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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: Are you in general agreement with today's conclusion from TD Equity Research on Q4 results? For those willing to "hang in", it appears there is descent upside from here:
2021 midpoint revenue guidance implies more than25% revenue per-share growth and continues to imply a constructive outlook forXebec across its various end-markets (hydrogen, RNG, and other gasses). However,we believe that Xebec is firmly in "show-me" territory with investors and, based on thefactors described above, we are increasing our risk rating to SPECULATIVE (fromHigh previously), consistent with other companies in the Cleantech sector that are notexpected to generate meaningfully positive cash flow in the near term. This changein risk profile requires a rating change to SPECULATIVE BUY (from Buy previously).Based on our revised estimates, and an increase in the discount rate we employ, ourtarget price decreases to $7.50 (from $10.00 previously).
The report also mentioned XBC is abandoning it custom made RNG equipment products and will sell only standard equipment going forward.
Read Answer Asked by Albert on March 29, 2021
Q: Where would you put the odds of TFI doing an equity financing prior to closing the UPS deal? Is it possible they might finance the purchase with debt alone? With the deal expected to close in the second quarter, when would you expect any financing to be announced? For an investor looking to add to their TFI holding, would you recommend waiting to take advantage of the drop in the stock price that an equity deal would likely cause?
Read Answer Asked by Steven on March 29, 2021
Q: New to the site here. Why are there companies in the model portfolios that are not rated? If you are recommending them why wouldn't you rate them? Thanks!
Read Answer Asked by Lindsey on March 29, 2021
Q: Hi 5i

I would like to take a position in AC, but I'm worried about Canada’s vaccine rollout. I don't see a resumption to normalized traffic this year. My guess is they might hit 50% capacity late this year, and that might be aggressive. Can tell me how long AC can last with current monthly cash flow burn before they have to raise more money? Also can you provide your best estimates to traffic for 2021 and 2022.

Thx
Read Answer Asked by Christopher on March 27, 2021
Q: Is real looking more appealing at this levels?
Read Answer Asked by james on March 26, 2021
Q: I know you have mentioned that you think BRP (DOO) is a good growth stock that you like. In looking at the results they just released today, I see an normalized earnings number for the quarter of $1.82, a 62.5% increase over last year. The guidance for 2021 shows an estimated normalized earnings of $7.62 (mid point of the range), which would be a 41% increase over the 2020 number. At roughly $102, the stock is trading at a p/e of only about 13.4 times this year's estimated earnings. That looks very cheap to me for a company with that high an earnings growth rate. Just wondering what your thoughts are on the quarter, and if you agree that the stock looks very cheap comparing the p/e to the growth rate. Trading at a similar p/e to GSY, with a comparable growth rate.
Read Answer Asked by Dan on March 26, 2021
Q: Hi,
Seems like since they have decided to drop the acquisition of that UK company, DND is cash flush with the financing they did not to long ago at $50.50 per share. The stock has since been trading well below that level. I was surprised when they stated an increase to their credit facility to $700 million, today. The company now has Capital of a billion dollars. I cant see any other reason for a company to be sitting on a billion dollars via financings other than if they have some massive acquisitions in the pipeline. May i get your take ? Thanks,
Read Answer Asked by ilie on March 25, 2021
Q: As the price of REAL drops would you consider this factor putting the company in play for a takeover? I am thinking of starting to buy into a position now that it is low fourteens and would like to hear your thoughts. This is a profitable debt free company which nobody seems to like and is priced like it has low growth future. Generally I do not bottom feed but I am intrigued.
Read Answer Asked by John on March 25, 2021
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