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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: With respect to a plan to sell ENGH, a recent question said “ Recently Ceo left,and in my humble opinion,the whole Board should be gone too.” In fact it was the president Vince Mifsud who left and the CEO Steve Sadler is still there. Personally, I am adding to my position in ENGH as it is hard to find asset-light businesses with no debt, lots of cash and generating more each quarter, paying a 3.33% yield and with a 15% return on invested capital. IMHO investors should focus on owning quality businesses and trust management to prudently grow the business. Who knows why Mifsud left? I trust Mr. Sadler to wisely invest the surplus cash as opportunities arise.
Read Answer Asked by David on October 18, 2024
Q: A few days ago Caisse stated it will support Atd in acquisition of 7&I. Aritsan,a major shareholder of 7&I encouraged negotiations with Atd instead of reorganization. This resulted in Atd's rise of $1.20. It appears that the Japanese Gov't will block a take over,however it may allow sale of the N.American stores. Atd has dropped quite sharply since initial offer.In view of foregoing,is it timely to buy/add Atd.What is a good entry price? Txs for u usual great services & views
Read Answer Asked by Peter on October 18, 2024
Q: Hello 5i team! I think I saw something like this a couple months ago, but if we talk about the Constellation team, what would your ranking of these three stocks be today, please? Thank you.
Read Answer Asked by David on October 18, 2024
Q: Hello,
Uber and CRWD have grown nicely to reach levels of 10%+ in my portfolio. I know that you cannot personalize but so my question is whether a prudent move with companies like these are to let them run completely or pare down to a comfortable number. If lightening is preferred, what would be optimal? If one or the other is safer to keep at a high % please feel free to answer separately for each.
Read Answer Asked by Tim on October 18, 2024
Q: The last few days Prl hit new high after new high and then retreated same day. Today Nvda hit intra day ATH of $140.89,then dropped back to close at $ 136.58 & the other day reached $139.60(close to $140+high) before retreated. Please advise the meaning of above 2 actions.Txs for U usual great views & services
Read Answer Asked by Peter on October 18, 2024
Q: I have owned Altagas for about a year now and have been very happy with the growth so far _ app 30% for me. However now I am beginning to wonder if it has gone up too much and now the only way to go is down?? What are your views on its potential for the next 18 months? Is there some sort of expansion of operations upcoming?
Read Answer Asked by Ronald on October 18, 2024
Q: After signing up to the Portfolio Tracking & Analysis, ( excellent service, Thanks!)
I need to increase my holdings in the Health care sector and Consumer Defensive industry
US and Can exposure.
Your suggestions are appreciated.
Thank You 5i Team
Heidi
Read Answer Asked by Adelheid on October 18, 2024
Q: Lots of good Q&A lately on parking short term cash.

I have $100K to invest. Are one of these more suitable than the others for quickly withdrawing an amount as required when I want to purchase stocks or equity ETF's?

Would you feel comfortable putting the whole amount in any one of these, or is it best to diversify a bit?

Do you have a recommended USD version(s) for my USD account ?
Read Answer Asked by James on October 18, 2024
Q: does ASPN have a patent on its thermal barrier technology? are there any competitors that provide the same equipment to EV manufacturers? what is the forecast EPS for 2024 and 2025 ? what 3 metrics do you use to value ASPN is ASPN reliant on any one company for revenues? is the balance sheet strong? thanks Richard
Read Answer Asked by richard on October 17, 2024
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