Investment Q&A

Q: Morning... you mentioned XYL as on of your 4 favourite industrials. Could you update the other 3 for us.

Where would BA fit? Would you consider it a buy? Why or why not...

thanks, Mark

Q: Is NNDM oversold… and as a result worth initiating a small position after quarterly results and how good their balance sheet looks?

Q: Hi 5i,

I know there are many takeover rumours in the market. On Monday, Seeking Alpha had an article on an unidentified suitor, likely a private equity firm, eyeing AYX. AYX has had several disappointing earnings releases. In your last comment a couple of weeks ago, you said it might be setting itself up as a target and is hard to stay committed here. I don’t understand that comment. AYX would not deliberately show poor results or poor guidance to get a lower market valuation would it? Also, would you call it a hold here, because of takeover speculation?

Thanks again.
Dave

Q: Hi,
I was fortunate enough to be invested in UPST when the stock took off last week sometime.
Today, the closing of the financing was announced, it was apparently a pricing of the convertible senior notes.
Can I please get your general take on the company and the financing?
Thanks,

Q: Can you please comment on their earnings, management, insider holding, and future growth? Is it buyable?

Thanks for the great service

Q: Can you recommend a few ETFs that have good exposure to US industrials and materials? Preferably in a single security if there is one, but separately is fine as well. I'm indifferent as to whether it is a CDN ETF listed in Canada or USD ETF listed on a US exchange.

Q: Walmart reported good earnings but Costco shares have outperformed Walmart over the last year. Do you think Costco shares are too expensive? Which shares, if any, would you buy today? Would you sell either company?

Q: Is this a good long term stock? can you recommend a few other US stocks in this price range that you feel are strong holds forn5 years.

Q: Following the pandemic there is a significant increase in mental health issues. Would you suggest any company or companies which are helping in addressing this issue and which you think have a good opportunity to grow. Thanks.

Regards,

Shyam

Q: Hi, Could you please comment on SFTC results and recent price movement - Up and Down. Is it worth starting a position ? Thanks

Q: The chip shortage is currently a well publiced topic. Can you give me the names of a few companies that you feel will benefit from this dilemna. Thank You.

Q: Please comment on Q2 results,& your opinion on the stock.Is this a good entry point? Txs for u usual great services & views

Q: Hello,
Could you please give me your opinion on investing in LTCH. Also their recent earnings and why their price tanked with what seems are good numbers. Thanks,
Rick

Q: SKIN; The Beauty Health Company; a newer company not in your data base; Pls comment on earnings which looked good to us. Continue to hold ? Thank you, Paul

Q: Hello Peter and team;

I would appreciate your opinion on Cleveland Cliffs in particular and the outlook for steel industry in general. I already own Reliance Steel and cannot decide if I should increase my exposure to the industry; and if I do then diversify with CLF or double down on RS. I know you like RS but would be interested in knowing your opinion of CLF relative to RS as well.
Have an exposure through the coking coal space as well(SXC). If you are bullish on the sector, what would be your limit on sector exposure?

Q: If possible your opinion of DSX shipping.

Q: Hello,

What are your thoughts on Overstocks $100M repurchase program of its outstanding shares?

Q: Can you give me your opinion of this company? Thanks

Q: thoughts on this company,seems to be getting hit pretty hard lately do you think this could possibly be a good entry point and does this have any shance to be taken over in this category .....Thanks

Q: Hello 5i,
I came across this equity when you recommended it earlier. I am assuming that given you listed it first, it would be the highest-ranked choice out of the options you provided. My parameters are very similar to those of the member who asked the initial question; we are retired, conservative, dividend-oriented investors with a more or less well-balanced portfolio as per P.A. We are very slightly under in Financial Services and underweight the U.S. by about 4.0%.
So, (finally) to my question: what kind of weighting might you recommend for MAIN:US? My thought was something in the 2.0 - 2.5 % range bearing in mind that if I make up the difference in the U.S. with another holding, I need to have a minimum of 1.0 - 1.25% available for that as well.
Many thanks!!!
Best to all at 5i!
Cheers,
Mike