Investment Q&A

Q: hello 5i:
I am interested in the above companies, but feel both are overvalued at present. Technically, HPS appears to have a "blowoff" topping pattern while ATS is consolodating. Fundamentally, both look a little stretched as far as PE, P/CF go. The subject of growth, of course, will define future gains. From past answers, you like ATS "better" than HPS.
First, can you confirm the above deductions and do a head to head comparison of the two. Second, where do you see future growth for both, and why. HPS actually looks to have the upper hand due to the "relectrification" theme as their products might attract a larger global audience. Third, can you provide what you feel are good entry points. Thanks for this comparison as there are only funds to buy one.
Paul L

Q: WHAT are you evaluating this company

Q: What are your thoughts on the following 2 Companies?

Q: I would appreciate your take on the recent financing and what are sales residuals? Is the company on stronger footing now?

Q: this is a penny stock which i know you generally do not cover. i would appreciate your

comments if you could, on their recent run up, and possibly future prospects. thank you

Q: I understand that you are keen on NVEI as a longterm growth story… could you please explain a bit more about where they fit into the fintech space - eg direct competitors, maybe comparative businesses? Thank you.

Q: Do you see any hope for either of these to recover or is it time to just cut losses and move on?

Q: hi. I am down on CSW, and am thinking of selling and locking in the tax loss, and immediately picking up ADW. do you see more capital gain potential in one versus the other? what do you feel is the better investment now?cheers, chris

Q: If you already hold NFI at these level, would you sell and move on or does the risk / reward make sense for a few more quarters or longer term?

Q: Tiny company, very thinly traded, but possibly an interesting play for a small, speculative position? Would appreciate if 5i can provide some commentary and an opinion on long term prospects and merits of Voyageur Pharmaceuticals Ltd. Thank you!

Q: Would you consider now a good time to purchase CAE?

Q: Peter; ASTL seems cheap- as usual- but isn’t it getting so cheap someone might try a takeover? Could you update your thoughts on it now. Thanks.
Rod

Q: income vs growth stocks
can you please give me a list of your top favourite 10 can GROWTH stocks at the moment
thank you

Q: I am considering adding this to my portfolio but the expression "don't fight the tape " keeps holding me back. Pros, Cons and thoughts would be appreciated.

Q: There is a news item that GIB.A has been awarded a contract to produce a "virtual flight data recorder". This sounds exactly like what FLY has been trying to sell for years but it never really got off the ground (sorry). Do you see GIB.A fairing better and what are the implications for FLY.
Thanks
Ian

Q: Current thoughts on LIF?

Q: Hello 5i Team

Reviewing the publicly listed mortgage investment corporations (MIC) on the TSX and TSXV.

1 - Are there any others listed on exchange(s) other than the five listed?

2 - Is Builders Capital Mortgage Mortgage too small (~$19M market cap) for consideration?

3 - What is the best metric to compare MICs - price to earnings / price to book / others?

4- What would be your ranking - best to worst?

5 - Any other considerations?

Thank you

Q: I noticed in the votes for directors the CEO did rather poorly compared to the other directors. There is generally a reason for these types of results. Perhaps you could let us know what is happening with the company and its management.
Thanks

Q: What is the difference between IJR and IWO? Best account to hold?
Many thanks.

Q: What stocks would you suggest for a TFSA of about $70k for a 30 y.o. with a 10-15 year time frame?
Thank you.