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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: How would you rate (1-10) these 5 industrials for new money today? Please include a brief explanation for the ratings.
Read Answer Asked by Peter on March 07, 2022
Q: Hi Peter, Ryan, and Team,

I realize that Couche-Tard has only 38 Russian stores. Do you think that management will be under pressure (like Magna for example) to divest their Russian operation? If it happens, what kind of effect could there be, both to their bottom line, as well as loss of "good will"? For example, Couche-Tard operates in several former eastern bloc countries such as Poland.

Thanks in advance for your insight.
Read Answer Asked by Jerry on March 07, 2022
Q: Enghouse has been mercilessly and relentlessly whacked all the way back down to near its March 2020 covid-panic-selling lows, a feat unmatched by most of the hardest-hit tech stocks. At what point (price) do you think it could be considered attractive on valuation? I can withstand the volatility, but given its global exposure (especially Europe) do you think it is prudent to crystallize a 20% tax-loss on it at this point in time?
Read Answer Asked by Peter on March 04, 2022
Q: This company is at March 2020 lows. Do you have conviction in this name or would you suggest putting sale proceeds into DSG, PBH or CAE for instance? I have plenty of IT exposure already. Thank you.
Read Answer Asked by Mark on March 04, 2022
Q: Hi!

I understand why Magna is down given their exposure to Russia and Belarus even though it is small, investors are selling everything associated with Russia. It seems over done since I'm sure Magna could pivot quite easily given the size of their overall operations and the proportion in the undesirable countries. I have starting building a position at these levels since it is approaching a 3% yield. Agree?

On the other hand, not sure what is going on with Aritzia. Down from $58 to below $45. Is the market anticipating a recession? Doesn't seem like their manufacturing is affected by the War. Having a hard time making sense of this given Aritzia's momentum prior to the War and strong earnings reports.

Thanks,
Jason
Read Answer Asked by Jason on March 04, 2022
Q: Dear 5i team.

I see AT is set to report 3/10. In view of this, can you let us know what is expected and what your educated guess would be if they miss/beat? In other words, your opinion on risk reward from these levels would be appreciated.

Many thanks.
Read Answer Asked by Arthur on March 04, 2022
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