Investment Q&A

Q: NFI has announced a Recall against its battery supplier XALT and my guess is that resolution of this issue, which does not seem to have made the front pages(?), along with your own comments on Chinese competition might make a significant difference to NFI prospects. What do you think?

Q: I'm cleaning up my portfolio and would like your take if any of these can come back from the dead? they are all in a registered account so no tax loss available. these all are now less than 1 % of total portfolio would it make sense to add to any (STC, ILLM)?

Q: Good afternoon 5i
I have been hanging onto nfi, thinking there might be brighter futures. Recently, however, I have been reading about the prominence and advanced features of Chinese electric vehicles, including busses. It seems that the only thing keeping them out is tariffs. I am really concerned that if they had free reign that the hopes for nfi would dwindle. Tariff policies can be changed. What likelihood of more permissive tariff policies for Chinese electric vehicles happening.
Thanks for your great work

Q: Nfi is having a nice day after reporting. 5 I has been down on the business, any change after the report ?

Q: Hi 5i,
Could you provide your opinion of the likely direct and indirect impact of the promised US tariffs (or just the threat of same even if they don't ultimately come to pass) on the 1-to-2-year SP of the five noted names? I 'm not confident in my ability to discern which companies have a significant degree of immunity (although I think these 5 may).
Thanks,
Peter

Q: What do the think are the odds of NFI being taken over, and if so what price might be attractive to a buyer??

Q: Could I have your thoughts on these three companies for new positions in our new investing environment.
Thanks Steve

Q: Looks like NFI has a floor around this level. Think this would the time to start a position?

Q: HI,
Is there a future for small EV manufacturers? Most of them are bankrupt or doing poorly (VMC, LEV, RIVN,NIO,LCID). I owned NFI in the past. Seems one of the last survivors, besides large American (TSLA, F, GM) or Chinese companies (LI, BYD). Would you invest in this sector, if somebody does not want to support chinese businesses? Which stocks would you find interesting right now, or post-Trump taking office? Could be stocks related to the sector, but less sensitive. Thanks a lot.

Q: I believe all of the companies have reported. May I have your comments please.

Q: Analysis on the quarter and outlook.

Thanks Greg

Q: Hi Team,
after today's decline in DRX that seems overdone I am thinking to initiate a position in DRX. I am very tempted to sell my NFI stake and make the switch for shares of ADF Group. What would you think of the move and would you have any other suggestions to replace NFI in my Portfolio.

Q: This stock has risen significantly since May and I'm wondering why and is this a company that is worth considering as a medium term investment.

Q: Hi Peter…I see both SIS & NFI set 52 week highs today with NFI up 40% year to date. I have owned SIS for a number of years thanks to 5i, so thanks again! I also owned NFI about 10 years ago and sold my shares in stages generating a profit every time, and yes the profits shrank as time passed! I know you’re negative on NFI, but you also recommend buying stocks which set new highs. I’m considering selling my Super Micro and buying either NFI, SIS, MDA or SHOP. Of the 4 I have an existing position in SIS only. I believe I am an “aggressive” investor but Super Micro’s roller coaster ride is testing me. I have owned NVDA since 2017 which I consider to be a core holding. Maybe I don’t need to own 2 chip makers? I’m perplexed, could you give me some guidance?
Thanks,
Jim

Q: Hello,
I have a large loss - now small position - in NFI. Is it a good time to move on? Even if it moves significantly higher it does not really impacts my overall portfolio. Thank you for your service.

Q: Hi 5i,
Just mulling over how to punch up a part of my TFSA that's not done much for me lately and is looking like it might do even less in the next year or so:
Specifically, I'm considering the wisdom of selling all the CTS I hold (at a fairly sizable loss) and replacing it with either NFI (which seems to be trending in the right direction, share price wise) or DCBO (which might be at a good entry point right now) in the expectation that by making this move in a year's time I'll be ahead of where holding CTS would leave me.
So, boiled down, is selling CTS now sensible, and is either NFI or DCBO a good replacement and, if so, which one is likely the better replacement?
And if neither, could you suggest another?
Thanks for your thoughts.
Peter

Q: Can you comment on earnings

Q: Please comment on the latest results. Anything there to change your opinion on NFI. Thanks

Q: So where are we on this stock now, up 43% in the last year, more future here now.
Thanks again

Q: Is NFI's financial position improving any?
Wondering if I should dump these shares in a TFSA or hold for 3-5 years.

thanks,
Paul