Investment Q&A

Q: Hi, ATD stock is considered as One of the Best compounders in Canada and is strongly liked at 5i, for a long term ownership. Shares dropped sharply today after soft results, due to lower fuel margins ( It was expected and analysts believe these margins could be volatile and turn any time ) and sequentially lower SSSG, caused by reduced foot traffic ( Inflation impacting purchasing power of consumers ).

Do you believe that above issues could be resolved over time and the sell-off is presenting a buying opportunity to accumulate more shares ?

Thank You

Q: Any thoughts on DRX? I don't know much about it but it landed in my fundamentals screen

Q: How safe is something like CASH or PSA? I know they invest in the deposit accounts of banks and credit unions and are not protected by CDIC. But what is the worst case scenario? That one of the banks fails? Just trying to determine how much of a safety difference there is between these and a GIC. Thanks!

Q: Hello 5I Team
The market is at all time highs today with current interest rates .When the interest rates start to get cut in Canada and the US what does history tells us , should the market continue to go higher or decline? Does 5I share the same view this time around?
Thank you for your valuable insight.

Q: BNS - Stock Charts on 05/28/24 as the next earnings, Yahoo Fin. has 03/01/24 as ex div. payment. The question is, if I sell on 03/02/24 will I receive the div.

LMN - I'm thinking of buying more of this stock. It appears to me that this is a good time, for it has traded sideways for the last week.
Question what is the outlook for this stock in 24/25 yrs.

PRL - Bruce Murray was on BNN Mar 19/24 and commented about Propel Holdings Inc. PRL-TSX. I checked on Yahoo Fin. and they indicated full year earnings 7 days ago beat expectations, but it doesn't appear the market was not impressed. What can you tell me about this company. Yahoo indicated some red flags.
So I would greatly appreciate your input.
Thank You very much Appreciate your service

Q: In your opinion which of the above would offer the best return over the next 3 to 5 years?

Q: Thoughts on divs latest quarter.

Q: Would you invest in Lumine or Topicus in a TFSA?

Q: Here is another take on WELL:

Adjusted gross margin 43.7 % down from 51.3%

Adjusted net income $52.4 million down from
$ 53.7 million

Adjusted free cash flow $42.4 million down from $ 48.9 million.

I am in the camp of Warren Buffet and Charlie Munger who dismiss EBITDA. If you’re going to give a financial number before interest , for instance, you may as well exclude salaries ( or anything else for that matter ) as well.

I own WELL but will keep a closer eye on it. Please shot holes in my thoughts. Thanks. Derek

Q: Hello 5i
I'm considering raising funds through a 1/3 sale of my CSCO holding. Now that the Splunk acquisition has closed, would you expect this to be sufficiently needle moving (ie wait on the sale) or not ?

Thanks

Q: Could you tell me where I could find a list of all the available CDRs and also could you suggest a medium risk CDR for a 1-2 year hold,half position maybe 3 companies and why you like them thanks

Q: Federal budget is April 16th. and the NDP is proposing the capital gains percentage to change from 50 % to 75%.Since the NDP seem to be running the government these days and Liberals always looking for more money to spend, what would your guess this may happen ?

Q: Should I be worried about a capital gains tax increase in the next fed budget?..what could I do to reduce my capital gains if so implemented?

Q: What is your opinion of OSK AT $122.
They’ve been getting a lot of contracts for defence equipment and electric garbage and fire trucks, thinking of investing.

Q: Can you pls any info on this on? Spec?

Q: What’s your view after earnings?

Q: What's the story here?...banks stocks don't go ballistic....

Q: Wealthsimple approached me with an 0.5% cash offer on the totality of my investments if i moved my accounts with them. The accounts - Cash non reg, + TFSA + RRSP are being transferred in kind. They tell me that they ELASTIC N V ORDINARY SHARES (in my RRSP) cannot be held at wealthsimple. I either have to liquidate the shares and maintain the transfer, or leave the shares in my RRSP at my current institution (investorline)

The ESTC shares are down 20% in my RRSP. so can't harvest a loss.

How would you proceed? If you decide to sell the shares, what would you move into? I am very tech heavy, but enjoy the risk and the rich rewards that come with being tech heavy,

If replacing, i was looking at some securities that took big hits recently AMD, LULU.

Any compelling ideas? Please advise, Thank you.

Q: I would like to journal CSU to my US account. I see it trades OTC as CNSWF. Is there anything I need to be aware of when an OTC market is involved? Is journaling okay under this scenario?

Thanks.

Q: Swiss Water announce their Q results a few days ago and the stock has responded nicely and volume has picked up. Although you lost confidence in the company awhile ago, I did not heed your advice. I kept my holdings as I was always intrigued by their decaffination process and thought it would eventually resonante with the growing health concious consumer and hoped that the long awaited 2nd line would materially increase growth. Can you please
1) analyze their most recent Q
2) comment on their future prospects, expected growth estimates and if they are a buy sell or hold.
3) what is a fair price for the stock
I wanted to keep the stock long enough to see if the second line (which took way too loing in my opinion) refueled their growth and market interest. I need an objective 3rd party to tell me if my faith has been misplaced or soon to be rewarded.

Love your service and balanced advice

Many Thanks
Scott