Investment Q&A

Q: Hello, With reference to your Model Portfolio changes to trim Stantec's present 2.5% weight to 2%, in Growth portfolio ( start price $68 - current price $77.50), could you elaborate on the rationale, a little more, for a better understanding. If the valuation is stretched, is the current price is expensive, in your opinion ? Also. generally, if you like a company and the sector, the model portfolio will hold a position 2.5-3.5% or higher.

We have noted your recent comments on this company and, decided to initiate a 1.5% position at $78, after the recent pullback, following company's results. We had no infrastructure/consultancy exposure before in our portfolios and have been low on industrial sector Just wondering, if our move makes sense.

Thank You

Q: An analyst on BNN said today that he feels Stantec's share price could double in the next 5 years, as they do a lot of business in the USA, which is spending a lot on infrastructure improvements, which should benefit Stantec. He felt their headcount in 5 years could be roughly where WSP Global's headcount is now, with some of the growth coming from acquisitions. Wondering what you think of Stantec's growth potential over the next 5 years, and also about their debt levels. Looking at the balance sheet, the debt to cash flow looks a little high.

Q: your thoughts please on the quarter?

Thx

Q: Looking for some companies that offer the opportunity for short term trading (decent sized price swings) but have the fallback of being a solid long term holding (income, long term growth potential)...should I find myself in a loss position for a while

Q: why the 4.6% drop today?
Jeff

Q: What is your favorite TSE sector for the rest of 2023 & 3 favorite stocks for price appreciation in that sector.

Thanks Richard

Q: Any thoughts on WELL's new acquisition in Calgary?

Q: After its recent pop, Shop has been sitting in a range. Just consolidating before continuing on an upward trend? Or will it stay flat for the foreseeable future?
thanks

Q: Would you average down on Lightspeed at this level? Your comments are appreciated. Many thanks

Q: Hi, Could you please comment on ATS Corp results. Seems like a beat to consensus estimates revenue and adjusted earnings. Does it provide comfort for adding to an existing position ? Thanks

Q: Hello 5i Team,
What are your thoughts on ENGH's acquisition today? I've been a frustrated shareholder the last 2 years.
Thank you,
Brent

Q: What’s the thoughts on the quarter?

Q: LSPD has been gaining, any idea why?

Q: In your monthly reports, you have been rating NFI as B. At the same time you have been advising against acquiring it at this bargain price because of high debt load. Could you please explain how do you rate the companies?

Q: Would you consider the recent pull back in TRI to be sufficient for an entry point or would you wait for completion of the share consolidation before purchase. Thanks

Q: Thoughts on Park Lawn earnings? Looks like misses across the board yet the stock is up 10% today?!?

Q: Can you comment on the quarterly earnings and guidance

Q: Hi 5i, pls provide your analysis of their quarterly results and forward guidance. Also would you continue to buy/hold or sell and get into something better within the same sector. Thx.

Q: Hi, Do you like the Constellation earnings and its outlook ? Thank You

Q: Just a comment when a guest asks why the stock is going down in the day, and a lot of the time the answer is selling because the stock is up 60% this year, but this stock was bought was probably bought many 5i clients when it was recommended as a buy in the 8 dollar level two years, sometimes I wish 5i would say get out of this stock, sell, it is so over priced, you sare not investing, just gambling. I just feel that a lot of investors need more help when to be lest GRÈEDY.