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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: Hi 5i team,
I will use XBC as an example here. It is now approaching $1B market cap. You guys always seem to reference this as a magic threshold that can bring in bigger investors that either don’t like the small cap space or are not permitted there by their mandate. I am curious if this is a key threshold for just Canadian companies or is the threshold typically higher for U.S. companies, where the cap sizes are proportionately higher.
Thanks again for the insight.
Dave
Read Answer Asked by Dave on December 10, 2020
Q: There is a rumor that CISCO might buy FSLY. If they do what price range will it go for. How much Debt or CASH does FSLY hold. News is only on some site. Is there anything on Bloomberg?
Do you think CISCO is a good fit or any other company that might be interested to buy?

Thanks for the great service
Hector
Read Answer Asked by Hector on December 10, 2020
Q: Hi Team!

I have been picking away at Cargojet and Real Matters today and over the last few weeks. What would be a reasonable purchase price range going forward for these 2 stocks?

Based on some recent Q&A over the last month(s), you still seem to have a good opinion of them going into 2021 and beyond, once we get thru some potential tax loss selling.
Wrt CJ, e-commerce will potentially only strengthen post covid as people will have gotten used to purchasing online and thus deliverables is a necessity. In one answer you indicated CJ could/should increase EPS by 5x next year, thus my keen interest!
I have also owned DSG for years as a complimentary e-commerce play.

Wrt REAL, while their last quarter results may have disappointed a few, I'd prefer to take a longer term view out to 2022-2025. They have some interesting projects that should come to fruition by then and will likely have increased their market penetration as well. I also appreciate that they have been buying back shares the last several weeks as the stock drifted lower. Gives us a little bit more confidence that the recent quarter may have been a one time blip.

Cheers,
SteveMc
Read Answer Asked by Stephen on December 10, 2020
Q: My online account with iTrade when I prepare to place an order their analyzing team when I checked out PLTR and U are rated by Thomson Reuter as negative by CFRA as a strong sell and R.T. Research as a sell, myself I bought both stocks because I have noticed in the past some of their sells were some of the better performers out there. Is this the case with all these online online brokerage accounts?
MOGO and MGRO are on fire but I haven't looked at iTrade's analyzing team. It is late in the day. It probably will be negative with them. So I ask the #1 analyzing team in the country 5i Research this question and opinion of the two I have not checked yet.
Read Answer Asked by Dennis on December 10, 2020
Q: I HAVE HELD THESE STOCKS FOR ALMOST YEAR AND A HALF, HOPING THE STOCKS WILL MOVE UP AS THE VACCINES BECOME AVAILABLE. I FIND THAT NONE OF THESE STOCKS HAVE MOVED UP EXCEPT VEEV, AND THAT TOO MARGINALLY. SHOULD I KEEP THESE STOCKS OR SELL THEM AND USE THE MONEY FOR OTHER PROMISING TECH STOCKS. THANKS
Read Answer Asked by Vinod on December 10, 2020
Q: DND just announced the purchase of Doprocess software from Omers for 530 million. I am a lawyer and this price of software which essentially saves real estate lawyers a bit of time to paper house deals seems extremely high and they basically admit that in their press release. Omers must be pinching themselves at their good fortune and it just reinforces my view that the Omers team is top notch. If this is an indication of the management of DND then this stock is grossly overpriced.
Read Answer Asked by Murray on December 10, 2020
Q: I have a DOY balanced portfolio (Alpha-Balanced for guidance) , with less than 10 year timeframe.
I’m underweight communication services, and energy. Not a fan at this stage of oil or precious metals. Overweight in industrials and technology.
My concern is with my overweight in technology. Reading a number of opinion articles that refer to the tech boom as another dot.com. The reply often is oh but this is different.
Here’s my two cents worth especially related to tech stocks I own. First of all investors/traders seem to be jumping in and out of technology based on the latest COVID-19 / vaccine news.
Re KXS; will still be in demand long after Covid-19. LSPD; somewhat sensitive to Covid-19 but have done a good job diversifying and adapting restaurant services etc. Will do well in recovery.
Maybe more acquisitions.
SHOP; like Amazon will carry on even though the valuation is high. Younger generation will still shop on line.
Now comes the tricky part. WELL and VEEV. I don’t quite have a handle on. Not sure if the demand for their service will still be there post COVID-19.
Your comments and/or thought would be greatly appreciated. I have a feeling that many of your clients would be interested in what you have to say.
I’m an experienced investor but don’t have access to the kinds of info I once did. I depend a great deal on your unbiased expert opinion.
Merry Christmas

Roy
Read Answer Asked by Roy on December 10, 2020
Q: Years ago I thought it would be good to add some preferreds to my RSP so I bought HPR . It hasn't done well but has a dividend of 5%. I'm thinking of switching to AD.UN but it's already had a good run. but has a high dividend. What do you think.
Read Answer Asked by John on December 10, 2020
Q: Hi 5i team,
I need to increase my holdings in industrial stocks and am thinking of either TT or LMT, hoping they have a strong enough balance sheets and growth potential to come out on top after the pandemic shutdown. Which one would you buy now and why or other preference? Would you answer be different if the vaccines are not as effective and the economy lock down dragged on through 2021? Thanks.
Read Answer Asked by Willie on December 10, 2020
Q: I would like your recommendation and reasoning for 2 ETF's

Firstly, a Global ex North America USD ETF with a Good Dividend

And Secondly, an Emerging Markets (preferably CAD) ETF with a Far East bias

Thanks, Hugh
Read Answer Asked by Hugh on December 10, 2020
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