Investment Q&A

• Pan American Silver Corp. (PAAS)
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Q: Hi

Just wondering if you have any insight into Pan American's recent weakness. Their Q2 results looked decent with an improving margin and fairly good free cash flow. As well, the guidance provided in the MD&A remained consistent with prior guidance.

Perhaps the stock was overvalued relative to the current commodity pricing?

Thank you

Upvote 1

Read Answer Asked by Brad on August 12, 2024

• Intuitive Surgical Inc. (ISRG)
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• Eli Lilly and Company (LLY)
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• Pfizer Inc. (PFE)
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• Novo Nordisk A/S (NVO)
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Q: Could I have your opinion on PFE earnings please. I see from your notes that Pfizer is not your favorite; could I have your view on its recovery potential please from what appears to be a depressed level.

Upvote 6

Read Answer Asked by Mike on August 12, 2024

• Tantalus Systems Holding Inc. (GRID)
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Q: Can you give me an in depth look at Tantalus Systems recent earnings report and outlook going forward. If it helps, you can wait until after the conference call and respond then if you wish if that will help with your assessment.

Upvote 3

Read Answer Asked by James on August 12, 2024

• NVIDIA Corporation (NVDA)
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Q: I was planing to start a position before earning release but have read that Nvdia’s latest artificial intelligence chips (Blackwell B200) may be delayed by three months or more due to design flaws. I’m wondering what impact this could have on the stock. Thankyou.

Upvote 5

Read Answer Asked by Brad on August 12, 2024

Q: Hello
I did read about MAGS
are there any ETF that trace the magnificant 7 in tech stocks that you would recommend?
what would be a good entry price for a 3 years hold? thanks
Michael

Upvote 2

Read Answer Asked by Michael on August 12, 2024

• KeyCorp (KEY)
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• Bank of Nova Scotia (The) (BNS)
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Q: Thoughts on BNS's minority stake acquisition of KeyCorp? Initial market reaction is not positive, but wondering if this is a good time to add to a position?

Upvote 6

Read Answer Asked by Arneh on August 12, 2024

• Tamarack Valley Energy Ltd. (TVE)
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Q: hi folks...thoughts on Q2 for Tamarak tve/t....appears to be a good Q, and company has turned the corner??....merci beaucoup, jb

Upvote 8

Read Answer Asked by John on August 12, 2024

• Bank of Nova Scotia (The) (BNS)
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Q: Any reason for the price drop today? Thanks.

Upvote 5

Read Answer Asked by Keith on August 12, 2024

• NVIDIA Corporation (NVDA)
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• Magna International Inc. (MG)
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Q: I currently hold NVDA in non-registered account and two registered accounts. In view of the poor performance and perhaps a low future growth in the automotive industry, I am thinking of selling my position in the non-registered account, harvest a capital loss and initiate a position in NVDA. I am trying to take advantage of the pullback in NVDA and increase the growth profile. Understanding your limitation in providing advice on this move, your opinion of the pros and cons of this switch would be appreciated.

Upvote 9

Read Answer Asked by Francisco on August 12, 2024

• Constellation Software Inc. (CSU)
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Q: Hi, Could you please comment on Constellation results. Is is a Buy for adding some shares at $4075-$4100 level ? Thank You

Upvote 21

Read Answer Asked by rajeev on August 12, 2024

• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A)
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Q: Can you comment on their earnings release and the balance sheet? Is this company worth accumulating at these levels or best to look elsewhere? Thanks

Upvote 1

Read Answer Asked by Michael on August 12, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: Correct me if I am mistaken but Shop missed estimates and the stock tanked then they beat estimates last week and the stock soared. Over the past 2 days the stock is up approximately 30%. Does the erratic performance make one doubt their ability to at least achieve estimates, let alone exceed them? I assume it is the company’s executives who project the upcoming numbers! Is executive compensation reasonable? I seem to recall a recent comment that executive compensation was ridiculously high. Any thoughts you have would be appreciated.
Jim

Upvote 12

Read Answer Asked by James on August 12, 2024

• Superior Plus Corp. (SPB)
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Q: I am an income investor. Can you please explain, with falling interest rates, the risks associated to making a significant bet on Superior Plus Company (SPB). From my reading, the 9% dividend is well covered by earnings and the debt, though significant, is coming down. The company is making money with a largely captive audience and the day to day share price is largely irrelevant to me. With a 5 year, plus, horizon, I don’t get the low share price. Is this a poor man’s Enbridge?

Thanks for the help!!

Upvote 8

Read Answer Asked by Donald on August 12, 2024

• goeasy Ltd. (GSY)
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• Converge Technology Solutions Corp. (CTS)
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• GigaCloud Technology Inc (GCT)
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Q: All three companies came out with decent financials and all are down significantly with these results. GSY was the best and it is down 7 dollars. What if they had been bad results. Seems like you cant win in this enviornment. I feel like cashing out everything and waiting. This was also during very good trading days after the collapse. Does this sound wise because of an impending slowdown.

Upvote 11

Read Answer Asked by Steve on August 12, 2024

• ATS Corporation (ATS)
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Q: Hi 5I. I, unfortunately got into this equity at too high a price point ($54). I have to believe it has a good growth future. I am contemplating averaging down but obviously hesitant due to the proverbial falling knife. What say you?

Carl

Upvote 9

Read Answer Asked by Carl on August 12, 2024

• Enbridge Inc. (ENB)
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• Canadian Natural Resources Limited (CNQ)
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• TELUS Corporation (T)
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• Brookfield Renewable Partners L.P. (BEP.UN)
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• North West Company Inc. (The) (NWC)
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• Magna International Inc. (MG)
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• Hydro One Limited (H)
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• Nutrien Ltd. (NTR)
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Q: hi 5i,
NTR,T,MG? I own these blue chip laggards. can you recommend them as BUY,HOLD, or SELL please. If any are a sell, could you suggest a few replacement names (CDN) with similar dividend yield and more (hopefully) share price growth potential? I am fine holding all for long term if you think the weakness is just cyclical.
cheers, Chris

Upvote 10

Read Answer Asked by chris on August 12, 2024

• Nutrien Ltd. (NTR)
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Q: Dear 5i team.

Now that NTR has announced, and results were not a disaster, at what price would you consider a full position. Last price I saw in the archives said 65 as good entry point. It's now sub 63, so .5 position now and add into weakness, or wait it out for now?
Appreciate your help.

Upvote 4

Read Answer Asked by Arthur on August 12, 2024

• Microsoft Corporation (MSFT)
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• CrowdStrike Holdings Inc. (CRWD)
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• Datadog Inc. (DDOG)
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• Palantir Technologies Inc. (PLTR)
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• Snowflake Inc. Class A (SNOW)
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• C3.ai Inc. Class A (AI)
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Q: Previous answer: We think software may be the next area to move, with names like PLTR. There is some consolidation happening but we do not see AI as being 'over' as a theme.

Can you provide your three best ideas outside of Palantir and provide a brief summary of why you see growth? Please present in order from most to least conviction.

Thanks!

Upvote 8

Read Answer Asked by Tim on August 12, 2024

• Canadian National Railway Company (CNR)
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Q: I understand CNR stock can be recession sensitive. It has gone down somewhat - would you say this is a buy here or would you be holding for more downside or waiting to see if we head into a recession? What would be a good price target to buy in for a long term hold? Thanks so much.

Upvote 6

Read Answer Asked by Pat on August 12, 2024

• Savaria Corporation (SIS)
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Q: Please disect the Q numbers here, margins look to be improving. Would you endorse a full position at this point?

Upvote 9

Read Answer Asked by Harry on August 12, 2024