Investment Q&A

Q: With most companies having reported earnings, which would be your top 5 with respect to ‘best earnings’? Thank you

Q: I own shares in Nextracker and am happy with its recently announced results. Do yo like this company as an investment and do you have other companies Canadian or US that you would recommend that are likely to do well as a result of the movement in AI? Thank You.

Q: The chart for PERI is a disaster. Do you now consider it a sell? Or a wait for tax loss season? Would you still buy it back after 30 days? It seems like you sold the stock last October?

Maybe this was a situation where extraordinary circumstances might have warranted a note in October to all of us that... 'based on our 35 years of investing, war isn’t a tailwind for most stocks and you should consider selling.’ This might have been helpful given how many companies from Israel you were recommending and there are so many opportunities elsewhere, even for defense stocks… Instead you’re cautious with PERI sometimes and then still positive at other times. It’s very confusing for someone sitting on a big loss.

Usually, when someone asks a question about a foreign stock... from Europe, China, Brazil etc. you mention you don’t have sufficient knowledge of stocks outside of North America to recommend. But not so much with Israel, which in retrospect seems to have been one of the most risky places to invest? On closer look, it seems the country has been constantly at war for a long time? What made you feel you had a leg up despite this? Is it possible that these stocks were fundamentally cheap for a reason… because of the risks?

On top of all the headwinds every company faces now we’re constantly hearing in the news about students demanding divestment from Israeli companies? I understand and can be patient with SHOP or DUOL but is war and this divestment thing worth waiting out or buying back into after selling for a tax loss?

There have been good recommendations otherwise, and my portfolio will be fine but it’s a big hit to performance that maybe could have been avoided or at least lessened…

thx, Mark

Q: Can you please comment on FIVE and your recent thoughts on its most recent quarter. Do you think the recent decline in price is an attractive entry point? Or do you have other ideas/recommendations that you have higher conviction in. Thanks so much!

Q: Hello, what do you think of P&G as a GARP investment, 5-10 years hold, with your reasons for or against it. Thanks!

Q: Although at a loss as to what LIDAR sensors might be, the growth of OUST is very interesting. What is your opinion of the firm?

Q: What are you current thoughts on this company and its possible purchase of lifelabs?

Q: Hi 5i,

Multiple related questions:

#1 - I believe the purchase of Encore Wire (WIRE) by Prysmian @ $290/share should be confirmed in the next few days. Do you know anything further about this?

#2 - Would you recommend selling WIRE at this time @ +/- $282/share or waiting for the deal to go through at $290/share? At what point after the sale are shareholders paid?

#3 - In looking for a like-minded company (electrification transition, green renewables etc.) I came across Atkore Inc. (ATKR). What are your current thoughts on this company for a 3 to 5 year hold?

#4 - Between MYRG, STRL, ATKR and PWR how would you rank them out of 10 (10 being the best) and in what order for a 3 to 5 year hold?

Thank you for your wisdom and guidance!

Q: I purchased AXON around $200 in a margin account, I'm paying 7% on the margin. Question, do I keep holding knowing that I need 7% return to break even or do you think it trades sideways until the next earnings report. Note: My Margin account only accounts for 10% of my portfolio. Thanks (I know short term is hard to predict.)

Q: Hi 5i Team,
Pls comment on Nextracker Inc. quarterly earning result.

Q: OUSM: Kevin O’Leary mentioned this ETF that he helped design on BNN on Friday. It covers 380 companies of the Russell 2000 Index that are profitable. It also pays a monthly distribution. What are your thoughts ?

Q: What do you think of this company and its future? Is it a buy hold or sell.
Thank you

Q: Hi, Could you please help us understand why stock has been acting so poorly despite a supposedly strong earnings and the new drones acquisition. This is despite the fact that most analysts are bullish on the company and raised their price targets in the range of $345 to $375. As of today, stock is down over $30, post earnings. We like the story as 5i does, but are market expectations overblown and it's time to move on, before we start losing our capital ( ACB $290 ) ?

Thank You

Q: This US equity just reported and has corrected. The business model is similar to Couche Tard but it is much smaller. It pays a 10% dividend. If the share price drops under $20 I want to buy but would ask for your analysis on the company, ability to pay the generous yield, debt, guidance, valuation, etc. It seems to have a see-saw long term chart. Appreciate your opinion on a buy here.

Q: Can I get 5i's updated view on ANET. It had reported updated earnings a few days ago. How does its valuation compare to other AI-related stocks?

Q: In regards to some of the companies that have gotten whacked after releasing their numbers (like Uber, Shopify, Hammand ect), what are a couple names that you think look the most likely to dust themselves off and move higher from here? Thanks

Q: Hello 5i: I ask about the recent run up for Kyndryl Holdings. Is it a buy? Thank you Barbara

Q: Hi, Thank you for sharing your opinion on this Co, in the last response. The stock seems to be really cheap at 13X earnings. The stock took off nicely after last strong earnings and traded in $56-58 level ( from $46 pre earnings), but lost steam within a few weeks and now is trading even below that. I am curious as to what transpired causing the stock to shoot up 25% and then drop back quickly.

Everything seems to be there to love the stock at current levels and future growth !! What am I missing ?

Also, could you please share the street expectations for May 14 earnings.

Thank You

Q: There is a 18.92% short position currently. Is this a concern as far as starting a position. I want to buy but feel hesitant with that number.

Q: Any updates on Aspen? Good entry point?