Investment Q&A

Q: Following up on the last question for ANRG, If you were holding shares at this time would you consider staying put, to see what the company does or is it a sell at this time?

Q: What are the odds of this company being taken over?

Q: So, we all make bad buys, some are real big, and we know them in our accounts, so for interest sake, what would you consider to be the 5 worst buys that have been made in the growth portfolio in the last 3 years.
Thanks again

Q: Hello 5i team,
I have a few guestion about the overall cause of ANRG's massive drop over the past year. Is it simply poor performace/management? The past quarter was bad but was there not growth in the annual numbers.

Or was it something with Litigation? I looked at this in the MD&A but did not quite understand it.

Thanks,
Andrew

Q: The company has now spoken so what do we now know that we had been so patient
- or not - but waiting for, and how does this news affect Anaergia prospects?

Q: 1. Anaergia has sunk to a point where failure has to be considered; yet I would have thought that unlikely?
2. If you ignore the 2020 blip in their share price NWH is now discounting five years of growth. Two questions; why, and is this a sector phenomena – as in health care or if appropriate real estate more generally, or is it an individual problem applying to solely to NWH?

Q: What’s your take on this situation of the company not filing their financial statements….
Thanks

Q: From ANRG's perspective, how do you view Enbridge's foray into RNG via its $1 billion commitment to Divert Inc?

Is it positive because it lends credibility to the market, or negative because the did not buy/fund/partner with/ or license technology from ANRG?

Thanks,

Q: 5i
I was surprised by the sale of the Tonder Denmark plant. I could not find any mention of a potential sale in any of the previous quarterly reports or news releases. Could you speculate on the reason for the sale. I can only think that they either need cash, company had $141 million last quarter, or they don't think this will be worthwhile endeavour. Can you elaborate if possible? Thanks

Kenn

Q: Hello 5i team,
Just wondering why ANRG is taking hits in the last couple of trading days?
Andrew

Q: Looking for an up to date opinion on ANRG. Do you think they can put it together and become profitable? If they can meet guidance, is this a good entry point ?

Q: What is your view of the company after the latest results. The market appeared to like it.
Appreciate your insight, Peter

Q: After selling ANRG, I was thinking of replacing it with AT or CTS or would recommend another stock?

Thanks for your service!

Q: Just to clarify, 5i is selling all of ANRG and PRMW and LSPD from the portfolios.

ANRG and LSPD are at all time lows. So you're selling at the lows.

Prmw is bullish and moving higher and is near its high and you're selling that as well.

What happened to run with the winners and sell the losers (not at their low)?

Sheldon

Q: Hi 5I. Down 20-30 % on Anrg and CTS. What do you think of selling one and buying ECN?
If so which one would you sell?
Seems like ECN has significant upside as well.
Thanks.

Q: Hello 5I,
Considering the huge drop again on Friday is this just an over reaction or has something fundamentally changed? Do you see this after significant value long term or move on?
Thanks

Q: Hello 5i,
I currently own these 2 picks of yours from a couple months ago.
Just wondering if you still like in the mid to long term or if they are a dump and move on? If its a move on where should i move $$ to?
Thanks

Q: What's up with this stock today? Could you outline the numbers?

Q: In your response to Guy R. (Oct 22) about Tax Selling, you indicated the likelihood of a considerable sell-off still to come for this year's 'worst performing' stocks. Yikes !! Taxable account or not, wouldn't it be advantageous to sell the “worst” now, then repurchase in early December those stocks that you wish to own for the future? Otherwise, by holding, you are faced not only with recouping the loss already established, but on top of that, the additional loss anticipated in the coming 5 weeks.
My “worst performing” list includes: Canadian stocks: ANRG, AT, CAE, EGLX, LSPD, MG, PRN, SHOP, WELL. US stocks: APPS, U.
1) Are there any of these that you would suggest NOT selling ?
2) Of those to be sold, are there any that you would suggest NOT repurchasing in December ?
3) You mentioned some investors will want to buy “less worse” performing stocks so as not to miss out on a possible short term rally. Do you support this approach in the current situation, rather than just holding the cash proceeds temporarily ? If so, are there a handful of “less worse” performing stocks, that you would suggest and, would they be temporary or more long term replacements ?
Use whatever question credits appropriate. Thank you , as always.

Q: Hello 5I,
Just wondering at what point it is time to move on? Flat on a big day? Just wondering thoughts?
Thanks