Investment Q&A

Q: Hi , so at earnings release one year ago share price jumped 20 percent. Seems to be unusual in that the market wouldn’t anticipate this when there seems to be a lot of clarity in the company’s updates and outlook. Is the the current situation the same as last year and should we assume a similar outcome after earnings release on 11 Jan. Seems quite interesting as to how this will play out. Have a good un dudes.

Q: For a long term hold within a TFSA, if you were to choose just one, which would it be and why? Thanks.

Q: MG data on your website:
1. are the numbers shown in $U.S. ?

2. Price to Cash flow seems to be at about 8. However, FREE cash shows as negative Can you explain the difference?

3. Graph seems to show consensus 2023 earnings at $8 / share
Is that in USD? Wouldn’t this mean stock is trading at about 8x 2023 earnings? Seems pretty cheap

Q: which of these stocks has the most growth potential in the coming year. I need to sell one. Thanks

Q: I would like to add to my existing positions. Is it too early for KXS and GSY? Is it too late for the TRI (just reached a new high today).
What is your opinion.
Thank you for your help
Regards
Albert

Q: Happy 2023 after learning the hard way in 2022 that growth is not always the best rewarded investments. Anyway this shall pass too. My question is about the impact from the interest raise that may potentially slow down buying new cars. It seems to me that the car parts retailers such as Carparts.com that sells “aftermarket auto parts and accessories” may be a good bet for 2023.

Most people in the U.S. simply don’t have a reason to spend money on a new car during the current, uncertain macro environment. Consequently, they will repair their current vehicles if they have problems.

What do you think of my theory? Are there any public Canadian company doing the same as PRTS? Please be free to suggest any other way to play the theme and place your suggestions in your preferred order and your rational.

Thanks a Million$

Yves

Q: What are some REITS that aren't in the heavily leveraged area ?

Q: You recently Initiated a position in Acadian Timber (ADN). You state It pays slightly more than its annual free cash flows in the form of dividends.
1] Why do you think this is good to pay more than its annual free cash flow in the form of dividends?
2] How does the company make a profit after paying dividends?
Thank you.

Q: With the economy slowing down would you trim cyclical stocks like TFII? I have a 6% position at this time, well into profit. I may use some dry powder later if the market keeps on getting hammered. My current cash position is about 10%.

Thank you

Q: How much runway does Goeasy have? Has it much business internationally? Will it need to expand internationally to keep up the high growth rates?

Q: Hello 5i Team
Has there been any negative news on Tsu the last few days. I Checked my portfolio today and I am down over 10% , but I was up about 2% only 5 days ago.
What could have caused the price drop?
Thanks

Q: Happy Holidays, thank you for guiding us through this difficult investment year!

Could you please comment on ATD to acquire True Blue Car wash? Will this be positive to share price of the Company? Thanks.

Q: Hi there, just reviewing YTD performance of the growth model portfolio. Net inclusion of cut previous losses(stock) through the year what is the total portfolio ytd performance? How does this year rank against previous years dating back to the inception of the growth portfolio? thx

Q: Retired conservative investor whose only tech holding is HTA ( 5% total portfolio). Looking at either CSU or Shopify as next purchase. Which of these would you prefer to “ dip your toe “ further into the tech sector ? Also, is my weighting of HTA appropriate ? Thanks. Derek.

Q: I currently own Kelt but wondering if this is a buy or hold as my position is quite small so I was thinking of adding to it to make it the same weight as you have in your growth portfolio ?

Thanks

Q: In 5iresearch data info the BAM has no info about its dividend and dividend frequency payments . Do you have this information on these and it payout ratio? I understand that this stock has been relatively recently created from the reorganization of the Brookfield Asset Management but is the data I am asking available for investors? I have looked on line for such data and appears to be available. Thank you . Miroslaw

Q: In a slowdown, would you swap WSP for TFI?

Q: Hi
Could you provide an update on BNS due to the political unrest in Peru and Chile?

Q: Any co. specific reasons for sharp drops on these companies besides tax loss selling. Pltr - 7.92% with $6.35 new low, Eglx 8.2%, Dir.un 2.9%, Stc 6.9%. When does tax loss selling finishes & will the bulk be done by friday this week? Txs for U usual great services & views

Q: What are your thoughts on the Magna purchase of Veoneer?