Investment Q&A

Q: Hi Everyone!!! I hold NFI at an 88% profit( bought it a long long time ago). Would I have a better chance for future growth if I swapped it for Dollarama? Thank you, Tamara

Q: My question is about these two dogs. Wondering if it is best to cut losses and move on after holding for some time. Can either of these companies fix issues and show growth down the road? How many years can a loss be carried forward? Also do you think Lifeworks will cut dividend?
Thank you!

Q: Hi Peter
can you please comment on the recent financials of both these companies .
Is AT still worth holding on to .

Thank you
Howard

Q: Thoughts on the big sell-off today.

Q: Hello 5i Team,
In the past month alone NFI has received contracts for almost 600 buses (hybrid/electric) according to the headlines on seeking alpha. Do these contracts actually translate into bus sales?

What is keeping this company down over years? Is it that the dept is to high for the market or that the acquisitions simply have not panned out?

Thank You,
Andrew

Q: Have had this stock on my watch list for some time and see they have got several new contracts in the few weeks. Your thoughts on pulling the trigger and purchasing?

Q: Do you prefer BEP or NPI in the renewable space, are they at good entry points. What is your view on NFI and SunRun, again are they at good entry points?

Q: Your thoughts on NFI for a 5 year hold after it cuts its dividend and gets the corresponding share price haircut ?

Q: Looking at some Canadian companies that are involved in various aspects of consumer activity such as retail, investing, borrowing. Please rate each of the following on a scale of 1-10 for desirability for a 5+ year hold in a well diversified portfolio. Looking for good total return with a higher than average tolerance for share price volatility. These would not be core positions. CF, EQB, GOOS, NFI, PBI, PLC, TSU, TOY, ZZZ.

Q: I have held NFI for a long time, and thought that things might improve as purchasers shift to newer green energy buses. Do you see much upside for this company in the next 12-24 months compared to the market in general. I am considering getting out of this position (in a TFSA).

Thanks,
Mark

Q: Hi
I have Spark in my portfolio.
I have taken my initial investment off the table when the stock went up to 2.50
it has now dropped by 50 % since its high ,
Why the sudden and sharp drop in the stock

re bus sector , I have all 3 stocks in my portfolio , if i want to narrow down to one ,which would you recommend . is there any other bus stock that you would suggest instead of the current 3 that i hold

Thank you

Q: Hi everybody,
I know you don’t trust much analysts’ price target, but I’m still trying to get a picture for NFI.

Your Market Data shows recommandations from only 3 analysts 1Buy/1Hold/1Sell. TipRanks have 7 (4B,2H,1S), Yahoo Finance shows 8 analysts (6 Buy in November), BMO Investorline gives at least 6 recent price targets (mostly cuts). This is a bit frustrating… How often are the Market Data recommandations updated ? Can we rely on up to date Key Ratios?

Thanks.

Q: Hello,
Out of the three companies, can you please provide which one is a better buy and why? New Flyer seems to get contracts, but i am assuming their update on supply chain issues and now an offering is holding the stock back. However, would appreciate your thoughts in which one you think will do well. Thanks very much.

Q: Why was trading of NFI halted at 3:15 this aft? Thanks.

Q: I am looking to offset some capital gains received this year from PEO and PHO (thanks!). Currently I have the following holdings in a loss position, in order of dollars down: TDOC, TV, XBC, HAL, XEG, NFI, SQ, TECK.B, XTC, WELL, ENGH, PLTR. I would need to sell the first six to fully offset the gain, or could sell more if using those in a smaller loss position. How would you rank these holdings in order of selling, and which of these would you look to buy back after 30 days (if any)? Note that these are held within a broad portfolio that I am also looking to consolidate.

Q: Hi Peter and staff,
Can you please comment on the above companies and can you please rank them in terms of growth as well as volatility.

Thanks and have a great day.

Joe

Q: Have a small position in NFI having sold most at a much higher price. Would you hold this small position hoping for better days or just let it go? How do you rate management of this company and what do you think the future will bring? Thanks Ron

Q: Hello,
I thought Nvei's results were very good. Why is the stock tumbling? Would you add at this time to Nuvei for full position of 5 percent? What are your thoughts on ATS automation and Trisura and Auto Canada for longer term? Also with big push on EVs, would it be a good time to buy NFI? Thank you for the service.

Q: Hi 5i,
I hold NFI in a reg'd account where I endeavour to buy and hold. A while ago it was up nicely but then lost all its gains and more when the revised guidance came out. Now, with its recent soft recovery and dividends accounted for it's back in black, slightly.
I'm not optimistic about NFI's next couple of years and would like to see better capital gain and dividend income from the funds currently in NFI, and I'm considering WJX as a replacement. What do you think of this move and, if not WJX, can you suggest another one or two names for me to consider?
Much the same circumstances and question regarding AQN, which I think is somewhat stale these days and may be for a few years to come. I'm considering CPX as a replacement and would appreciate your opinion on that move, and your suggestions of one or two other than CPX if you think leaving AQN behind is wise but CPX might not be the answer.
Thanks and please deduct accordingly.
Peter

Q: I was wondering what would be a good proxy fo NFI (for tax loss selling).