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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: I just read your report on PBH and wondering what does China have to do with supplying pork to PBH? (ref. Growth Plans section of the report). I always thought China was a net importer of pork and am shocked if Canada /PBH is buying Chinese pork. Please explain the China connection to PBH operations and its impact on PBH earnings & growth.
Read Answer Asked by EDWARD on April 24, 2020
Q: Hi,
SHOP has been a great performer for my portfolio. I reduced my position by approximately 40% yesterday. (April 21), thinking that the stock looked “topped out”. To my surprise it continued its uptrend today. I like to term this stock a “monster”. It’s unbelievable they way it’s moving up. Is this move sustainable and do you think we could see $1000 in the near future ? Also what is really driving this stock.... could you share your thoughts ?

Thank you and be safe .
Read Answer Asked by ilie on April 23, 2020
Q: hi folks:

understanding that byd is well run, i wonder why it has held up so well

logically it seems that they will likely be a year (possibly more) till they return to full capacity; given the volume of people that will not be driving

do they have the balance sheet to take advantage of the fire sale that surely will be coming in 'mom and pop' panel beater co's; allowing them to buy more assets at fire sale prices?

is byd just getting a bid from the safety trade as it 'appears' (ok, to me) that there is no solid reason for it to have recovered so well?

thanks
Read Answer Asked by Robert on April 21, 2020
Q: Hello 5i team,
I greatly enjoyed your report on Covid 19 and investment themes. I have a pretty good idea as to 10 to 20 names of stocks that could fit into those themes.
Could you name just 10; I'd be curious to see how close I am.
Thanks,
Antoine
Read Answer Asked by Antoine on April 20, 2020
Q: You've mentioned Boyd as one of your favorites a number of times lately, and I'd like your reasoning. This doesn't appear to be a cheap stock, by any means, with a forward PE of 96 (G&M). Moreover it's in the business of servicing cars which are mostly in their garages and parking spots these days. Is this a forward view to next year, because I am expecting its next quarterly report to be absolutely dreadful.
Read Answer Asked by John on April 20, 2020
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