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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hello Team,

What are your thoughts on these 3 companies? If you are positive on them what would be your opinion of a good entry price, great entry price and table pound.

Thank you!


Read Answer Asked by James on January 14, 2022
Q: GFL today announced that certain of its shareholders (the "Selling Shareholders") intend to offer for sale 12,658,228 subordinate voting shares (the "Shares"). GFL will not receive any proceeds from the sale of the Shares (the "Offering"). J.P. Morgan will act as underwriter for the Offering.
GFL did a similar offering on April 23, 2021 for 17,500,00. Should this be a concern, or is this normal for relatively new and growing company?
Thanks
Roy
Read Answer Asked by Roy on November 20, 2021
Q: NO PROFIT... NO PROBLEM...

This is a story in the Globe and Mail dated Sept 25th 2021. The article made all lot of sense and there seems to be a disconnect with growth at all cost with no profit. Maybe this is how things are done just look at how our government is run.

I don't have a specific question to any of the companies mentioned above but with LSPD in the news lately maybe it will apply. I know there has been a short report put out on LSPD and from some of the comments that I am reading from 5i that they are false.

My question is how do you know?

We don't know the real workings of a company and what we get from them is what they want us to hear. Take for example XBC, that wiped out all of value from investors because we didn't get the correct information from Management. It's what they wanted us to hear and we believed them.

I think there should be some healthy skepticism with regards to what Management says and does and investors should take away that capital preservation is paramount.

If LSPD or any company that gets shorted and can't explain the reasons for the discrepancy in a respectfully dialogue then maybe there is some truth to it but like I said we don't really know.

Who is right? The short trader or the Stock promotor?

Until we get all the information it will always be Buyer Beware and don't fall in love with any stock.

Sincerely.
Read Answer Asked by Richard on October 06, 2021
Q: Hi,

I'm seeing more and more evidence for inflation being a real thing that is not yet formally accepted by US or CDN governments. Evidence is obvious increases in the price of some common items (food, lumber, metals, housing) and also an uptick in commentary on the subject by some trusted SA authors.

Can you provide some sectors that typically benefit from increases in inflation (Gold, Finance, etc) as well as some specific company plays that would benefit from increases (Can or US).

Thx,

Cam
Read Answer Asked by Cameron on May 06, 2021
Q: Hello 5i Team
Comparing the top four companies in the the waste disposal business.
Ranking in terms of market capitalization (US$) is WM ($45.0B) , RSG ($27.1B), WCN ($26.9B) and GFL ($6.2B).
Ranking in terms of dividend yield is WM (2.04%) , RSG (1.90%), WCN (0.72 %) and GFL (0.20 %). All companies declare their dividends in US$ and WCN / GFL are eligible Canadian dividends.
The after tax yield on the US domiciled companies (WM and RSG) is higher than the Canadian domiciled companies (GFL and WCN).
1 - Overall, regardless of country domicile, please rank the companies in order of preference and why?
2 - Which is the better Canadian company WCN or GFL from a growth perspective as the yield is minimal?
3 - Any other companies that I should review?
Thank you
Read Answer Asked by Stephen on July 23, 2020
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