Investment Q&A

Q: Hello Team,

I am looking at adding a half position of one of the above companies in my TFSA. Can you please rank them in order with the most potential return over the next 3 years. Thanks

Q: Thanks for answering my previous question on WEF (western forest products). I have been taking a closer look at wef and trying to decide if I should liquidate my smallish position. One thing I noticed is that WEF has nearly $300 million 'on deposit' with the USA government. This is for the softwood lumber tariffs that they have had to pay over various years. This is a unique situation but what does it mean to be 'on deposit". Does any of this money ever get returned to a Canadian lumber producer? If not, then why does WEF even mention it? I found out about this in a WEF press release and I made a perfunctory search of the balance sheet and I could not find anything, although I am certainly not any expert navigating balance sheets. Does it appear on the balance sheet but I just missed it? Is this a complete non-issue or is it a hidden source of future revenue for WEF?

Q: CLBT has dropped significantly in the past month. I would appreciate your thoughts on the company and do you see this as a buying opportunity?

Q: Please provide your opinion of this company for growth potential.

Q: You have spoken highly of OLY in the past. Is it a domestic story and would tarrifs have any impact on their business ? Would you have any concerns about increasing exposure before they report on 24 Feb ? Lastly, is the high dividend well covered ? Thank you.

Q: When do PNG and WELL next report? What is the consensus growth, earnings and revenue for each? Does 5i agree with consensus and if not, elaborate? Between the two, which one has more price percentage upside?

Q: Peter; Would you add to MTY today after the drop ? Thanks.
Rod

Q: Can I ask for an updated view of KPT.

Q: Q: Hi, Could you please comment on MTY earnings. Thank you

Q: Western forest Products just made a deal to sell 14.500 hectares of forest land to Eastwood Forests. Considering that wef's debt is around $83 million (could you confirm that please) I would call the transaction substantial from WEF's perspective. Do you agree? WEF says they will use the funds to reduce debt and invest in equipment that will allow them to make higher value wood products, such as another kiln. I never sold my small position in WEF but this might be the catalyst to move it up a smidge. Do you agree or do you think this transaction is going to hurt wef in the future since they will have to buy their logs instead of harvesting them from their own land?

Q: CAN YOU EXPLAIN IN SIMPLE TERMS 1.WHAT HAMMOND DOES 2. WHAT FACTORS CAUSED ITS RISE 3. WHAT FACTORS CAUSED ITS CURRENT DECLINE THANKS RICHARD

Q: Hi 5i Team,
Pls comment on Fresh Work quarterly earning,
Do you still like it, would you be a buyer?
Thanks.

Q: What do you think of the Q2 results released Feb. 12. The dividend was increase 5%.
Would you continue to hold? Could a case be made to buy?

Q: Can you explain the recent run up of price and expectations going forward.

Q: With the drop in both CLBT & ASPN today which one do you believe is the better buy today and why. At what price point would you give each as a good and great buy.
Thank you

Q: Any thoughts you have on MAXQ would be appreciated. Anything positive or is it simply a lottery ticket? Have they at least met any of their own internally generated progress schedules? Finally is there any link between MDA and MAXQ?
Jim

Q: Hi 5i!

Can you comment CRNT and ACLS earnings?

Thank you

Q: Does the recent 10% dividend increase signal a strong earnings report is ahead? Some brokers have a $52 price target. good time to add?

Q: Please comment on Terravest earnings release.

With the price drop, would you be comfortable adding shares ?

Thanks

Q: In terms of a better recovery with less risk and you needed to sell one, which one would you let go? Currently down 18% with Hamond and 5% with DRX