Investment Q&A

Q: WELL down 5%+ of heavy volume late Wednesday. Don't see any news. Any explanation for the move?

Q: Peter; Would GSY be a possible buyer of ECN? Thanks
Rod

Q: Does the current panic in the financial sector make FSZ more attractive or less? Should we treat its recent 13% drop as an opportunity, or should we worry that spooked investors will withdraw assets?

Sometimes companies get taken private when their share price is depressed; given such a move, would shareholders likely be the losers? Not so long ago (at $1/share higher), you characterized FSZ as "fine for income"; do you still think so?

Q: In a prior question you mentioned that Goeasy's "funding may slow down or cost more if investors get nervous in general, but it can't really experience a 'run' on current funding like a small bank can". I am trying to understand why Goeasy can't experience a 'run'. What is different with this company? You had also mentioned that it has a different funding base. Thank You.

Q: Seem to be some good deals out there. Would you be able to suggest a list of top 10 compelling buys in this current market decline?

Q: What small to mid cap companies can you recommend that have been beaten up due to market conditions but have a high chance of success long term? Looking at a potential entry point this year with the prospect of beating out the returns of larger cap names that may be in a similar situation. Could you also give a brief thought on the risk/reward of this approach as well. Thanks very much.

Q: Am I correct in assuming the Svb banking failure could benefit as Csu may be able to purchase prospects at a cheaper price?

Q: Do you have any concerns for GSY considering the current banking situation. Thanks for your response.

Q: What are the companies getting attractive in these times?..I bought some BN..it had a 4% drop yesterday..Please suggest any quality companies to watch. Thanks.

Shyam

Q: Any reason for the 10% drop last week, while the major grocers were down only ~2%?

Thanks
Chris M.

Q: WELL bought Circle Medical out of Silicon Valley. How exposed do you believe WELL is to the SVB banking collapse ?
Thank You for you great efforts during these unpredictable times

Q: Hello 5i Team,
I haven't had been impressed with ENGH the last few years. Is there light at the end of the tunnel or should I sell it?
Thanks,
Brent

Q: Hi could you please comment on The earnings and special dividend. Thank uou

Q: For an income, would you recommend this stock. Is there another that you feel would be better for both income and a little upside.

Thanks

Q: Can I get your thoughts on the recent results and has it changed your view of the stock?
Thanks

Q: 5i: Just your thoughts on WSP's recent quarterly report. Thanks.
Robert

Q: Please provide some colour on their recent purchase and when do you expect the next earnings report?
Thank you.

Q: Hi Team,
A couple parts to this question: Looking at a 10yr chart on ATS, the share price has gone from being fairly flat for several years, to parabolic since Oct. of 2020. Was wondering if you could shed some light on this and the company itself. I like the looks of the company but am hesitant of buying at a "peak". I see between Feb-May of 2022 it took a major dive. What are the chances the share price is due for another one of these draw downs? This all being said, ATS is the biggest weighting in the growth portfolio right now. Does this mean it's 5i's top idea at the moment? For new money I am torn between buying something like ATS which is flying high, or buying something that has been beat down and near recent lows such as something like SHOP or NVEI. Placing bets on total return for the next 10yrs would ATS rank up there as a top buy today with medium risk in mind? If not, could you provide your 3-4 top ideas to buy today with a longer term mindset? Thanks

Shane.

Q: I am contemplating selling MG (bought at $103C) and buying DSG. I realize the diff in sectors, but using growth and risk as the prime criteria, would you be supportive of the switch?

Carl

Q: which small and midcap robotic companies stand out for future growth

Tx Dick