Investment Q&A

Q: In an answer to an earlier question you said AVAV has been profitable for years. When I call up a quote on my RBC account and on Yahoo Finance they both show EPS of -$5.86 and no PE. Can you explain the discrepancy? Thanks.

Q: The last Q&A on Lumen was back in February. The slide downhill has continued.

I'd welcome hearing your take on its debt and whether it can recover.

Thank you!

Q: I want to make an investment in the defence sector and have narrowed my focus to these two stocks. Which of the two would you choose and your reasons for doing so. Any comments on these two securities would be appreciated. Thank You.

Q: Hi 5i
Any thoughts on CFG would be appreciated.

Thx
Gerry

Q: Any of these businesses look interesting to you as a long term investment?
Thanks

Q: Do you still like WIRE? According to one of the Globe's recent guest columnists (a Mr. Teich at Avenue Investment Management) "We've never seen a business with this strong of a balance sheet". He says the market cap is US $2.8 billion which is down from your April commentary. Has the stock been really weak? Are they a copper miner or more of a fabricator?
Any thoughts you have would be appreciated.
Jim

Q: There has been recent news and stock movement for Li-Cycle Holdings and I was wondering if you could comment the company as a potential long term investment?

Is it still too early in their history to invest?

What would you need to see from the company in order to be comfortable investing?

What would be an approximate price where you would consider investing?

Thanks!!

Q: Renowned bear David Rosenberg says in today's Globe that he is positive on defense stocks. No individual stocks are mentioned in the article. Given the state of the world i have been watching a few defense stocks for some time but haven't pulled the trigger. Two of interest are KTOS and AVAV. Both are experiencing sales growth but neither are profitable. Do you see them turning a profit in the near term and which one looks better? Thanks.

Q: Is the decline over the last three months related to the general decline of higher growth stocks? And what do you think of the recent results that led to a big drop last week? I'm wondering if it's still a good long-term hold or if not, is there another health care stock in the higher risk, higher growth category that you like more?

Q: what are 3 key metrics you use to value ISRG? how do these 3 current metrics compare to ISRG,s. 5 year averages? thanks Richard

Q: Down over 13% even though earnings and guidance look ok. Any reason you can see?

Q: Would you add to an existing small position in LNTH? To take advantage of the tax selling season IF the story of growth is unchanged

Q: I am trying to get a better understanding of the cash postion for Tesla. I have read, heard people state that Tesla should buy back stock, I have heard people say that they have lots of money. Looking at the balance sheet, the cash position is exactly what I hear people state. They have $26B in cash (plus about $2.5B in receivables); however, when I look at their current liabilities, it is about $26B. Am I wrong to think that their net cash position is position pretty close to 0 (plus the $2.5B in receivables). And if we consider that their cash position has not been growing in leaps and bounds, they do not really have very much cash as their current cash position would be required to pay their current liabilities. Is my logic correct (if not can you add a little explanation as to why not)? Thanks.

Q: Hi 5i!

Can you comment on Pinterest earnings and outlook for the stock?

Im holding since 2021, would add to a position in the next months?

Many thanks,

Frank

Q: This excellent question was answered by your team on oct 30 th.
"I'm wondering if you could suggest 20 Canadian stocks, with a minimum yield of 3.5%, that you would purchase NOW. This list could include ETFs."
I shall ask a similar question but for only 12 US stocks or ETFs in my TFSA ,the goal being safety+ dividends + some growth ,many thanks

Q: Hello, I need to add to the healthcare sector. Is this a good time to buy? Could you please provide 5 names and rate them in order of preference and why? U.S. OR Canadian? Thank you.

Q: Do you consider these companies a buy and if so at what price point would you purchase them?

Q: Blackstone reported earnings last week. What's your assessment and how will the results impact your opinion of the stock going forward. You've liked it in the past and recommended it as a buy, any change? Thanks.

Q: Your thoughts on a switch from J&J to Organon in my RRSP. Income is main objective

Q: These names are common top ten holdings in US small cap growth mutual funds. In your opinion, which of these companies look most attractive to start a long term position today?
Thanks