Investment Q&A

Q: At first glance I am a bit disappointed
Sales grew at a fantastic rate yet net income did not
Margins down and costs way up.
Should we shareholders be worried

Q3 net revenue increased by 37.8% to $624.6 million
Q3 net income increased by 8.9% to $70.7 million
Q3 Adjusted EBITDA(1) increased by 9.5% to $119.6 million

Q: Given that LSPD is not yet profitable and since they owned close to 4 percent if I’m correct in the FTX. Crypto (now bankrupt), to me their future has been significantly compromised. I can’t believe I indirectly held crypto!!!!!!! Comments?

Q: Do you think Savaria might to taken privte or sold to a larger company? They have a niche larger companieds might want?


Thx

Q: BEPC has been a favorite of yours for a long time. I bought it more towards the highs a couple years ago when there was so much talk about renewables from the Biden administration and everyone was piling into renewables. Since then this stock has gone down and it was your favorite two years ago at all time highs and now around 20 dollars off its high it is still a top dividend pick. I also averaged down on it based on how favorable you spoke about this company but I have still not broken even. My question is in what environment would you see this stock doing well again? What would be a catalyst for this stock performing well and why is it still a top dividend pick? Does it represent value at this price and could you please comment on the profitability of this company. Thank you!

Q: I've held BNS for 7 years now, and it's barely moved in that time. What is your rationale on continuing to hold this bank in the BE profile? At what point would you consider a switch?

Q: I’ve held PBH through thick and thin for over 5 years waiting for the “growth” to materialize and yet after this time I’m down nearly 20%. How long do you give a company to perform before moving on? Even if I was just breaking even I’d have some more patience with this but the opportunity cost of 5 lost years and a 20% loss is telling me it’s time to find something else. Your perspective would be appreciated. Thanks.

Q: Both have had a good run but I just own Starbucks. I'm considering swapping it for TJX. What do you think?

Q: Hello 5i team,
Just a few questions on FSZ. It seems that the stock has been in a holding pattern for the past 2.5 years. Where is the payout ratio at these days with the stock? Has the AUM increased or decreased in the last few quarters?

Are you still confident of this stock in the income portfolio?

Andrew

Q: With canaccord trying to go private could FSZ try the same? How much do insiders own today of FSZ?


Thx

Q: Hi Team,
Can I get your take on NVEI 's aquisiton of Paya? Thanks

Shane

Q: which of these stocks has the most growth potential in the coming year. I need to sell one. Thanks

Q: I would like to add to my existing positions. Is it too early for KXS and GSY? Is it too late for the TRI (just reached a new high today).
What is your opinion.
Thank you for your help
Regards
Albert

Q: Happy New Year to the 5i crew. A question regarding EXLS, it's had a very nice climb since early 2020 and has more than tripled. The PB and PS look reasonable for a growth company but the PCF looks quite high. Is there more gas in the tank over the next 1-2 years?

Q: What are some REITS that aren't in the heavily leveraged area ?

Q: You recently Initiated a position in Acadian Timber (ADN). You state It pays slightly more than its annual free cash flows in the form of dividends.
1] Why do you think this is good to pay more than its annual free cash flow in the form of dividends?
2] How does the company make a profit after paying dividends?
Thank you.

Q: How much runway does Goeasy have? Has it much business internationally? Will it need to expand internationally to keep up the high growth rates?

Q: one of raymond james top picks for 2023 is their a good outlook or wait till next earnings , thanks

Q: Retired conservative investor whose only tech holding is HTA ( 5% total portfolio). Looking at either CSU or Shopify as next purchase. Which of these would you prefer to “ dip your toe “ further into the tech sector ? Also, is my weighting of HTA appropriate ? Thanks. Derek.

Q: In a slowdown, would you swap WSP for TFI?

Q: Hi
Could you provide an update on BNS due to the political unrest in Peru and Chile?