Investment Q&A

Q: What do you think of Bausch Health(formerly Valient). Can you please comment on insider buying and ownership. Their battle with debt, how's that coming along? Their relationship with Blackstone and Carl Icahn and is any of this or other metrics or news lead you to an opinion of buy, sell or hold?

Q: Perhaps I wasn't crystal clear in my earlier question on these 3 - Canadian companies with US operations could be a target under the IRS section 891 to double taxes paid on their US operations. What Canadian companies might be affected by 891 in retaliation for our Digital Services Tax to pay more US tax?

https://financialpost.com/news/economy/canadian-business-pay-price-digital-services-tax

Q: Can you please provide a list of 10 USD and 10 CAD stocks that you hate? Looking for overvalued / broken story / bad balance sheet / margin compression types of names to short that should be very weak during a sell-off. Preference towards names with liquid options markets if possible.

Thanks

Q: Why rhe big drop today and the trading halt?

Q: By not listing in the US, are they in some way shielded from US shorts that target Canadian companies (sometimes for dubious reasons)?

Q: I have had the impression rightly or wrongly that you aren’t buying into the current narrative that interest rates might stay higher for longer? Just supposing they do stay elevated for some time, are there any companies in your universe that you may have been previously positive on whose debt levels might give you pause under the higher for longer scenario? I’ll use EIF just as an example. Is it something you could run a screen on just to highlight some companies that you think could bear a closer watch under such a scenario? It always seems to me that when a company has an issue (Nuvei being a recent example), it’s always a suddenly too high debt ratio that ultimately takes them down (or at least keeps them from recovering). Appreciate your thoughts as always.

Q: Hi Peter, the Bausch chart is turning up; your thoughts ? Thank you.

Q: Going over some losers from 2022.

Bauche
Converge
Enthusiast
Qualcomm
Topicus
Roblox


Please let me know your thoughts and also should I buy, hold or sell. Most are in registered accounts.
Thanks.

Q: Please provide your comment on BHC's recent earnings report ?
Considering EPS of $ 1.10 the stock price seems cheap. I will appreciate your input on the valuation and high debt level.

Q: Can you comment on the announced exchange offering.

Q: Any idea why the stock is down by 50% today?

Q: Please comment on its earnings. How do you think it is as a long term holding?

Q: Please comment on these stocks. Thanks!

Q: With all the spin out plans Papa has for this company what do you think of it now as a medical play? What do you think of their on paying down debt and current valuation.

Have a great Christmas and thank you again for another awesome year achieved by using your service.

Q: Hello team,

I have to crystalize some losses to offset gains. I have a substantial position in ABCL (-56%) and BHC (-78%) and can sell either completely and be done with offsetting the gains. Do you suggest I do that or should I get rid of SDGR (-23%), BMBL (-38%) and PENN (-23%) as well ,if ABCL is worth holding onto, at least partially?

I know other than BHC, they all do have a good bounce potential after the tax-loss season is over. However, I also know that something like BMBL or even ABCL may be broken stories and may take a very long time to recover.

I appreciate it if you can share in which order you would sell and why (if you could kindly include the main reason for each).

Best!

Q: Do you think Tuesday's the price reaction was overdone or deserved?

Q: Hello 5i team,

What do you guys think are the "worst" companies currently in the TSX60 index that you think will under-perform in the coming years? Why?

Are there any fundamental/financial metrics that you think are the most predictive of poor future performance that investors should look out for?

Thanks!

Q: Looking at buying some healthcare...will this one recover or are there better choices in U or Can?...

Q: Hi- why has bausch not recovered? Looking for value and companies that may rally into the next phase of a recovery from covid. Is this a candidate?

Q: BHC has dropped after earnings. Pls comment the earning. How does the future look for this company? I have 1% in my portfolio, would you suggest to hold or sell the stock now?