Investment Q&A

Q: Seems that for the next 3 years, TCN revenue is forecast to grow by 2.0% per annum. But, now for the big but, TCN earnings is forecast to decline by 32% per annum over the same time period. Time to bail on TCN???.....Tom

Q: It seems boston pizza is a relatively non volatile stock in a volatile market..with a nice yield.
What’s is your present take on the royalty

Q: Hi 5i team. Can I have your thoughts on the latest quarter. Many thanks. Ken

Q: I am looking closely at purchasing this stock. I usually buy my allocated amount ( 2.5 % ) in one lump sum but think your suggestion of partial purchases makes sense in this volatile and generally declining market. Should I wait until their annual meeting of May 12 as there could be some surprises or a pessimistic view from management ? Thanks Derek

Q: The $250m Dutch Auction for prices of $103 to $123 expires May 6. It stands tall in a sea of red on Apr 29,closed at $104.07 + .06 with $106.35H..Can I assume that it will trade around the bottom bid of $103 till expiry,& thereafter around the closed auction price. Your view please.Txs for u usual great views & service

Q: Regarding the DOO Dutch Auction, what will happen if I simply do not reply to the offer? Is this the recommended course of action? Thanks!

Q: I currently have a lump sum to invest at this time. I already have all the stocks in your Balanced Equity Portfolio and would like to slowly invest the lump sum (i.e. 10% per month). This is for a long term hold (> 5yrs). Which three stocks of the BE portfolio would you add to at this time and a brief reason why?

Q: when does shop report. what are analyst expectations. what does 5i expect. do you think analyst expectations are realistic. if there is a surprise in earnings, what might it be

Q: To date, DND has been a DUD. What do YOU expect from earnings tomorrow? Are you bullish on the outlook or more of the same?

Thanks


Sheldon

Q: Has the outlook for NBLY changed recently? Any fundamental changes? It has been in a down trend the past few months. Is this one of those situations where its like catching a falling knife? Or do I wait to buy it? Like when do you know when the momentum changes? Thanks

Q: thoughts on fsv earnings. looks like a small beat. what should it means looking forward. is it positive or neutral

Q: It’s starting to feel like 2008 but for the tech stocks. How do you currently feel about shopify? It seems quite irrational that it’s trading at lower valuations than pre-pandemic. Almost as if the pandemic didn’t boost their revenues by many multiples

Q: Hi. Aritzia is down more than their share today. In their last quarter report they forecast a decent lookout.
Would mgmt have to issue a missed earnings forecast? I seem to think i’ve seen some companies do this.
Is this a buying opportunity if one doesn’t have a full position?
Thanks a million

Q: Pleas comment on Well's upbeat expectations of upcoming Q1.Txs for u usual great services& views

Q: Hello 5I,
I recently bought $GSY on your recommendation as I thought it was a good fit for my portfolio. I then came across some comments it was a predatory lender.. I wondered is this accurate or just a disgruntled ex-employee or customer? I know they deal with less qualified borrowers and get paid more for that risk but is it not a necessary service that is policed by the government?
Thanks

Q: Your opinion on this stock at this low price thank you for your advice
PAT KERR

Q: On 4/23 DOO reported preliminary FY2023 of $7.52B-7.83B Rev beating estimated $6.99B & $8.53-8.81 Eps better than est $8.30. 10.82 P/E. Currently over US$74.80( 50day m.a) & us$81.25 (00day m.a.). Please comment. Txs for u usual great services & views

Q: I have been following KUT for some time and am wondering if now is the time to pull the trigger and buy some for my small cap portfolio. Yesterday's results appear very good to me - EBIDTA up 55% and Revenues up 42% YOY (52% constant currency).....how do these results compare to expectations and any reason you can see for the weakness (albeit on very small volume) after the Q announcement?

Could you also comment on TCL.A's continued weakness and if it is worth holding in my income portfolio. The dividend is nice and I don't mind holding if its safe and there is a reasonable expectation that the stock will be higher in 3-5 years.

Thanks for the support and all the great insights over the years

Scott

Q: We have new money to invest and would like to use it to correct our only significant sector weighting imbalance, which is in technology. The sector is currently represented by CSU, DSG, KXS and SHOP, where all but CSU are down.

5i has often stressed the importance of both maintaining target sector weights and not leaving too much cash idle. Now we find ourselves with the technology sector struggling and would like some guidance on how to proceed.

For the existing positions, which are long term holds, would you be inclined to spread out the additional investments over the medium term, say the next 6-12 months, or would you tend to be more aggressive, investing in the shorter term?

How would you rate (1-10) CSU, DSG, KXS and SHOP for additional money today?

If we were to initiate long term positions in TOI, TIXT, NVEI and LSPD today, how would you rate them?

Once again, a big thanks to you all at 5i! We've just renewed our membership after a first year. We only wish we'd known of your service earlier!

Q: I own the above three stocks in my TFSA and I'm down considerably on all so wondering at this point if you would bring any of them back to original weighting, sell or hold with a short reason why. Medium to high risk, long term growth investor.

Thanks in advance. Please deduct credits as you see fit.