Investment Q&A

Q: Hello , following is my list of losers .. and I am assessing which ones to sell this month for YE capital loss. I appreciate your comments.

As an aside; in watching the huge drop in some of these stocks, one certainly wonders about the wisdom of their CEO's ... as an example META, they are spending billions on Metaverse so that people can work and play and interact in virtual reality .. maybe in the year 2050 !!. and many others that just didn't adopt their businesses to people post Covid returning to work and shop at malls... truly incompetent .. For me, this crash has convinced me to buy shares in companies that are making money and have a strong management team.

Thank you
Carlo R.

Q: Hi Guys

NFI had that warning today. Is there any hope for this company ...... given the backlog and their dominant position? It has been mentioned numerous times that it would be a good candidate for a takeover or buyout - would you agree?

Thanks

Stuart

Q: Worth sticking with NFI for a recovery given their pre-announcement?

I'm not as worried about the supply chain issues, which will get resolved eventually, but by their covenant with their lenders. A couple of quotes from TD sources:
Quote: "The company has re-engaged with its lenders for
extended covenant relief."
Quote: "NFI expects to finish 2022 with >$500mm of liquidity but will be in breach of covenants given negative cumulative EBITDA condition. NFI is in negotiations for extended covenant relief but reiterated that it does not believe additional equity is required."

Will the banks give them "time to breathe"? The company is still the largest producer of buses in NA and UK... How bad is this situation? Stick with it or cut the loss?

Many thanks!

Q: Thoughts on earnings...thanks all.

Q: How does NFI ‘s current financial performance compare with other EV bus manufacturers?

Q: Hello, My loss on these stocks varies from 25% to 65%.. As I get ready for year end losses, which ones may have some life? and which ones to sell.
Thanks
CR

Q: Can you comment on the recent quarter for these two company's

Q: Good Afternoon 5i Team
Last week BNN noted at the bottom of the TV screen that NFI was reported to be in talks. The stock has been moving up on above average volumes since this time. Have you insight as to whether they are in fact in talks and if so with who?
Thanks

Q: I have significant tax losses on NFI and am considering selling to use those losses. On the other hand if we go into recession that should help with the supply issues NFI is facing and they have a large book of orders from government bodies who should be able to pay for their orders. Do you see NFI as overvalued at this time in which case I will sell or undervalued and I should hold on in case we enter recession? Thanks for your input.

Q: Your opinion on this stock at this low price thank you for your advice
PAT KERR

Q: Good morning, 5i team!

NFI didn't perform well in our portfolio in the last 2 years. Your thought on replacing it with one of these 2: Lion Electric or Rivian. Or just get out and put in Magna or Linamar instead for auto parts instead. Thank you!

Thanks!

Q: Hi 5i,
Adam Gray who sits on the board of NFI just purchased $33M of shares recently. Can I get your opinion on the stock. Can they afford the dividend? Do you think they might cut the dividend?

thanks

Q: Hi Everyone!!! I hold NFI at an 88% profit( bought it a long long time ago). Would I have a better chance for future growth if I swapped it for Dollarama? Thank you, Tamara

Q: My question is about these two dogs. Wondering if it is best to cut losses and move on after holding for some time. Can either of these companies fix issues and show growth down the road? How many years can a loss be carried forward? Also do you think Lifeworks will cut dividend?
Thank you!

Q: Hi Peter
can you please comment on the recent financials of both these companies .
Is AT still worth holding on to .

Thank you
Howard

Q: Thoughts on the big sell-off today.

Q: Hello 5i Team,
In the past month alone NFI has received contracts for almost 600 buses (hybrid/electric) according to the headlines on seeking alpha. Do these contracts actually translate into bus sales?

What is keeping this company down over years? Is it that the dept is to high for the market or that the acquisitions simply have not panned out?

Thank You,
Andrew

Q: Have had this stock on my watch list for some time and see they have got several new contracts in the few weeks. Your thoughts on pulling the trigger and purchasing?

Q: Do you prefer BEP or NPI in the renewable space, are they at good entry points. What is your view on NFI and SunRun, again are they at good entry points?

Q: Your thoughts on NFI for a 5 year hold after it cuts its dividend and gets the corresponding share price haircut ?