Investment Q&A

Q: Good Morning,
I see this morning they had a bit of a dividend increase, is this the best use of capital for them at this point? The yield is already sitting at just under 8% ? Maybe pay down some debt or buy back some shares if they are so cheap? The higher yield is nice but doesn't really seem to attract new shareholders or move the needle for them.
thanks

Q: Please comment on Knight's quarter released this morning. Thanks.

Q: Thoughts on XBC earnings and what they mean going forward.

Q: thoughts on the quarter please?

Thx

Q: Hi Peter. Your team's thoughts on Savaria - they just reported but looks like they missed the EPS expectations - explanation was inflationary pressure which looks like they are not able to pass off to customers - your thoughts on the performance and going forward...... thank you.

Q: RBC Paul Treiber has put a $2700 target on CSU. Do you look at other analyst reports? and if so do you agree with the thesis?

Thx

Q: Thoughts on recent quarter and future. Thanks.
robert

Q: Hi Guys,

I now have a 5% weighting of Lightspeed in my portfolio.

With the recent sell off and possibly the likelihood of increasing inflation should I reduce my weighting?

What would you suggest ?


Peter

Q: Hello 5i
Please let us know what the market is objecting to on BYDs report.
Many thanks,

Q: Hi Peter, Ryan, and Team

Re: Cheryl's question -- Could you please post a link showing your comments on Boyd's earnings? I searched and can't find it.

Thanks!

Q: Please comment on earnings

Q: Can you suggest some Canadian companies, other than in technology, utilities or finance, that you currently consider to be undervalued and worthy of consideration for a long term investor. I've done very well with your suggestions of MG, WELL, ATA, TFII, EIF, PBH, GSY. I don't mind adding to any of the latter but would like to know if you see value ( or at least promising growth from today's prices) Thanks and best wishes always - Al

Q: Can you comment on earnings. How did they do compared to expectations? What do you see going forward? Would you complete a position at this time?

Q: Your comments on Absolute Software's results ?

Thanks

Q: hello 5i Research team,
When you answer that Magna be among the companies that will benefit from the increase trend toward sales of EV: can you elaborate on how and why, and also which of MG reporting segments (body exteriors & structures; power & vision; seating systems; complete vehicles) will benefit and especially how will it benefit. I cannot specifically identify a winner. My intuition says « power & vison » will probably loose from the transition out of oil (it represents about 30% of sales: which is about appropriate for an entier vehicle). Therefore if I am correct, there is no specific advantage for MG from the transition to EV. Please enlighten me. Thank you for your collaboration, Eric

Q: Hello, Can I get your assessment on this company, its valuation and growth prospects. I currently hold a position and would like to add to the position, but wondering if now is a good time. Thanks

Q: I read your answer on DND this morning and you noted they missed EPS expectations.

I was trying to figure that out after the earnings were released yesterday but it seems pretty muddy to me with the shares, debentures, diluted eps/non diluted etc. The EPS expected on the TD site was 21cents and if you take shares outstanding (listed on TD at 68.1m) I get 32cents EPS on income of 22.1m.

So to break that down what did you see as the expected EPS and on what basis was it?

Also I cannot find any information on the debentures (other than the amount raised and the nominal denomination) and at what rate/level they are convertible. Do you have that information?

Q: Hello 5I,

I am interested in taking a position in Tecsys, but i am concerned about the low

daily trading volume, and the liquiity. what are the reasons for that? low public float? Big insider ownership, or large institutional ownership?

Would it be a worry for a new investor?

Thanks

Stephen

Q: SJ is dropping drastically today, do you know why?
Also, years ago you referred to SJ as a Rip Van Winkle stock. Are you still feeling that way, or is out of favour? If you recommend to buy more, up to 1/2 a position, what target price do you think makes it worthwhile?

Q: When it comes to small caps I have never been a believer in " The market has priced in " or " The market looks ahead " .... I am a firm believer in ..... " The market is herded by the loudest barking dog " .... For example REAL makes money , has money in the bank, missed earnings by a penny and got crushed .... The " dog " got very loud.....This brings me to AND who in two years with a 14% annual growth rate is getting close to tripling in price .....It's a bricks and mortar type of company which appeals to me .....But AND is a small cap that has had a run ..... Please give me your opinion of a current valuation for the stock ? { stock price and a good entry point } And more importantly a speculation on what that damn "dog " might do should they miss earnings estimates by 4%-10% ? { stock price } .... Which with the world's current supply chain issues is certainly possible .... For example new truck drivers are in short supply these days ..... I realize I am asking you to make an educated guess but I trust your guessing a lot more than mine ......I am having a tough time assessing this particular small cap's volatility potential which is how I assess the position size I take .....Also please provide the next earnings report day ? ..... Thanks for your great service .....