Investment Q&A

Q: What are your thoughts on DOO's earnings this morning? Buying opportunity or head winds are getting worse and best to avoid? Thx

Q: What has been the fundamental issue(s) with DCBO ? Are the issues manageable and if so are they taking steps to deal with them ?

Thank You for your service
Clarence

Q: Good Morning,

SHOP is currently trading at the same level it was in April 2020. In 4 years it has done nothing.

It's down 70% from its all time high.

The 'street' rates it as a moderate buy with 10 buys and 7 holds. After earnings announced on May 8 it is down 18%,

How can 5i be so bullish on this stock? It has become a Hopeify.

William O'Neil would have an interesting debate with you on this one.

Sheldon

Q: Hi, AXON has now broken down 20/50/100 day support levels and continues to drift lower, after the recent results (supposedly strong). After 9 straight days of losses and despite yesterday's tick up, it continues to march down. You had cited investors' concerns ( Taser deaths etc ) and profit taking to be the main factors for this large drawdown. Investors' skepticism could also be the high valuation of the stock (10/11X Sales), which is not supported by the growth, as forecasted by the management, in the recent commentary.

Does this stock deserve such high valuation ?

In any case, stock price is what market perceives, at least, in the near term.

Analysts have generally been supportive of the Co but, by nature, by nature, they are most of the times. behind the curve and try to follow the stock price.

I think, if the next quarter is not a blow out quarter with some extraordinary numbers, analysts will start slashing their price targets, in blink of an eye.

It's a Co, highly liked by 5i and certainly you would be keeping a tab on what is going on.

Should we be concerned about the persistent weakness in the stock and move the capital elsewhere ?

Thank You

Q: Could you please comment on the latest results. Thanks
Rick

Q: Could I have your thoughts on the merger between Drone Delivery & Volatus Arospace.

Thanks Steve

Q: Alphabet recently purchased stock in this company. What are your thoughts on its outlook and future prospects.

Q: Greetings 5i Team,
What would your four 'Dream' TFSA portfolios (all Cdn companies) be comprised of today at: four, six, eight and ten securities respectively?

Sector diversification not necessary for my question and they need not be dividend paying securities either.

Thank you as always.
SP

Q: The stock market keeps on climbing ahead. At what point should we be careful due to valuation?
That being said, what are the top 5 Canadian and US stocks under current valuations?
Thanks

Q: Can you provide a few aggressive names you like Can or US for a TFSA? Thanks

Q: Please recommend the name of 5 TSX stocks, for starting a $100k retirement fund, earning 10% on dividends + appreciation, relatively low risk. Thank you.

Q: Hello,
I have owned these 3 stocks for a few years now and doing some portfolio cleanup and wondering if still worth holding - long term. I don’t trade. Can you please briefly comment on their potential individually and if some should be sold, in what order in your opinion. Thank you.

Q: Please comment on its most recent Q. It is still held in the growth portfolio yet it has been in a down trend since early 2022 from almost $60 to a current price of around $36. Do you still have patience with this one? Is it a buy, sell or , hold? Is there another name you would consider as a replacement with better growth?

Q: I'm having trouble nailing down exactly what CLS does. Is it a technology company or an industrial company? Also, do you think it would be a good time to invest in the company?

Q: now thats a nasty pullback. If you owned gsy would you consider a partial switch

Q: Hi, Why the Propel stock keeps dropping, despite excellent results ? Now, seems like, it has broken below the $25 support level ( recent gap up after earnings ) and is down $6 or, 20%, from the post earning bounce. Is it worth accumulating around $23 ? Thanks

Q: Hi, We own RY/CM/GS- 12% , IFC - 2.75% and PRL -1% among Financials. In addition, we bought EQB - 1% position at $85, based on strong analyst commentary, a month ago. We need some cash to raise and were wondering if it is necessary to own EQB or with about 15% weight through above holdings, we can let the EQB go.

Thank You

Q: hi folks, thoughts on Q1 results for Galaxy Holdings glxy/t.....would you be comfortable buying in $12sh range....opinion going forward???.....thx as always, jb

Q: I've read a lot about the bullish sentiment on copper pricing. Which Canadian company might you suggest as a copper play?

Q: Any reason you see for this pullback below its low price post earnings.I thought they were excellent with strong guidance also.