Q: Hello 5i team,
You mentioned in a previous response that you would not expect BEP to have the same high returns as in previous years. Can you briefly elaborate more on this?
Since BEP is in a dip, I wanted to purchase the US equivalent shares. Are you still comfortable with this company (you give it an A rating)?
Q: I received a voting notice today from NVIDIA.One of the proposals is to approve an amendment to increase the number of authorized shares from two billion to four billion.Is this a 2 for 1 stock split?
What are your thoughts on Topicus earnings? Also, is it a buy here and now?
Lastly, assuming an exchange of 1.00 to 1:48, no prefs and the same results occur over 4 quarters, are the numbers below correct?
$179.6m euros rev x 4 qs x 1.48 exchange/ 39.41m s/o = 26.98 revenue per share
$90 Price per share / 26.98 rev per share = 3.34 price to sales
$20.7m euros earnings x 4 qs x 1.48 exchange/ 39.41m s/o = 3.11 earnings per share
$90 Price per share / 3.11 earnings per share = 28.9 p/e
$91.5m fcf x 4 qs x 1.48 exchange/ 39.41m s/o = 13.74 fcf per share
$90 Price per share / 13.74 fcf per share = 6.55 price to fcf
13.75 fcf per share/ 90 price per share = 15% fcf yield
Q: What are your thoughts on the Innovator Defined Outcome ETF's. Has there been enough history to determine if they do what they say they will do? I am specifically looking at PMAY which tracks gains in SPY up to a cap of 8.62% in a year and has a buffer for the first 15% of decline.
Q: I believe that this company will be issuing an IPO in the near future.Do you think this could be a good investment, also have there be other dental companies that have shares on the tsx in Canada
Q: Fastly has come down over 50% since it's 52 week high. I notice it is one of the names you suggest to sell when readers ask about consolidating their holdings, but for someone thinking of initiating a new position, do you think it would be a good buy at these levels?
Q: Could I please have your analysis of their latest earnings report? I am a believer in their plant based product production; as an environmental saviour over time. What do you think about this company long term?