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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I was watching BNN today (sept 9th) and on market call the guest had this as one of their picks. The guest mentioned that ESI is paying off 600M in debt using free cashflow which they are apparently halfway through doing with a target date of to complete this end of next year. The guest was making the case that after this debt is paid that free cashflow the div could be increased and the company could do a 22% repurchase of the stock outstanding. What is the management of this firm like do they have a track record of success? What do you think of the thesis put forward by this guest. Is this company worth a flyer?

Thanks
Read Answer Asked by Kolbi on September 10, 2024
Q: The Morningstar report on NXF is really a downer citing weakness in management for lack of experience and the process of leaning toward larger and undervalued companies as well as overweighting in yield paying companies and those paying dividends and buying back shares. Hey, isn't that a GOOD thing? If I wanted caution I would be buying bonds. As I read this report the question is should I heed this comment or stay with NXF as it is? From 2020 it ranged from $6.80 in 2022 to $5.80 nowt to me it seems appropriate in my well diversified portfolio.
Read Answer Asked by STANLEY on September 10, 2024
Q: Good Day 5i,
I have been following semiconductor companies in China. Their growth is very impressive. As an example, of the 68 companies latest financial reports, 40 reported over 50% growth. This is largely fueled by internal legacy chip demand, a huge market lost by US sanctions.
Which leads to ask how to invest in the Chinese markets?
Many thanks, Yan
Read Answer Asked by yanyl on September 10, 2024
Q: Not that CLS has dropped so much, so quickly, do you think it's worth picking up right now? That is to say, or the fundamentals strong enough to start picking this up now, or is it likely to drop even further? As it seems to be connected to the EA industry, at a proceed to bubble, how do you foresee the next 3 to 5 years for this company?
Read Answer Asked by Lyle on September 09, 2024
Q: With lng Canada online soon, things are looking good in the years ahead for Nat gas Price in general but there is also a recession risk if we dont get a soft landing. My question is would you be confortable holding a full oil&gas positions atm or keep a decent cash position like mr. Buffet .
I'm not sure how big of an impact a recession might have on the Sector given whats ahead with current lng development and the Sector being already depressed as it is, how much further down could it go if we do get the recession



Read Answer Asked by Yanika on September 09, 2024
Q: Hello 5i,

Wondering if you have any recommendations in the Biometrics category, either ETF or stock? And any particular thoughts regarding current valuations and future prospects versus other opportunities?

Thanks for your feedback.

Ralph
Read Answer Asked by ralph on September 09, 2024
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