Investment Q&A

Q: What are your best 3 choices for Canadian oil and gas companies today for overall return using a one year timeline? Thanks!

Q: Hi what key points do you identify form the earnings? Does LNTH have serious growth (with profit)? Management had turned me off from investing... your take on management?

Q: If I make 5% on a yield stock and I make 10% on a growth stock per year - would I not be better off all things being equal to just invest in the capital gains stock and trim it by say 10%?

I look forward to your thoughts on both choices and their pluses and minuses.

Thank you

Q: What happened Friday to SJ. Down 9% on no news, no earnings ??

Q: Hi, How is the Recent Earnings History of the company ? Does it usually beat estimates? Stock price has shot up, over past 6 months. Is this because of Co. producing stellar results and projecting high growth in the sub-prime sector, or the Co. received recognition/got discovered by retail investors/portfolio Managers, after flying under the radar for so long. Besides 48% Insider Ownership, are there any institutional holders ?

What are street estimates and your expectations, when Co reports next week ?

We have taken a 1% starter position and keenly watching, how Co/Stock performs, next week.

Thank You

Q: Obviously bad news regarding money laundering prevention deficiencies and stock is getting hit. What is your sage advice to a holder of this stock?

Q: do you think td is getting slammed this week because of money laundering questions or something else. seems to be taking it on the chin a lot more than other canadian banks lately

Q: Hi, Both LMN and TOI faltered post earnings, Thursday, pulling the parent CSU down to the lowest level of past several months of trading. What is your read through to CSU earnings, from these two reports, if that's an indication of some nature ? Thank You

Q: Hello 5i,

Please comment on ABX Q1 earnings? They appear to be very good and Q2 will be much better but the stock went down and closer to yrly low instead of yrly high with very high gold price?
Thanks,
George

Q: Gfl released earnings today and increased guidance for 2024. Could have please provide analysis and would you recommend a buy? Thanx.

Q: Opportunity for long term investor?

Q: Some maintenance of my portfolio is long-overdue. I have been sitting on PBH, VEEV, and VZ which are all down about 30%. WELL is down about 50%, MG about 40%. Should I keep holding, or take the loss and pivot to something else? These are the worst performers, overall the entire portfolio is up 20% this year. Many thanks for your assistance.

Q: Thoughts on the ACLS quarter? Revenues in decline, but margins increased. But they are forecasting for lower revenues in the next quarter as well. But the market seems to like that the company beat most estimates, popping the stock today. I'm worried about the long term decline in ACLS sales. Is this merited?

Q: Please comment on the Open Text earnings report. What does the market not like about it?

Q: Hi 5i
Globe and Mail shows a "Canadian Insider" transferred in over 157 million shares of LMN, worth over $3.9 billion. When i saw that type of insider activity with Celsius it led to a few months of selling.
1) when big chunks of the company for example, LMN market cap is $9.6 billion, are "transferred in" does that usually portend an early investor is getting out/ moving on to next venture?
2) would such a large shareholder be CSU or the former CEO of Wideorbit or Titanium? I am wondering if those acquired company's CEOs plan to stay with LMN (corporate knowledge and development of business)- have there been any press releases in this regard?
TIA

Q: Could you please comment on their results and outlook?

Thanks,
Milan

Q: hi,
thoughts on earnings report? did you listen to the earnings call, and if so your thoughts? does it look like the ship is on track?
cheers, chris

Q: Which ETFs would you recommend for 40 year old with limited income
Thank you.

Q: Hi,

I’d like to add a bit of nuance to your response to Delbert on May 2 about Canada’s macro circumstances.

In your response, you state that Canada has a debt problem. According to the OECD’s 2022 figures (latest available), Canada’s debt to GDP ratio is better than Japan, Greece, Italy, the United States, Brazil, France, Spain and Portugal. (https://data.oecd.org/gga/general-government-debt.htm)

Again, according to the OECD’s level of GDP per capita and productivity, Canada is essentially tied with the OECD as a whole. (https://stats.oecd.org/Index.aspx?DataSetCode=PDB_LV)

In 2023, the OECD reports that Canada’s GDP growth was 1.5%, beating Germany, the UK, the EU as a whole, the Euro Area as a whole, Italy and France, and nearly matching the OECD Area average (1.6%) and the G7 (1.7%). (https://www.oecd.org/newsroom/gdp-growth-fourth-quarter-2023-oecd.htm)

The OECD also reports that Canada’s corporate income tax rate in 2022 was 15%, beating all but 4 countries. Canada’s corporate income tax rate is lower than almost all of Europe (typically around 25%) and the US (21%).

Thank you.

Michael

Q: Can I get your opinion on mortgage backed securities (US) for one’s income portfolio? Do these increase in value as interest rates decrease similar to bonds? Thanks.