Investment Q&A

Q: Hi 5i,

Please comment on Q2.

Thanks!

Q: Mogo was IPO'd at around $10 per share. Since then the stock has wondered down to less than half that price--yet the company has diversified from a quick "payday" lender to one that now derives 50% of its revenue from subscription services that were not even part of the valuation at the time of initial offering (I believe). It is also the only Canadian Fintech that seems to be getting any traction in the marketplace. So my question is, why is the market not paying more attention to this company?

Q: 1) with all these recent acquisitions, is management getting over their skis somewhat regarding integration and operating the business?
2) is restaurant/etc. food delivery a major headwind for the future?
thanks, Mike

Q: I think that 5I offers incredible value for the money. But, what other services would you recommend for a fairly active investor. What do you think of services/newsletters like
insider trading, Contra the Herd, President's club, Bloomberg news. My budget would like be no more than $2500/year. Thanks kindly.

Q: What is the insiders ownership? Motley Fool said it is 70%. Is this a good time to start a position?Thanks for u usual great services & views.

Q: Being retired my focus is on income and capital preservation in that order. Needing some USD to spend in the south, I have been recommended these income producing ETFs. Do you see any red flags with any of these?

Q: It seems to me that when 5i members seek guidance regarding possible investments in American healthcare companies, Pfizer seems to be a common recommendation by your team. If I'm correct that you consider it to be a good investment at this time, what exactly are the reasons you believe this to be the case. If I'm wrong, what other American Companies do you favour currently. I'm willing to accept some risk but I'm really looking for a company that can balance off some of the Canadian small caps that I have in my portfolio that I'm purchased with your guidance. i.e. Knight, Covalon and Reliq. Again, thank-you for your invaluable guidance.

Q: Is GBR a buy ? Thank you for this great service.

Q: What are your thoughts on the latest earnings miss from Roots? The stock is getting kicked to the curb today. I like the clothing and the reputation. Is it worth buying as 3-5 year investment?

Q: Q1 results - revs up in north America but down internationally, net earnings up but sales down, backlog is about the same as last year. What is your take on the report and recommendation?

Q: I would like to know what analyst (if any) follow Harte Gold. Do you have this information?

Q: what is your opinion on martello as a spec buy bruce is a good promotor thanks harris

Q: BRP has retracted somewhat and I think could fall further to $59 or $60 range. Considering that "BRP competes with some formidable brand names, such as Polaris and Honda in the snowmobile and ATV sectors, which have higher sales and deeper pockets for advertising and promotional spending." Also as a consumer cyclical and with the present uncertainties around NAFTA, do you think this is a possible volatile stock along the lines of TSGI, The Stars Group ( personally now down 36% and have learned some painful lessons)? Or does it's position as part of a conglomerate give it some protection?

Thanks Always. Stephen

Q: Any reason for PBH to be up 3.3%?
I can't find any news?

Q: The following is an info from a commentary:
Beaudier Group and Bain Capital, which own a combined 58 million multiple-voting shares in BRP, will convert some of their holdings through a secondary offering of 8.7 million subordinate voting shares.Tuesday’s retreat suggests that investors could be nervous about key stakeholders selling out at the top of the market, and at a time when some observers are concerned about the aging business cycle and the impact of rising interest rates on consumer spending
If you look at the average daily trading volume, it’s like 220,000 shares. You’re putting 8.7 million shares into the market. There’s going to be a complete oversupply relative to demand on the shares that are out there,” Ms. Katz said.
After the secondary offering, Bain and Beaudier will still own nearly 50 million BRP multiple voting shares, combined. However, additional sales are likely, particularly by Bain.

In light of the above, can I please have your candid comments on this company going forward. Is Doo considered a "sell"

Q: What did you think of the most recent earnings release? Was there anything that showed the bank license approval is helping with revenue growth?

Q: Good morning

If you had a 2 year period and could take a calculated risk to see some good capital appreciation...what 2 US stocks would you buy right now? also what 2 CDN stocks would you buy or be adding too...No concerns on portfolio diversification or taxes..

Thanks

Matt

Q: Is DHX going belly up? Every day is going down hard

Q: I have been sitting on some CXR shares I foolishly bought many years ago - I guess I just could not bear to take the loss. This morning the shares have come to life thanks to a press release. I think I should now sell my shares. Do you agree?

Q: Hi Peter/Ryan,
Based on past answers, looks like you are positive on MU. It has been pretty volatile this year so far. What price would be appropriate if someone starts to open a position ?

Thanks