Investment Q&A

Q: Could you please recommend your top 5 solid, dividend-growing companies? what would be your buy prices for each? Thanks.

Q: Please comment on its most recent Q. It is still held in the growth portfolio yet it has been in a down trend since early 2022 from almost $60 to a current price of around $36. Do you still have patience with this one? Is it a buy, sell or , hold? Is there another name you would consider as a replacement with better growth?

Q: I would like to buy ATD (as 5i's stated: it is a great name at a discount price), and have long appreciated its growth trajectory and management seems very astute. However, in order to buy, I would need to sell something and since I am overweight Industrials, the name I come up with in my holdings is WSP. Which of the two names would you favour for a 5 year hold? My hesitation is what I understand to be a growing industrialization in Can and the US favouring WSP. Thoughts on this switch?

Q: So what should happen to the stock price after the bought deal? Will it slowly recover? Is there anything material that investors should be concerned with? The last earnings period was, I thought, quite solid.

Q: Hi Team,
After today's earnings release, would you recommend continuing to hold ATS, or is there another name in the sector you would prefer to buy right now instead? Selling ATS for me would mean taking a 23% capital loss in a cnd cash account.

Thanks,
Shane.

Q: Hi 5i, Any concern over:

"After a career spent working on takeovers around the world, former Alimentation Couche-Tard Inc. chief financial officer Claude Tessier is joining investment bank Greenhill & Co. to advise Canadian companies with global ambitions."

Seems market opined today, should we be worried. Thx.

Q: I'm having trouble nailing down exactly what CLS does. Is it a technology company or an industrial company? Also, do you think it would be a good time to invest in the company?

Q: Could you please explain the CDPQ transaction ?
Thanks

Q: now thats a nasty pullback. If you owned gsy would you consider a partial switch

Q: Hi, Why the Propel stock keeps dropping, despite excellent results ? Now, seems like, it has broken below the $25 support level ( recent gap up after earnings ) and is down $6 or, 20%, from the post earning bounce. Is it worth accumulating around $23 ? Thanks

Q: Could you comment on Boyd's 1Q results?

Q: Hi, We own RY/CM/GS- 12% , IFC - 2.75% and PRL -1% among Financials. In addition, we bought EQB - 1% position at $85, based on strong analyst commentary, a month ago. We need some cash to raise and were wondering if it is necessary to own EQB or with about 15% weight through above holdings, we can let the EQB go.

Thank You

Q: hi folks, thoughts on Q1 results for Galaxy Holdings glxy/t.....would you be comfortable buying in $12sh range....opinion going forward???.....thx as always, jb

Q: I've read a lot about the bullish sentiment on copper pricing. Which Canadian company might you suggest as a copper play?

Q: Any reason you see for this pullback below its low price post earnings.I thought they were excellent with strong guidance also.

Q: Long term investor in the above.
Having declined over 10% Hd now in correction territory while Byd is in bear territory yet American stock markets have been strong
Puzzled.
Please comment

Q: Hello ,
It appears from various questions and answers, well's fundamentals are good. If the market does not seem to like it much, in your experience, is it best to move on. Unless there is a takeover, do you see a potential of Well surging. Last report as outlined was good and it did well but now retracing.. thanks for your assistance.

Q: Your thoughts please on the quarter?


Thx

Q: HPS - Can you expand on their specific SBC, 1st look one might think $16,671,000 million in SBC in one quarter WTH... 1 year ago that expense was $4,478,000.
Noted share price as of March 31 $145 so it seems they issued over 100,000 shares as compensation and that is it?
But reading more into it thanks to some twitter(X) ppl I follow (you are tagged in it so you can see exactly what i mean) and its as if they are updating their DSU (deferred share units Directors and Senior executives can defer compensation as stock + they do issue some as awards) and then RSU PSU (recently the new LTIP was instituted for Senior Executives).

Please shed some light on this is that a correct interpretation because they state on page 11 of 1st Quarters Interim financial statements that they issued 1335 DSU shares at $115.80 and a total of 10,388 PSU/RSU shares were issued @ $117.26 this quarter = $1.37 Million at those prices and 11,723 shares.
*BUT noting an expense of $10,836,500 for DSU recorded in general and admin expenses + $5,834,000 expense for PSU/RSU expense recorded = the stated SBC expense of $16.67 Million.

How do they calculate that expense?!

I understand they need to update this quarterly as share price moves as its money owed to Directors and Senior executive but next quarter the stock is lower then is this expense updated and then potentially less?!

Q: Are you concerned about any of these factors?
Four clients contribute to 69% of the total revenue.
The U.S. market accounts for approximately 89% of revenues.
Deferred Income Tax Liabilities increased from $9.2 million to $15.9 million, marking a significant rise.