Investment Q&A

Q: Hi guys, thoughts on PKI.CA earnings ? thx.

Q: Your thoughts please on the quarter?

Thx

Q: Hi Guys

Your thoughts on Acadian Timber's recent earnings? I have owned it for quite a while and although I like the healthy dividend I noticed the payout ratio in the quarterly report was 115%. Should I be worried about that?

Thanks

Stuart

Q: Your comments please on earnings. Do you consider these attractive at current levels.

Thanks

Q: What are your thoughts on earnings? Positives/negatives? What do you see going forward over the next 12 months?

Q: Hi, Looking at the three and five year charts of Well Health Technologies, I don't see much increase in the stock, or it has done very little in that time period, but you guys keep praising it. When do u think this stock might take off, or at least make it worthwhile investment, thanks?

Q: Do you continue to like TVK as a long term compounder? It's had a decent pull back to $32-33 off the highs. Would this be a good entry point? Recently announced a new credit facility but other than that, not much news still earnings back in Aug. What growth drivers do you see going forward? Looking to possibly sell GDI to buy TVK. Thanks!

Q: Hello, Can I please have your top Cdn or U.S. energy stock choices. Could you please compare them and advise if you have a preference and rank them accordingly for a 3 year hold. What are your thoughts on Enbridge within this group?
Thank you.

Q: Do you consider these companies a buy and if so at what price point would you purchase them?

Q: Hi 5i,
I’m sitting on a large cash position and want to take advantage of today’s opportunity to buy good Canadian businesses with great dividend yields. What are your top ideas today for dividend yield, and for dividend growth in Canada?

Thank you!

Q: Savaria has had a precipitous fall and only seems to be accelerating to the downside. I am still in the black having held it a long time but am questioning if something has fundamentally changed with the company, flagging it as a "sell"? It just dropped significantly after announcing the upcoming date for its quarterly results and I can't count the number of times I have seen this happen where when the results come out it appears to confirm that there was "leak" of inside information, we will see. (On that note, I figure if 5i was a listed company, it would be classed as having a "wide moat", because it seems like wherever you look there is a dearth of people, organizations and institutions with integrity these days).

Q: Trisura released preliminary Q3 and updated US run-off program. Your comments will be appreciated. Any surprise?

Thanks

Q: What are your thoughts on GDI? I've been holding in my TFSA for around 3 years and up 12%. They made a purchase last week which looks good. Its more or less been flat and slightly down for the last little while. I know you like it and still hold but I'm looking to high grade this stock for a better alternative if there is one.  Looking at total return 5+ yrs, what small/mid cap stocks would you rank above this one currently that I could swap with? Some names that come to mind are TVK (not held) and HPS.A (holding already).  So I would sell GDI and buy one of the others, which do you like currently that have greater growth potential? If any others in Cad or US, please offer your suggestions.

Also quick thoughts on NVEI (held in TFSA), time to cut it loose? Thanks!

Q: I own both and looking to add only to one at this time. Which to add for total return over 3-5 years? Yield on BNS is enticing currently, but exposure to Central America economies leaves me feeling it's riskier than TD with US exposure. What say you guys?

Q: i owned some glxy and it was nice to see 5i increasing their position.
do you like btcc, or do you recommend another and if you do like btcc ,is it the one hedged to cdn dollar dave

Q: Hi, SHOP had a really bad day Today and traded really poorly, sinking almost 7%, perhaps influenced by Alphabet's results and major large techs like META, AMZN etc, pulling the Nasdaq sharply lower. Shopify stock also broke the $68 support level today, which it has held, in the recent past. We added a little to our 6% holding, with a long term belief in company's strong fundamentals.

Analysts' commentary/preview has generally been positive with expectation of company announcing strong results and guidance on November 2nd. What are your thoughts ?

Thank You

Q: When the "take it private" chatter was happening I ended up with too large of a DND position which I have been (too) patient with as I understand that the macro economics involved are challenging and until that changes there is little to do but wait. But it is getting a little crazy at this point (even dead cats should bounce).

If I wanted to hedge my bet and sell some are there few other beat up names that you feel have a similar or better recovery potential?

Q: I'm wondering whether you think ATS is a good investment now seeing its price has come down?

Thank you

Q: Good evening.

On several recent occasions 5i has recommended BEP.UN for income investors.

Today’s report on the same company was downgraded be two letter grades.

I find this a little contradictory.

Please comment. I was thinking of topping up my current position.

Q: What does the market expect from Savaria this quarter?

Thx