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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: Not to put you on the spot, BUT... If you were looking at growth only, which of these three would you choose?
Read Answer Asked by Bryan on May 16, 2024
Q: Although at a loss as to what LIDAR sensors might be, the growth of OUST is very interesting. What is your opinion of the firm?
Read Answer Asked by David on May 15, 2024
Q: I'm looking at metrics for TVK and cannot understand the market's lack of concern over what appears to be a very high amount of debt. I use the Lynch guidance that Long Debt / Total Equity should ideally be < 0.25. In TVK's case I calculate 1.03, which appears to be in line with the 5i Report on TVK showing Total Debt / Equity at 1.49. In the same report WELL is cited as a Comp but WELL has a Total Debt / Equity metric of "only" 0.5 - fully 3x better than TVK, and yet WELL has been punished for having too much debt. Confused...
Read Answer Asked by Paul on May 15, 2024
Q: Hi 5i,
Just mulling over how to punch up a part of my TFSA that's not done much for me lately and is looking like it might do even less in the next year or so:
Specifically, I'm considering the wisdom of selling all the CTS I hold (at a fairly sizable loss) and replacing it with either NFI (which seems to be trending in the right direction, share price wise) or DCBO (which might be at a good entry point right now) in the expectation that by making this move in a year's time I'll be ahead of where holding CTS would leave me.
So, boiled down, is selling CTS now sensible, and is either NFI or DCBO a good replacement and, if so, which one is likely the better replacement?
And if neither, could you suggest another?
Thanks for your thoughts.
Peter
Read Answer Asked by Peter on May 15, 2024
Q: If I may add a follow up to your answer to Michael regarding concentration of business. While DRX supplies steel structuring for many different buildings throughout the US, their contracts are with the general contractor/project manager who has been hired been hired by say Eli Lilly to build 12 buildings in Boone County, Indiana. The large contractors (eg Fluor Corp) like to work with companies that have a proven track record of quality and on-time reliability. ADF Group has a terrific reputation and has the most automated steel structure plant in North America. The huge large scale building taking place in the US ( semiconductor plants, battery plants etc) require a company like ADF to meet their demand. If you are good, there is lots of repeat business from the same large contractors.
Read Answer Asked by Murray on May 14, 2024
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