skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Thank you for your work on these stocks. Interesting!

With regard to ACB, I see a market cap of $9B an $50M in sales. I guess their 25% participation in CLIC comes from an equity raise ? If so, how did they justify the dilution to their shareholders ? I suppose having a retail platform ready to go and 25% of an operating company is a positive although bought with very expensive stocks... I am interested in your comments. Not sure if my reasoning is correct. Also, with 25% ownership of CLIQ, are they now in charge ?
Read Answer Asked by Pierre on February 04, 2019
Q: Hi 5i team,

Back in May 2018 you answered a question about these 2 companies, CRM, NOW.
You preferred CRM at the time.
Based on their most recent financial results (released Jan 30/31) and forward guidance, do you still prefer CRM?
AMcCreath (BNN) indicated this am that several SaaS related companies seem to be firing on all cylinders....based on Q4 earnings at least. These 2 were mentioned.
What would be your top 5 SaaS companies, either US and/or Canada listed?
I do prefer investing in this revenue type model as it kinda guarantees 85%+ quarterly revenue....plus any new business clients.
I already own DSG as part of this thesis.

Keep up the fantastic team work!

Cheers,
SteveMc

Read Answer Asked by Stephen on February 04, 2019
Q: The company sold roughly 50% of it's stake in Peanuts for over $300,0000,000 cdn . That mean it still has an asset worth 300,000,000 at the very least. That works out to a value of $3/share just for the Peanuts asset. Can you tell me where in the Assets category of their balance sheet that this asset would be included in? Is it intangibles or library content or something else? Thanks.
Read Answer Asked by Murray on February 04, 2019
Q: What are your thoughts on Organigrams' last two Quarterly reports? Combined together, it shows OGI made 35 cents over the previous 6 months. If this type of earnings power is sustainable, Organigram looks like its pretty attractive at these levels, in my opinion. Are there any one time items during the previous 2 Q reports that would account for the impressive eps numbers. From my perspective, both reports look pretty clean.

I appreciate your thoughts.

John
Read Answer Asked by john on February 04, 2019
Q: Greetings 51 Team,
A number of questions recently on REITs. Not surprising; although they tend to be boring, they have (as a group) held up nicely on both a 1 yr and 5 yr basis and offer a good yield.
However, 'all REITs are not created equal' and 5i has recently recommended DRG, HPMP, GRT, and HR. I own AP, SRU as well as XRE and have not seen a lot of discussion on those names.
Plse explain why 5i would recommend one REIT, and in particular the four above, over another and, if you care to comment on AP and SRU.
TY
SP
Read Answer Asked by Steve on February 04, 2019
Q: In reply to my recent question about my mutual funds - TD US Mid-Cap growth, TD US Blue Chip and Fidelity Global Innovators, you advised that they could be replaced with lower-cost ETFs. Please advise which ETFs you would recommend as replacements.
Read Answer Asked by sam on February 04, 2019
Q: I am a subscriber to the ETF and Mutual Fund Update website, although so far I haven't used it that much. One of my issues with that service is that it seems designed for reading each and every monthly issue to get the most from it. However, it would be useful if I could just somehow search on particular etf's or etf types to see what has been written on such searches in past issues. Is there a tool for that that I am missing? Or is that something that might be added in the future? Thanks.
Read Answer Asked by William on February 04, 2019
Q: Hi there,

I inherited all 5 of these positions in my US portfolio and looking to reduce to 3. i am leaning to NVDA, AVGO and QCOM but I know very little about MCHP. I am also concerned about letting go of TXN given their role in converting analog to digital signals. YOur thoughts. I am looking for a balance of growth and a stable dividend.
Cheers
Read Answer Asked by kelly on February 04, 2019
Q: Please tell me the advantages and disadvantages between holding gold , for example mapleleaves, bought through a broker and buying a gold ETF.

Thanks
Read Answer Asked by graham on February 04, 2019
Q: Could you give me your top picks for US dividend ETF's?

Thanks,

Joe
Read Answer Asked by Joe on February 04, 2019
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!