Investment Q&A

Q: Am interested in investing in travel and leisure etf. What do you think of this product, and are you aware of an etf that concentrates on cruise companies, resorts, hotels, airlines etc? Thank you, Bill

Q: Which has more upside in the next 1-2 years....NPP314 or XIT? Put another way, Eric's "old" energy vs new tech?
Thanks...Steve

Q: Volaris Group, a Constellation Software Company, Enters into Agreement to Acquire SSP Limited

Little info on the deal as usual but looks like a great acquisition as SaaS is right in their wheel house. SSP Ltd is among Top 500 cloud software vendors according to the google search I did. What does 5i think of this deal?

Thanks
Dave

Q: Hi 5i,

Would you recommend any of the 5 stocks listed? If so, what order would you recommend?

Thanks,
Jon

Q: The high dividend yield puts up a red flag. what is the pay out ratio and is it sustainable in your opinion?

Q: Could you rank your order of preference today as I would like to add one of these 4 stocks, irrespective of sector? I am looking for total return for long term hold. Thank you.

Q: Did not see the financing coming. My take is that they might be close to a deal and want to be able to act quickly. Perhaps impatient optimism? Your thoughts?

Q: Why is the sock going down badly lately.

Q: Hi 5i team,
I will use XBC as an example here. It is now approaching $1B market cap. You guys always seem to reference this as a magic threshold that can bring in bigger investors that either don’t like the small cap space or are not permitted there by their mandate. I am curious if this is a key threshold for just Canadian companies or is the threshold typically higher for U.S. companies, where the cap sizes are proportionately higher.
Thanks again for the insight.
Dave

Q: Thank you for all your advice. It's been very helpful.
Goldman Sachs downgraded GOOS to SELL. Could you comment on that?
Also I heard its competitor in China called Bosideng (HKG: 3998) is doing very well.
Should I be worried about its long term growth from competition?
Thank you!

Q: What is your opinion of GOOS today? Why is the stock price performing poorly recently? What might be a good replacement?

Q: There is a rumor that CISCO might buy FSLY. If they do what price range will it go for. How much Debt or CASH does FSLY hold. News is only on some site. Is there anything on Bloomberg?
Do you think CISCO is a good fit or any other company that might be interested to buy?

Thanks for the great service
Hector

Q: Hi Team!

I have been picking away at Cargojet and Real Matters today and over the last few weeks. What would be a reasonable purchase price range going forward for these 2 stocks?

Based on some recent Q&A over the last month(s), you still seem to have a good opinion of them going into 2021 and beyond, once we get thru some potential tax loss selling.
Wrt CJ, e-commerce will potentially only strengthen post covid as people will have gotten used to purchasing online and thus deliverables is a necessity. In one answer you indicated CJ could/should increase EPS by 5x next year, thus my keen interest!
I have also owned DSG for years as a complimentary e-commerce play.

Wrt REAL, while their last quarter results may have disappointed a few, I'd prefer to take a longer term view out to 2022-2025. They have some interesting projects that should come to fruition by then and will likely have increased their market penetration as well. I also appreciate that they have been buying back shares the last several weeks as the stock drifted lower. Gives us a little bit more confidence that the recent quarter may have been a one time blip.

Cheers,
SteveMc

Q: My online account with iTrade when I prepare to place an order their analyzing team when I checked out PLTR and U are rated by Thomson Reuter as negative by CFRA as a strong sell and R.T. Research as a sell, myself I bought both stocks because I have noticed in the past some of their sells were some of the better performers out there. Is this the case with all these online online brokerage accounts?
MOGO and MGRO are on fire but I haven't looked at iTrade's analyzing team. It is late in the day. It probably will be negative with them. So I ask the #1 analyzing team in the country 5i Research this question and opinion of the two I have not checked yet.

Q: I HAVE HELD THESE STOCKS FOR ALMOST YEAR AND A HALF, HOPING THE STOCKS WILL MOVE UP AS THE VACCINES BECOME AVAILABLE. I FIND THAT NONE OF THESE STOCKS HAVE MOVED UP EXCEPT VEEV, AND THAT TOO MARGINALLY. SHOULD I KEEP THESE STOCKS OR SELL THEM AND USE THE MONEY FOR OTHER PROMISING TECH STOCKS. THANKS

Q: Up 80% on DSG...Thinking of taking profits and purchasing TCS to diversify somewhat...3 to 5 year hold.. Your thoughts?

Q: Evertz has reported and looks better than the last quarter. What information can you parse from this Q release to help a shareholder looking forward? Will you be listening to the call and, if so, could you report on what you hear?

Q: Thoughts on Evertz latest quarter and future prospects. I see they declared an .18 dividend so I presume the divvy should be reasonably safe going forward.
Thanks and Happy Holidays to the 5i team.

Q: DND just announced the purchase of Doprocess software from Omers for 530 million. I am a lawyer and this price of software which essentially saves real estate lawyers a bit of time to paper house deals seems extremely high and they basically admit that in their press release. Omers must be pinching themselves at their good fortune and it just reinforces my view that the Omers team is top notch. If this is an indication of the management of DND then this stock is grossly overpriced.

Q: I do not hold any Reits in my portfolio at this time and would like to add one or two. Can I please have your recommendation on your two preferred Canadian Reits. Thank You.