Investment Q&A

Q: With the choice of adding to CAE(currently about 2% of equity portfolio) or purchasing a new position in AC which would you recommend and why? I recognize CAE may be less volatile in this market. Thank you .

Q: I know you have mentioned that you think BRP (DOO) is a good growth stock that you like. In looking at the results they just released today, I see an normalized earnings number for the quarter of $1.82, a 62.5% increase over last year. The guidance for 2021 shows an estimated normalized earnings of $7.62 (mid point of the range), which would be a 41% increase over the 2020 number. At roughly $102, the stock is trading at a p/e of only about 13.4 times this year's estimated earnings. That looks very cheap to me for a company with that high an earnings growth rate. Just wondering what your thoughts are on the quarter, and if you agree that the stock looks very cheap comparing the p/e to the growth rate. Trading at a similar p/e to GSY, with a comparable growth rate.

Q: I believe DOO had earnings. Have seen no comments on my search.

If correct could you please offer some

Sheldon

Q: Thanks for answering my last question. I should have been clearer about what I was after. You replied that you would not add to a position today.
Ultimately, if you were holding this stock and being down 50% would you hold or sell today?
Thanks again

Q: Please tell me what your take is on MMX,its acting very strange.Why is this stock so erratic.
Any news about their results and findings?
Is Sprott still in the game ,are the buying or selling shares lately?
Where do you see this stock in the future?

Q: Hi 5i Team,
After today's earnings release and the conference call, should I be adding to my XBC shares. I'm down over 40% right now.
Thanks

Q: Please comment on earnings

Q: Would you be adding to a well position at this time?

Q: Hi,
Seems like since they have decided to drop the acquisition of that UK company, DND is cash flush with the financing they did not to long ago at $50.50 per share. The stock has since been trading well below that level. I was surprised when they stated an increase to their credit facility to $700 million, today. The company now has Capital of a billion dollars. I cant see any other reason for a company to be sitting on a billion dollars via financings other than if they have some massive acquisitions in the pipeline. May i get your take ? Thanks,

Q: As the price of REAL drops would you consider this factor putting the company in play for a takeover? I am thinking of starting to buy into a position now that it is low fourteens and would like to hear your thoughts. This is a profitable debt free company which nobody seems to like and is priced like it has low growth future. Generally I do not bottom feed but I am intrigued.

Q: Gentleman; what are your thoughts on the earnings report announced after the close on Wednesday?

Tks, Ron P.

Q: Hello,

Do you have any news on why DND dropped more than 7% today?
Could you please also share your current outlook on the company?

Thank you

Q: Any update? Short or long term?

Q: To what degree you think the CP proposed acquisition of the U.S. railway will affect TFII's business operations? That's assuming that CP will get the necessary regulatory approvals, which is still perhaps a major hurdle. Thanks.

Q: Any concerns over the CFO resigning today? They had announced a strategic review. Do you think they are for sale? It is still in the growth portfolio.

Q: What is your take on the latest quarterly report? More importantly what do you think the outlook is where people will be driving less where safety features in new autos like sensors etc are reducing accidents etc?

Do you consider this a growth stock going forward?

Sheldon

Q: Hi team
why is this stock dropping since the initial offering ?
now down closed to 20%
I am aware that there is no dividend

was it related to potential increase in interest rate ?
I owned Telus but wants your opinion before starting a partial position
for capital gains
thanks

Michael

Q: One has to wonder if the proposed sale of some stores by Couche-Tard isn't setting them up financially to purchase the convenience stores from Suncor. This has been noted here before.

I hold both so am watching closely.

Q: In the Ottawa area I am hearing radio commercial from Square promoting their services to local stores. The services Square is selling seem similar to what Shopify’s has to offer. Is Square now offering the same services that Shopify offers. Thanks … Cal

Q: Enthusiast is listed on Neo and TSX. Why is there a difference in the price of the stock? Neo is up over 4% today, TSX 3.6% approx. Which is the more advantageous to buy? Thanks, Brenda