Investment Q&A

Q: What is the business model for Tantalus System. Also, what is their competitive advantage in the next 10 years. Does management and insiders own a lot of shares. Thank you for taking the time to answer my questions.

Q: With the HVAC component in each of these companies, would there be too much overlap holding both?

Thanks.

Q: How the above insurance companies rank in comparison to one another for total return?

Q: What is the breakdown of their business model, meaning it is an oil play company or a natural gas company. Also is the dividend payout sustainable. When can the company start hitting their debt target to start buying back their stocks like the other oil and gas companies.

Q: Curious to hear your thoughts on recent news. Would you be a buyer at current prices or sit and wait?

Q: Have room for one more tech - if you had to pick - PLTR or VRT. And why?

Q: What is your opinion of Money Lion? How do its prospects compare to, for example, SQ, STNE, PYPL or PAGS?
Thanxx!

Q: Good morning, you have said that DRX is a cyclable company. Where in the cycle would you say that they are these days, thanks?

Q: What are your thoughts about this after the big jump..I did not get in the ipo..but considering it..do you think this would be worth considering for a 5 year hold? Thanks. Shyam

Q: "NUTRIEN LTD FILES FOR MIXED SHELF; SIZE NOT DISCLOSED", can't figure if this is good, bad or nonplus? Could you provide some understanding please.

Q: GAMB stock price action has been unimpressive yet analysts seem very positive on its future within the realm of gambling stocks. Welcome your thoughts.

Q: Hi 5i, thx again for prompt feedback on my WELL Q's.

Here are a few comments from TD and RBC analysts, both positive, followed by my new Q.

RBC: WELL Health Technologies is well-set to create value, but RBC analyst Douglas Miehm says the market doesn't appreciate it. After a strong 4Q that largely beat expectations, the stock fell about 10% following an unexpected 8% rise on Wednesday in anticipation of 4Q results. In a report, Miehm says that "the market is currently underappreciating the long-term value creation opportunity in "transforming Canadian primary/Dx care, as underscored by our strong forecasted return on invested capital and internal rate metrics for recent acquisitions." He says that there are multiple
tailwinds in Canadian patient services and in diagnostics services to carry it in the longer-term.


TD: WELL Health Technologies shares were down sharply despite reporting better-than-expected earnings in the fourth quarter, but TD Cowen analyst David Kwan says this could be chalked up simply to algorithm trading patterns after the previous day's gains. Shares were down nearly 13% on Thursday to C$3.71 after reporting higher 4Q profit, a revenue beat and upgraded its outlook for the year. On Wednesday, shares rose 8%, and Kwan said Thursday's swing could be trading patterns playing out. "This could be a case of more algo-driven trading patterns," he said.

My Q: please expand on how impactful these "algo-driven" trading patterns are on stocks, especially small caps. Thx.

Q: Franco Nevada is my only gold holding. Down ~15% on it. I want to add more to gold, should i add more to FNV or is there a better gold stock you like more? How is FNV priced in terms of P/E or whatever ratios you think are most relevant and how does that look vs peers?

I was thinking just the actual gold ETF, but i think a miner would have more torque iuf gold prices rise. I like the royalty model

Q: Hello 5i
I know that you do not have a crystal ball but I was wondering, if the market upturn continues to broaden out beyond a few technology stocks, would it be better to be invested in rsp or in voo?
Thanks as always for your great service

Q: What do you think about ABCL? It has fallen a lot... and has lots of cash. Would you buy here? WHat are its growth prospects/metrics?

Q: Hi 5i team! Thanks for your wonderful work.
Are LLY and NVDA going to have similar growth in the short term (next 6 months)? which would perform better in next 6 months? Lastly , if you had to choose between LLY and Novo Nordisk, which would you prefer? Thank you

Q: The buyback program was started on January 2024. Do you see the dividend raising too. Does it have a strong natural gas play to enhance their revenue once the natural gas price increase. Will Transmountain pipeline and LNG pipeline comes on line will increase their revenue. All the points I mention above, will the stock have a re-rating.

Q: WTS-CONSTELLATION 31MAR40: I have 22 of these in my TD SDRSP account. I have tried to figure out what to do with them by looking at previous question ... mostly from last September. Any suggestions? Thanks Dan

Q: Hello 5i
I know the policy is to stay invested through thick and thin. In the past with some companies I was up thousands. I started to see the price per share decrease but 5i wrote to "keep going we will see what happens". By the time 5i got around to throwing in the towel I was down thousands. After, when a company started to go belly up I listened to my gut and got out before 5i gave up the ghost. I saved several thousand by doing that. NOW, with PBH, I am up several thousand. Though the metrics still look good, I want to take my winnings before a disaster happens, however I will still keep the principal invested in PBH.
Question: does this sound like a plan or should I still keep fully invested in PBH?

Q: Hello Peter,
Given a 3-5 year buy and hold period, what would be good entry point for Toromont Industries and Dollarama?
Thanks very much.