Investment Q&A

Q: If you had a choice would you buy the parent or the pieces? If the pieces, which do you prefer at this time?

Q: Hi 5i Team - I have been reading your responses to questions on CTS Technologies and am still not sure of whether this is a stock to hold on to. You mentioned in one response that the net debt is $320 but said that it has a healthy balance sheet in another response. Is the debt a concern? Small revenue growth is expected over the next few years but strong earnings growth is expected after this year. This appears to be a contradiction but perhaps not - could you please explain. Maybe I have not read this correctly. Also it was made clear that a long time frame is needed. Would this be three to five years - or more. Thanks.

Q: I'm now down over 60% on this company, where does an investor go to get reliable company information. Is there any value in this company or is it going the same way as EGLX & a few others that I've sold recently it always comes as a surprise announcement and the average investor is left wondering the information that is available is tainted to say the least.

Q: Hi, Analysts seem to like Constellation's proposed transaction of Blue Knight's Optimal Blue. It was also mentioned by National Bank analyst that the purchase price of USD 700 Million, seems to be rather on the lower side ( as not revised by the seller) and benefits CSU. Also, it looks like Constellation is now getting into bigger deal sizes.

What's your take on this for the company's future growth and on our investment in CSU stock ?

Thanks

Q: You'll probably get a lot of this today...but what are your thoughts on the effect that the news from TIXT will have on Telus for the foreseeable future?

Q: Hi,
I'm wondering what your thoughts are regarding Telus' reducing 2023 guidance. I've had it for a while and while price is under my buy in as of today's drop, dividends cover that. Do you think the reaction today is overdone, or is it time to move to something more profitable? I'm an active investor, so tend to follow the momentum. I am concerned T has been steadily losing momentum since last May 2022 and am thinking with this change in fundamental outlook, that trajectory will continue for a while. Dividends are nice to have, but are not worth having if the stock's price continues to deteriorate. It would be interested to know what you would suggest as a replacement at this time? BCE, NVDA, GOOG, MSFT, WSP, Cdn banks are all currently owned, no Health Care exposure and what seems like too much energy exposure lately. Add to something? Find something new? Cdn or US doesn't matter. Sorry - lots of questions here, so deduct accordingly.

Dawn

Q: Hi - can you give a brief synopsis of your stance on the company and what you like and dislike? Also what their general risks are from a competition, macro and execution viewpoint? Are the risks a high probability or the same as most other businesses. Basically, I'm trying to determine if the company is now sustainable and has carved out a good "spot" and should be a long term winner.

Q: i have a large position in athabaska, the oil stocks seem to have finally found their legs.
i want to add one more oil, small cap, cdn, with the most upside. risk is not a factor.
which would you suggest.dave

Q: In 2015 your growth portfolio was down 4.8% and your income portfolio was down 5.5% as a result I would have expected your balanced portfolio to have declined yet it was up 9.5%
Could you explain that outperformance?

Q: Please list companies in your portfolios that have returned in excess of 100% over the last 5 years.
Please also show their % returns.
Thank you.

Q: This is a comment rather than a question. Like other 5i investors holding this stock, I am disappointed with the recent price decline. While no one likes stock price depreciation (except shorts of course), I have to credit 5i with at least having the decency to admit that it was wrong. In a world where blame is often deflected or excused for some reason or other, I find it refreshing that 5i has the integrity to admit a mistake. Let's hope there are better days ahead for this company. I suspect there will be.

Q: Any thoughts on this co. at this time. seem to have a lot of cash still. thanks

Q: how much of SIS does ATS own?

Q: What am I missing about PBH: high crazy debt, low ROE, high P/R . High interest rates must be hurting them with all this debt. I never bought because it always seems expensive. My neighbour and his LP have held 7% shares for many years - bought low single digits. I should have listened to him all those many years ago - LOL.. Too expensive to buy now as I can get better returns in banks: capital and compounding dividends. Just curious on your comments. I thought ofd buying at $79.00 and, of course did not do so.

Q: Uh oh. Tonight's news release didn't sound great. I'm down 50% on this stock but don't mind holding if you still think it has long-term potential. Any updated thoughts on this stock? Thanks.

Q: Best table pounding buy today for a registered account any sector?

Q: Do recent results change your perspective of consumer discretionary, small caps, fashion, growth or other parallels to aritzia?

Q: Hello,
I have ATZ at a loss in my TFSA, so no benefit from the loss if I sell. In this situation and with a 5 year+ timeline, would you see ATZ as a hold, or are there other growth stocks you would have more confidence in? Thanks.

Q: You have been strongly touting Aritzia for many many months.It is a a huge mess …especially after last nights report.I and many others are down approximately 50%.Do you think we should still keep this name?

Q: I am doing a portfolio clean up in my wife's RRSP. The following companies are all down. Please provide comments on add, keep, or sell and your suggested order in these actions.
Largo (LGO)
Palantir (PLTR)
Questor (QST)
Relic (RHT)
Sangoma (STC)

Thank you Gordo