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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: Hi Team,
Can I have your thoughts on nvei earnings? Currently the market is not happy with them and SP is dropping like a stone. In the release I see the net earnings have collapsed due to what appears to be interest payments on debt. This being said; what would possess them to start giving out a cash dividend when net income is almost now zero? Wouldn't the money be better spent trying to pay the debt down that is now sinking their net earnings? It seems even though revenue is building and even though they keep adding new customers they just can't get their earnings to improve. Is it time to dump this name or hold out for better days, or perhaps a takeout?

Shane.
Read Answer Asked by Shane on August 09, 2023
Q: Based on the recent earnings report it looks like Nuvei's growth is challenged. The announcement of a modest dividend appears to be an effort to mollify negative sentiment. Given the recent negative momentum and the muted forward guidance, please give your opinion on continuing to hold at a considerable loss (TFSA) vs selling and redeploying the cash to add to either TRI or ATS. Thank you. Please use as many credits as you need.
Read Answer Asked by JANE on August 09, 2023
Q: I recall (pre-covid) hearing this name often as a trendy pick online. Mini-Berkshire was among the descriptions based on the way they do business. It seems to have settled into a pattern of doing very little but I would like to ask if you think it's a safe play with lots of upside or just something to leave sitting alone on the corner? Super thin trader.
Read Answer Asked by Tim on August 09, 2023
Q: Today, in reply to a question you wrote :Given the appropriate valuation, we would be comfortable holding ENB for dividend growth.

Do you think there is a reasonable possibility for share price appreciation as well? If so , what would be the reason: a flight to safety? Drop in interest rates? How well does it do in a recessionary environment?
Read Answer Asked by Murray on August 09, 2023
Q: My only energy holding is ENB, and I'm thinking of replacing it with something with greater growth prospects. Dividends are not too important. Are there any of the stocks listed you would suggest at this time? (Or any others??)
Read Answer Asked by Jim on August 09, 2023
Q: I have owned these stocks for over 13 yrs incl. T, JNJ & IGM - added quite a while ago. The last 4 added last 2 years. Sitting on cash build up wondering what to do - ie. buy? Add to; ENB, GRT.UN, , GSY or ? I am 74 YY. I own in my RIF: ALA, FTS, RNW, RY, SLF, TD, RYNWH.UN and ETF ZHY. My Non- Registered account portfolio- first listed stocks represent, by far the largest portion of my investments.
Read Answer Asked by James on August 09, 2023
Q: Dear 5i,
If one wanted to get exposure to Japan using either FLJP or FLJH and had a medium to long term view that the Japanese currency was going to get stronger than the US dollar. Which ETF is the best one to purchase for maximum appreciation? I often get confused with hedged and non-hedged products. Can you share any simple rules I might use in future to avoid the confusion. Thanks
Read Answer Asked by Ian on August 09, 2023
Q: I've been expecting utilities-and-telecoms to see better price action on the prospect of stable rates, but today's reversal suggests a continuing downtrend. Likewise, I've been expecting financials to continue to look past these same fears (and there has been progress), but now wonder if we've reached a plateau.

Given that these sectors 'should' be responsive to different forces, which would you pick for a quicker and more robust upturn? More specifically, should we expect utilities to continue to suffer until rates actually go down by some significant percentage?
Read Answer Asked by John on August 09, 2023
Q: I am looking for companies that can "see over a recession", and has pricing power to counter-act inflation. An example: a company that helps another company (which is directly impacted by the recession). ATS comes to (my) mind.
What companies come to your mind?
Related: Continuing my own research, I read the Key Ratios for ATS on the 5i site.
PE 45, a bit high for my liking
But concensus EPS for next 4 Qs totals $6.56
At today's stock price, that's a PE of 11.5; that sounds terrific
ROE and Revenue Growth stats look good.
I'd like your commentary on this...."analysis"; moreover, what do you see in the Key Ratios that a retail investor should take note of (ATS, and/or generally).
Many thanks.


Read Answer Asked by Dave on August 09, 2023
Q: WCN halted share buybacks, matched estimates on the quarter, 0.7% dividend and looking pricey at 33x. I've held it a long time and up nicely 60% in registered account . Would it be prudent to swap it out for GDI for better growth?
Thanks
Steve
Read Answer Asked by Steven on August 09, 2023
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