Investment Q&A

Q: Hi - Would you consider this a good entry price for SFM, taking into consideration valuation and growth potential? Or do you think it is a bit ahead of itself?

Q: Actual profit didn't seem to be discussed after Shop's recent quarter (I believe they reported "gross" profit, and free cash flow margin, whatever that is). 5i's comment (May 8) also referred to EBITDA of 337 M. My question: how far are they from actually making money, do they have a present and future P/E (none indicated on my Stockhouse website), and when might they actually make a profit? (I'm trying to look at them the way Warren Buffet might, recognizing this isn't a value play.)

Operating expense as a percentage of revenue to be 39% to 40%;
Stock-based compensation to be $120 million; and
Free cash flow margin to be in the mid-teens, similar to the first quarter of 2025.

Q: I enjoy all the questions that pass through. I’m not into day trading but certainly add a couple swing trades in as a boost as well as selling calls.

With the question you answered about Canadian companies for day trading would you please provide a few US names that would fit your criteria.

Thank you.

Q: Hello Team, CSU - Any idea what cause the spike 3X volume into the close on Friday? I don't see any news. Repositioning for month end? Doubt it was shorts, covering.
Any thoughts? Thanks for your excellent service. Gord

Q: Goldman has ETFs that are advertised for downside protection. The 3 ETFs that I stumbled across are GBXA , GBXB AND GBXC. Are these good for investors who find their portfolios are heavily tilted towards aggressive growth? If not these ETFs, any other method or ETFs you can suggest ? (US markets only). This question is prompted by an uneasy feeling that too many US businesses are again overshooting to unjustifiably high valuations. (I did trim but the related capital gains taxes around 34%, make me wonder if I should perhaps have left all those flowers in peace. Understood, one should not allow tax considerations to influence a decision to trim. Nevertheless, I am reluctant to trim more than I already have. Hence the search for a safety net that is available at a reasonable cost for downside protection. Thank you.

Q: Can you comment on this stock? Seems to be quite the roller coaster. I feel sick because I sold it near a low and then recently bought it back. It’s down quite a bit again since my recent purchase. Down about 7% pre market. I think they are issuing more shares to raise money. Thanks,

Jason

Q: With the competition in search would selling
Alphabet and purchasing Amazon makes sense?
With appreciation,
Ed

Q: Hello,

A new ETF from BMO: BMO Covered Call spread Gold Bullion ETF Methodology (ZWGD). Any thoughts? Still too early to judge?

Thanks

Dave

Q: Hi 5i,

What high quality companies do you think stand to benefit from the upcoming Carney move to investing more in Canadian-related defense and the infrastructure built out?

Thanks!

Q: Is TDB8160 as good as these others? What is the advantage or disadvantage to the others, and is one more liquid/safer than the other? Thank you!

Q: Could I have your opinion on FPX?

Q: I have heard people compare NCI to a mini CSU. Could you explain how NCI is similar to CSU or how is it different?

Q: Most of the telecom sector seems to be drowning in expenses and regulation. What is setting tmus apart and will this continue? Do you still see it as an attractive investment?

Q: Would you consider this stock a buy now? If not at what level would you consider it a buy?

Q: Hi 5i, Any surprises on final price or size of offering? Looks like $19 usd. Would you add at today's discount to actual price? Thx.

Q: I noticed in a response to a recent question that you disclosed owning Microsoft but not Alphabet when the question referenced both companies. Over the years you have been very positive on Goog and on that basis I have built a fairly large position. I am therefore interested to know if in fact you don’t actually have any ownership in this company, and if so, your reasons. Thanks.

Q: Hi,
Following up on the Q&A re: Magellan Aerospace Corporation, can you please provide a sense of the pros and cons of this company as a long-term investment? Does it have any moat features? What are the risks and potential rewards going forward? What about position size - is a full position justified?
Thank you so much, Michael

Q: What would be your entry point for these three please? Also do you still hold NVR’s management and unique business model in high regard?

Q: what are your thoughts on this company?

Q: Hello folks:
How would you rate RSG as an investment. These waste management systems appear pretty recession proof; are there better examples?
Thanks again for your great service
brian