Investment Q&A

Q: Hi Gents,

Wondering if you could speak to the value of GUD shares.
My calculations are that there is $3.31/sh in cash, which at Friday's price of $5.29, leaves $1.98 for the rest of company.
At $1.98 the company ex cash is worth about $260M. My modeling shows a forward P/E ex cash below 8x. Plus you get the potential of another game-changing acquisition which would likely be very accretive.

What am I missing here at $5.30/sh??

Q: Peter, I almost fell off my chair reading the business section this morning. It was reporting about the big banks' employee bonuses for the 2020 fiscal year. For example, RBC earned a total of about $11.5 billion - but the article reported that the bank's bonus pool was over $6 billion!! (up much more than inflation, 5.9%, compared to last year). If I've got this straight, the bank is choosing to pay out bonuses (not salaries; just bonuses) of more than half of the entire amount of the profit that is left to the entire shareholder base of the company. This strikes me as .... "inappropriate", if not insane. I know the excuse "We're just being competitive with other banks". But I've seen this rigged game before, as a way that public co managements have increased their compensation quite drastically over the years (e.g., hiring consultants to continually recommend higher and higher comp levels). Just wondering if you had any comment. Also, if you know of companies you like where management's comp is more fairly aligned with mine as a small investor, I'd love to hear of them.

Q: Hi,
Once you have maxed out your RRSP and TFSA contribution room, and you can continue to do so each year, where does a person put his/her money? In a non-registered account? I suspect that's the only way to continue to invest the stock market, correct?

Thanks

Q: I have 2-3% position in DSG, VEEV, WELL, NVDA and BYD and would like to add few more names in RRSP. Please suggest your 5 favorites growth names for Canada and US for long term hold (10 years or more) irrespective of sector that you would feel comfortable buying today in RRSP.

Q: which do you prefer for growth byd or gdi and what percent of revenues are derived from USA operations for each company thanks Richard

Q: I noticed someone in 5i went from not knowing JKS too well (Oct. 6) to a buyer by Dec. 7. Just wondering what the process was to get there?

TIA

Q: Good day,
Can you please explain why you like HYRE in the small cap space?

Cheers

Q: Can I get your opinion? Analysts seem to believe in a good upside on share price.

Q: Thank you for your response. Just to clarify.....you say 'maybe a tax on savings'. What especifically would the government consider to be savings?.....GIC/s? If yes, would GIc's within a TRADING ACCT. protected? Is cash in a trading acct. consider savings?
Thank you!

Q: Hello: Is there any news on Canadian Companies that will be involved in potential COVID 19 vaccine management and delivery? Thanks!

Q: If you were to decide between these two stocks straight up for a time horizon of three to five years, which would you choose, thanks?

Q: Hi all:
Can you recommend a Canadian infrastructure
stock (other than Brookfield Infrastructure) that
has U.S. exposure.
Thank you: Jerry

Q: Your thoughts on Venator Materials PLC.Thanks.

Q: Hello Peter and Team
I would like to invest in the Russell 2000 ETFs.
In the current and the midium term market conditions what will be your advise for the most appropriate ETF.
IWM or IWO Growth or IWN Value.
Tahnk you, I value your opinion
Raouf

Q: I'm mainly following your balanced portfolio and have full positions in AEM, ATD, BAM-A, KXS, GUD, OTEX, PKI. I now have more cash available to add another full or partial position. Can you please advise what company I should add next. Thank you

Q: The ability to 'buy now, pay later' appears to be a growing trend. I note that Affirm just purchased the Canadian company PayBright this week, and that Affirm has filed for an IPO. Are there any publicly listed Canadian or US companies that focus on that are high growth investment opportunities that you would recommend? Can I assume that any firms that do have this as their core product have a very small 'moat' - that if the banks sense an opportunity here, they will eventually dominate this space?

Q: hi folks:

what would your suggested reccos be for small medium and large copper producers

one or two each

late to the party, yet will chip away

thanks

ps. i haven't seen any official notice/announcement of your U.S. PM business yet I wonder if going forward you (peter and ryan) will now be excluded from providing quality US equity advice?

Q: Good morning 5i,
I am wondering if you think it is still reasonable to be selling covered calls and puts on tech stocks? Are the work from home stocks going to be declining because of the announcement of vacine? If you thing that is still a profitable avenue what stocks might you suggest these days for this strategy. Thanks for your help and all the best on your new venture.

Q: I noticed you mentioned CTG (Computer Task Group Inc.) in a post earlier Friday as a growth consideration with reasonable risk. (At least, that's how I interpreted your ranking.)

Can you explain your reasoning?

This is the first mention of CTG here in over a year. It is not covered by any analysts as far as I can tell, trading volumes strike me as low, and the long-term trend has not been great. On the other hand, Directors have been meaningful buyers recently and the company's fundamentals show some decent value characteristics.

As always, I appreciate hearing your perspective.

Marc.

Q: Please list and rank up to 10 US stocks which you see as having the best potential for capital returns over the next 3-5 years. Also, please provide a risk rating for each, using a scale of 1-10 with 1 being low risk.
Thank you for your highly valued opinion which has proven to be excellent for my investment over the past several years.