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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: What are your top highest conviction stocks right now for compound growth over next five years?
Read Answer Asked by Gerry on July 31, 2025
Q: Good Afternoon
Historically Hammond has been a good performer but not so much in the past 12 months. I know you continued to like the name but can you explain the stock based compensation and who gets what? There is a pattern developing where this stock gets clipped because of SBC. Will this be a negative going forward or will it level out eventually and not have such an impact on the Share Price.
Thank you for your great service as always
Marty
Read Answer Asked by Marty on July 30, 2025
Q: What is the best company to benefit from higher copper prices long term? Currently own Teck but increasingly frustrated with frequent downward production revisions.

Thank you.
Read Answer Asked by Brad on July 29, 2025
Q: " I am increasingly interested in shifting from US to Canadian growth stocks and have been looking a little closer at the 5i growth portfolio as a result. I recently acquired a position in PNG.V and am actively looking for another great Canadian growth story. Could you comment on the company (or companies) you would recommend from your growth portfolio that would be the best bets to put new money to work in the current environment?"
Read Answer Asked by jeff on July 25, 2025
Q: Hammond getting whacked again after earnings. Is it because of the lower backlog, share based comp, lower gross margins? All of the above? What are your thoughts going forward? Its had a nice run since the April lows. Would you add here or wait? Have a 2.15% position in the name after the drop today. Thanks!
Read Answer Asked by Keith on July 25, 2025
Q: Hi 5i, this stock always trades the same, slow escalator up, earning release: "Net earnings of $13.4 million in the quarter, significantly impacted by share-based compensation.", and then it takes the elevator down.

Please provide review of results and whether it is still holdable or are there better options.

Thx
Read Answer Asked by Christopher on July 25, 2025
Q: Hi 5i
A question dated July 23 had this portion of an analyst's opinion on PBH:


Assuming that 1) the Distribution Group is sold at a reasonable valuation and 2) the "new" PBH is re-rated back up to a trading range of 12-13x (i.e., historical ten-year average is ~12.5x; we are using 9.0x to derive our June 2026 target price of $140), we think that a hypothetical divestiture and subsequent debt repayment implies a share price anywhere between $205 to $225 at the end of 2026, ~50-60% above our current $140 target.
~~~~~~~~~~~~~~~~~

Does this defy logic, gravity or both? Can a stock that has been dead money for more than 5 years more than double in a year and a half? The $140 target seems optimistic, but over $200 is mind boggling.

Thanks,
Greg
Read Answer Asked by Greg on July 24, 2025
Q: What are your thoughts on PBH? TD released a research report on Friday, increasing its target price from $120 to $140 based on a stronger 2nd half of 2025. Buried in the report was the possibility of PBH divesting its Distribution Group and using the money to deleverage; in doing this, TD sees an implied share value of $205 to $225. See TD's comments below. Do you see the current price as a good entry point for PBH?

Which should drive significant deleveraging and could push the share price to $205-
225 by YE2026. Should PBH divest its Distribution Group, we think that PBH may first consider using the proceeds for debt reduction to both improve balance sheet flexibility and realize meaningful interest savings (i.e., ~75% of PBH's interest-bearing debt is floating rate), which should push total funded debt leverage down to 1.5x by the end of 2026, versus our current estimate of 2.5x. Assuming that 1) the Distribution Group is sold at a reasonable valuation and 2) the "new" PBH is re-rated back up to a trading range of 12-13x (i.e., historical ten-year average is ~12.5x; we are using 9.0x to derive our June 2026 target price of $140), we think that a hypothetical divestiture and subsequent debt repayment implies a share price anywhere between $205 to $225 at the end of 2026, ~50-60% above our current $140 target.
Read Answer Asked by T Michael on July 23, 2025
Q: If you had no money in crypto, what are 6 stocks in Canada and US you would consider for strong growth.
Read Answer Asked by George on July 22, 2025