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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: 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
Q: Your Flash Update review of BAD was on-the-whole encouraging, but when I look at price action over 2014 to 2019, I see a safe but essentially static business. Yes, its dividend is secure, but any Big 5 bank pays twice as much. Given the effects of the current shutdown on municipal budgets, and the carnage still underway in the oil patch, I have to wonder if its appreciation potential is now baked-in. What am I missing?
Read Answer Asked by John on April 20, 2020
Q: According to StockCharts, GUD has increased 32.45% in the past month. The only stock in your Balanced Equity portfolio that is down is NFI, down 27.45%. My question is, re NFI why? Should we be patient? Can we see NFI rebound when the pandemic subsides and people start moving around again?
Read Answer Asked by Fred on April 17, 2020
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