Investment Q&A

Q: Although at a loss as to what LIDAR sensors might be, the growth of OUST is very interesting. What is your opinion of the firm?

Q: What are you current thoughts on this company and its possible purchase of lifelabs?

Q: I'm looking at metrics for TVK and cannot understand the market's lack of concern over what appears to be a very high amount of debt. I use the Lynch guidance that Long Debt / Total Equity should ideally be < 0.25. In TVK's case I calculate 1.03, which appears to be in line with the 5i Report on TVK showing Total Debt / Equity at 1.49. In the same report WELL is cited as a Comp but WELL has a Total Debt / Equity metric of "only" 0.5 - fully 3x better than TVK, and yet WELL has been punished for having too much debt. Confused...

Q: hi folks, opinion on Q1 results for Headwater Energy hwx/t....thx for your great Service, jb

Q: Hi 5i,

Multiple related questions:

#1 - I believe the purchase of Encore Wire (WIRE) by Prysmian @ $290/share should be confirmed in the next few days. Do you know anything further about this?

#2 - Would you recommend selling WIRE at this time @ +/- $282/share or waiting for the deal to go through at $290/share? At what point after the sale are shareholders paid?

#3 - In looking for a like-minded company (electrification transition, green renewables etc.) I came across Atkore Inc. (ATKR). What are your current thoughts on this company for a 3 to 5 year hold?

#4 - Between MYRG, STRL, ATKR and PWR how would you rank them out of 10 (10 being the best) and in what order for a 3 to 5 year hold?

Thank you for your wisdom and guidance!

Q: Hi 5i,
Just mulling over how to punch up a part of my TFSA that's not done much for me lately and is looking like it might do even less in the next year or so:
Specifically, I'm considering the wisdom of selling all the CTS I hold (at a fairly sizable loss) and replacing it with either NFI (which seems to be trending in the right direction, share price wise) or DCBO (which might be at a good entry point right now) in the expectation that by making this move in a year's time I'll be ahead of where holding CTS would leave me.
So, boiled down, is selling CTS now sensible, and is either NFI or DCBO a good replacement and, if so, which one is likely the better replacement?
And if neither, could you suggest another?
Thanks for your thoughts.
Peter

Q: I purchased AXON around $200 in a margin account, I'm paying 7% on the margin. Question, do I keep holding knowing that I need 7% return to break even or do you think it trades sideways until the next earnings report. Note: My Margin account only accounts for 10% of my portfolio. Thanks (I know short term is hard to predict.)

Q: Hi 5i Team,
Pls comment on Nextracker Inc. quarterly earning result.

Q: OUSM: Kevin O’Leary mentioned this ETF that he helped design on BNN on Friday. It covers 380 companies of the Russell 2000 Index that are profitable. It also pays a monthly distribution. What are your thoughts ?

Q: Good afternoon,

What is your opinion of AMQ?
Thanks,
George

Q: Is the main purpose of a covered call ETF to increase income but have a flip side to potentially limit gain?

Q: What is your assessment of TWM's results and future prospects.

Q: Follow-up to TD proxy, I already have a FULL position in RY;; next choice?

Q: What do you think of this company and its future? Is it a buy hold or sell.
Thank you

Q: Hi 5i,
I haven't seen any comment on TOU's recent quarter. Could you provide your observations and analysis.
Thanks,
Peter

Q: Can you recommend a couple of your favourite profitable Canadian energy stocks which have roughly 50/50 income from oil and gas and have a good dividend ? Or you would rather recommend a companies which are profitable in oil only and gas only and combine such in a portfolio?
Thank you for your input.
Miroslaw

Q: Looking for a proxy replacement for TD. The near to mid-term prospects for the bank appear uncertain at best and perhaps subject to substantial fines and/or restrictions to future M&A etc. at worst. What comparable financial institution would you suggest as an substitute. Many thanks, Rockdoc

Q: Hi, Could you please help us understand why stock has been acting so poorly despite a supposedly strong earnings and the new drones acquisition. This is despite the fact that most analysts are bullish on the company and raised their price targets in the range of $345 to $375. As of today, stock is down over $30, post earnings. We like the story as 5i does, but are market expectations overblown and it's time to move on, before we start losing our capital ( ACB $290 ) ?

Thank You

Q: This US equity just reported and has corrected. The business model is similar to Couche Tard but it is much smaller. It pays a 10% dividend. If the share price drops under $20 I want to buy but would ask for your analysis on the company, ability to pay the generous yield, debt, guidance, valuation, etc. It seems to have a see-saw long term chart. Appreciate your opinion on a buy here.

Q: I am somewhat confused and mystified....according to 3 sources I look at (including the company profile on 5i), the P/E for FSV is at 75. In an answer in early April you suggested the Forward P/E is 32.5; on April 25, you explained that while Revenue was up 14%, EPS was 67 cents down from 85 cents the prior year. 1. How does the Forward P/E drop by more than half when EPS went down? 2. You describe the results as good overall, yet the stock price continued to slide although it turned a bit at the beginning of this month: at this time do you see FSV as worth holding onto? Many thanks