Investment Q&A

Q: Would you still give Constellation Software (CSU.CA)
an A Rating today? And why?
Thank you.

Q: In Dan's comment on Aug.13/21 he quotes some earnings and growth numbers that show the remaining part of ECN have both value and some pretty good growth numbers { Triad 72.5% and KG 30.6% }.... First could you confirm Dan's numbers ? And then take a stab at an estimated share price based on the remaining company and what you think of management, valuation, future growth, and whatever else you deem prudent in making such an evaluation ?

And second I realize 5I doesn't like giving weighting advice so I'll explain my philosophy on it. With a company like ECN a mid cap about to become a small cap I would normally be around 1.5% .... However with the downside limited to $2.50 a share and a belief that the remaining company doesn't face that much of a downside I am willing to go 2.5% to 3% ..... So that is what I did .... But after purchase I thought " Wait a minute. After my return in cash I took less than a 1% position . " How does 5I recommend I approach the situation with my goals in mind ?

Q: Can you comment on announcement that Amazon is developing a POS system to go against Shopify, PayPal etc. How much of a threat is this and what impact on the stock could it have?

Q: Jean Francois tardif chose this one as a top reopening contender to benefit from the reopening trade. It hasn’t panned out. Do you like the company? Would you keep holding ? Thank you

Q: Question 1 - Can I please have your current thoughts on FOBI - AI (FOBI:CA)?

Question 2 - With the recent run-up with UPST (it has almost doubled in a month)what would be your thoughts on an entry point for that company? Wait for pullback or enter now?

Thanks!

Q: looking for growth companies over the next 1-2 years. Could you pls select the top five and place in order of rank

Q: Can I please have your comments on Descartes recently announced earnings. Apparently it missed analysts expectations and is down significantly in after hours trading. What do you see for the future of this stock. Your thoughts would be appreciated. Thanks

Q: Hi,

CAE seems to be rangebound between ~$34-39 over the past six months. I realize six months is a VERY short time frame to base investing on, but as the price is approaching the top range yet again-I am contemplating moving on.

In your opinion, what do you think it will take to break through the $39ish price range?

thanks for all the great advice over the years.

Q: May I please have your current thoughts on AcuityAds Holdings(AT:CA)?
I'm currently down +/- 40% and was wondering if it is worth holding onto (doesn't seem to be going anywhere lately) or moving on and putting funds to work with something like UPST. Or something else that you would recommend.

Thanks so much!

Q: I am thinking of trading IFC for CPX. Looking for a better overall investment. Does this make sense?
Bryan

Q: Hi Ryan what is pushing the telcos even fortis got a bump my guess boc announcement on keeping rates low but respect your thought "
Stan

Q: What grade would you give Converge Technology Solutions? How would you rank the stocks above at current valuation to buy right now? Thanks

Q: I have cash for a new full position. I run an mix of your balanced and income portfolio for my cad exposure. Of the above names which would you add a full position right now. I am also considering just batting for the average with SPY or XEF. balanced shifting to income follower, 5 year window looking for good entry point into one of the names above.

Q: Hi 5i,
What is your opinion of perpetual preferred shares at this time (some utilities and financial companies)? I invested in them last year and have made a modest profit. The profit is nice but the dividend based on my cost base is nice also. I know the growth is limited but do they remain good investments for the next few years considering the economic climate?
Thank you.

Q: is there a ETF that focuses on companies / industries that well benefit from the movement towards solar power and electric powered vehicles.

Q: I do not see this company in your data base, please add.
SKIN Beauty Health Co
Can you please tell me a bit about it.
Is it a buy, hold, or sell.
Thank you

Q: I am with TD and wanted to further explore crypto currencies.

I am looking at Bitcoin, Ethereum (CRYPTO:ETH), Stellar (CRYPTO:XLM) and Cardano (CRYPTO:ADA.

I am not sure, but I could buy Bitcoin with BTCC.B?
Ethereum with ETHH.B?
And I would have to buy Stellar and Cardano with Coinbase, or does TD or Weatlhsimple do this?
Or is there an ETF for Stellar and Cardano or is there an ETF for a group of newer coins?
Really confused Boomer.

Q: Federal Election
Jagmeet Singh has proposed a 75% Capital Gains tax.

If Trudeau gets back with a minority government, (proped-up by Singh) does this change seem likely? If so, what action do you recommend investors take?

Q: Canadian Vs U.S. Banks.

Are the banks in both countries taxed differently, if so, please explain.

Q: Yet another Q on ECN. Sorry. Was listening again to Hudson's interview on BNN on Aug. 11. In it Steve mentioned that he expects cash flow to grow to 120mil. a year in (relatively) short order. I was just wondering how that would look on a company that will trade (let us say) for $3.00 a share? I am imagining that there are few PF managers who could own ECN as it grew but soon won't be able to because of size and when I can hope for them to return?

TIA