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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: Hi 5i Team - I have been reading your responses to questions on CTS Technologies and am still not sure of whether this is a stock to hold on to. You mentioned in one response that the net debt is $320 but said that it has a healthy balance sheet in another response. Is the debt a concern? Small revenue growth is expected over the next few years but strong earnings growth is expected after this year. This appears to be a contradiction but perhaps not - could you please explain. Maybe I have not read this correctly. Also it was made clear that a long time frame is needed. Would this be three to five years - or more. Thanks.
Read Answer Asked by Rob on July 18, 2023
Q: I'm now down over 60% on this company, where does an investor go to get reliable company information. Is there any value in this company or is it going the same way as EGLX & a few others that I've sold recently it always comes as a surprise announcement and the average investor is left wondering the information that is available is tainted to say the least.
Read Answer Asked by Thomas on July 18, 2023
Q: ALL hit another 52-wk low 14 July. It has done *miserably* compared to AFL. Yet , ALL remains a long-time member of the AAII Model Dividend portfolio. AFL is long-time favorite in the portfolio of “Crossing Wall St” ( the latter now has an ETF under the symbol CWS). Do you consider ALL oversold ? Is it a good value at around at USD 101 assuming two more Fed rate hikes of 25 basis points each? Or would you instead favor AFL?

If you are not impressed with EITHER of the above insurance companies, do you have a dividend payer you do favor? Your reasoning please, it always helps, thanks.
Read Answer Asked by Adam on July 18, 2023
Q: What's the best way to invest in Brookfield's Real Estate business?
Thanks
Read Answer Asked by Frank on July 18, 2023
Q: Hi team,

Here are three Nasdaq stocks on which it seem you have never commented: Biomea Fusion (bmea-q) and MoonLake Immunotherapeutics (mltx-q), two healthcare stocks and Symbotic (sym-q) an ai stock. Also, a Canadian energy stock which had a nice progression in the last 3 years: Arrow Exploration (axl-t).

Grateful for your view on these. Do any look promising from a growth point of view ? Enough to buy now ?

Please deduct as many credits as you see fit.

Thank you in advance for your attention.

Jacques IDS
Read Answer Asked by Jacques on July 18, 2023
Q: Good Morning,

I'm considering selling some of my GSY or Telus for a new investment in EQB. Wondering if I can get your thoughts to determine if this move would make sense, and of the two, would you sell some GSY of Telus? Thanks. Brad
Read Answer Asked by Bradley on July 18, 2023
Q: Similar to a question you responded to recently. I hold the above stocks....all in the red....and wondering if I should hold or sell and replace with another stock....and if sell, please suggest a replacement.......Thanks for your insight....Tom
Read Answer Asked by Tom on July 18, 2023
Q: Please rank these equities in order of preference for a combination of income and capital growth in a taxable account. Thanks!
Read Answer Asked by Don on July 18, 2023
Q: As per your recent guidance, with interest rates plateauing, ZRE seems to be bottoming. What would be your opinion re moving some money from VFV, and putting it in ZRE. VFV has done very well and is scheduled to do well in the future. Do you recommend this kind of movement of fixed income from one group to another. Thanking you for the great guidance you have always provided.
Read Answer Asked by Vinod on July 18, 2023
Q: Can you list out a 5 securities (US or Canada) which you feel are mispriced (ie. where the price is substantially lower than its true value)? I know folks that 5i are generally growth investors, but also know that Warren Buffet's approach is also widely respected.
Read Answer Asked by Mike on July 18, 2023
Q: I recently shorted some puts on VZ with the idea of locking in a "decent" ($34) purchase price and making a few $$ in advance of the next dividend. The lead wire scandal seems to open up VZ and the other telecom carriers to punitive lawsuits akin to the situation with MMM and the earplugs. Given the seemingly inevitable assignment of my puts and the grindingly long-term nature of U.S. group personal injury claims, and the words of the Clash, "Should I Stay or Should I Go?". I am a retired income investor who, at 62, still needs inflation resistance.
Read Answer Asked by David on July 18, 2023
Q: Inmode's share price recently had a sizeable increase, presumably due the guidance it released. Would you expect a further increase based on that guidance? What are the prospects for the company going forward and where do you see the share price going from here, for the short as well as long term? Many thanks for your excellent service.
Read Answer Asked by Leonard on July 18, 2023
Q: Canadian Chrome Company, CACR. What is your opinion of management and this company? Do you know when it will be in the production stage.

Is this another BRE-X?

Thank you.
Read Answer Asked by Ross on July 18, 2023