Q: I have been reading the questions and answers on nutrien. I think Nutrien has been holding up very well in this market and with spring coming, their retail business,, having bought Agrium quite a while ago, the potential for food shortages, a great dividend, I think nutrien is close to a back up the truck investment.
But I don’t read financials so can you tell me how well capitalized they are. Thank you.
My average cost on LSPD Is a little over the IPO price of $16. I thought my average cost was a good deal until i saw multiple moves lower than $16. It is really worth averaging down or do I just sit “put” with what I have?
Q: Hi 5iR Team, I know that LSPD is a software development company, that has developed an ecommerce platform so clients can manage inventory, sales, customer needs, etc.. My question is: who exactly are their customers, in particular their largest customers? My concern is if restaurants form a significant part of their customer base then perhaps I should be avoiding LSPD, no matter how much money they are sitting on??
Thanks Team. Cheers, Chris
Q: Hi Gang, I owned BIP.UN for years in a non registered account and if I don't mind writing off the capital gains against capital losses this year, would I be better to put all the proceeds from BIP.UN into BIPC going forward because of the tax credit.
Thank you
Anthony
Q: You mentioned in your report that clients are mostly retailers and restaurants. Is it mainly for very small businesses? If so, is it not much harder to scale since growth and $ per client is somewhat limited.
Is their product for online stores as well or only retail locations?
How do you like management? Since it has voting control I was hoping to see a bigger stake in the company.
I understand it s higher risk. Do you see the stock as a good/great pick for TFSA long term (5 years +)?
Thank you for your comments. I am just tying to add some tech exposure with stong growth to my portfolio.
Q: What ETFs best mirror selling put options on the S&P 500, the Nasdaq, and the Dow? Would they be a viable hedge against a falling market without having to sell individual long term positions that I wish to continue holding?
Q: Are currency exchanges using a DLR/DLR.U transaction to be reported on one's income tax return? The transaction will usually result in a small loss when the commission is factored in. (It would seem odd to be able to claim this loss, when you can't write off the fee for exchanging dollars at the bank!)
Q: Could you give me your opinion on Tucows. I have a large capital gain on it, but do you see better names to fetch in this market. I was always hoping they come with a breakthru with their mobile network, seems to be taking forever.
thank you.
Are energy shares a good long-term investment any more or should they simply be looked at as a trade? Given the lack of pipelines in Canada and the fact that the World is shifting away from oil and gas at higher prices, do energy stocks really have a long term potential? Or should we buy them on weakness and sell them into strength. Hard to grow the business and revenues, apart from acquisitions, when revenues are dependent on a commodity that is at the whim of certain government action or inaction.
Q: Hi Guys, looking to buy some partial positions on the following stocks, I own banks and telecoms plus SHOP and LSPD and a few others, would like your opinion with this 10 pack and do you see any issues with any these companies going forward.
Thanks for your great service
Anthony
Atrium announced yesterday that it will redeem its convertible bonds a month early (from end of June to beginning of May 2020). What is the purpose of this? Also, is it common for companies to have double digit dividend yields and not have any cuts? I understand that mortgage investment corps are more unique as they have to pay out all of their income which explains the high payout ratio (it's expected).
Q: Could you comment on the balance sheet for Sangoma, its cash on hand, debt etc. In your opinion should its type of business be able to provide the cash flow needed to survive a prolonged economic downturn. Also is there still potential for growth. Thank you.
Q: Hi 5i team,
Is there a canadian listed ETF that you'll recommend that invests primarily in US big banks like JPM? When do you think the US financials will recover from the turmoil caused by the pandemic? Thanks.
Q: Can you tell me what you think of Restoration Hardware... how it is priced (PE etc or whatever multiple you think is relevant), if you like it etc?
It has fallen a LOT (understandably) but I think it could do well once this is over.... also i think a lot of people are spending a lot of time in their house finding things they hate about it and will probably want to do some reno's after this is over!
Q: Held in non registered account is the 5% Dividend a clean Canadian dividend qualified for tax credit or another nightmare at tax time k-1 form , 1135 form …. ETC
Q: Hi all,
With much of the world in lock down. Is lightspeed generating any free cash flow / revenue during this crisis? Or are they burning through there cash with minimal revenue? Any insight would be helpful.
Thanks,
Kerri