skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Firstly, what would you consider the current fair value of a BAM.A share to be, with consideration to the fact that rates are rising? Secondly, would you buy BAM.A at the current price or wait for a lower price given the negative momentum?
Read Answer Asked by Stephen on February 24, 2022
Q: The above companies are all down considerably in the last few months. Do you see any of them continuing on a downward trend such that it is best to sell now, and take the loss, and invest in something more stable? Or do you foresee any of these companies rebounding from their lows such that they are currently great buy low candidates? If so which one(s)?
Read Answer Asked by David on February 22, 2022
Q: I'm confused by the forward P/E I'm seeing for CSU in the 31 range using earning estimates of about $67 versus the trailing P/E of 111. Earnings per share before non recurring items was $23 in 2018, $21 in 2019 and $28 in 2020. Should I have much confidence in the high earnings increase for 2022 and 2023?
Read Answer Asked by Murray on February 22, 2022
Q: Hi 5i Team - According to my calculations Lightspeed has about $7 per share in cash. Could you confirm if this accurate. Since the stock is now in the mid-thirties is this a fairly high proportion of the price to have in cash. Has Lightspeed indicated how they might use their cash e.g. acquisitions, R&D, etc.

Secondly, with the restaurant business opening up again, shouldn't this be good for Lightspeed and is it being overlooked in today's share price.

Thirdly, what multiples would you use to value Lightspeed at a price in the 35 to 40 dollar range.

Thank you.
Read Answer Asked by Rob on February 22, 2022
Q: More of a comment really.

Some members of 5i are having conniptions about SHOP. Me too. Nobody likes to see their investment tank any more than I do. But I am diversified so am not getting too hurt by the action of SHOP. The only advice I can offer is that if you have an outsized position in any stock, not just SHOP, maybe you should rethink your strategy. If you are well diversified, just suck it up. This too will pass.

I am pleased with 5i but markets do go down from time. And this is just one of those times. The market gained so much in the last 6 or 8 months that us market watchers are not least bit surprised about our current downturn.
Read Answer Asked by Fred on February 22, 2022
Q: Recent decent Q results & announcement of a possible spin off, prompted Bam.a reached a New High of $79.04,but has since dropped to current $67.91.Any reason(s)? Should I add to my position at this level or wait for market to settle down?Russia creating havoc with its latest aggressive action. Txs for u usual great views & services
Read Answer Asked by Peter on February 22, 2022
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!