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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: Hi, One of my friends who is constructing a house told me costs of 2x4’s have gone up by five fold recently.. Is that reflected in the stock prices of companies like West Fraser? Is it too late to get in?
Also what are your thoughts on Aritizia going into this tough environment of higher interest rates and inflation..Will apparel companies typically prosper in such an environment? Thanks.

Shyam
Read Answer Asked by Shyam on March 17, 2022
Q: ANRG's continuous share price slide to below $10 baffles me. I've read, extensively, the materials on their website and your Q&A's. The company continues to win new contracts and has a healthy backlog. I'm aware of the upcoming Year end and Q4 results. Fully invested, but afraid to take tax losses until after year end is announced. Can you provide any insight into the slide?
Read Answer Asked by John on March 16, 2022
Q: In spite of a pretty good valuation, a not-so-bad quarter, and good potential Acuity Ads still continues to drift lower. A previous question on this company indicated that there might be some concern over management - that they were not too impressive. Could you provide your opinion on management and if they have what it takes to turn this company around over the next couple of years. Thanks.
Read Answer Asked by Rob on March 16, 2022
Q: Hi 5i,

Can you help me understand how TSU is not an absolute tabling pounding buy here. They have been growing the top line at a 40% clip. I believe the ROE is 18 or 19%. They have a long growth run way. Yes they missed last earnings due to two things outside of their control (surety losses impacting .08 and hurricane .02). If those one time items did not occur they would have beat consensus.

They have a great track record of execution and the BAM pedigree. Please let me know if you disagree. Also, please let me know in your opinion when the stock is a) cheap and b) table pounding buy.

Thank you.
Read Answer Asked by James on March 14, 2022
Q: What did you think of At’s conference call? Should we hold or move on?
Read Answer Asked by Mike on March 11, 2022
Q: Do you think if the results came out yesterday it would have gone up as much as it has come down today.
Read Answer Asked by Steve on March 10, 2022
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