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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: With so much attention on EV’s, questions
related to charging stations - and battery suppliers are becoming more important.

I am looking for a basket of companies in which to invest that 5i believes can benefit from these developments.

As part of this theme I am wondering:
1. Where will people recharge their vehicles?
Will traditional gas stations - including companies like ATD.B and PKI - retrofit some of their gas pumps to charging stations?

2. Who will supply the volume of batteries that are expected to be required? As someone said the other day “ right now Tesla owns the “bakery” ....which gives it a huge competitive advantage over the other potential competitors.

Thanks for your help here.

Read Answer Asked by Donald on March 01, 2021
Q: What would you suggest as a way to gain exposure to Electric Vehicles (EV’s)?

I have electric producers, as a common denominator, but wonder whether direct investment into auto or parts makers, and/or battery components (lithium/graphite) would be worthwhile.

Any suggestions for some small dabbles?
Read Answer Asked by Danny on March 01, 2021
Q: In your reply to a question today about these three companies, you ended with "We would still prefer BIGC." I wonder if you perhaps meant "...still prefer SHOP?" If not, could you elaborate on BIGC's virtues?
Read Answer Asked by David on March 01, 2021
Q: I saw your response to the only question on Cielo from Feb 08 and was wondering if your thoughts had changed in the last couple weeks. The CDIC / CDEV has turned in to an equity investor as of late. I have a lot of respect for Robert McWhirter and his abilities to accurately make no BS calls on stocks and he declared his interest on BNN market call on Friday. I bought a large position on Feb 04 after reading about the company I hope it can rival Xebec.
Thanks Steve
Read Answer Asked by STEVE on March 01, 2021
Q: Hi. I have a question about the target price set out in the company profiles on 5i. Take Karora Resources, for instance: The current target price is between a high of $6.00 and a low of $5.85. I assume this means that analysts think the share price should go to that level. (Actually, am I even correct in that assumption?) What I can't figure out is what is the timeframe for the target price? In other words, when is it thought that KRR shares will hit the $5.85 - $6.00 range?
Read Answer Asked by William on March 01, 2021
Q: Hi Peter/Ryan, I have no US stocks in my TFSA, RSP or Margin Accounts. I was thinking of adding some but not sure in which account it is best for them, or if it matters. How would they affect each one and do you have 1 or 2 suggestions for long term hold for each of them based on where it is better to hold them. Thanks
Read Answer Asked by Nick on March 01, 2021
Q: Hi there,

I know there are many ETFs to pick from these days. I know your team is naturally growth investors, so that being said, what are some of your personal favourites? Can be thematic or index!

Thanks!
Read Answer Asked by Michael on March 01, 2021
Q: Hi 5i,
Loblaws has long been a laggard. Slow, stodgy, nothing exciting. Reputation for not paying its workers well. Has it finally turned the corner with yesterday’s earnings? Conversely, COST has always been in growth mode. Pays its workers well. Yesterday, it announced a $16 U.S. minimum wage. The stock has dropped from $380 to $330 in two months with no apparent news. Seems odd to me.
Is this a good entry point for either of these?
Thanks again.
Dave
Read Answer Asked by Dave on March 01, 2021
Q: I took a look at LODE a while back when its low P/E caught my eye. Any idea on whether its current momentum is sustainable (or understandable?)? Thanks for your input.
Read Answer Asked by David on March 01, 2021
Q: Do you know of any Canadian discount brokerage firm that let you buy U.S stocks pre market or after market. Im at BMO and only way to do it is to be placed on hold for for 45 minutes.
Read Answer Asked by andrew on March 01, 2021
Q: Hi, looking at your Feb 2021 Investor Suite, page 14.

You show an implied return of 6.7% and I'm wondering how you get that. Immediately above the 6.7 are the numbers 236.13 and 123.51 and if you divide those and take the result to the 1/10 power and subtract one you get 6.7%. Trouble is, the 236.13 is described as "Shares Outs." meaning presumably shares outstanding, which really throws me (also, the shares outstanding are actually 2.36 million according to the companies section of the 5i website which suggests you really meant to say shares outstanding). I can see the logic if you meant to say "projected share price in 10 years". Can you explain to me how you get the 6.7%? Thanks.
Read Answer Asked by William on March 01, 2021
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