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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: Can you provide your top 3 small cap picks with the most upside over the next 3-5 years.
Read Answer Asked by Chris on March 28, 2024
Q: Hello Team,

The Canadian banking sector has been fairly muted for a while now, notwithstanding higher rates which have been beneficial in boosting interest income. And, soon, rates are expected to decrease. Is that going to hurt their earnings or help due to an overall smaller delinquency in loan repayments? If it will help, from a choice of buying and holding some of the smaller Canadian on-line only banks or the traditional ones, say for the next five years, which would you recommend?
Read Answer Asked by Adel on March 28, 2024
Q: I'm curious as to the lack of a high dividend paying etf in your Income portfolio? Also curious as to your thoughts on the partial use for these in a RRIF or PLIf account ( I am in MB and we have PLIF's). I'm setting up a PLIF and considering having more than a full position of HDIV, along with big stable dividend growers I'd pick from your favorites. I have a RRSP of the same value of the PLIF and investments in TFSA. I've been 100% equities all my life, eat volitility for breakfast. If you were setting up your own PRIF, looking to make significant income, what would it look like?
Read Answer Asked by Charles on March 26, 2024
Q: Can you please prioritize the top 10 up and coming AI stocks for future growth?
Read Answer Asked by John on March 26, 2024
Q: I own WELL and like its potential. One comment over the past few quarters that I've heard by analysts is that stock based compensation (SBC) keeps increasing and is concerning. For its growth profile, is WELL's SBC a concern to you guys? Obviously getting heavily diluted impacts us shareholders. Just wondering at what level this becomes a red flag. Thx
Read Answer Asked by Adam on March 26, 2024
Q: In comparing total returns of the respective banks from Pre-Covid and then from Mar 16 2020 to present why does 5i continually endorse BNS - is it simply the DY ?
Read Answer Asked by Brant on March 25, 2024
Q: Hi 5i, thx again for prompt feedback on my WELL Q's.

Here are a few comments from TD and RBC analysts, both positive, followed by my new Q.

RBC: WELL Health Technologies is well-set to create value, but RBC analyst Douglas Miehm says the market doesn't appreciate it. After a strong 4Q that largely beat expectations, the stock fell about 10% following an unexpected 8% rise on Wednesday in anticipation of 4Q results. In a report, Miehm says that "the market is currently underappreciating the long-term value creation opportunity in "transforming Canadian primary/Dx care, as underscored by our strong forecasted return on invested capital and internal rate metrics for recent acquisitions." He says that there are multiple
tailwinds in Canadian patient services and in diagnostics services to carry it in the longer-term.


TD: WELL Health Technologies shares were down sharply despite reporting better-than-expected earnings in the fourth quarter, but TD Cowen analyst David Kwan says this could be chalked up simply to algorithm trading patterns after the previous day's gains. Shares were down nearly 13% on Thursday to C$3.71 after reporting higher 4Q profit, a revenue beat and upgraded its outlook for the year. On Wednesday, shares rose 8%, and Kwan said Thursday's swing could be trading patterns playing out. "This could be a case of more algo-driven trading patterns," he said.

My Q: please expand on how impactful these "algo-driven" trading patterns are on stocks, especially small caps. Thx.
Read Answer Asked by Christopher on March 25, 2024
Q: What are some of the negative outlooks of GWO? Is it worth investing in as of today and if so is it primarily for the dividend or growth? And how come lots of analysts are reiterating a hold? What insurance company would you recommend over GWO?
Read Answer Asked by Don on March 22, 2024
Q: I struggle with ATS and KXS whether to sell or continue to see drifting lower. I know you suggest selling if something fundamental has changed for the worse. People commonly thinking ATS is a growth name, but their backlog is shrinking, still a growth name? Fundamental changed? KXS's growth is declining as well....when it will resume their growth? If sell them, what to buy to replace? Can I have your thoughts? Thanks.
Read Answer Asked by Lin on March 22, 2024
Q: Bit confused over 5i responses given on WELL yesterday. 5i initially said results were good and it appeared from answer that there were no negatives. But stock was taking a big hit. Then new questions came in and you responded that there were some negatives (eg decrease in margins, net income and , cash flow). Obviously these are important as sellers stepped in and continue today so far. Usually 5i provide good insight but I think you guys dropped the ball on this one. The initial response should have hi-lited both the good and the bad. And whether the stock had a good run leading up to earnings shouldn't affect your response. Again, I stress usually you give full and fair insight and assessment but not this time.
Read Answer Asked on March 22, 2024
Q: Is this why the sell off today decrease in the annual numbers comparables?

Adjusted Net Income(1) was $52.4 million, or $0.22 per share in 2023, a decrease of 2% as compared to Adjusted Net Income(1) of $53.7 million, or $0.24 per share in 2022.
Adjusted Free Cashflow was $42.4 million for 2023, a decrease of 13%, as compared to Adjusted Free Cashflow of $48.9 million for 2022. The decrease was mainly due to higher tax and interest payments offsetting the increase in shareholder's EBITDA.
Net Income was $16.6 million or $0.00 per share(2) in 2023, a decrease of 11% as compared to Net Income of $18.7 million or $0.00 per share in 2022.
Read Answer Asked by fwb181 on March 22, 2024
Q: Hi there, any further insight into WELL after the conference call?

Are they being unduly punished for any particular reasons after good results, and if so, can you explain why the markets are pushing the stock down so hard?

I'm confused as to why this stock keeps being held down with such good growth over the past few years!

Any further help would be greatly appreciated.

Thanks!
Read Answer Asked by Hussein on March 22, 2024