Investment Q&A

• Crocs Inc. (CROX)
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Q: Hi 5i
Croxs has been experiencing strong positive momentum especially since earnings. Can you explain the driving forces and who are the players driving this. ie: retail or institutional buyers?..Is this momentum being supported by insider buying/ownership?

I know 5i does not like to focus too much on share price estimates and I understand the market can "get ahead of itself" , but at what point would you consider this company "fairly priced"...

thx

Upvote 7

Read Answer Asked by jim on March 20, 2024

• Microsoft Corporation (MSFT)
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• QUALCOMM Incorporated (QCOM)
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• International Business Machines Corporation (IBM)
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• Mastercard Incorporated (MA)
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• Motorola Solutions Inc. (MSI)
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• Oracle Corporation (ORCL)
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Q: Hi Peter can you provide opinion on TDV etf. What are your thoughts of it price and quality?

Upvote 4

Read Answer Asked by Frank on March 20, 2024

• NuScale Power Corporation Class A (SMR)
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Q: Any idea for weakness in SMR RAK

Upvote 1

Read Answer Asked by bob on March 20, 2024

• Sigma Lithium Corporation (SGML)
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Q: Hi Team,

Do you like this company in the lithium sector? It seems to be fundamentally OK from what I can see...

Thanks

Upvote 1

Read Answer Asked by David on March 20, 2024

• iShares S&P/TSX Composite High Dividend Index ETF (XEI)
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• iShares Core MSCI Canadian Quality Dividend Index ETF (XDIV)
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Q: Which would you prefer for a 2 to 3 year hold and why? Thanx.

Upvote 2

Read Answer Asked by Steve on March 20, 2024

• W.W. Grainger Inc. (GWW)
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Q: On March 4th, 5i's answered a question and GWW ranked well in the answer. Could you tell me about what it does, its valuation etc.? It seems very intriguing. My thanks.

Upvote 4

Read Answer Asked by David C. on March 20, 2024

• Canadian National Railway Company (CNR)
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• Canadian Pacific Kansas City Limited (CP)
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Q: Which is a better rail to buy currently, for a 5 year hold? My portfolio is very diverse (25 companies) but I do not have any railroads.

Upvote 6

Read Answer Asked by Jackie on March 20, 2024

Q: Would you comment, please, on the Reddit IPO. Is it a good prospect and what would be your expectations. Thanks.

Upvote 2

Read Answer Asked by Sylvia on March 20, 2024

• Devon Energy Corporation (DVN)
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• Enerplus Corporation (ERF)
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• Chord Energy Corporation (CHRD)
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Q: Do you think there will be another offer to take over ERF

Upvote 3

Read Answer Asked by hal on March 20, 2024

• Galaxy Digital Holdings Ltd. ordinary shares (GLXY)
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Q: Hi Everyone at 5i!!
What are your thoughts on Galaxy Digital? Their earnings report is coming out on Mar26th. Would you happen to know what the earnings potentials may be going forward?

Cheers,

Tamara

Upvote 2

Read Answer Asked by Tamara on March 20, 2024

• QUALCOMM Incorporated (QCOM)
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• AT&T Inc. (T)
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• United Rentals Inc. (URI)
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• ATS Corporation (ATS)
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• BCE Inc. (BCE)
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Q: I like ATS but am down a bit over the past couple of years. PA suggests I boost my US positions. Im not optimistic about Canada's medium term growth prospects when compared to the US so this might be a good time to make some portfolio adjustments. I'm considering selling ATS and buying a US industrial, perhaps URI. Your thoughts, please. In the same vein, I am looking at Canada's telecom sector and I'm down in both BCE and T. Of course, both pay hopefully sustainable dividends. The US telco sector doesn't look much better. I'm considering bailing on the telcos and adding QCOM as a quasi-surrogate. I know it's rated as tech but telco's are all giving me headaches. Your thoughts please. Al

Upvote 8

Read Answer Asked by alex on March 20, 2024

Q: LMAT does seem to show up on your site. It "manufactures and distributes medical devices for the treatment of peripheral vascular disease". Thoughts on this company growth, competition, etc.? Thanks

Upvote 1

Read Answer Asked by Stephen on March 20, 2024

• Payfare Inc. Class A Common Shares (PAY)
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Q: Good morning,

What are your thoughts on the recent news with Payfare. Is this a miscommunication or something deeply wrong with their internal controls. They did reiterate guidance for the quarter that helped the stock.

Upvote 4

Read Answer Asked by James on March 20, 2024

• Suncor Energy Inc. (SU)
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Q: Hello
Suncor last split in June 2008 and now at its all time high since.
Hold or Sell position and allocate to TOU ?

Upvote 3

Read Answer Asked by Brant on March 20, 2024

• Boyd Group Services Inc. (BYD)
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Q: Boyd results appear to be quite good. I would like to hear your opinion of their last quarter.

Upvote 3

Read Answer Asked by jacques on March 20, 2024

• Nextracker Inc. (NXT)
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Q: I am considering making an investment in this security. Would you recommend purchasing at its current price ? Your overall thoughts on the company and its future potential would be appreciated. Thank You.

Upvote 11

Read Answer Asked by Brian on March 20, 2024

• Super Micro Computer Inc. (SMCI)
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Q: Good morning,

Can I get your assessment on the new shares issued at $875? Where do you think this stock goes from here, and would you rate it buy, sell or hold? Thanks.

Upvote 8

Read Answer Asked by Bradley on March 20, 2024

• Dye & Durham Limited (DND)
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Q: Engine Capital bought into PKI and did wonders for the stock price Now they bought a 5.3% holding in DND. What do you think of the transaction? Can I hope for similiar results to PKI?

Upvote 3

Read Answer Asked by Gerald on March 20, 2024

• Fortis Inc. (FTS)
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Q: According to my TD direct Investment site, analysts are advising selling Fortis. This seems excessive to me. What do you think? I'm a not aggressive senior without, given my age, a particularly long recovery time.

Upvote 8

Read Answer Asked by M.S. on March 20, 2024

• Gildan Activewear Inc. (GIL)
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Q: So...do you think there will be a bidding war here? Should buy at these levels...with the assumption that the price will move up?

Upvote 7

Read Answer Asked by D on March 20, 2024