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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 there, in the context of unintended consequences I find that Roots shareholders may benefit in the near to mid term. Closing stores(unfortunately appears to help their business model profitability) and having their new D.C. (e-commerce channel)become more reliable and more efficient is beneficial. Strong brand and quality product all looking good. Is their balance sheet and liquidity strong enough to come out the other end of the Covid crisis? Thx Chris
Read Answer Asked by Chris on June 01, 2020
Q: What are your top 5 dividend stock ideas? Perhaps ones that haven't rebounded yet that have a good yield, or that have had recent results that showed resiliency and have room to run. For example, you have been been right in recommending BEP.UN, however, it has had a big run. Do you carte blanche keep recommending even after it's big run or is there a better relative buy?
Read Answer Asked by Bruce on June 01, 2020
Q: What one would you buy today for long term hold, total return in 5-10 years. Hard to imagine CU having any trouble continuing to grow the dividend with one of the longest track records in Canada. Already own FTS,AQN,BEP in other accounts this would be for an alternate account or should I just stick with adding more of the 3 already owned.
Thank you
Read Answer Asked by Kyle on June 01, 2020
Q: In view of the GBT acquisition, expected increase in revenues, what would be a fair price based on the industry average PE ratios, at the end of 2020 ? Do you think GUD will remain in the dog house for investors much longer ? I would have thought the GBT acquisition would have have changed investor sentiment, but clearly has not. What needs to happen to move the stock ?
Thanks
Read Answer Asked by Luc on June 01, 2020
Q: Hello Gentlemen,

Yes, I know it's extensive but these are my holdings in the REIT space. Most of these I collected from positive questions over the months and years in the 5i Q&A section of the site.

The world has changed greatly and the handsome paper profits on many of these holdings became flat at best and major losses at worst. The combined names account for 13% of my total holdings and of the 13%, 80% of these are held in our RRIF's.
I don't trade REITS I usually buy and hold. However given how the world has changed and will change further in the office segment, the residential renting segment, etc etc, could you take a long hard look at them and tell me very frankly which you would sell and if there are any I am not holding that you would replace the 'sell' ones with. Although I think my holdings are broad enough.

Would appreciate your frankness.

Here is what I hold in the REIT segment and whether I am positive or negative on each holding.

TCN (-14%), NWH (+10%),BRE (-40%),CAR (-3%),DIR (-26%),HR(-58%),IIP(+11%),SMU (+13%),KMP(-1%),SRU (-40%), SIA, WPTIF

Sheldon
Read Answer Asked by Sheldon on June 01, 2020
Q: Hi,

What is your valued opinion of Kneat these days?
The last question on Nov 2019 indicated the sales valuation at 12x was concerning. Has that number come down enough for you to be more favourable as a spec buy.
They recently had another good quarter (Q1) with good % increases (albeit likely from a small base). They seem to be signing a number of contract wins last few quarters and I like that it is a SaaS based revenue model company.
Who might their other competitors be in this field? And any idea what their market penetration might be, for the competitors or for Kneat?
It would be for a spec buy and to initiate a 1/3 position.

Cheers,
Steve
Read Answer Asked by Stephen on June 01, 2020
Q: Hey team,

I seem to recall this theme being addressed as it pertains to Shopify but after listening to the PayPal CEO on Mad Money last night I Have to wonder if LSPD would not be a nice add for Paypal? It sounds like they really want to get more directly involved with retail/restaurants and POS to expand how people use their service. Could you foresee this happening and would you consider PYPL a buy today? Their CEO came across well.
Read Answer Asked by Tim on June 01, 2020
Q: My thinking is that as we come out of these unusual times, most people will be hesitant to travel by plane or train or even bus. Day trips and shorter excursions to explore our beautiful country may be the norm. Is there a company or companies to invest in to reflect this upcoming alternative vacationing? Possibly an RV company or one that rents motor homes? Thnks Dennis
Read Answer Asked by Dennis on June 01, 2020
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