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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
Is there a readily available website listing the subordinated voting shares on the TSX?
With the recent takeover offer for Cogeco / Cogeco Communications, a spotlight has been shown on multiple voting / non-voting shares?
What is 5i opinion on whether multiple voting / non-voting shares are beneficial for the small retail investor?
This might be a suggestion for a blog entry similar to Canadian companies paying US dollar dividends.
Thanks
Read Answer Asked by Stephen on September 17, 2020
Q: With the devastation of the fires on the west coast with extreme property loss
do you think insurance companies are stretched??

tia pat
Read Answer Asked by Pat on September 17, 2020
Q: Hi 5i Team:

I have about 2% of RCI.B in my portfoilio, and it seems keep going down. And I have lost some 20% of it. Should I take the loss? I also own GIB.A with a gain of 68%, I wonder if I should take the gain on this one.

Please take enough points for my questions.
Thank you.
LL
Read Answer Asked by LOUISA on September 17, 2020
Q: Hi 5i,

Thank you for the great work. Could you walk through if you prefer Parkland or Alimentation Couche Tard today?

I've held Parkland for a couple years and seen the company under perform ATD.B. Considering switching the position and would love your perspective. Thank you.
Read Answer Asked by Greg on September 17, 2020
Q: Hi. I owm both of these at the moment in an RRSP since the split a few months ago. If I was to only own one which one makes most sense and why? Thank you.
Read Answer Asked by Ryan on September 17, 2020
Q: ON 11 September I asked you to recommend several Canadian listed health care stocks, which you provided, thank you. I should also have asked you if you agree with David Rosenberg that this category of stocks could be "the next big stock market winners"?
Read Answer Asked by Dennis on September 17, 2020
Q: In the balanced portfolio, there are 25 Companies. Of these companies, which do you anticipate raising or restoring their dividends, and which companies do you feel are ripe for M&A, either way, to buy or be bought?

I see that TFII has been active, as well as SIS raised the dividend by 4.3% yesterday.

Thanks for taking the time to provide the insight.
Read Answer Asked by Kelly on September 17, 2020
Q: Hello 5i Team
A new IPO was announced on September 04 for Flagship Communities Real Estate Investment Trust, a Canadian REIT for US Manufactured Home Communities (proposed TSX symbol MHC.U).
Other than a press release, a marketing presentation, the preliminary prospectus and an appraisal report (all available on SEDAR), I could not find any other information.
The estimated price range will be US$15 - US$17 as per my broker's IPO center.
What are 5i's thoughts on this issue?
Given the scarcity of information, would it be better to wait for the issue to start trading, before initiating a position?
Thanks
Read Answer Asked by Stephen on September 17, 2020
Q: Hello 5i team,
Following PBH recent buy of ALLSEAS FISHERIES, do you think it increases or decreases the probability of PBH buying CLR? CLR could now be a good fit to increase vertical integration of their increasing seafood business. CLR maximisation of shareholder’s value process seems to be stretching over a long period. Do you see it as a bad sign, or simply a sign of a complicated process due to rules on Canadian ownership of quotas? What is your guess probability that CLR is ending up being bought? Is a combination with High Liner a good/natural fit? Which Canadian companies do you perceive as potential buyers?
Thank you for your collaboration, Eric
Read Answer Asked by Eric on September 17, 2020
Q: Hello 5i team,
I'm looking for small companies in the Science & Technology field.
Could you give me names in the Health/Bio/Med sector: 3 in US, 3 in Canada
Ditto in Tech/Soft/Serv?
Thanks and keep well
Antoine
Read Answer Asked by Antoine on September 17, 2020
Q: Honda has been a bit under the radar in my perception with all the recent news going to the developments in the electric car or battery segments for GM, TSLA, et al. One financial site, Yahoo Finance, has their highest "buy" rating on Honda despite their relatively quietude. What are your thoughts on Honda's current value?
Read Answer Asked by David on September 17, 2020
Q: When you last commented on Neo Performance Materials back in late July, you noted that "revenues have been declining since 2018 which is a trend we do not like to see."

The Q2 results reported Aug. 10th show the revenue decline continuing. Despite that, the price has risen more than 25% from late July. Is this purely sector driven, or are other factors at play?

Marc.
Read Answer Asked by Marc on September 17, 2020
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