Investment Q&A

Q: I would like to increase my industrial exposure. Which is your favourite, TVK or HPS-A for total growth . Thanks
Maurice

Q: My total small cap stands at about 12% of total portfolio. As a reminder volatility is part of the game when investing in small caps regardless of the time frame you invest in. I bought these 3 in the last few months with the hope that I had properly evaluated the risk-reward. Having said all that I intend to keep these companies as I still believe that most of the short term risk has now been taken into account. As the Rolling Stones sing... Time is on my side.

Question to 5I, are the 3 all keepers with 3-5 years time frame or are there better options. Those are invested in registered accounts so there is no fiscal benefit to sell. Please identify a sell if one is.

Thanks

Q: All of the above companies have now reported thier respective quarterly results in the last two weeks and their respective prices adjusted accordingly.

I appreciate that all have been suggested by 5i in response to numerous and varied questions. Based on your overall assessment, the recent results and forecasts and their respective pricing as of todays date, would you be able to rank them for acquisition together with a brief comment please.

Regards,

Terry

Q: Two questions. #1: Nuvei will be sold and go private. Shareholders will get $34.00 U.S. approx $ 46.90 Canadian today. Is it best to sell now or wait for the transaction to go through ?
#2 : HPS.A was moving along just fine and has recently gone down dramatically. Why ?

Q: HPS - Can you expand on their specific SBC, 1st look one might think $16,671,000 million in SBC in one quarter WTH... 1 year ago that expense was $4,478,000.
Noted share price as of March 31 $145 so it seems they issued over 100,000 shares as compensation and that is it?
But reading more into it thanks to some twitter(X) ppl I follow (you are tagged in it so you can see exactly what i mean) and its as if they are updating their DSU (deferred share units Directors and Senior executives can defer compensation as stock + they do issue some as awards) and then RSU PSU (recently the new LTIP was instituted for Senior Executives).

Please shed some light on this is that a correct interpretation because they state on page 11 of 1st Quarters Interim financial statements that they issued 1335 DSU shares at $115.80 and a total of 10,388 PSU/RSU shares were issued @ $117.26 this quarter = $1.37 Million at those prices and 11,723 shares.
*BUT noting an expense of $10,836,500 for DSU recorded in general and admin expenses + $5,834,000 expense for PSU/RSU expense recorded = the stated SBC expense of $16.67 Million.

How do they calculate that expense?!

I understand they need to update this quarterly as share price moves as its money owed to Directors and Senior executive but next quarter the stock is lower then is this expense updated and then potentially less?!

Q: What a great recommendation at $52.25 on Oct 10/23,then rocketed to recent High of $160.51,and returned to $103.50 today. Is it buyable today?What is a good entry price? Txs for U iusual great services & views

Q: 1) Is Propel Holdings a buy at present price?
2) Which is a better buy: Propel Holdings or Hammond Power?

Always appreciate your service.

Thank you

Howard

Q: Hi Team,

I learned about Hammond Power Systems on 5i and bought at $103 in mid-February. I was up over 50% until the announcement of stock based compensation in the latest earnings report. Now I am back where I stared with the price around $105. Do yo think HPS.A is as good investment now as it was in February?

Q: Hi
I am looking at adding or making an initial purchase in the stocks listed. Could you rank these for me based on growth and sustainability. Are there any of these stocks that you would have concerns with purchasing for the short term-2 to 3 years? What would be the concerns?
Thanks, Len

Q: Can you provide your top 5 growth stock picks over the next 6-12 months and provide commentary on why each is worthy to make the list. Appreciate getting separate Canadian and US lists.

Q: Hi, I've held ATS for a while to see a nice gain and now back to even. . I'm debating on adding, selling or just holding. What would be your recommendation today and why?
What other Canadian stocks in the sector do you see as better if moving on? Thanks

Q: Hello! I own LMN.V, but I don’t have CSU or HSP.A. Are these tech companies similar? Should I consider them as a group purchase, or treat each name individually as a tech stock within my portfolio?

Q: Ignoring the the stock based compensation issue, it seems this company is caught with increasing administration costs , negative net cash flow generation , decreased ( slightly ) margins , This is countered with continuing growth in sales and backlog and and a forthcoming product price increase. I am interested to see if financially they are able to handle these dynamics. Their products seem good and they are in the big themed industries
( data centres, EV charging , infrastructure etc ) but could you dig into their financial capabilities for us. Thanks . Derek

Q: Seems like they are going to have trouble keeping up with demand. They are expanding to $900 million capacity, and then $1 billion by end of decade. If they want to grow faster and keep up with demand and capture market share, would they buy a competitor to gain more capacity faster, or?
What would you advise them to do strategically?
Could they be acquired by a larger company?

Q: Are the stock based expenses a one time thing ( yearly) or will they be part of every quarterly report? To have such a reportedly big effect on the earnings, was the company overally generous in this dept?

Q: I want to put in a partial position
what is a good entry price?
thanks
Michael

Q: Not really a question, more a comment.

HPS would have been a perfect candidate for a collar trade prior to earnings, IF options were available,which they weren't

With such an impressive gain prior to earnings there was a big risk of a major stock decline if earnings weren't met.

A 23% decline in 2 days is pretty painful, regardless of how the stock has performed to date.

An option to hedge would have been nice.

Sheldon

Q: $160 to $106 in two weeks--what's going on? Is this an opportunity to pick up a full share?

Q: Hi

Could the big drop in India have anything to do with Mr. Trudeau?

Thank you

Mike

Q: With the “missed” earnings, if there was a sharp pullback tomorrow, at what price range would you be a buyer? Aggressive buyer? Would you wait a few days or weeks for it to settle before buying? Avg cost is $50 so I’m still nicely up but would like to add more to my position for a long term investment. Assuming you still the long term thesis on this story? Thanks!