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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 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
Q: any chance 5i listened to conference call on AcuityAds at/t....Q results didn't seem bad, & stock opened decent, at $3.50sh....but tanked after conference call..thoughts?? Couple people I know were not impressed by magt on the call.....thanks
Read Answer Asked by John on March 10, 2022
Q: Just announced their results. At first glance seems to be promising. Your thoughts and perspective on where the share price might be in 6 months?
Read Answer Asked by Randy on March 10, 2022
Q: Looking at these for my TFSA and for me it’s a tough call. GSY is getting more reasonable price wise but could rising interest rates hurt it ? MG is
cheap but supply chains are clogged and materials getting scarcer and more expensive.
Which would be your pick and why ?
Thanks. Derek
Read Answer Asked by Derek on March 09, 2022
Q: Hi, I see the demand case for PBH.to. But I'm cautious on the company because I don't understand how inflation might eat their lunch (bad pun). Do they have any fingers in the food production, or are they just a taker of input prices? If so aren't their margins going to get squeezed here as meat and grain input costs rise? I'm guessing there is a limit to how much they can raise their prices to stores before the demand side?
Read Answer Asked by Kel on March 09, 2022
Q: I am new to 5i and signed up for a trial membership. Looking at your various portfolios, there is a note at the top which show changes - x% added to ABC, My question is where is the money for that purchase coming from? Is it supposed to be new cash deployed or selling an existing holding for new purchases. Please elaborate.

Basically, I want to know if I have to keep in sync with a recommended portfolio, how do I go about it on an ongoing basis.

Do you send an update via email when a change happens?
Read Answer Asked by Richard on March 09, 2022
Q: August 2020 Gold hit $2034 / ounce. Agnico Eagle traded at $110.

Today Gold hits $2014 and Agnico Eagle is trading around $75.

Fundamentally, is the company stronger or weaker when comparing these two prices in time. Or is the disconnect in price more just market sentiment about gold vs crypto etc? I loved Kirkland Lake so the merger should be viewed as a positive.
Read Answer Asked by Shanelle on March 09, 2022
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