skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: After reviewing the quarterly results of Andlauer and Pason Systems last night, I thought they seemed rather mediocre, and figured the stocks might drop a bit today. To my surprise, they both went up substantially. I would like to hear your take on the quarterly results of these 2 companies, and whether you think they are keepers. I'm thinking maybe sell on any further strength.

2nd part of the question, from looking at the charts for these 2, I am think a sell point approaching previous levels of resistance for PSI would be about $16.25 and AND about $44.75. Do those look about right to you?
Read Answer Asked by Dan on November 07, 2023
Q: I'm looking to invest $60,000 for a minimum of 5 years. This money will be used towards a downpayment for a house. Can you please comment on a split of 50% SPY and 50% quality stocks, such as GOOG, MSFT, SLF, ATD, BN. Also can you please suggest some additional stock ideas that are fairly conservative for a 5 year hold. Thanks!
Read Answer Asked by Janet on November 06, 2023
Q: What would be your best contrarian pick today in both us and canadian markets
Read Answer Asked by Todd on November 03, 2023
Q: As a longterm underwater holder could you please evaluate the quarter. Is this enough positive momentum to begin to undo the mistakes of the past? Is this a positive enough quarter to suggest they are turning the corner due to recent structural changes involving the move to in-house payment processing? Does this give you new hope for the company going forward?
Read Answer Asked by Warren on November 03, 2023
Q: At what point do you get concerned about the debt on a company’s balance sheet. Are there any other ratios that you look at besides “Net Debt / EBITDA” and “Net Debt/FCF” to determine if a company’s balance sheet is stretched. What are your thresholds for these 2 ratios as well as any others that you look at?

On another related note, I don’t get why PBH has always been a favourite of yours. The last 12 months data shows net debt of $2.02B, EBITDA of $288M and FCF is $26.7M (ltm numbers) for ratios of 7.04x for net debt/ebitda and 75.7x debt/fcf. Please explain the disconnect as the numbers show the balance sheet extremely!! stretched.

Thanks
Read Answer Asked by Sandy on November 02, 2023
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!