Investment Q&A

Q: Hi team,
I know your focus is Canada, but I find you have great expertise in the U.S. as well. So here goes again.
I have been following ROKU on a casual basis since they went public a few months ago. Yesterday, they blew past earnings expectations although still a small loss. Stock was up over 50% today (wish I had bought a few days ago, LOL).
The big problem I have with them is that I do not understand their business model or its advantages, if any. They are a video streaming company, so they compete with Netflix I think, so the 1st negative. Disney now wants to get into video streaming so more competition for ROKU, another negative. ROKU’s sells/leases hardware as far as I know, using some sort of video set-top box. Who needs or wants another set-top box these days, so another negative. I think their longer-term plan is to become an integrated component in the smart TV. Isn’t Apple still active in the smart TV area? Another negative. I think that is 4 negatives.
Can you clarify for me the nature of their business model and what is your view of ROKU from here? There must be something positive to say that I am missing.
Thanks again,
dave

Q: Hello, I'm seeking your opinion on the drilling space...Do you think now might be a good time to buy in? Who are your preferred drillers?

Q: Which of these two companies present the better buying opportunity at this time?

I already have a 1/2 position in CCL.B, and no position in BYD.UN.

Q: The recent results do not seem to indicate a dividend cut is likely any time soon (nor an increase, unfortunately), but at about 9% dividend rate (at time of writing the stock is $12.57 and dividend is 8.95%), would you think this is a good or a bad time to buy DR?

Q: Is it now a good time to invest in MG or LNR？Which one would you pick and please explain. Thanks

Q: TTD has taken quite a slam today(incl after hours). What is your analysis of their earnings and the outlook going forward?

Thanks


Sheldon

Q: Greetings 5i Team

Your thoughts about TOU's earnings, please.

Q: How do you feel about Stantec's earnings? Did they beat on an adjusted earnings basis? Can you give a brief pro / con list regarding items like valuation, debt, growth prospects, management in comparison to its peers?

Thanks.

John

Q: Your thoughts?
Thank you as always.

Q: not a lot of positive things going on with MUX, but now they have the new mine permitted,however I am still not overly optimistic, seems like this mine will take a while to produce & also they .may dilute shareholders as they did with their last acquisition. do you have any real positive things to say about the company that may convince me that I will be rewarded within one or max two years. (I have held it forever so, two years is a long time in my.
case).
I also own Alo which I am not hearing any real positive things going forward. Same question as to time frame before seeing a change in price.
VOX is also in my portfolio, unfortunately it has not done very well. What is your opinion of the tel industry going forward in the u.s. and would you switch out and if so add more to my exisiting bce, t, rgi or perhaps suggest one u.s. telecom that has decent potential going forward. Thank you so much for your assistance. Great new website.

Q: Can I please get your opinion of Gladstone Investment Corp.

Thanks

Dave

Q: If you have to choose one stock. MSI (Morneau Shepell) or AIF (Altus Group) to hold it for next five to seven years. which when you choose?

Q: I am often get tempted to purchase NFI but have not done so because of the growing competition from BUS Grande West Transportation Group. I realize it is a much smaller company but is growing rapidly. Is it pause for concern? With thanks, Bill

Q: When do expect GC will start to benefit from its deal with Ontario government??

Q: Hello Team.
What is your current feeling on Rifco-worth staying in after heavy losses on my holding?

Q: Can you please comment on ICHR earnings & acquisition?
Thank you

Q: What are your feeling about this REIT and its recent financing?

Q: I am a bit light in Industrials .At 11% as opposed to 15% suggested in my Portfolio Review. I I have large positions in SIS and WSP ,quite large in NFI and growing based on the last 5i report ,and a smaller position in CAE.Sold my STN awhile back. Note you have PEO in the Growth Portfolio but it is thinly traded. So of these Industrials which would you increase so I can get closer to my 15% target. Would like to keep to the stocks listed as I am at 30 stocks and would like to keep it at that number. Great website .Thanks Paul

Q: Empire seems to be making progress in turning around some problems, particularly related to the Safeway acquisition. The stock has increased nicely over the last 12 months. Would you buy it here?

Q: Do you have any thoughts on this company (HS on CSE). They seem to have a good product with many government contracts that continually renew.