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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: On Scotia iTrade under news Absolute Software they say on November 8 they will report first quarter Fiscal 2023 Financial Results. On their earnings review, they say on Q4 2022 an earnings per share estimate was -0.08 and the actual was -0.10. They are calling it a surprise in red -25.0% and the stock is down today. This is confusing because in the news it stated it was not reporting until Nov. 8 which is a ways away. Yet, in their earnings review they say a surprise -25.0% on the report. How does this sound to 5i? Thank you.
Read Answer Asked by Dennis on October 17, 2022
Q: Hi 5i Team,

With small and mid-cap stocks at very low valuations what would be your must owns for stocks in the US and Canada for solid growth over the next 1-5 years with the core characteristics that you look for including solid growth in revenues, strong balance sheet and etc.?

Over the course of the next 6 months would you be a buyer of small to mid cap stocks or large cap stocks? I'm a long-term investor with a medium to high growth risk tolerance.

Thanks as always,
Jon
Read Answer Asked by Jonathan on October 17, 2022
Q: Given the nice run up in Nutrien is now a time to sell and look for other opportunities? I know this stock has long term potential, but I’m concerned with it’s cyclical in my retirement portfolio and with events such as end of the war (which would be a good thing) could negatively impact the price of these shares. Is there another materials type of stock that may be preferred in a dividend focused portfolio?
Read Answer Asked by Gerry on October 15, 2022
Q: Hi 51,
Thanks for your thoughtful answer to my question earlier this morning asking which sectors you expect to recover more quickly, and for some names you like in each.
The names you listed in the two sectors you identified (tech and consumer discretionary) were all US companies. Do you see the same sector recovery pattern being followed in Canada, and can you provide some Canadian names in the sectors you like that you would expect to 'lead the charge'? Thanks!
Peter
Read Answer Asked by Peter on October 13, 2022
Q: Hi Team. I have taxable losses in CSV (-36.5%) and UCTT (-53.9%) I am thinking of selling them and replacing CSV with PLC ( I appreciate the later is C$) and UCTT with MKSI. The switch depends on whether the substitutes have similar expectations going forward. The alternative is to simply sell CSV and UCTT and wait 30 days to buy them back. Which strategy do you think makes more sense at the present time?
Read Answer Asked by Ken on October 13, 2022
Q: SEDG is down a lot. ENPH is holding up. Could you provide your thoughts on what's happened here and briefly compare with your preference, all things considered.

ENPH seems to be the leader in the space. Do feel it will continue to outperform or that SEDG could catch up? Leader vs laggard?

thanks, M
Read Answer Asked by Mark on October 13, 2022
Q: Hello, I sold SYZ a month ago for tax-loss purposes. I thought I would buy it back if the share price was below what I sold it for (it is). I hesitate to buy it because I worry the co will cut its dividend to fund growth and/or reduce debt, which would hurt the share price quite a bit. Should I wait until the 3rd quarter reporting in November in the hope that the co will be clearer on its intent to keep the div as is? Thanks.
Read Answer Asked by Martin on October 13, 2022
Q: I am losing patience with SWP and would like your advice if it is time to move on? Other names I hold in my small cap speculative holdings are STC, DND, EGLX and AT. If I was to sell SWP, can you rank these 4 from most attractive to least. Are any of these 4 in danger of going bankrupt?

As well, has there been any update on TV and has it started trading OTC?

Many thanks
Scott
Read Answer Asked by Scott on October 12, 2022
Q: Hi, A large volume day for a relatively thin trader, including a block trade of 123,300 shares, Today. Lot of interest from Pershing Securities Ltd... Stock opens and closes practically unchanged, but a lot of activity with almost 15% intraday fluctuation. between $71.50 to $82. Any ideas/hints/suspicions ? If you have a sizable position, as a Portfolio Manager, would you be intrigued ? Thank You
Read Answer Asked by rajeev on October 12, 2022
Q: hi,
BNS is now trading below November 2013 ( as far as I can see, correct me if I'm wrong ). could you do a quick comparison of the company at each time, illustrating valuation metrics/growth prospects etc.? BNS is now down more than 30% from the recent top-are forward earnings expectations now down 30% from the top, or more/less than 30%? Lastly, do you have any educated guess as to where the bottom is for this stock?
cheers, chris
Read Answer Asked by chris on October 11, 2022
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