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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: Hello 5i team,
MX paid US$414 million in 2018 to buy back just over 6 million shares. What is 5i's view of management doing this near the highest the shares have traded over a multi-year period? Does 5i feel that MX's large Venture Capital shareholder exerted undue influence to make this happen?
Finally, what is 5i's view of taking a partial position in MX at this time?
Thank you. Edward
Read Answer Asked by Edward on February 03, 2020
Q: Hi Peter, Ryan, and Team,

Most recently, Peter, you're quoted in the StockChase website as follows:

"They have done nothing but disappoint for the last couple of quarters. He kept it because the valuation changed and no one expects anything from this company. He is going to give it a couple more quarters."

Two even more negative sentiments were recently expressed on the same website:

"Their competitors have an electric bus and NFI is struggling with that transition away from fossil fuel buses. A value trap."

"He would not be a buyer today because there is a pending transition to electric buses. Municipalities are holding back until they become more main-stream. Wait one to two years to see larger orders."

We're down 45.7% in a TFSA, and wondering if 5i agrees that the electric bus situation is hurting NFI, and what to do in a couple of quarters if 5i drops it.

Thanks for your insight.
Read Answer Asked by Jerry on February 03, 2020
Q: You previously suggested that IWO-- which is an ETF that holds small-cap U.S. securities with a "growth" tilt-- would be suitable to hold within an RSP. What about a portfolio that also holds VSS, which is the Vanguard FTSE All World Ex-US Small-Cap ETF-- would this also be suitable to hold within an RSP? or is there a similar type of ETF (ex-US small-cap) that is more suitable to hold within an RSP? (The goal here is to hold two complementary small-cap ETFs that trade in U.S. dollars within an RSP, one that focuses on U.S. stocks, the other on non-U.S. international small-cap companies.)

Ted
Read Answer Asked by Ted on February 03, 2020
Q: Hi there, I currently have a full position in KL and have been extremely happy with your recommendation! I'm looking to add a few smaller names that might have potential to be the next KL. What are your top 5 names in ranking order from best to last, with potential that I could use to build a good basket of smaller cap gold names than KL? Thank you!
Read Answer Asked by Michael on February 03, 2020
Q: Hi,
Having held some cash aside, waiting for a pullback - I am now wondering which companies I should focus on purchasing first during the downturn? Obviously I am looking for those that are good, solid companies with growth potential. Dividends is nice feature, but not a requirement if the future prospects for the company are strong and debt is low or non existent. I do not currently have any REITs and only AQN in utilities, ENB in energy as I lean towards growth more than income and usually overweight in stronger sectors and industries. Please provide some suggestions, US or Cdn, that have caught your interest recently, as I always value your suggestions.
Thank you,
Dawn
Read Answer Asked by Dawn on February 03, 2020
Q: Have owned these for a very long time.Haven't done too bad just looking to maybe change things up.What's your opinion on these ones?Also can you offer a couple of ideas to replace these two.
Read Answer Asked by adam on February 03, 2020
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