Investment Q&A

Q: Which companies could benefit from the new Honda announcement?
Thanks Steve

Q: Hi 5i Team - Could you provide a summary of Lumine with answers to the following questions. A summary of its fundamentals including revenue, earnings, free cash flow, profitability, debt, cash on hand and anything else that might apply.

How much revenue and earnings growth is projected over the next year as well as over the next three and five years.

I believe the share count is around 256 million. How much of this is owned by Constellation Software, Insiders, and Institutional holders and how many are left over for the public float. Is it highly likely that they will never issue any shares.

My understanding is that one analyst follows this company. Is this accurate.

Lumine is my number one growth stock at this point. Do you share this opinion.

Thank you.

Q: If one believes in the further weakening of the Canadian dollar does it not make sense to journal interlisted stocks from a C$ TFSA to a US$ TFSA ?
Thank you

Q: Hello, My wife has recently retired. She has opened a LIRA account with her pension proceeds. We are leaning towards these two ETFs for a long term hold 10 + years. Can we get your thoughts and any recommendations.
Thanks

Q: What is the reason for the big jump in Google this morning?

Q: I understand that Cameco and the other major uranium producer have lowered their production estimates. As CCJ is locked into contracts they may not even be able to fulfill I don't see how they would benefit from uranium shortage. Would an investor be better looking at uranium as a commodity rather than buying a miner?

Q: Weightings and portfolio considerations aside, what BE stocks would you be most inclined to add to today? Thanks!

Q: Can I get your updated views of this fund. I've done well with it but now thinking of replacing it with a US small cap fund. Do you agree with this strategy?

Q: Just read your special report on small caps specifically Go Easy where you cite a growth rate of 17% mainly organically . Could you explain how this growth is accomplished ? To my albeit simple mind the sub prime lending market is something I wouldn't expect to expand unless economic times became perilous as well ..... A brief explanation of how this growth is accomplished across the three sectors of its' business model would be appreciated ? .....
Also between GSY and PRL at current stock prices which do you favour today ? .......Thankyou for your always sound council .....

Q: Greetings 5i Team,

Wondering if I can get your current opinion on Nextracker? Seems I may have had some unfortunate timing with my recent purchase of this company, as it's now down 26%. Is this some short-term manipulation and shorting by large hedge funds? My understanding is that it has realized big SP pops after the last few earnings releases. In anticipation of a repeat performance in the upcoming May release, might it be a good time to do some buying (ignoring the usual advice that you're not big fans of averaging down)? Thanks. Brad

Q: How would you rate these stocks for maximum growth?
Thanks, Peter

Q: Hi Team,

Can you provide your current thoughts on this company? 40% of the market cap in cash with good expansion plans.

Thanks

Q: With US GDP down and inflation creeping up, what is the FED to do now? Cut rates and inflation will increase. Increase rates and economy could crash. Are we headed for stagflation? In these times, how should investors proceed and which sectors do well and don't do well. For a long term investor like myself, how should we position? Thoughts? I'm high on Technology, Financials, Consumer cyclical, and Industrials. Thanks!

Q: Hello 5i, What is your overall Impression of the recent earnings from AEM considering the issuance of new shares, buybacks and efficiency of their various operations.Could you highlight any ongoing concerns regarding future production risk?
Thank you for your outstanding service Andrew

Q: Thoughts on EQX recent transaction to have 100% ownership of Greenstone mine? $1B transaction with a $2.4B market cap seems pretty significant. I am wondering whether to add on share price decline following the news?
Thanks

Q: Your thoughts on earnings. Tough trucking conditions but Tfii seemed to do reasonably ok but missed estimates. How will market view things? Would you top up position now or wait?

Q: Can I get your thoughts on this company, especially in regards to the sustainability of the dividend which is quite high.

Q: Hi 5i
After earnings release today (APR 25) SP price dropped 12% .....how do you view their outlook for recovery.... is this an opportunity or is risk not worth the reward.... As usual is the current dividend safe and sustainable or is this another potential issue the company must address.

Current shareholder, but time frame is only about 2 years....trying to make decision take loss or hold... Dividend of course is important...

thx

Q: Can you please provide your expert opinion on these two investments? Thanks

Q: Appears interest rates have topped and will likely go down in Canada going forward, historically what sectors outperform in this enviroment? I'd assume the higher dividend payers would benefit,and am considering an out of utility etf in a cash account using debt to fund, for instance ZUW paying a montlhy dividend close to 1% higher than my Home LOC interest cost. I've used my LOC for many years funding this account and am well aware of the pro's and cons. Part of my strategy is the added tax benefit of the interest expense deduction, and would think long term should get a modest capital gain on the beaten up utilitites. Would you have a better idea than utilities, I need roughly an 8% dividend to cover interest? Thoughts?