Investment Q&A

Q: Hi,

After earnings from both of these companies, would you add to tsgi? I am down 20% on tsgi and position is now .75% in portfolio, would you be comfortably topping back to 1.5-2%? would you initiate a new position in GC here? Would you own both companies or just choose one? Thanks!

Q: GC down 10%, TSGI up 15%. Can you comment on both please. Time to add to GC?

Q: Do you see any concerns with the large buyback in shares in Q4 alongside the large number of insider selling at GC? I like share buybacks but at some point think a dividend would also benefit the shares.

When a company reports and restricts questions to Analysts only, is 5i considered an analyst?

Q: I struggle between trimming positions as they get too big in my portfolio, or letting them run. In the line of thinking to make above average returns, you have to have at least one multi bagger, I have held all the above into overweight positions, only to take it on the chin - the jury is still out on GC, but I'm expecting a rough day. Currently have PEO at 168% return, but I've held for years and I sleep well with this little company. Dont have a company specific question here, maybe a few thoughts on the balancing act between letting them run and trimming to appropriate size?

Q: Earnings comments please

Q: I have a position in PBH and it has not done well recently although it has performed well in the past. Are there any issues with PBH? I am considering selling half and getting a half position on ATD.B. I would love to hear your thoughts. Thanks. SHyam

Q: Hi Team,

Could you please tell me the insider ownership % and the current debt/equity for this company?

Thanks

Q: can you please comment on the earnings and how investors will react.

thanks Valter

Q: Please comment on earnings. Thanks.

Q: What is the primary driver of revenue for PEO? Is it simply headcount of firms that provide benefits/pensions, or will demographics (ie. people retiring) play a factor?

Q: Could you please advise me of the earnings expectations for GC? I believe it is to release earnings after markets close today.

Peter

Q: What’s going on with Tsgi, it keeps falling? Would you buy more on weakness or hold? Thanks for your help

Q: What do you think of savarias latest acquisition.

Q: Can you pls tell me the revenue and eps estimates as well as reporting date?
Thx

Q: I notice that Raymond James has recently given an outperform rating to GUD. I am wondering on what possible basis they could do this? This is not just an idle question. Because if they know something that I don't know, I may buy more.
thanks

Q: Enbridge is down 6% so far today based on the Line 3 delay. Is this delay actually significant wrt forecasting future revenues and dividend increases? Seem like quite a drop

Q: Hi,

I am 100% satisfied with my 5i subscription even though I do not use all the services and use mostly the question database for my sourse of answers. I recommend you often. Keep up the great efforts. Being overweight CSU helps - thank you).
My question on New Flyer is that I have no exposure and am getting ready to press the buy button. The long term chart has shown substantial weakness since 2018, since your last report was released. Has there been and substantial change that would allter your rating or view on a purchase today. I am looking at least a 5 year hold. Thanks so much ! Jim

Q: I know 5i is disappointed with the performance of TCL.A and it is likely under consideration for removal from the Income Portfolio. However I would like to know if you have a different take on this analysis by TD research:

... despite the soft Q1/19, our overall investment thesis remains
largely unchanged, as we believe that TC shares remain attractive at current
levels on a sum-of-the-parts basis. While TC is certainly facing some challenges in its legacy printing business, we believe that it has additional levers to pull to mitigate the impact of the ongoing secular declines in many of its verticals.
Additionally, roughly half of TC's revenue is now generated from Packaging, which is an attractive platform for future growth, in our view.

(They still have a Buy rating for shares but lowered their Target Price by $4)

Q: Hi- results seemed very good - your analysis please

Q: When is ATD.B expected to report? Thank you.