Investment Q&A

Q: Hi Peter, Ryan, and Team,

Most recently, Peter, you're quoted in the StockChase website as follows:

"They have done nothing but disappoint for the last couple of quarters. He kept it because the valuation changed and no one expects anything from this company. He is going to give it a couple more quarters."

Two even more negative sentiments were recently expressed on the same website:

"Their competitors have an electric bus and NFI is struggling with that transition away from fossil fuel buses. A value trap."

"He would not be a buyer today because there is a pending transition to electric buses. Municipalities are holding back until they become more main-stream. Wait one to two years to see larger orders."

We're down 45.7% in a TFSA, and wondering if 5i agrees that the electric bus situation is hurting NFI, and what to do in a couple of quarters if 5i drops it.

Thanks for your insight.

Q: Do these companies offer similar services? Over the short term, say one year, which company has the most potential for capital appreciation. Which company is riskier? As always, thanks for your much appreciated guidance.

Q: Good afternoon, I have these stocks in my TFSA. BCI has been flat over the last few years and PHO is down 18%. Is it time to let either of these go and replace them with something else? Suggestions?
Thanks for your thoughts.

Q: Hello 5I Team
TD Waterhouse stopped coverage on GSY only because their analyst quit. Are you aware of any other issues other than coronavirus that might affect the stock and account for the recent decline in share price.
Thank You
Clarence

Q: I hold CGX. What happens if I do absolutely nothing? Must I actively sell the stock before the deal closes? What is the final date for actively selling the stock if this is what I must do? Thank you for your reply.

Q: I initiated a position in this stock about 2 weeks ago along with 8 other names in about equal weighing. With your recent drop from the portfolio I’m okay to take a small loss and want to replace it. What are 1 or 2 stocks would you recommend for growth -

Q: Your comments on its results reported today .thank you. Ian

Q: I am trying to understand these 2 stocks in your portfolios.
We have DOO which is growing at 20-25% , future earnings expected around $4.40/year with a forward PE of 15.
On the other hand, we have DSG growing the same but with a forward PE of 80 and future earnings expected around $.80/year.

Why is DOO not valued like DSG and/or vice versa?
Why does DSG have a ridiculous multiple of DOO?
Every Q DSG does .11 and the stock price is $60!!

Remember, they are both growing at 20-25% / year.
Does DSG merit such valuation just because they are in tech?
Really doesn't make sense to me.
Thanks

Q: Hi there. I was looking at your CAE report, and I was curious about how you develop your Peer Based Target Price which appears to be a weighted blend of the Fwd P/E, EV/EBITDA, FWD EV/EBITDA, P/B Ratio, Price to Sales Ratio, Fwd Price to Sales Ratio, Dividend Yield and possibly the historical relative averages. How do you determine the best metrics to place weight on? Does this view change depending on the subindustry?

Thank you!

Q: LSPD previous high was in August of last year at a price near $50. Recently there has been positive news, such as M and A, expanded offices and services in Toronto and Vancouver. They are expanding the platform and business using LSPD grow significantly more than business that have other platforms.
When the price goes and stays above $50 should I add to my position for a long term hold?
Clayton

Q: I own CSU, DSG, ENGH, OTEX, SHOP, LSPD, KXS and STS and was thinking of adding GIB.A once the stock settles down a bit. I'm looking to increase my tech sector . Would you add to the existing holdings or would you recommend adding GIB.A to take advantage of the recent pullback?
Thanks for your service.

Q: You continue to comment favorably about this company but they never make money. Latest quarter was a loss of $2.7m - up from $1.5m a year ago. Why do you never mention this? If you take out Goodwill and Intangible assets the equity is a negative $144m. I know you will say a lot of this is because of acquistions but if they can not make those turn a profit why do you give them such good ratings an commentary?

Q: I am thinking of purchasing one. Which do you think has the most potential going forward?

Q: Can I get your thoughts on the latest results?

Q: Would you be able to provide me with any info on insider trading over the past three or four monhs in NFI, TOY and SJ. Also the percentage of insider holdings for each company. Thank you.

Q: I bought this stock you had covered positively. I am up around 170% thank you! I am uncertain whether to sell some or all? Do you think there may be more growth in this stock? Thank you

Q: LSPD punished on Monday. A China based virus seems an unlikely catalyst for the 7 % decline on a day when not much moved so significantly. Simple profit taking after the run up or has something changed? Is it a stronger buy on Tuesday than it was Friday or do you monitor now for lost momentum?

Q: I want to start a new position in one of the above for a TFSA. Which has the best growth prospect?
Thanks

Q: FYI. TD Waterhouse suspended coverage on GSY because the analyst covering GSY departed from TD

Clarence

Q: I am thinking about buying FSZ. Can you please shed some light on its current and future estimated P/E, debt level, return on investment, and other fundamentals? Can you please explain why you think the stock is currently cheap? What are the chances of dividend cut over the next couple of years in the case of weaker overall market?