Investment Q&A

Q: Both of these companies have corrected significantly in last few months. Do you think seeing their future prospects time frame 3-5 years, shall i buy more

Q: Good afternoon.

Please advise you thoughts on PZA for income.

Thanks very much,

Q: For a two year hold which one of these two names - PEY or FRU - would be your choice for a combined return? Thanks.

Q: Would you consider starting a new position in Wajax in an already diverse portfolio? If so, in a registered or non-registered acct and at what price? Thank you for your continuing guidance. Donna

Q: I would like your opinion of GXE. It is a micro Energy play. Any advantages to being small in this sector right now? Any real risks?

Q: Hello, could I please get your opinion of GDNP acquisition of FormTex Plastics and the issuing of 22.5 million shares.
Thanks

Q: Are there any indications that 5i through your analysis is aware of (Bloomberg Terminal etc.) that the buyout may not happen in the coming days?

Thank you,

Joseph

Q: Aritibe came out with a report, I believe today, with a sale of one of their drugs. Sale takes place over 3 years, I believe. I see the market took no notice of this, but I'm wondering what your opinion is.

UGE had a Q report, last week, the stock has gone down, so I assume the market was not impressed. What is your opinion.

NDVA the company appears to be doing very well, so again please comment.

I did check the investment questions, but none of these companies have been touched on in some time.

Thank you for your good work.
Earl

Q: Could you comment on GDNP's latest quarter along with your current assessment of risk reward?
Thank you,
Hugh

Q: Hello Peter,
I have been meaning to get your opinion even before the two-day wild ride and this question is not based on today’s aftermath. And I will speak from both sides of the fence. As usual, I want your perspective.
You typically respond to reader’s questions with a 5-year outlook. However, I think that the 5 yr business plan is outdated except maybe for utilities and commodity producers. And even then, with instantaneous data enabling policy definition, the peak to trough and back for business cycles are short.
High growth companies typically do not have a moat as they rely on transformative technology as the enabler. Today Amazon finds its digital commerce saturating and looks to cloud services for growth. Shopify is looking at vertical integration with logistics and financial services while the world moves towards open-source digital commerce. Game, set, match.
Now I step to the other side of the fence. Probability of a soft landing -very small? The fed cannot control supply but can control demand. Housing, lumber, commodities consumption diminishes just as supply ramps up in an inflationary environment hoping to absorb costs. Discretionary, industrials slow down and drag commodities.
Where am I going? If my thinking is correct, my investment decision should be based on a 2yr or shorter period return. So, between now April 5 and the end of seasonal strength next Feb; is it tech- SHOP and TOI, or Energy and Commodities? What about Gold and Silver? Is it NVDA and CRWD or QCOM and MSFT? And I am not looking to hedge but make portfolio changes, swinging for the fences. Or is it too late for sell in May?
I look forward to your opinion.
Regards

Q: The above stocks have declined significantly from 2021 highs. I would like to make 2 or 3 purchases from this list. Please remove any you think are unlikely to resume upwards momentum over next 12 months and show the rest in a priority list for purchase consideration from highest priority to lowest for growth or growth/dividend return. Many thanks. Jane Norton

Q: With a 3 year time horizon what would be your Top 3 non technology Canadian and US Stocks to buy today?

Q: Hi Everyone at 5i!! I had the pleasure of reading Peter’s article, ‘’ 5 things Investors Rarely Think about Before Buying a Stock but should “ and it gave me good food for thought. I was wondering if 5i would put on a webinar about reading a stock’s financial reports, which help determine if a it is a good investment. I am aware of some things, but could really do with a comprehensive over view. For all I know you could have already provided such an over view and I missed it. If so, could you please provide me with a reference to the information . Cheers, Tamara

Q: Hello team,
Swiss water decaf. released it's first Q 22 tonight and the outlook was positive on all fronts with 15c a share profit as compared to a 0.1 a share loss last Q.What are you're outlook on their debt load and management going forward? Is the share price considered undervalued or to early to jump in?
Many thanks ,
Jean

Q: I believe ATZ reported tonight. If so, could you give us you analysis and outllook for the quarter.

Thanks


Sheldon

Q: Can you please comment on earnings, outlook and if you would add to a position? Thank you

Q: I sold two thirds of my position in EQX in the high $10's and low 11"s a couple of weeks ago. I rebuilt part of that position in the low $9's but then the quarterly results came out and the stock got hammered down. I usually look at the results myself but I am too busy right now so could you give a quick run down on the results and what in particular the market didn't like. I hold DPM and Agnico Eagle in other account and AEM has been bouncing around a lot. Do you have a favorite out of these three and why?

Q: What's the reason behind BOS' big 39%+ plunge since the start of 2022? I know it was downgraded by one analyst on 5/02, could be just a case beating a drowning dog while its already hard hit.

What can we expect when BOS reports next week? Thanks.

Q: Hello 5i Team
As interest rates are expected to increase to bring inflation down, at what interest level will some investors start switching in buying GIC as risk free asset?If that would happen could stock be negatively affect?
Thanks

Q: Gentlemen;

MAGT reported results today, what are your first impression?