Investment Q&A

Q: I purchased AXON around $200 in a margin account, I'm paying 7% on the margin. Question, do I keep holding knowing that I need 7% return to break even or do you think it trades sideways until the next earnings report. Note: My Margin account only accounts for 10% of my portfolio. Thanks (I know short term is hard to predict.)

Q: Hi 5i Team,
Pls comment on Nextracker Inc. quarterly earning result.

Q: OUSM: Kevin O’Leary mentioned this ETF that he helped design on BNN on Friday. It covers 380 companies of the Russell 2000 Index that are profitable. It also pays a monthly distribution. What are your thoughts ?

Q: Good afternoon,

What is your opinion of AMQ?
Thanks,
George

Q: Is the main purpose of a covered call ETF to increase income but have a flip side to potentially limit gain?

Q: What is your assessment of TWM's results and future prospects.

Q: Follow-up to TD proxy, I already have a FULL position in RY;; next choice?

Q: What do you think of this company and its future? Is it a buy hold or sell.
Thank you

Q: Hi 5i,
I haven't seen any comment on TOU's recent quarter. Could you provide your observations and analysis.
Thanks,
Peter

Q: Can you recommend a couple of your favourite profitable Canadian energy stocks which have roughly 50/50 income from oil and gas and have a good dividend ? Or you would rather recommend a companies which are profitable in oil only and gas only and combine such in a portfolio?
Thank you for your input.
Miroslaw

Q: Looking for a proxy replacement for TD. The near to mid-term prospects for the bank appear uncertain at best and perhaps subject to substantial fines and/or restrictions to future M&A etc. at worst. What comparable financial institution would you suggest as an substitute. Many thanks, Rockdoc

Q: Hi, Could you please help us understand why stock has been acting so poorly despite a supposedly strong earnings and the new drones acquisition. This is despite the fact that most analysts are bullish on the company and raised their price targets in the range of $345 to $375. As of today, stock is down over $30, post earnings. We like the story as 5i does, but are market expectations overblown and it's time to move on, before we start losing our capital ( ACB $290 ) ?

Thank You

Q: This US equity just reported and has corrected. The business model is similar to Couche Tard but it is much smaller. It pays a 10% dividend. If the share price drops under $20 I want to buy but would ask for your analysis on the company, ability to pay the generous yield, debt, guidance, valuation, etc. It seems to have a see-saw long term chart. Appreciate your opinion on a buy here.

Q: I am somewhat confused and mystified....according to 3 sources I look at (including the company profile on 5i), the P/E for FSV is at 75. In an answer in early April you suggested the Forward P/E is 32.5; on April 25, you explained that while Revenue was up 14%, EPS was 67 cents down from 85 cents the prior year. 1. How does the Forward P/E drop by more than half when EPS went down? 2. You describe the results as good overall, yet the stock price continued to slide although it turned a bit at the beginning of this month: at this time do you see FSV as worth holding onto? Many thanks

Q: If I may add a follow up to your answer to Michael regarding concentration of business. While DRX supplies steel structuring for many different buildings throughout the US, their contracts are with the general contractor/project manager who has been hired been hired by say Eli Lilly to build 12 buildings in Boone County, Indiana. The large contractors (eg Fluor Corp) like to work with companies that have a proven track record of quality and on-time reliability. ADF Group has a terrific reputation and has the most automated steel structure plant in North America. The huge large scale building taking place in the US ( semiconductor plants, battery plants etc) require a company like ADF to meet their demand. If you are good, there is lots of repeat business from the same large contractors.

Q: Good afternoon,

What is you opinion of AE?

Thanks,
George

Q: Any reason you see for this pullback below its low price post earnings.I thought they were excellent with strong guidance also.

Q: Long term investor in the above.
Having declined over 10% Hd now in correction territory while Byd is in bear territory yet American stock markets have been strong
Puzzled.
Please comment

Q: Hello ,
It appears from various questions and answers, well's fundamentals are good. If the market does not seem to like it much, in your experience, is it best to move on. Unless there is a takeover, do you see a potential of Well surging. Last report as outlined was good and it did well but now retracing.. thanks for your assistance.

Q: We had members discussion where we could ask and discuss, my question would be I am charged very high interest by my broker and if any member can help advising me which brokerage would be easy to operate and better margin interest, I know you wont advice me on this issue but can direct me to the source or members blog.