Investment Q&A

Q: your thoughts please on the latest quarter?

Q: Regarding Peter's great question on Telesat and MDA, I too have been looking further into these companies and did not see a response regarding Lightspeed and potential revenue. All I have found so far is:
"Telesat Lightspeed has the potential to transform global satellite and terrestrial communications industries, dramatically increasing the Company’s addressable market from approximately US$18 billion to approximately US$365 billion and significantly expanding its growth potential."
** from the companies Prospectus November 16 2021
and from https://spacenews.com/telesats-leo-constellation-fully-funded-after-manufacturer-switch/
"Telesat is targeting a 30% return on investment from Lightspeed, which is seeking a slice of an enterprise and government connectivity market the company estimates would be worth about 200 billion dollars around 2025."
"Telesat expects the total cost for 156 satellites to be around $3.5 billion, when factoring in launches and other expenses, including the ground systems and user terminal technology that would also be used for the 42 follow-on satellites."

Q: This was a top pick on Market Call. It was compared to Celsius Holding in its early days. Do you see this as a hold buy or sell.

Thankyou

Q: Is this just market being market or is there a reason for this pull back?
Is this a good price for entry for a 5 years hold?

Q: Can you please give an updated opinion on VLE. It is not reacting well to the rising price of oil, Thanks

Q: Could I get your comments on the Q1? Sales and EPS are up but what will it take to get this share price moving?

Q: Could you comment on your confidence in the management of these three companies and execution of acquisitions? Would they compare at all or are even close to CSU management?
Thanks
Jeff

Q: Hi 5i,
Thanks for the great work. Can I ask your opinion on Tiny in the small cap space (https://www.tiny.com/)? Recently I've seen a number of articles highlighting the business as a Warren Buffet/Berkshire approach for 2023 with a focus on tech and software.

Thank you in advance!

Q: Hi again 5i,
Re the question I just sent in asking for information about yesterday's sharp price decline and trading halt for DHT.UN, I've now learned of the bought-deal arrangement that was announced yesterday and which led me to sustain a significant paper loss on my first day of ownership.
So now my question is - could you please provide your analysis of the long-term implications of the bought deal for DHT.UN.
Thanks 5i.
Peter

Q: Can I get your thoughts on ETL. Thanks
Maurice

Q: Hi 5i. I think the figure you like to use to measure a company's dividend payout is the ratio of dividend to free cash flow. I think Peter even wrote about this recently in the FP. For the above two companies, could you please tell me what the dividend-to-free cash flow currently is? Is it following a perceptible trend of rising or falling?

Q: Any idea whats goin on here? thx James

Q: This company have improved their balance sheet and focus on their main service sector. They seem to be on the right track. Any chance that it goes back to their 52 week high any time soon? Time is on my side regardless so the question is would you endorse a buy to add money to a looser?

Thanks

Yves

Q: What is the latest update on ILLM last few days it has come down from 2.55 to 2.20 range, can I please have your 1 to 2 years company performance going forward.

Q: What does the relationship with Orion Health do for WELL Health?

Q: What is your opinion on Volt lithium corporation?

Q: please comment on todays news of qipt acquisition and what it may mean
to stock valuation. i do not see how they are paying for it or what they paid, nor
the name of the company. pretty vague.
thank you.

Q: What is the outlook for arbor metal on venture, is it a good entry point

Q: Hi- I am wondering if a small cap ETF would be a good choice for a RSP account (e.g. XCS and XSU specifically)? Aiming for low risk in this account.

Thanks

Q: Hi 5i team,

Can you please suggest 5 Cdn companies that have hit recent 52 week lows that you would s-l-o-w-l-y start accumulating, say over the next 3-6 months....(knowing they could possibly go another 5-10% lower over that time period)? I was thinking in the small-mid cap space. I know buying in downward momentum is not the ideal scenario.
Alternatively, can you also list 5 Cdn companies in the same space hitting recent 52 week highs that you would start to accumulate?

Cheers,
Steve