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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: There was a short report released on Seeking Alpha yesterday on PBH. Well an article with a short thesis anyway. I've read through it and yes some points made were small concerns I had like the debt starting to be a concern again and that they will likely have to do another equity raise to get money to help with that. Also to a lesser degree the fact that they are claiming to be on the right side of ESG and health conscious people which is clearly not that true for a company that specializes in cured meats, deli sandwiches and pretty heavily processed foods. But I'm more concerned with your thoughts around the valuation being as high as he claims. Is this a metric you would use to value PBH, and then comparing it to high priced FANG companies? There were also some "questionable" exec comp payouts in their opinion. Can you provide your voice of reason? PBH has been on a good run this last year.
Read Answer Asked by Adam on September 08, 2021
Q: Hi There,
My son (15) would like to take a small position in two growth stocks.
He is considering LSPD, NVEI, TOI.
With the recent run up in all three of these stocks, which two do you think look the best today?
Thank You
Read Answer Asked by Kevin on September 08, 2021
Q: Just finished the book '100-baggers'. As a buy and hold guy, the 'coffee can portfolio' approach is relatable. If you guys could purchase 10 Canadian stocks to not touch for the next 5-10 years which stocks would you include? Thanks.
Read Answer Asked by Jeff on September 07, 2021
Q: Hi 5i,

Been watching DOO for a while but remained on sidelines etc. etc....I realize that DOO's large share price increase was related to recent earnings release, so ....with the recent run up in share price would you still be buyers of this stock for a new position--2-3 year hold? Why/why not?

Would you add to existing position? or would wait with expectation of a retrace?

Thx

Jim

Read Answer Asked by jim on September 03, 2021
Q: What stocks in Canada do you believe will do well with the passing of the Infrastructure Bill and Reconciliation Bill in the USA? Please list in order of preference. Thanks.
Read Answer Asked by Christopher on September 02, 2021
Q: Hi Peter, Ryan, and Team,

Nice report on AND. Just wondering if TFII operates in the same space. We've done very well with TFII (thanks, 5i) but are a bit low in Healthcare. AND looks promising, but want to make sure that it's complementary to TFII.

Thanks for your insight.
Read Answer Asked by Jerry on September 01, 2021