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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: So my next step is to buy MG, however am trying to determine the effect that the global chip shortage will have on the auto industry and MG in particular , including extent and duration of any growth headwinds for the company. Thanks for your help. Derek
Read Answer Asked by Derek on May 05, 2021
Q: Hello 5i team,
You mentioned in a previous response that you would not expect BEP to have the same high returns as in previous years. Can you briefly elaborate more on this?

Since BEP is in a dip, I wanted to purchase the US equivalent shares. Are you still comfortable with this company (you give it an A rating)?

Thank You,
Andrew
Read Answer Asked by Andrew on May 05, 2021
Q: Hello,

What are your thoughts on Topicus earnings? Also, is it a buy here and now?
Lastly, assuming an exchange of 1.00 to 1:48, no prefs and the same results occur over 4 quarters, are the numbers below correct?

$179.6m euros rev x 4 qs x 1.48 exchange/ 39.41m s/o = 26.98 revenue per share
$90 Price per share / 26.98 rev per share = 3.34 price to sales

$20.7m euros earnings x 4 qs x 1.48 exchange/ 39.41m s/o = 3.11 earnings per share
$90 Price per share / 3.11 earnings per share = 28.9 p/e

$91.5m fcf x 4 qs x 1.48 exchange/ 39.41m s/o = 13.74 fcf per share
$90 Price per share / 13.74 fcf per share = 6.55 price to fcf
13.75 fcf per share/ 90 price per share = 15% fcf yield
Read Answer Asked by James on May 05, 2021
Q: Hi,

I have the above three in my TFSA and each is down a bit (DND the most). In which order would you add to them? If you wouldn't average down, let me know.

Thanks,
Robert
Read Answer Asked by Robert on May 04, 2021
Q: In a growth portfolio, which two of the above would you add to today?
Thanks for your opinion.
Read Answer Asked by Curtis on May 04, 2021
Q: Doing some spring cleaning and attempting to tilt my folio into more income and less growth/risk. I follow the BP almost exclusively and would like your opinion on which Div payers in the BP you would increase in weight, and what non Div payers you would decrease. Thanks!
Read Answer Asked by Kelly on May 04, 2021
Q: Could I have your analysis for AC. I know the airline industry is losing a lot of money right now. Do you forsee them going bankrupt as they did in 2003? Or do you see their stock gradually increasing over the years?
Read Answer Asked by Jenny on May 04, 2021
Q: In reviewing the XBC 2020 year end financial call, a few things jumped out during the Q & A that I would like to hear you opinion on. (1) CEO Kurt Sorschak said he would be buying shares the following day at this depressed price. However I can't see any insider transactions according to Yahoo finance. Is there a lag time on that info being released or would he maybe not have followed through? (2) Someone asked them to comment on the departure of COO Prabhu Rao and there was essentially no response or additional information given, which would make me believe there is more to it. Is that a concern?
Thanks for the great service
Marc
Read Answer Asked by Marc on May 03, 2021
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