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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: With respect to a plan to sell ENGH, a recent question said “ Recently Ceo left,and in my humble opinion,the whole Board should be gone too.” In fact it was the president Vince Mifsud who left and the CEO Steve Sadler is still there. Personally, I am adding to my position in ENGH as it is hard to find asset-light businesses with no debt, lots of cash and generating more each quarter, paying a 3.33% yield and with a 15% return on invested capital. IMHO investors should focus on owning quality businesses and trust management to prudently grow the business. Who knows why Mifsud left? I trust Mr. Sadler to wisely invest the surplus cash as opportunities arise.
Read Answer Asked by David on October 18, 2024
Q: Hello 5i team! I think I saw something like this a couple months ago, but if we talk about the Constellation team, what would your ranking of these three stocks be today, please? Thank you.
Read Answer Asked by David on October 18, 2024
Q: Hi 5i Team - Could you provide a summary of the fundamentals for IES Holdings including cash on hand, free cash flow and a measure of its profitability. Could you also provide its growth potential over the next 3 to 5 years and if possible indicate the ratio of organic growth to growth by acquisition. Also what are the insider holdings and has there been any significant buying or selling over the past few months. Is this a company that could benefit substantially from the dramatic increase of data centres needed for AI purposes.
Thanks.
Read Answer Asked by Rob on October 17, 2024
Q: On Sept 19 I asked the maximum weight YOU would be comfortable holding VRT and you answered 3.5%. Today you responded to Maureen with 5% weight.
What changed in the last 3-4 weeks for you to be more comfortable with a higher weight in VRT now?
Thanks
Read Answer Asked by Marco on October 17, 2024
Q: Bought in the $60's in 2020.A great underperformer,Recently Ceo left,and in my humble opinion,the whole Board should be gone too,. What do U think of taking my losses.?Please provide best replacements,thinking of Nvda,Pltr,Amzn,Goog. Txs for U usual great services & views.
Read Answer Asked by Peter on October 16, 2024
Q: Hi Team, I'm a 65 yr old dividend investor and I have been investigating BMO Covered Call ETF (ZWT) and Hamilton's QMAX.
The only pure holding I have in Technology right now is DCBO (for growth) with <1% holding and I'm thinking of selling that and dumping into either of the above.
I'm really intrigued with QMAX yield of ~ 12% and MER of .65% compared to ZWT with a yield of ~3.57% and higher MER of .71%.
I understand that both could be very volatile (ZWT -30.9% in 2022 and up 64.5% in 2023). QMAX isn't a year old yet so no stats but I assume will be comparable?
Anyway, looking for your thoughts on which is better, is QMAX yield of 11.9% (too good to be true)? With QMAX, AUM of $374,505,060 some people like it? Thanks Bill
Read Answer Asked by William on October 12, 2024
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