skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

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
Q: This is more a comment. This company has spend a significant (over $20 million) on R and D, in particular automation, over the last three years and the benefits are clear to see. The cfo told me that the new technology has performed beyond expectation and it is equivalent to employing 100 welders.
The dual share structure, while often maligned, does have its benefits. It means management has a huge incentive to get things right.

Read Answer Asked by Murray on February 27, 2024
Q: On February 14 Zach presented an overview of Payfare on the Monthly Roll Up Podcast . It sounded intriguing and it is now on my watchlist. Any further evaluation would be welcome. What metrics are important to watch as this company continues to develop?
Read Answer Asked by Calvin on February 27, 2024
Q: Can you please comment on:
(1) Insider Ownership
(2) How is management compensated - salary, options, common shares purchased in open market?
(3) Do they dilute shareholders? Perhaps share count over the last 3-5 years and if it was warranted in your opinion

Thank you so much for your valued information. I am really appreciating 5i Research.
Read Answer Asked by Francise on February 27, 2024
Q: Hi there, can you add anything to the AI conversation regarding CTS?

How is CTS involved with AI or in supporting the use of AI using Nvidia product?

What is expected of CTS when it reports next week?

Is it fairly priced now based on preliminary numbers provided?

Are institutions and insiders now buying again?

How much stock has been purchased now by CTS to cancel, last year plus this year?

Thanks!
Read Answer Asked by Hussein on February 27, 2024
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!