Investment Q&A

Q: Hi, On his BNN appearance, Feb 13, Peter was very positive on the stock " We do consider it one of the best industrial stocks right now." Peter also indicated having visited the facilities/plants and met the Management, at the time he owned a large chunk of the Co., while managing funds for a large Canadian institution. Stock has seen a phenomenal run over past 9 months (+65%) and YTD +30%. ATS also appears to have grown to a 7% weight in the 5iGrowth Portfolio.

We have taken a starter 1% position, over past 2 weeks, to complement Industrials in our portfolio.

Could you (Peter) kindly share your current view of the company, with respect to its management, valuation, debt and Growth prospects. Also, in light of such a strong run up in the share price, would you still be comfortable adding at current levels or wait for a pullback ( If it happens, at all ), for a long term investment ?

Thank You

Q: Hi Team,

Evidently the Q4 wasn't spectacular...I do have a few questions in particular:

1. The 2023 guidance for EBITDA and EPS has quite a range, to me this almost looks like saying 'we have no idea' what do you make of this?

2. Just below the guidance in the press release there is talk of 'Actual Profits' vs the prior 'Assumed Profits', what is this and is this a good/bad/no effect change?

3. Your overall thought on the results and if you see this decline as an opportunity?

Thanks

Q: Would you recommend purchasing Crowdstrike Holdings (cyber security) at current levels ($129.00/$132.00) as a 3 to 5 year hold? if no, any better recommendations in this field?
Many thanks

Q: Doo,cgy.
Should the stocks be moving up soon.

Q: I have been reading some articles and it says to get out of Shopify and buy Shutterstock it has better growth than Shopify? What are your thoughts on this. I bought Shopify for $54.00.

Q: Could you please rank from top to bottom your six highest conviction US mid cap stocks for a 5year plus hold.

Q: Hi 5I team,

I manage a very small RRSP for my daughter and was hoping that you could give me 2 Canadian and 2 US stocks that I could add to her portfolio.
I would appreciate an entry point for them and also your reasons for the selection.

Thanks,
Joe

Q: Hi Folks,
I have a question concerning what affect a recession would have on Tech stocks such as Apple, Microsoft, Google and even Constellation Software?
I am nibbling away at buying these now but I am wondering whether I should wait to finish buying my full position on each until the recession is over.
Thanks

Q: Hi Team,
I am having a hard time deciding which of these 3 names to add new funds to today. ATZ, ATS, and CROX. Of these 3 which would be your best bet if aiming for top potential returns over the course of the next say 3-5yrs? Could you please rank in order of buying preference here along with any comments on the potential of each name you wish to add? Thanks

Shane.

Q: HITI reported 1st quarter revenue larger than it's market cap, and it's improving profitability with what appears to be a scalable retail model. They seem to have a membership-based business model in place that will bleed out the excess competition. Thoughts on buying a small position for a 1-2 year hold?

Q: Hi, I was wondering about your thoughts on Pet Valu. Would you consider it to be at a good price to start a position in this name. How would you rate it for safety and possible upside 1-10 higher being better.
Thank you!

Q: Good morning folks
Would you be a buyer of Estee Lauder with its recent strength? Or would you wait for a dip..and at what price range would you be a buyer? (By you I mean me..lol)..thankyou

Q: please list 3 Canadian companies and 3 US companies with moats also show their forward P/E versus their historical P/E. in your list please exclude V. MA. and CP and CNR. thanks Richard

Q: I’m invested for the long term. Do you view any of these names as no longer holding any long term potential?
Thanks

Q: Among other holdings in my TFSA I have BN, T, RY, CNR, ATD and NVDA (ATD and NVDA at half positions) all for long term holds. Given current valuations and long term total return prospects, of the listed holdings, could you rank in which order you would direct extra funds to? Thanks.

Q: Hi Atz will report within four weeks approximately. How many new stores have they opened since last report? Are there any new stores set to open before summer? What is your intuition as to surplus inventory reported last quarter? If one wants to invest would you advise waiting until they report? I know you favour the company and it’s share have fallen 20 percent since last report. Spring is almost here and new shoots are sprouting.
Thanks and good day

Q: What are your growth stock recommendations for each timeline (besides ATZ, already own)

- Short term (1 year)?
- Mid (5 years)?
- Long (5-10 years)?

Q: Which Candian companies with high share of international revenue would you recommend in current environment? Please rank according to your preference [with short blurb why you like], and indicate share of international revenue.

Q: Hi guys...great service...any really undervalued stocks you think are fantastic buys at the moment? perhaps 3-5 names on both sides of the border? Perhaps names that have been unfairly punished for any reason. Thanks.

Q: I am helping my young adult daughter to start a freshly funded TFSA, she will have an approximate 50K. She is not risk adverse. At this point in the markets, besides BN, which 3 or 4 best names you would you recommend?
Thank you always for your precious advice, and holding our hand in the scary times.