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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: I am investigating CLS as a potential long term investment. In a recent answer to a question, 5i stated that CLS seems to be putting things together much better now. What is CLS putting together much better now, and is it sustainable? How important is AI, to CLS future share price? Could you elaborate on the most major risk to CLS share price? Would you consider CLS a good hold for five plus years?? Thanks for the excellent analysis!
Read Answer Asked by Greg on March 04, 2024
Q: Would you please give me your evaluation of FLGT's recent quarter. On the surface it appears quite positive, however the stock is down 10%. Was it their guidance that turned the market sour? I am also perplexed - they state they carry $28/share in cash and marketable securities yet the stock is trading at $23 implying that when you strip out cash the business is worth NEGATIVE $148,000,000. Does this mean the market believes something is fundamentally wrong with the business and/or management? Finally, as a shareholder should I be running for the hills or is this a case of the market mispricing an asset?

Many thanks
Scott
Read Answer Asked by Scott on March 01, 2024
Q: Hi 5i, this company recently tried to sell itself and there were no takers. They now have decided to let go of 25% of the workforce and buy up to 150 million dollars of shares back.

Looks like they will be cash flow positive by next quarter and are starting to get better traction on selling the drug.

The drug patent is for dosing as the chemical composition expires in a couple years. How would you value this company and would you rate it a buy hold or sell.
Read Answer Asked by Mark on March 01, 2024
Q: Looking for updated thoughts on Bird Construction, it seems since the Fall of 2022 this stock (up 3X) turned around and has a nice run of new contracts expanding into Nuclear work for the Ontario Government, which is intriguing among many other contracts for larger builds and a nice growing backlog.
Market Cap nearing 1 billion which you seem to like as more Investors consider it.
Do you know Management at all and what are your thoughts?
Who is their nearest competitor regardless of size and who is their closest in size and competition in Canada?
What is the biggest risk you see to this specific company?
If you had to choose between BDT or another North American company in the same space (non-residential construction exposure) if not BDT who are they?
Read Answer Asked by Michael on February 28, 2024
Q: G'morning 5i,

I'm sitting on a fairly substantial loss on GXE in my TFSA. In trying to decide what to do, I first waited for the strategic review to complete, hoping that something positive would come of that. When it didn't, I next decided to wait for its latest earnings report, hoping for something positive there but, from my review of the numbers and despite management's rosy outlook, I don't see anything re-assuring there. either.
My inclination is to sell, take the loss and do something useful with the now severely diminished funds.
Occasionally in the past when I've made that decision with a losing investment, hindsight has caused me to regret it, and I think perhaps I should have been alert to signs that a turnaround was in the offing.
From your objective perch do you see any reason to hold GXE given the milquetoast strategic review and what I interpret to be the less than satisfactory recent earnings report?
I look forward to your thoughts. Thank you.
Peter

Read Answer Asked by Peter on February 28, 2024
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