Investment Q&A

Q: Peter and His Wonder Team
Yesterday this small cap traded 17 million shares and only went up a point. This is an astronomical amount...with little movement. Your thoughts please! Thanks!

Q: Thoughts on latest results. Listened to the call - while not in a position to follow everything -I felt the tone was a bit dismissive to the questioners. And what are your thoughts on the debenture buy back - not seeing where they have the cash to complete that but easily might have misread the statements or perhaps a line of credit? Mainly just wondering if that points towards or away from a share issue as Engine is concerned about.

Q: Hi 5i,

Would appreciate your thoughts on DND latest earnings.

Thank you.

Greg C

Q: Please comment on its most recent Q. It is still held in the growth portfolio yet it has been in a down trend since early 2022 from almost $60 to a current price of around $36. Do you still have patience with this one? Is it a buy, sell or , hold? Is there another name you would consider as a replacement with better growth?

Q: I would appreciate your updated opinion on Turows. Thanks!

Q: your thoughts about this company please.
Would this not be an excellent fit for Linamar?

Q: Thoughts on earnings and add to,hold or sell? Thanx.

Q: I looked up CYBR after watching the podcast, and it appears there are three ETF's, CYBR.B, CYBR.U, and CYBR (hedged). Which one was the ETF discussed, and what are the differences? Thanks.

Q: What do you think of DXT's most recent results and prospects going forward.

Q: Which lumber stock on the tsx would you recommend.

Q: Hi Team,
What do you think of yesterday's results versus estimates.

I have a small SPB position in my RRSP (about 1%) and I am think about increasing my position. I own it mainly for income with, what I consider, a relatively safe dividend of 7.6%

I am thinking about gradually increasing my position to about 2-3% but I find the debt level a bit concerning, would you agree with the move?

I have some cash to deploy and I took many positions in the utilities sector in the last months and these positions are beginning to do well.

I would like to add some income diversification. What companies in other sectors (REIT, Financials, consumer staples, etc. ) could you suggest to add in a RRSP portfolio that pays a reasonable dividend, have a limited possible drop in price even in an economic downturn and a fair chance of capital appreciation over the next 2-3 years.

Thank you!

Michel

Q: What do you think of Fru and its future ?Is it a buy, hold or sell?
I have a small account in a non registered account income and i am thinking to add more (for income ) .Or you suggest to sell and buy something else ? Thanks !

Q: In your view, what are the 3 most "dislocated stocks in the market today, whereby you believe the market has it wrong and these stocks actually represent good value. please provide a bullish argument for each. thanks.

Q: Hi 5i, Reviewing some of your Growth portfolio holdings (as well as SHOP) for adding to our TFSA's for 2024..
Of the above, could you please rank them for 3-5 yr purchase, with your reasoning for same.
Thanks for your input.
T.

Q: Is AI becoming big enough to warrant its own category? I'm trying to find out what your recommendations are on AI companies going forward.

Q: I had high hopes for small caps this year, and it looks like, in the past 30 days, they finally started moving up with IWM at 5% gain and IJR at 6%. Unfortunately, my choice for small caps ETF was CALF and it barely moved up in the past 30 days. What is wrong there? I know that it is actively managed and has less holding in its portfolio... is there some problem with one of the holding? Should I sell it and switch to IJR or IWM? I know that CALF overperformed these two over longer periods of time, but the lack of momentum in the past 30 days when the small caps are up worries me.

Q: Hi, Thoughts on quarter - seems to be some profit taking. Results seem OK.

Cheers, Chris

Q: I would like to buy ATD (as 5i's stated: it is a great name at a discount price), and have long appreciated its growth trajectory and management seems very astute. However, in order to buy, I would need to sell something and since I am overweight Industrials, the name I come up with in my holdings is WSP. Which of the two names would you favour for a 5 year hold? My hesitation is what I understand to be a growing industrialization in Can and the US favouring WSP. Thoughts on this switch?

Q: Please comment on its most recent Q. Would you continue to hold or is there another name which you would buy as a replacement? Is BN or CSU a good proxy?

Q: Hello, wondering if you have any insight into this drama at GIL? Both sides seem to have very good arguments to support their side. On the company side, it appears that that the former CEO was acting in his own interests and diversions. On the Browning side, it seems this new GIL CEO has a poor track record. Any thoughts on this would be greatly appreciated. Thank you.