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Investment Q&A

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

Q: I am setting up an income RRIF and thanks for all your your answers to my questions. I would like to add one potential growth stock because that is me. It won't be a huge % say 3. Can you suggest a couple CAD and USD each? Thanks again. Dan
Read Answer Asked by Danny-boy on May 03, 2024
Q: I recently read the Simply Wallstreet report on PRL . Could 5i comment on what you agree/disagree with and why ? Their analysis is below .....

Positives

Earnings are forecast to grow 33.56% per year
Earnings grew by 83.6% over the past year

Negatives

Interest payments are not well covered by earnings
High level of non-cash earnings
Dividend of 2.02% is not well covered by cash flows
Significant insider selling over the past 3 months
They also gave it poor marks for valuation to peers in their Snowflake Analysis diagram

Thanks for your always valuable analysis ......
Read Answer Asked by Garth on May 02, 2024
Q: Ignoring the the stock based compensation issue, it seems this company is caught with increasing administration costs , negative net cash flow generation , decreased ( slightly ) margins , This is countered with continuing growth in sales and backlog and and a forthcoming product price increase. I am interested to see if financially they are able to handle these dynamics. Their products seem good and they are in the big themed industries
( data centres, EV charging , infrastructure etc ) but could you dig into their financial capabilities for us. Thanks . Derek
Read Answer Asked by Derek on May 02, 2024
Q: Seems like they are going to have trouble keeping up with demand. They are expanding to $900 million capacity, and then $1 billion by end of decade. If they want to grow faster and keep up with demand and capture market share, would they buy a competitor to gain more capacity faster, or?
What would you advise them to do strategically?
Could they be acquired by a larger company?
Read Answer Asked by Don on May 02, 2024
Q: One more question to add for TFII. This has been a favourite stock of 5i for some time. It seems to make the list whenever someone asks for 'recommendations'. It has been falling consistently since earnings came out. I realize it is up over the year but I expect a top 5i pick to be that. One thing I find missing from the 5i service package is follow-up reporting on the top portfolio stocks when there is a miss in earnings. If no member submits a question on the stock, there is no mention of it by 5i. In the case of TFII, if I have it right, the last 'report' put out by 5i dates back to April 2022. There have been lots of commentary in the 'question' section, but nothing that brings it all together. Now I realize its only one quarter miss, but many of your customers may not see it the way. They may view it as the start of a long downward spiral. So my question is: what rating would you assign TFII today? Should it better the average market going forward or will it tread water, and if so, for how long? Where do you see it in 3.6, 12 months? Does it still make the 'list' today? When will you issue a new TFII report? And finally, would 5i consider introducing a special quick report whenever a portfolio stock 'misses' a quarter?
Read Answer Asked on May 02, 2024
Q: For new TFSA money this year can you please recommend you're top 5 picks in the Balanced growth/income portfolio?
Read Answer Asked by Darrin on May 01, 2024
Q: When 5i wrote the report on PRL the share price was $15.65 ..... Today it is $23.60 . Which is a considerable rise since the report was written ...... Could 5i plug in the current share price into the section titled " Valuation " and calculate and reassess the same statements using the current share price ? ....... This will help me make a decision regarding a purchase at the current share price .... Thanks as always for your valuable analysis .....
Read Answer Asked by Garth on April 30, 2024
Q: With the “missed” earnings, if there was a sharp pullback tomorrow, at what price range would you be a buyer? Aggressive buyer? Would you wait a few days or weeks for it to settle before buying? Avg cost is $50 so I’m still nicely up but would like to add more to my position for a long term investment. Assuming you still the long term thesis on this story? Thanks!
Read Answer Asked by Keith on April 30, 2024
Q: Hi 5i,

I am slowly converting my TSFA to income. A model holding for me is BNS-T (Bank of Nova Scotia). A +6% dividend and good growth potential. Thank you 5i for the recommendation. Can you. recommend, "as of the prices today" 3-4 more companies that you would add. I do have access to your income portfolio of course, but I am seeking good entry positions for your current "fav's". Thank you.
Read Answer Asked by Jim on April 29, 2024
Q: Could you please suggest 3-5 of the 'safest' products that provide a 7% yield. They could be stocks, preferred shares, corporate bonds, GICs... whatever. No specific time horizon. Could you please list them in order of safety. Thank you very much.
Read Answer Asked by Toge on April 29, 2024
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