Investment Q&A

• Linamar Corporation (LNR)
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• Martinrea International Inc. (MRE)
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Q: I see from recent questions that you seem to prefer LNR over MRE, just looking for updated opinions on both.

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Read Answer Asked by Jim on May 09, 2023

• Axon Enterprise Inc. (AXON)
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• Celsius Holdings Inc. (CELH)
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• eXp World Holdings Inc. (EXPI)
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• Lantheus Holdings Inc. (LNTH)
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Q: What are your current thoughts on EXPI and its recent earnings report? Do you see it as a strong recovery potential and would you add to a position that is down 66% with a current weight of 0.5%? Or do you think it is time to move on to other names that you have higher conviction in (please suggest some other US names)?

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Read Answer Asked by Justin on May 09, 2023

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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• Winpak Ltd. (WPK)
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• Richards Packaging Income Fund (RPI.UN)
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Q: Could you please comment on Richards Packaging earnings. Do the results and the management commentary provide any indication, if the challenges faced with Revenue ( Healthcare mostly) are nearing an end ? Or, is it time to move on and find better income/growth opportunities ? Thanks

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Read Answer Asked by rajeev on May 09, 2023

• Champion Iron Limited Ordinary Shares (CIA)
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• Stelco Holdings Inc. (STLC)
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Q: I don't know if my question went in or not but is CIA a company would be worth while buying.
Could you give me your views on this company.

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Read Answer Asked by James on May 09, 2023

• Loblaw Companies Limited (L)
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Q: Could you please comment on Earnings for $L

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Read Answer Asked by Valter on May 09, 2023

• Amazon.com Inc. (AMZN)
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• Alphabet Inc. (GOOG)
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• Microsoft Corporation (MSFT)
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• International Business Machines Corporation (IBM)
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• Oracle Corporation (ORCL)
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Q: Can I have your comments on IBM as both a source of dependable income and moderate growth.

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Read Answer Asked by Larry on May 09, 2023

• Anaergia Inc. (ANRG)
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Q: Following up on the last question for ANRG, If you were holding shares at this time would you consider staying put, to see what the company does or is it a sell at this time?

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Read Answer Asked by Harry on May 09, 2023

• Pason Systems Inc. (PSI)
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• High Arctic Energy Services Inc. (HWO)
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• Cathedral Energy Services Ltd. (CET)
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Q: Hi, I would appreciate if you can provide your thoughts/analysis of HWO with long term outlook. Stock has lost significant value since beginning of this year.
Thanks,

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Read Answer Asked by Harpinder on May 09, 2023

• Faraday Copper Ltd Com (FDY)
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Q: What are your thoughts on Faraday Copper (FDY)?

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Read Answer Asked by Brian on May 09, 2023

• Alimentation Couche-Tard Inc. (ATD)
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• Boyd Group Services Inc. (BYD)
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Q: With which of the above would I expect best asset appreciation?
Thanks. Peter

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Read Answer Asked by Peter on May 09, 2023

• Brookfield Infrastructure Partners L.P. (BIP.UN)
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• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC)
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Q: What are your analysis of the results published yesterday? The market seams to have liked them (+3.56%) but I fail to see what is the big hoopla on what appears to me simply ok results.

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Read Answer Asked by André on May 09, 2023

• WSP Global Inc. (WSP)
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• Stantec Inc. (STN)
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Q: does the STN decent report this quarter give you some comfort on WSP result to be released tonight? Or are they very different "animals"?

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Read Answer Asked by Doug on May 09, 2023

• WELL Health Technologies Corp. (WELL)
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Q: WELL is down past couple of days. It's had a good run lately. Earnings I believe are coming this week. Anything to be concerned about? What do you expect?

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Read Answer Asked on May 09, 2023

• Johnson & Johnson (JNJ)
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• Kenvue Inc. (KVUE)
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Q: How do current shareholders of JNJ benefit from the spinoff of Kenvue? Thank you for clarifying.

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Read Answer Asked by Stella on May 09, 2023

• Freshworks Inc. (FRSH)
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Q: What so you think of the the most recent Q of financial results for Freshworks. I see that it announced a non-GAAP profit. Can you help me see if there is an opportunity for further growth and real profits going forward.

Thanks for all you do
John

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Read Answer Asked by John on May 09, 2023

• Bank of Nova Scotia (The) (BNS)
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Q: Does one of the 5 major Canadian banks have no US bank holding exposure and if not which has the least amount? Thank you.

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Read Answer Asked by Ken on May 09, 2023

• Trilogy Metals Inc. (TMQ)
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Q: Has any progress been made in resolving the issue regarding approvals for the access road to the Ambler Project and are things looking any more positive for the Company?
Is it worth putting a few dollars down on a speculative position?
Thanks, Rick

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Read Answer Asked by Richard on May 09, 2023

• Inspire Medical Systems Inc. (INSP)
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Q: Hi, Could I get your updated take on this company? They focus on sleep apnea, which seems to be a growing medical problem. The last question about it was in 2019. Thank you, Doris

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Read Answer Asked by Doris on May 09, 2023

• BMO Long Corporate Bond Index ETF (ZLC)
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Q: Peter; I’m thinking of buying ZLC to hold until late 2023 to fund my RRIF withdrawal in January 2024. Hoping for a little capital appreciation plus some income. I’m assuming rates start to decline thru the year. Your comments would be appreciated.Thanks.
Rod

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Read Answer Asked by Rodney on May 09, 2023

Q: Hello 5i. I just watched a panel of former U.S. Fed economist, former Regional Bank CIO and Dick Bove, long time bank Analyst discussing US Regional banks on BNN. Their majority opinion is the Fed has lost all credibility with the markets, Bove has a list of 30 US regional banks he thinks are in peril, He thinks the only solution is a very deep recession. After that he sees Canadian banks having a "field day " buying US regional banks at discounts prices.

This is a very brief recap of the discussion and I am not planning to get out of the market, but this growing opinion that the Fed has lost control may cause some to greatly reduce their equity holdings.

I would appreciate your thoughts on this.

Thanks, Mike

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Read Answer Asked by Michael on May 09, 2023