks,
Tom

Q: With recent upward movement, Can you see a turnaround of this once favorite 5I stock. Can you endorse a buy hold or sell.
Best Regards,
Harold

Q: Q: Can you please comment on, in lay terms, Bragg's announcement on Notice of Warrant Acceleration. Should this be interpreted as positive, negative or neutral news. Thanks. I thought I posted this previously but can't find. If so, sorry for the repeat.

Q: Question 1: Considering buying a few hundred shares of ADTX (NASDAQ). There seems to have been significant growth over the last year and since the company launched (2017), and I like the biotechnology space and don't have any positions here yet. Can anyone provide some insight for a beginner investor on this company? I have a 2-3 year timeline and am looking for growth, okay with some risk. Feel free to suggest some alternatives to ADTX if you have some.

Question 2: I'm interested in adding some clean / renewable energy stocks to my portfolio, specifically US companies but also open to Canadian. I've been watching AQN and BEP.UN, but perhaps I'm missing some interesting ones that will benefit from the US being back in the Paris Agreement (!!). What are your favourites in this space right now?

Question 3: I currently work in A.I., and I like NVDA as a clear leader in this space. Do you think their stock is over-priced currently? It's one of the most expensive stocks in the A.I. technology space and seems too high when compared to MSFT or other players. Can you rank your favourites in the A.I. space?

Thanks 5i Team, and happy new year to everyone!

Q: Hope WELL is involved in these Covid treatment methods.
https://www.youtube.com/watch?v=MkpO5CIk6i8

Q: I have a significant holding in BCE and a smaller amount of T. I am wondering if I should continue to hold them or move on to something else. BCE has been performing poorly but has a nice dividend. I think that BCE has been hurt in its media division by the pandemic so might improve particularly with sporting events coming back. T has performed better but its dividend is not quite as good. Perhaps the most important driver will be 5G. When do you think this will become important and how significant do you think it will be?
Thanks, as always, for your insight.
Ian

Q: Last 2 days Wildbrain had big volume trade and high gain. Are there any news that caused these events ?

Q: Comments on earnings?

Q: Hi team- would appreciate any book/ reading recommendations you can offer for an investor looking to gain knowledge on options trading and option strategies
Thank you!

Q: Good morning, I know you like Magna alot, but would you say it would be a good company to buy and forget and good sleep at night stock for the next five years or so, thanks?

Q: Can I get your thoughts on RMO (US)? How is the relative valuation?

TIA!

Q: Words you hear often -"You can't beat the Index" . If one was to follow this theory - what would you invest in?

Q: Can you please advise BYDDF and BYDDY both the same company? If yes which one is better to buy and what is the difference between the two. Price is almost double on BYDDY.

Thanks for the great service
Hector

Q: I’ve been attempting to diversify into EEM countries. The etf space doesn’t excite me but can you tell me your impressions about VIV? Do you believe it is worth the volatility given the dividend, etc.? THANKS!