Investment Q&A

Q: Hi Team,
I have recently been looking into ATS and what they do as a company. I am quite intrigued as to what they do, and how their "theme" of business applies in todays world. It seems like they might be in a sweet spot so to say with the whole "Made in America" and "supply chain" issue themes here. Which should bold well in todays world and for the foreseeable future. Especially if North America is starting to ween itself off china from making most things. As well as with the whole automation of goods and making manufacturing more efficient. This all being said; what is your take on this company today? And does it hold the potential to be a "multi bagger" per say in 10yrs? I am mostly focused on buying into companies that have great prospects, are somewhat unique, with good growth/ solid management and track records. This being said...looking at the big run up lately...should I be waiting for a pullback to buy into this name? Or, are there better opportunities I should be buying into right now instead? If so can you name a few? Thanks again!

Q: Earnings just out. Appears very close to estimates, bit high and a bit low on different metrics. Forward looking view from mgt seems strong. Realize conference call is Tuesday am. Can you provide quick initial assessment and then follow-up after the call with more detail.

Q: Hi 5i Team - With Shopify's recent upward momentum, is it now trading at a high multiple. Also do you think that its growth is slowing. In addition I have read that it is trying to be more like Amazon and therefore has to spend a lot more money. Do you feel this statement has any merit. Thanks.

Q: I have some cash to deploy in an unregistered account. Add equally to the names above or start a new full positon in your current can't miss top pick from the income or balanced portfolio.

Q: Good morning, straight up which has more upside potential, TIFF or ATZ over a three year period, thanks?

Q: Hi, TFI seems to have made a sharp move up recently and is now at all time highs after being range bound for the last year with a few buying dips sprinkled in. I don’t see any catalyst for this sudden move. No news recently and earnings are not out until Feb 6. I was comfortable buying in the 130’s but not so now. Is there a price range you would be comfortable with? Looking for your opinion. Many thanks.

Q: TFII continues to move in the right direction. What are the big factors that keep the company performing so well? Is there anything that might negatively impact its movement? I have half position and thinking of buying but I am cautious it might fall back. Buy or wait for pull back?

Q: Peter; Any concern with CSU delaying fourth quarter results ? Thanks
Rod

Q: Please comment on the quarter!

Q: Hello 5i,
Could you please compare the prospects of FOXF vs DOO.
Which would you choose?
Thank you so much
Dave

Q: I bought several stock in Nov. and Dec. one is SIS, CAE, GSY, & DND. The following is the 5%, 7%, 8.25%, & 50%+. Of those which would you sell and in which order.

Q: the large swing up seems rather unexpected based on recent results and comments to recent questions. What might be the driving force ?

Q: Should one be concerned that Alain Bedard holds all 3 positions of Chairman, President, and Chief Executive Officer. While one cannot deny that he has been very successful over the years, my concern is about governance. I also wonder about succession plans as this looks like a one man show. Please tell me why this should ( or should not) concern me enough not buy the stock. Thanks. Derek.

Q: When will earnings be announced and will that be pre or post market?

Thanks


Sheldon

Q: Is there a good Canadian ETF for consumer cyclical / discretionary sector? If not what basket of stocks would can be included in the sector?

Q: Hi there,

I know you can only generalize re portfolio makeup - I’m up 75% on this stock and it now makes up 7% of my fairly well-diversified portfolio…do you think it’d be appropriate to trim back to 5% at this point or stay in this weighting as everything I’ve read about this company seems very positive in the near term?

Thanks very much.

Q: Hi
I know that there has been lots of discussion on 5i about the cost base for Topicus when it was spun out from CSU. However, I've reviewed the questions and forums and I'm still confused. TOI has been sold in a non-registered account and now I need to determine the cost base for tax purposes. The brokerage shows $0. Is there a consensus on what the TOI cost base at spin out should be? Thanks for providing some clarity!

Q: I've been watching ECN over the past little while through 5i and note that they seem to be one of your favourite companies due to strong mgt. Noted your answers to some questions on Jan 24/25 and you felt that they have strong upside potential over the next 12-24 months. How risky would you say an investment in ECN is....say relative to a company like GSY? Thank you.

Q: I purchased AT at just over $8 for my TFSA slightly more than a couple of years ago and am down >70% since. It would need to appreciate by >350% to get me back to break-even. I have a long timeframe but given that - aside from the 6 month period between about Aug/20 and Feb/21 when the share price ramped up exponentially - AT’s historical price stays put in the +/- $2.50 price range, do you see any realistic probability of AT appreciating by magnitudes of order over the course of the next couple of years? I wouldn’t think even a buy-out/take over would provide that kind of premium. It just seems like dead money for the foreseeable future. I know you can’t personalize advice but in a similar situation (eg Growth Model Portfolio) would you take your lumps and move on or would you be inclined to continue to hold and, if so, for how long? Thanks.

Q: I want to add another posiotion. She is just 3 years old. I'm thinking BYD; SHOP; or GSY. Your thoughts please.