Investment Q&A

Q: There was a short report released on Seeking Alpha yesterday on PBH. Well an article with a short thesis anyway. I've read through it and yes some points made were small concerns I had like the debt starting to be a concern again and that they will likely have to do another equity raise to get money to help with that. Also to a lesser degree the fact that they are claiming to be on the right side of ESG and health conscious people which is clearly not that true for a company that specializes in cured meats, deli sandwiches and pretty heavily processed foods. But I'm more concerned with your thoughts around the valuation being as high as he claims. Is this a metric you would use to value PBH, and then comparing it to high priced FANG companies? There were also some "questionable" exec comp payouts in their opinion. Can you provide your voice of reason? PBH has been on a good run this last year.

Q: Can you please give me your opinion on how you would rank these companies and your outlook going forward? I'm most interested in ARE and NOA but the others are in the same area. Thanks!

Q: Are potash companies worth an investment now? Any reccomendations?

Q: Hello,
I would really appreciate hearing your thoughts on the EU’s Sustainable Finance Disclosure Regulation, the EU Climate Transition Benchmark (EU CTB), and the EU
Paris Aligned Benchmark (EU PAB)?

I would appreciate your macro view on these and the impacts you see them having, if any.

On a side note thank you 5i for always having such excellent materials. I particularly look forward to reading your blog.

Q: Hello 5i,

Economical Insurance is demutualizing. Do you know if there will be access to the IPO for the small investor?

Q: Could I get your thoughts on NWC Quarter report.
Do you think this would be a good entry point at this time.

Q: What is your take on the recent share consolidation followed by a share split. Shareholders who held less than 2,100 common shares get paid out in cash.
Shares outstanding were significantly reduced from an already low level. Why was this done?

Q: Hi There,
My son (15) would like to take a small position in two growth stocks.
He is considering LSPD, NVEI, TOI.
With the recent run up in all three of these stocks, which two do you think look the best today?
Thank You

Q: Hi 5i team. Can you comment on ADSK. It’s been on a downtrend lately since last earnings announcement. Is this company still in good financial shape for future growth or should be concerned about cash flow headwind with their recent changes to subscription payment plans? If fundamentals still look fine, what might be a good entry price point for this stock? Would recent news cause stock to go sideways for a while before picking back up from its current level?

Q: Since u recommendation of DSG on May 18,it has a "Fly me to the Month" move, hitting new highs after new highs. Your opinion on Q2 on Sep 8. Is it time to take some profit before report? Txs for u usual great views & services.

Q: With the Caisse de depot acquiring a large US health care staffing company, do you see a potential in it buying PHA, a health care staffing company in its own backyard?

Q: Hello. Any recommendations for small/micro cap uranium plays (top 5?) if one wanted to take advantage of increasing uranium prices? A few comments on each if possible. Thank you.

Q: With thanks in advance I am interested in your thoughts on PLC's recent capital raise and future prospects for the stock, Would you be comfortable buying here?

Q: Are you aware of any companies in Canada that would have a business model similar to Tricon (TSX:TCN) wherein they rent single family residences in Canada. My understanding is that Tricon's portfolio is largely in the United States.

Thank you

Q: can you think of any drug and addiction centres that are publicly listed that could have some growth and up side going forward ? thanks

Q: Looking to get your thoughts on Smart Employee Benefits and Lifespeak. What is your assessment of these companies, long term outlook, and would you buy? Thanks.

Q: HI

Wondering about coinbase and its future. Bought in when it went public and it is down but slowly climbing. What do you think of this company going forward.

thanks
K&C

Q: Hi, Can you please provide a brief update on SMG: Current valuation, possible reasons for the recent drop (~20% YTD) and growth potential ?

Thank you,

Q: Hi Team,
Could you recommend some ETF/s for
1/ Electric Vehicle and battery manufacturers in North America.
2/ Electric Vehicle and battery manufacturers in China.
Which I am thinking for long term hold.
Thank you as always,
Tak

Q: Hello 5i,

I would like your thoughts on this company. Is there any resemblance to UPST?
As always, thank you very much for your insight.

Marc