Investment Q&A

Q: Can you please comment on their earnings release and would you recommend purchase of the shares at these levels? Thanks

Q: They are going down continuously , do you see any redemption or is just better to move on and take the losses. thanks, Jean

Q: Hello Peter,
Can you comment on Vitahub's results? Why is Algonquin down so much as it was expected the company would sells its renewable business? Given lumine group results, is it better to move monies into topicus or csu? Lastly does it matter if company reports before the market or after the market?

Q: thoughts on the quarter - met expectations but small miss on eps?
is the US business now the growth driver ?

Q: Thanks for answering both of my questions on ATS and BYD earnings. In reviewing past answers on these 2 companies it seems to me that this in not the first 'disappointing' quarter they have had.

They seem to be in a slump on earnings and in performance which naturally follows.

ATS -31% year to date and -30 for 1 year.

BYD -18% year to date and -3% for 1 year.

Both significantly lagging the S&P and QQQ.

How much longer will you give these 2 in your portfolios before they are replaced?

If you were to replace them today with good quality US stocks with good performance numbers, which would they be?

Thanks


Sheldon

Q: hi 5i,
NTR,T,MG? I own these blue chip laggards. can you recommend them as BUY,HOLD, or SELL please. If any are a sell, could you suggest a few replacement names (CDN) with similar dividend yield and more (hopefully) share price growth potential? I am fine holding all for long term if you think the weakness is just cyclical.
cheers, Chris

Q: Dear 5i team.

Now that NTR has announced, and results were not a disaster, at what price would you consider a full position. Last price I saw in the archives said 65 as good entry point. It's now sub 63, so .5 position now and add into weakness, or wait it out for now?
Appreciate your help.

Q: I understand CNR stock can be recession sensitive. It has gone down somewhat - would you say this is a buy here or would you be holding for more downside or waiting to see if we head into a recession? What would be a good price target to buy in for a long term hold? Thanks so much.

Q: Hi,
Enjoyed Chris and Zach's podcast. How come they chose PNG/TSU as their small caps and not some of your usual favourites like PRL or PAY . Also I am somewhat surprised that whilst PNG/TSU do get "airtime" in your Q&As, they don't make it in your small caps short list. You must have some rationale. Somewhat puzzled, that's all.

Q: Hi Peter and Staff

I see ATS is still in your growth portfolio. I took the stairs up and so far am riding the elevator down. Do I assume that you feel this is not a weed that needs pulling and (overly)patient investors like myself would likely regret getting out at the current floor in the elevator?
Thanks for all you do
Dennis

Q: Hi Peter…I see both SIS & NFI set 52 week highs today with NFI up 40% year to date. I have owned SIS for a number of years thanks to 5i, so thanks again! I also owned NFI about 10 years ago and sold my shares in stages generating a profit every time, and yes the profits shrank as time passed! I know you’re negative on NFI, but you also recommend buying stocks which set new highs. I’m considering selling my Super Micro and buying either NFI, SIS, MDA or SHOP. Of the 4 I have an existing position in SIS only. I believe I am an “aggressive” investor but Super Micro’s roller coaster ride is testing me. I have owned NVDA since 2017 which I consider to be a core holding. Maybe I don’t need to own 2 chip makers? I’m perplexed, could you give me some guidance?
Thanks,
Jim

Q: Are you seeing any Canadian companies with significant insider buying?

Thx

Q: I would like to add to the listed stocks, at current valuations, for a 3 year hold. Would you please rank in order of buying the ones you are ok with adding to at current prices. Thank you

Q: Thoughts on the Q and go forward outlook.
Thanks!!

Q: Your thoughts on Q2 earnings, please. Sales appear to be a bit light.

Q: May we get an analysis and outlook from you on BYD following their earnings announcement please

Sheldon

Q: Your analysis of earnings, please

Sheldon

Q: Your thoughts on their most recent quarter? I thought it looked pretty good. Why the big drop

Q: Could you please comment on Nutrien’s earnings? I’m considering increasing my holdings. Is it a good buy? Thanks!

Q: Hi Group i am treating the above stocks as core positions. I am concerned that some of the list are taking big hits so should i take profits while there is still some $ left in the black . FFH is an example where my profits was 40% now less than 10% ? (this is my worst performer so please answer specifically what you suggest buy, sell or hold). . Please advise if I should take some profits or just ride it out. List in order of preference...Buy sell ,or hold Thanks for your thoughts on this dilemma