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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: Hi Peter et al:

Is RIVN dead?! Do you think Jeff Bezos will perform CPR........again?! My thesis getting into it with a small portion was that they had a "ready made" customer..i.e. Amazon warehouses and deliveries. That we were going to see RIVN vehicles everywhere in North America, delivering our stuff! Anyway, please gaze into your crystal ball and tell me if it will bounce at all. TSLA seems to have bounced nicely, eh?!
Read Answer Asked by Savalai on February 23, 2024
Q: On January 9, 2024, LNTH reported preliminary Fiscal 2023 Revenue between $1.295 – $1.297B. The stock price dropped from $65.30 to around $51 over 10 days. Lantheus reported 4Q on February 22 and the stock price jumped 14.71%. 2023 Revenue was $1.3B. 2024 Revenue guidance is $1.41 - $1.445B, with Adjusted diluted EPS guidance of $6.50 - $6.70. This about 7% revenue and 4% - 7% EPS annual growth. Adjusted 4Q EPS was $1.47 beat estimate of $1.45. Using 2023 Adjusted EPS, the P/E is 9. My questions are:

1) The 14.71% price jump brought the stock price back up the level it was before January 9, 2024 announcement. I am trying to understand the market action – would you please explain or best guess?

2) In your answers to Kel question on February 7, 2024 and Neil’s question on January 9, 2024, it was mentioned LNTH growth rate has slowdown, “The company has been reinvesting heavily in the last two years to pursue growth.” The 4Q result and 2024 guidance confirm growth has slowdown. Is this a value trap? Do you think the stock price would be stagnant for awhile until growth is reestablish?

Thank you.
Read Answer Asked by Karen on February 23, 2024
Q: Can you suggest some Canadian and US listed stocks and ETF's one might want consider to get a small exposure to BlockChain in a TFSA. Do any of these companies make any money? Do you think the ETF's are reasonable proxies for BitCoin but with less volatility?
Read Answer Asked by Ian on February 22, 2024
Q: Peter and Hi Wonder Team
I have owned this stock for 1.5 years and am up. The 4thQ beat on the top line and missed on the bottom. I think it looks like a positive quarter. Your opinion please...how does it's prognosis look to you. Hold or take my profit and be happy. I ask the question because 5i says we should let our winners run. Thanks...as usual...your professional insights are always helpful.
Read Answer Asked by Ernest on February 22, 2024
Q: Hi team,

Which of Netflix and all in the Magnificent Seven do you forecast to have the best growth this year and in which order ?
Would you at the same time risk to forecast the % of growth ?

Gratefully,

Jacques IDS
Read Answer Asked by Jacques on February 22, 2024
Q: Just listened to their conference call. Growth seems intact, tilted towards the end of 2024. That is my take, but it's down a lot today, do you feel it is just due to muted Q1 forecast. Another thing of interest, they mentioned Shopify Merchant Pro about a dozen times, seems they are integrating Shopify platform which will be fueling growth.
Read Answer Asked by Kel on February 22, 2024
Q: 1.what percentage of TSLA gross revenues come from govt subsidies that customers apply when buying a Tesla? 2. what year will these subsidies cease ? 3. what is the projected drop in gross revenues to Tesla?4. will the drop in revenues be material to the company? thanks Richard
Read Answer Asked by richard on February 22, 2024
Q: Hello 5i
What are your current top 5 US and CDN non-tech small-mid cap picks for growth?
Ranked would be appreciated.
Thanks
Dave
Read Answer Asked by Dave on February 21, 2024
Q: Hi Peter and 5iresearch team:
In your answer to Gerry's question on Feb 16, you mentioned that CSU and ATB have been the best Canadian compounders over the last ten years. You added DOL, BYD, TFII, BN, CLL.B, TRI based on historical performance and you are expecting LMN.V, TVK, HPS.A, TOI, GSY to be potential Canadian compounders in the future.

1. Would YOU still invest in CSU, ATB, DOL, BYD, TFII, BN, CLL.B, TRI with the same conviction and weighting?
2. Could you please provide a similar answer but for the US market? Please provide 10 or so best US compounders based on historical performance that YOU think investors should keep investing in and 5 or so US companies that YOU would buy as potential US compounders in the future.

Thank you for the great service.
Read Answer Asked by Ahmed on February 21, 2024
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