Investment Q&A

Q: Your thoughts please on the quarters of these ?

Thx

Q: Hi Team
According to portfolio analytics I need to increase my industrial weighting by 7%. At present I have AMAT, CNR and LRCX. CNR is the largest weighting here.
At present my portfolio is 7% Industrials and I should be at 14%.
I also own ZSP and XIU but I am not sure if analytics accounts for the specific sector weights there when it figures out your weighting or if it only counts as a broad spectrum diversification.
Which stocks would you recommend adding. This is a non registered account.
Thanks for your help.
Victoria

Q: Gentlemen;

Can I have your thoughts on the recent earnings report;

Tks Ron

Q: Can you comment on earnings release and current valuation.

Q: I am looking for companies that can "see over a recession", and has pricing power to counter-act inflation. An example: a company that helps another company (which is directly impacted by the recession). ATS comes to (my) mind.
What companies come to your mind?
Related: Continuing my own research, I read the Key Ratios for ATS on the 5i site.
PE 45, a bit high for my liking
But concensus EPS for next 4 Qs totals $6.56
At today's stock price, that's a PE of 11.5; that sounds terrific
ROE and Revenue Growth stats look good.
I'd like your commentary on this...."analysis"; moreover, what do you see in the Key Ratios that a retail investor should take note of (ATS, and/or generally).
Many thanks.

Q: Hello 5i team,

I sold "CAE" and made some money to find next growth name. Could you please suggest one? I already have "STN" and "CP" in my portfolio for your information. Your suggestion doesn’t have to be in the same sector though, I am looking for the best rewarding one as of today for 3-5 years holding. Thanks.

Q: How many months of business backlog ATS has?

Q: Gentlemen;

Any news out that would explain the sell off yesterday? The stock has been on a tear so normal profit taking?

Q: Good morning,

A follow-up question to Angus’ question from yesterday about the P/E and PEG of these three companies…

As I understand the PEG ratio, a PEG under 1 suggests the stock is undervalued for its expected level of growth and over 1 suggests overvalued. So would you interpret these three PEG ratios that WSP is currently overvalued? If you were adding to these three, all other things being equal, would you be least likely to add to WSP, adding to the other two first as they have a a better current value?

Thank you for your insights in these early learning days of my investing journey…

Doris

Q: hello 5i:
in a recent reply to a question on ATS, you said earnings for March 2023 were $1.62. But, here's a copy and paste from the corporate website:
Adjusted basic earnings per share1 increased 3.0% year over year to $2.37.
Can you clear up the discrepancy please?
And, with estimates of '24 being 2.68 to 2.69, this would give a much slower growth rate than you're projecting (13.5% yoy)
thanks
Paul L

Q: I am a little bit puzzled. On a previous question, you stated PEG of .6 for ATS. From TD, I see earnings estmated for '24 being $2.66 (growth of 12%). To get your PEG, we need $3.39 for earnings estimated next year (growth of 43%). Could you explain the discrepancy please.
Thanks

Q: Can you please give me forward P/E and PEG ratios for these three stocks and can you please rank them in order of your preference for a long term hold? Thanks

Q: Hello Team,
I was looking at buying positions in both or 1 of LMN and Ats. However both have been on a sort of run lately , especially LMN. Should I wait for the next pullback to buy into these names? I know you’re not a fan of timing the market but looking for your take here. Thanks

Shane

Q: Hi 5i
I'd like to address my low level of industrials (as pointed out by your analytics). Could you provide a top/favourite 3-5 list (either US or CDN) given current market conditions please.
Thank you

Q: Hello 5i Team,
What are decent entry prices for the above (5+ yr hold), ranked by risk.
Thank you,

Q: Please list companies in your portfolios that have returned in excess of 100% over the last 5 years.
Please also show their % returns.
Thank you.

Q: I've asked some recent questions and read the reports on these three companies. Different sectors, different debt levels, different valuations, different risk factors but all good companies with pathways to higher earnings and growth. If you only had room for one, which one are you most constructive/have highest conviction on today as a long term hold? Thank you.

Q: In a recent reader's Q. about 13 companies ranked for long term growth ATS (a 5i "B" name) was ranked first and TIXT ("B+")last.

I am trying to understand if it was only the growth factor that compelled the ranking, or is there some other?

In a recent report you state TIXT " has a
12.6X forward P/E, which is significantly lower than its peers, at 24.9X on average." The report also states the stock trades at a significant discount to its many measures.

Kindly reconcile my confusion in your apparent rationale and also tell me which are the TIXT peers.

Q: Hi, I think I know all the positives for this company but based on the valuation would you buying right now? How does the current valuation stack up to it’s historical? Or those of their “peers”. I know a long term investor shouldn’t time things, and I hear that sage voice saying buy when others are fearful, it’s just hard for me to pull the trigger (I think I’m one of the fearful ones)

Thanks for your advice.

Q: hello 5i:
I am interested in the above companies, but feel both are overvalued at present. Technically, HPS appears to have a "blowoff" topping pattern while ATS is consolodating. Fundamentally, both look a little stretched as far as PE, P/CF go. The subject of growth, of course, will define future gains. From past answers, you like ATS "better" than HPS.
First, can you confirm the above deductions and do a head to head comparison of the two. Second, where do you see future growth for both, and why. HPS actually looks to have the upper hand due to the "relectrification" theme as their products might attract a larger global audience. Third, can you provide what you feel are good entry points. Thanks for this comparison as there are only funds to buy one.
Paul L