Investment Q&A

Q: Hi 5i,

your web site says the D/E for DOL is 155.9.
This seems high and doesn't make a lot of sense because I believe you
like the stock. Can you help explain. What is the balance sheet of the company like? Do they have much debt to be concerned about in a rising interest rate environment?

thanks for your insight

Q: Hello. Is there a particular reason CSU's return on equity /return in invested capital were materially lower in 2021 than prior years? Any cause for concern? Thanks.

Q: Please comment & advise what to do with the $250m Dutch Auction at price of $103 - $123.Txs for u usual great advice & services

Q: 5i income portfolio holds about 2% SYZ. Would you be comfortable starting a full 5% position, if SYZ is bought below $10? Thanks

Q: Just a quick follow up question on TFII. I've read companies like FDX and UPS are often seen as leading indicators on the economy, if Freight Rates at TFII are falling is that an indication that inflation is beginning to come down? Or would that be reading too much into the situation....thanks as always.

Q: good morning everyone at 5i: I would like to increase my exposure to Canadian equities- will you provide etfs, or tmx be a good option, or perhaps one best stock in each sector- . thanks for your time-- Jane

Q: With all the supply chain issues, and supply chain management being KXS specialty why was the stock flat in 2021, and down 2022. Supply chain issues persist, KXS does not appear to be capitalizing. Will revenue and share price improve through this year? I know it has been mentioned they have lumpy earnings but the conditions for their products should be very strong.
What am I missing on KXS?

Thank you, Mike

Q: I can't understand why GSY iat a 52 week LOW. Yes high growth stocks and NASDAQ are going down. GSY has a PE close to 10. It is a value stock not a crazy growth stock. It is making money and yet it is being treated like a .COM stock.
Easy answer would be, the market thinks recession is coming and GSY will not perform well.
Do you have any explanation for GSY being at a 52 week low despite beating all estimates on quarterly results?
Thanks

Q: If an investor were to consolidate partial positions in DSG and KXS, which would be preferred at this time? Thank-you.

Q: What would be the most likely three reasons why the CFO resigned from your instincts and experience and best guess based on the tone of the news release and does this change your opinion on the company for a long term hold? Thanks. June

Q: 1% position ,p/p $10.32.Thinking of adding some. U view please. Txs for u usual great services & views

Q: Peter; With a possible budget boost to help low ($90,000.00) income families receive dental care wouldbthis not help this company significantly? Thanks.Rod

Q: GSY took a big hit today, was there any material news that would account for it ? I have a full position in it already, but, with the pullback, I am thinking about dollar cost averaging as I have a cost base of $145. Does that seem reasonable based on the company and its performance in the last quarter ?

Q: Has Enbridge ever cut their dividend? Does Enbridge have a history of systematic dividend increases?

Q: ATZ is down 6% today but I can t find any news?

When are they reporting?

I was planning to start a position and wanted to make sure I am not missing something. Thanks!

Q: WHY NOT SELL LIGHTSPEED WHICH IS DOWN MORE THAN .20% FROM ITS HIGH? IN OTHER WORDS, WHY HOLD IT IN THE GROWTH MODEL PORTFOLIO?

Q: Any reason stock dropped sharply over past 7 days? Would you average down at this level?

Thanks,

Q: Hello Team,

I have done a lot of due diligence on TSU. I think their miss last quarter is not indicative of a wider issue. Could you please provide your view of headwinds or reasons as to why this name would not work out? Also, at what point would you add to an existing position?

Q: Hello team,

Ross Healy was on BNN and suggested that BAM is valued at the absolute top end of it’s range “the stock is at 2x book value which is at a high over the last 15 years”. Not done he then added “the 2022 earnings have gone right into the ditch and our FMV has cratered with it, it’s no wonder shares are softening.”

I follow Brookfield as closely as anyone and earnings going in a ditch? I see a beat on DE, FFO, increased flows from private funds. I see increased tailwinds from the spin off to the transition fund to the increased fee bearing capital and continued capital deployment. Also, I see the CURRENT NAV at $68 a share so a ~13% discount.

Needless to say I am on the polar opposite side of his commentary.

What am I missing hear and can you please elaborate on his argument.

Thank you.

Q: trucking has been down the past while. tfii has fallen with the group. do you see tfii as typical of the sector or an overperformer who will shine again? with the drop the past 10 days, would you add to a position? what do you see for the company