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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: You may want to wait and provide a reply after the earnings call in the morning. What are your views on earnings? Did TFII break it's losing streak of earnings? How do things look going forward? Is there impetus for the stock to move up in 2024? All things being equal, what is your guess on what the stock will be a year from now?
Read Answer Asked on February 09, 2024
Q: I have held both of these stocks for a long time but beginning to feel that they will not be doing much for a while. Can you see either returning to growth this year?
Thank You
Peter
Read Answer Asked by Peter on February 09, 2024
Q: HI Guys

I know you were asked a recent question about Arcadian Timber but Just wanted some clarity. On the recent question you said " In the last year, ADN saw it's price see a slight drawdown, but total return was up by 3%. ADN continues to be a solid dividend payer with a yield of 7.14% while payout ratio is quite good at 37.36%. "

Today with their earning report they stated the dividend payout ratio for the year ending December 2023 was 132%, but 99% with the DRIP. and "Adjusted EBITDA for the year was $20.6 million, compared to $18.2 million in 2022. Acadian generated $15.0 million of Free Cash Flow during the year, compared to $12.2 million in 2022, and declared dividends of $19.8 million or $1.16 per share to our shareholders. Acadian's balance sheet remains solid with $14.8 million of net liquidity as at December 31, 2023, which includes funds available under our credit facilities."

So just wondering about how much extra funds they generate/accumulate beyond the dividend and the security of the dividend going forward. Aren't they at a level that is somewhat worrying if there was a further downturn in the lumber industry?

By the way I am a long time holder of this stock.

Thanks so much

Stuart
Read Answer Asked by Stuart on February 08, 2024
Q: any particular reason for the recent run up in Shopify?
Read Answer Asked by Mike on February 08, 2024
Q: Hello 5i Team,
I see Propel raised its dividend by 14% today. I'm thinking about trimming 1/2 of my GoEasy and adding to my Propel holding. Thesis: management owns 56% of Propel and they are playing in a bigger sandbox in the US. What are your thoughts?

Thanks,
Brent
Read Answer Asked by Brent on February 07, 2024
Q: Good morning I have been a holder of ATZ for a while pretty much back to even in terms of cost. I was wondering what has been driving this lately I can't seem to find any news that could be driving this? I hold this in a TFSA in your opinion is that the best account to hold this company in.? Thanks
Read Answer Asked by Kolbi on February 06, 2024
Q: hi,
im seeing a very high P/E on CSU right now. can you compare the current P/E and the forward P/E with historical averages. If possible can you include the ranges for these ( ie highest and lowest historically). can you comment on your thoughts about the current and future P/E being reasonable or not, and why? finally, are you comfortable punching shares at this price?
cheers, Chris
Read Answer Asked by chris on February 06, 2024
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