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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
Do you know when the deal is expected to close and how long would you expect these guys to wait to see if other offers may be forth coming.

Take over price of $34 US is about $46 canadian... SP currently sitting $43.75 canadian. Would you expect shares to trade up to the deal level.

If one wants to capture the full offer price, would one simply wait till the deal closes......
How would that work.

thx
Read Answer Asked by jim on April 01, 2024
Q: Hi 5i
Given recent news and increase in share price would 5i continue to be holders or would they be sellers.... and why?
The sp decline last week was very discouraging but the sp pop monday was very encouraging..... However trying to capture a diminishing upside is a risk since as you say there are no guarantees... I believe your estimated upside was around $40 canadian... As investors how would 5i analyse this decision to reduce emotional element...

thx
Read Answer Asked by jim on March 20, 2024
Q: Hi 5i
In your opinion do you think there is a strategic nature to leaked news of a potential " acquiring " of Nuvie?

As you mentioned the stock had been falling for a week to around $29.5 canadian now up today up around 28%....
....However If this news would have leaked 2 weeks ago at sp of around $36 canadian i believe management would have a harder time convincing shareholder that a potential $30 US take over price is a great price....
Am I dreaming ? Can you provide some commentary....

Thx
Read Answer Asked by jim on March 18, 2024
Q: Hi,

Down over 50% on NVEI since my purchases back in 2021 and mid 2023. Is it time to throw this weed into the trash? Holding between my TFSA and margin accounts and its less than 1% of my holdings now. This is one of the larger losers in my portfolio and I would likely roll it into one of LMN, CSU, TOI, TVK, or HPS.A. Thoughts on the recovery potential or is just better to proceed and dump this one?

Thanks!
Read Answer Asked by Keith on March 11, 2024
Q: Good morning. I hold the above stocks in my TFSA. Together they now account for approx. 6% of my TFSA. I am thinking I'd like to consolidate them into one or possibly two positions. Which would you choose to keep if you went that route. Alternatively can you suggest one or two Canadian and one or two American growth stocks to take their place. I already hold full positions of CSU, LMN, TOI, NVDA, and SHOP. Thanks for your advice, Rod
Read Answer Asked by Rod on March 11, 2024
Q: Hi Team,
I have a small amount of Nvei left in my portfolio. I was looking at selling the remaining shares and adding to one of the following names : LMN, Shop, Bn, or CLS would be a “new” buy. Which would you recommend buying today ? Long term share price appreciation in mind here.

Thanks ,
Shane
Read Answer Asked by Shane on March 06, 2024
Q: I am considering starting new positions or adding to existing positions in a number of these companies. In What order would you purchase these companies, from first to last? Is there any of these companies you would not currently buy? Looking at 3 to 5 year timeline..

Apologies for number of companies!! Please deduct appropriately.

Thanks
Tim

Read Answer Asked by Timothy on February 14, 2024
Q: Hi Team,
I continue to hold Nvei with big losses. Would you endorse a switch into HPS.A today? Which stock/ company do you see having more potential say 3-5yrs down the road when comparing the two? Also, do you know the earnings dates for both?

Thanks,
Shane.
Read Answer Asked by Shane on February 13, 2024
Q: Hi, was wondering about swapping Nvei for Eif .
Looking for a more stable company with the dividend. Would also get a tax loss by selling Nvei . Could you talk about the two for management, debt, and long term investment..
Which would you like in a downturn or recession if or when we get one?
Thanks
Read Answer Asked by Brad on February 05, 2024
Q: Hi Team,
NVEI announced partnership with CASH APP yesterday. I had expected this to be a bigger deal than the market is telling us. It seems nothing can move the needle with this name. Is it being constantly held down by the shorts? Is it worth holding on to? I am down huge in this name (-78%), and so far, it doesn't seem to be recovering.

Thanks,
Shane.
Read Answer Asked by Shane on February 05, 2024