Investment Q&A

Q: Hello, just got my income tax refund back and need to buy the above companies to bring up to allocated levels in BE portfolio. Can you please identify if any of them are particularly good or strong buys at this point...or would you suggest putting more or less equal amts of money into a number of them? I note that all are at or close to new highs. Still buyable? Thank you for your excellent services!!

Q: I have recently acquired shares of Constellation Software and done some reading about this company. I looked at it a number of years ago and didn't buy it because of the "frightening" P/E ratio. Every time I looked at it or read analysts reports about it they would say the same thing "great company with terrific growth but too expensive. Wait for a better entry point. We can see how that has turned out. 10 years ago it was trading at about $130 now it's $2700. There is an article in the globe today about Topicus. To paraphrase it says that Topicus is the size CSU was 10 years ago and looks good but it's too expensive.
Is there a good reason to think that there might be an opportunity here that I missed 10 years ago with CSU?
Thanks for your ever helpful insight!

Q: Hi 5i Team - Could you provide an update on BLNK, in particular its balance sheet including cash reserves, level of debt, free cash flow, profitability, etc. Also its insider holdings. How would you rank it as a growth stock both in the near term and long term. It is in a competitive field so would this be a concern or does it have an edge on the competition.
Thanks.

Q: Dear Peter et al,

May I ask you to give me 3 solid companies in Cyber security field with NO debts, Good Growth track record and Dividends. Dividends not as important as zero debt and growth potential. Lastly if they are US based and not in other countries that would be a bonus.

You can add the names of the stocks in the stem of my question.

Many thanks.
Mano.

Q: Out of these three, which is your favourite cruise line? Out of the three which would you avoid and why?

Q: MEG Energy Earnings just came out. What do you think of their numbers last quarter?

Q: Could you please provide your comments and views on this company. Is it buy, sell or hold?

Q: In response to my question on TTNM you said that earnings are expected to decline over the next few years but gave it an OK for a growth oriented TFSA, noting its small size. It seems the trucking industry is expected declining numbers as it this has been stated for TFII as well. Why would one buy a stock in an expected declining industry?
So now am looking at DE ( quite small company )which seems to be growing and is supported by a dividend. I see Bruce Campbell (2) is a director.
Should I take a small ( 1% total portfolio) portion of DE, TTNM, or 50 -50 split, or neither. Any other small caps with developing momentum you suggest ? Thanks. Derek

Q: 1. OTC has a design lockdown and is scheduled to begin animal trials this year.
2. It has also paid out 2 senior executives with Shares.

In your experience do you think a company letting executives go when it appears to be making progress on its research is an indicator it might be tendering a buyout? or do you think this is a sign the company is experiencing hardship and the research is not panning out?

Q: Dear 5i,

In your opinion. What developed market countries look attractive to you?
Assuming one can buy a Canadian or US listed ETF would you purchase a
currency hedged or non-hedged version? Some experts appear to be recommending Europe and Japan (Mr. Buffet). I have been a customer since you launched your service and I happily just renewed this weekend. I really appreciate your unbiased objective reports and answers.
thanks!

Q: Does D2L compete with Docebo? Could you elaborate the differences between the two.

Tks

Q: What is your view of ATVI as a long term hold for safety and growth? Are there any companies with better prospects that you would rather hold? If you were to sell ATVI to invest in these better prospects, would you do so now or wait until the MSFT acquisition is officially dead?

Q: Hello,

Go easy used to be one of your top choices for any new money. Now it is not ever mentioned, even when considering small caps.

If they were able to still maintain +20% ROE in Quebec, why do you not want to buy now with it trading 30% lower?

Q: I do believe that our future will be elecrified, though it will take more than a decade to make real progress. Copper will be a key raw material but we will also need motors, batteries and control systems. Renewable power producers will also be needed of course, but I am more interested in the device side rather than the power production side.

If you wanted to start a mini-portfolio of companies that are likely to be key to an electrified world, how would you begin and can you suggest a few companies that will likely be key players?

Q: Doing a little research with Google I found that the TSX has had an average annual return of 7.94% over the 50 year period of 1971 to 2021 . { Please confirm or correct that number ? } I know 5I doesn't " like " to give portfolio weightings but I have in the past seen you comfortable up to 15% for some ETF's . Would HMAX be one of them ? It looks to me like I can have my cake and eat it too as it's dividend is superior to that of the average annual return of the TSX . Not quite, but close to double ......

Also I have always wondered just how much difference in performance { percentage } there would be between these three products { ZEB. ZWB out of the money calls, and HMAX in the money calls } . In the case of a 10% correction in the financial sector and also in the case of a 10% rise in the financials. Please speculate on what you would expect the return percentage for each . { you will have to speculate for HMAX because of its short history and supposed lack of volatility due to the use of in the money calls } This will help me grasp what to add or subtract to that 14% dividend for HMAX under the two scenarios ......

Q: Good time to add another 2 % to an existing 2 % position in ATZ ?

Q: Thanks for comments on ATZ, do you think this is likely a temporary set back in the markets? Fundamentals seem strong, and would appear to be a solid buying opportunity.

Q: Good Morning,

Can I please get your opinion on Sprout's earnings? Do you see it as a buy, hold or sell within a three-year horizon? Thanks. Brad

Q: Hi, could you please give your opinion on INMD results? Thanks!

Q: With $lumber at a 3 year low would you expect a dividend cut from ADN, and if not why not, its AGM is May 4.