Investment Q&A

Q: What happened in 2024 that drove down ESP for that one year? The number of shares went down and total revenue went up and gross profit went up. Was it some one-time non-cash event? Thanks!

Q: Your portfolio manager(s) on the Growth portfolio have been very active lately. I own a lot of the growth but a bunch of new names have come up and I don't have room for all of them

Can you please prioritize of those names listed above which ones offer the best growth over the next 5 years.

Can you please list in order of highest to lowest conviction.

Thanks

Sheldon

Q: Could you please list some companies that are growing earnings by at least 20% expected for each of the next two years with decent certainty, that have 2026 PEG <1?

Q: Stingray released a very good earnings report last night and also announced a major acquisition, which they are calling transformational. The stock is up about 15% on the news, but still trades at a pretty cheap multiple. What do you think of it after these announcements? A couple of comments about it in the Forums section by Murray and I.

Q: When you look at the fundamentals of RAY.A, would you add to a partial position now? What growth would you see for RAY.A over the next 2-3 years?

Q: If you held a Canadian small cap portfolio that included the following - BDT, BRM, DRX, E, HPS.A, LNF, MCB, TGH, TVE, TVK, WELL, and you wanted to upgrade the overall quality of this small cap portfolio by selling some of those and adding from the following list - ARIS, GRGD, GRID, KSI, MDA, RAY.A, VNP, ZDC, which ones would you sell from the 1st group, and which ones would you add from the 2nd group.

Q: please comment on the first q results. Thanks

Q: Would you please take a look at FTG earnings on July 8 and outlook. Would you recommend a position and an entry price please. Also the same for Ray. Would you prefer one over the other? Thanx.

Q: Please comment on the year-end numbers. The company seems to be moving in the right direction. Are there any comparable U.S. or Canadian public companies that can help an investor determine if the stock is undervalued relative to its peers?

Q: Hello 5i,
There have been many negative questions regarding Tariffs and other non-Canadian officials. Wondering if it makes sense to look to those Canadian companies that would benefit from the upcoming April 28, 2025 event results.
Following is my list of questions for you – please feel free to take as many credits as you require since I typically don’t use many.
• The clear winner looks to be BAM/BN/BIP/BEP with the massive housing & project build plans. Some housing build plans look to be well beyond anything the private sector has ever seen. Outside of investing in BAM/BN/BIP/BEP are there any other companies that will experience increased growth rates? Perhaps Canadian Only Lumber Companies, Steel, etc.… Being careful to ensure the industrial carbon tax doesn’t offset any building growth rates.
• Looks like major projects are going to be built to save the country from the tariffs. Assuming these are going to be non-conventional energy would the companies such as BAM/BN/BIP/BEP/WSP, benefit the most? Are there any other companies to start looking at? Perhaps carbon capture companies?
• I wonder if there are any areas of benefactors increasing/decreasing the amount of tax havens in Canada? There are a fair number of mid/small companies that could setup a beneficial tax structure and become more profitable. My experience with setting up offshore structures is that there are setup/dismantle/maintenance costs with Lawyers and Accountants but perhaps other benefactors are investable. Are there any publicly traded Accounting or Legal companies to start watching?
• With proposed additional spend to media companies are there any benefactors? Will BCE benefit from the overall plan? Are there companies worth looking at in the media sector?
• With the additional military spend are there any companies in Canada to invest in? I have a small position in MAL which could benefit from Canada built fighter jets. Is BBD.B a good one to look at?
• After reviewing the proposed firearm buyback pricing list, the overall program looks to be worth ~$2B in 2025 for Canadians. My question is could there be benefactors to this spend? Maybe ~$2B is not enough to stimulate the economy considering the current spending levels but it reminds me of a COVID-like spend bump. Assuming a large portion of the funds will be redistributed back into the economy.
• Health care seems to be getting an increased focus compounded with the buy Canada therefore are there any pure Canadian pharmaceutical/healthcare companies that will benefit? I have a SIS position that I could add to if they are going to be benefactors. Are there any companies that provide safe site vending machines or building structures?

Q: Please comment on the 3rd q and outlook. I listened to their conference call and it sounds like this is a growing business and they are leaders in their space.

Q: Time for a quarterly update. Nothing too exciting but the market seemed to like it.

Q: What do you think of their quarter and past year numbers? Starting to build some good numbers that are sustainable? Would you hold it for a while if the goal is to invest in dividend stocks that have growth.

Q: I have a small position in my TFSA. The share price has recovered somewhat and I'm now at the breakeven point due to the dividend. Is it time to sell and move on?

Q: hi, any news accounting for the severe stock price decline today? further, what is your best guess as to where we are in the "recession" cycle now??

Q: hi, what is the consensus expectations for earnings today after market close?
cheers, chris

Q: I understand that the B shares are convertible to A shares. How is that? I bought the B shares by mistake and would like to convert to A shares. Please explain.

Thank you Yves

Q: Please comment on Q3 results released this evening.Txs for U usual great services & views

Q: Please comment on latest Q results.Very negative response as dropped some11.4% & now trading near 1 yr low.Add,Hold or Sell? If sell,please provide 2 good names.Txs for Uusual great services & views

Q: I have losses in these four equities (between 10% and 25%) and was contemplating selling them. Would you continue to hold onto these equities or would you sell? What order would you sell them in?