Q: DO YOU RECOMMEND BUYING OR SELLING
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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: Looks like BYD and DOL are both rallying into their earnings. I am expecting a good dividend increase from DOL but not sure what to expect from BYD. What does 5i think?
Also, do you think BYD can actually grow their stores by 700 over the next five years?
Thanks Keith
Also, do you think BYD can actually grow their stores by 700 over the next five years?
Thanks Keith
Q: Hello,
After the recent acquisition and subsequent stock jump, would you still keep SYZ in your portfolio or would sell it and replace it with something else? If the latter, what would a good replacement be in your opinion?
Thank you
After the recent acquisition and subsequent stock jump, would you still keep SYZ in your portfolio or would sell it and replace it with something else? If the latter, what would a good replacement be in your opinion?
Thank you
Q: Hi,
I noticed other questions covering the fact GSY was added to the index and that we might expect a bit of pick up and / or increased volume with it. However, it seemed to drop fairly hard on Friday and I am wondering if I've missed something material here. Interested in your thoughts and as always appreciate the input! Thanks,
Dawn
I noticed other questions covering the fact GSY was added to the index and that we might expect a bit of pick up and / or increased volume with it. However, it seemed to drop fairly hard on Friday and I am wondering if I've missed something material here. Interested in your thoughts and as always appreciate the input! Thanks,
Dawn
Q: 5i team, can you help me understand how to interpret the numbers associated with some of these high flying growth stocks discussed in this forum on a regular basis?
Let's take WELL as an example of many. Mkt cap 1.3B/Rev.42.9M/EPS -.07/Price-sales 30.6/ Op Mgn -22.3%
So, my question is, what is the path to WELL growing into this market cap, or any of the other key metrics? Or am I asking the wrong question?
Thanks for your help.
Let's take WELL as an example of many. Mkt cap 1.3B/Rev.42.9M/EPS -.07/Price-sales 30.6/ Op Mgn -22.3%
So, my question is, what is the path to WELL growing into this market cap, or any of the other key metrics? Or am I asking the wrong question?
Thanks for your help.
Q: Why the weakness in PHO? Earnings were a beat and you indicated nothing negative in the conference call. Would you be a buyer?
Q: Nice work guys...another growth portfolio company bought out.. can you comment on the BCI takeover?
Q: Knight is said to report earning March 25. Can you advise market expectation and what the effect of a miss or a beat may have.
Thanks
John
Thanks
John
Q: Followup to question asked/responded to March 17. Isn't the pop in SYZ related to their recently announced acquisition?
Q: Was the conference call quite negative i.e. did the company project negative earning or a negative outlook for the next year? The stock is dropping even though the earnings report was quite positive. Is it the dropping US dollar? Thanks ,as always.
Dave
Dave
Q: thoughts on the acquisition announced today?
Q: Hi Team,
Can you comment on the quarter out of Well?
Thanks!
Can you comment on the quarter out of Well?
Thanks!
Q: What is your assessment of PHO's earnings? Did they beat expectations? They definitely beat previous performance.
Q: What do you know of XBC's management? How would you rate them, both excluding what is happening now and including current affairs?
In your report on the company in December 2020, you state:
Management is well-seasoned and has public company experience, including former top executives (CEO, CFO, COO) of various energy and industrial companies like CAE Inc (CAE) and McPhy Energy North America. Have they ever experienced anything like what they are going through with XBC now? How important is the involvement of CDPQ who invested $50M?
5i advanced XBC as a top growth company, as recently as March 10. Your report outlines your reasoning back in 2020. Obviously it's a different picture today. Any lessons learned?
In your report on the company in December 2020, you state:
Management is well-seasoned and has public company experience, including former top executives (CEO, CFO, COO) of various energy and industrial companies like CAE Inc (CAE) and McPhy Energy North America. Have they ever experienced anything like what they are going through with XBC now? How important is the involvement of CDPQ who invested $50M?
5i advanced XBC as a top growth company, as recently as March 10. Your report outlines your reasoning back in 2020. Obviously it's a different picture today. Any lessons learned?
Q: Do you have any insight on who was stepping into Xebec today in order to stop the bleeding (wed)? Just curious if it were management, retailers etc.
Thanks
Thanks
Q: Anything to explain the pop in SYZ today (Wednesday)? Don't see any news.
Q: Hi,
If not already asked, what is expected of Well Q4 and FY tomorrow (18th)?
How might this compare to prior quarter (Q3) and prior FY numbers?
Just looking for the % increases or numbers to validate their growth story.
Cheers,
Steve
If not already asked, what is expected of Well Q4 and FY tomorrow (18th)?
How might this compare to prior quarter (Q3) and prior FY numbers?
Just looking for the % increases or numbers to validate their growth story.
Cheers,
Steve
Q: I did not buy XBC because of the revenue or profit it was generating today. I bought it for future potential which leads me to ask you if the news - though bad - changes the fundamental story here or if it is still a company with huge potential that has to correct a situation and learn from it? To put it another way, is the technology and value proposition that XBC offers its clients worse today because of the adjusted numbers?
My take is that we are not at the end of the clean energy but at the beginning. Their growth rates are not what investors thought and that isn't good but if their technology and TAM are huge (and in the early innings) how is it not materially higher in 5 years? If 5i looks past the next 12 months on this and ignores the stock price is the story intact?
Your comment to another question was that you have a finger on the sell trigger which sounds to me that you fear more than just an accounting error(s). Is the fear that this is a VRX situation with imaginary sales in a systemic way?
My take is that we are not at the end of the clean energy but at the beginning. Their growth rates are not what investors thought and that isn't good but if their technology and TAM are huge (and in the early innings) how is it not materially higher in 5 years? If 5i looks past the next 12 months on this and ignores the stock price is the story intact?
Your comment to another question was that you have a finger on the sell trigger which sounds to me that you fear more than just an accounting error(s). Is the fear that this is a VRX situation with imaginary sales in a systemic way?
Q: Hi,
Have a 1.55% position now, avg price $5.36. Had a nice double on it before but down now, which is disappointing for sure. It's closing in on that $4 price which you were concerned about breaking. What are the different scenarios you see playing out come the March 24th full release? Can you give any insight on what additional or further news could impact the stock either up or down going forward. Thanks!
Have a 1.55% position now, avg price $5.36. Had a nice double on it before but down now, which is disappointing for sure. It's closing in on that $4 price which you were concerned about breaking. What are the different scenarios you see playing out come the March 24th full release? Can you give any insight on what additional or further news could impact the stock either up or down going forward. Thanks!
Q: Hi 5i,
GSY has always been a thin trader. There was a question yesterday about several companies being added to the TSX composite. You said that trading volume will increase and GSY will benefit the most. I understand a pickup in volume as funds that track the TSX take their positions in GSY. Once that is done, won’t GSY settle back to its old thin self?
Thanks again.
Dave
GSY has always been a thin trader. There was a question yesterday about several companies being added to the TSX composite. You said that trading volume will increase and GSY will benefit the most. I understand a pickup in volume as funds that track the TSX take their positions in GSY. Once that is done, won’t GSY settle back to its old thin self?
Thanks again.
Dave