Investment Q&A

Q: Hi 5i team,

I want to start investing in Renewable energy and utility companies. What are the key financial metrics to value if the company's share price is expensive? Ex. I am considering to get BEPC but it seems very pricy comparing with AQN on Fwd P/E basis (193 vs. 20)

Thanks,

Q: Hello Peter, Ryan and 5i Team,

Several years ago, my brother-in-law suggested I take a look at Vicor when it was about $12. I decided not to invest, and since then, it has rocketed up to $118 and his initial $10K investment has become a home run.

Is this a company that may be of interest to you and what do you think about future growth potential? Thanks, Brad

Q: Hi 5i,
ATVI reported earnings today and shares are down over 5%....and considering initiating 2% position for 3 year hold.

How were the earnings and how do you view company going forward? What is your opinion on this company and would you be interested in starting a new position?

Why/why not and if so, what would you consider good entry price.....Suggestions for alternatives in same space?

Thx
jim

Q: My 35 year old daughter would like to start investing 150$ a month in an ETF. She would like to set up an automatic monthly transfer to an institution , any suggestions? thanks, JEan

Q: I am down about. 13% on SAM and wonder what your thoughts are on holding or selling. Could stock return to pre covid price?

Q: I’m curious as to your opinions on starting a position in 2u Inc. Online education company that could grow from more and more people obtaining educations online rather than in person. Does their business appear to be trending in the right direction?
Thank you for your help.

Q: CSU has been an amzing investment and thank you for your long standing recommendation. What would you consider the next most "CSU-like" company in terms of management and growth in any sector? Could you please provide one in Canada and one in US? Thanks so much. Please do not include TOI in your answer.

Q: thoughts on the quarter please?

Q: hello 5i:
We have about a 2% position in ENB. While looking to add to our present position, I did a quick comparison with TRP and PPL. Using P/S, PE, P/CF, P/B, P/FE and Earnings Yield, it appears that PPL is the cheapest when current valuation is compared to 5 year averages. I know that you've recommended ENB as your favourite in this space and am wondering why, assuming my numbers are correct (derived from Morningstar). Can you enlighten me, as I know the future is more important than past metrics? Also, Morningstar has a -2.09 Earnings Yield for PPL. Is this correct and how is that possible?
I am willing to sell ENB and invest in only one of these companies (have held ENB for approximately 12 years, so obviously favour buy and hold).
thanks
Paul L

Q: Hi 5i,

In response to John's question today about the takeover, could you expand on time to sell. The discount is roughly 15% in cad compared to current prices. Do you feel the takeover will face any competition or rivals? Is it worth the wait to realize discount, assuming PENN goes up by Q1 2022 projected settlement date?

Thx

Q: What are the estimates for tonight’s earnings?

Q: Hi 5i Team,
Pls comment on Ichor’s earning and guidance going forward.

Buy, hold or sell?

Thanks for your advice.

Q: I am wondering what your thoughts are on the earnings release. I have read your response to a similar question on revenues being up, cash flow, ... but I was hoping to hear if you were happy or not with the results and why. Personally, I was a little disappointed but I would prefer to hear your opinion. And do these results in any way change your opinion of the company. Thank You.

Q: Good Morning 5I team. thanks as always for your excellent service. I owe Fastly and am down about 50%. After yesterdays results its further down to $34.37 right now, Do you think its oversold and if one has the patience and long term outlook, its an opportunity to average down by adding some more.

Q: Is the movement down on Fastly resulting from quarterly results excessive, and now worth buying if held for 5-10 years?

Q: Sell or hold?

Q: Any reason to hold Fastly after yesterday earnings report? Thanks.

Q: Hi,
I have a RRSP at work where I can only invest in TD Mutual Funds. Rising interest rate looks far for at least 1 or 2 years but inflation could be expected as seen on grocery and food. I have 12% invested in TD Bond Fund and rest in TD Dividend, TD Canadian Equity and TD Canadian Small Cap. Any future addition (upto 5% of weighting) I am thinking of investing in TD Real Return Bond Fund instead of TD Bond Fund. What do you suggest? I hold US stocks and other individual stocks in RRSP outside TD so give your suggestion based on Work RRSP account and ignoring diversification.
Thanks
Piyush

Q: Hi Team,

Can I please have your view on Boyd Group? The share price was lagged for past year and it finally starts moving up. Is this a good price to initial a position?

Thanks,

Q: The shares of Score Media is being acquired by Penn National. Please kindly advise hold or sell into the market for a current holder? Thank you for the great service. Bill.