Q: Which name would be your better choice for a three year hold in terms of combined return(yield+SP gain)? Thanks.
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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: what , if anything,will trigger a rebound in shop apart from general market conditions. if they buy deliverr is this a good move.
Q: Goeasy is a great buying opportunity under $120 ($119.30 as I write) with a 3% dividend, 7/8 years of dividend increases plus great management, great growth, etc. I'm thinking people are afraid of inflation (I'm 70 so been there) or repositioning funds. Even with a full weight 5% posn I am tempted to add. Your thoughts on going over weight.
Q: Can you comment on Amazon taking another run at SHOP. This one seems more established than the last attempt to replicate. Also throwing it in free for Prime users could be appealing to new business owners. How concerning is this?
https://www.businesswire.com/news/home/20220420006188/en/Amazon-Unveils-Buy-with-Prime-Expanding-Prime-Shopping-Benefits-Beyond-Amazon.com?fbclid=IwAR26gQ4as3YfmQt4ckp1N8POB_C_89ik1d4yYkXikCX9GvGPiFqUscqhClc
https://www.businesswire.com/news/home/20220420006188/en/Amazon-Unveils-Buy-with-Prime-Expanding-Prime-Shopping-Benefits-Beyond-Amazon.com?fbclid=IwAR26gQ4as3YfmQt4ckp1N8POB_C_89ik1d4yYkXikCX9GvGPiFqUscqhClc
Q: What are the expected earnings for the upcoming quarter (Q1 2022).
Q: What are your thoughts about Chartwell Reit's plans to divest itself of 16 long term care homes?
Q: I notice in your answer to Jacques ISD about what "buy and forget" stocks you would suggest in the US and Canada, conspicuously SHOP is missing from that list.
I detect from the tone on many of your answers you are becoming less and less positive on this name.
So, why was it not on your list to him, and am I right with my observation and if so, why?
Thanks
Sheldon
I detect from the tone on many of your answers you are becoming less and less positive on this name.
So, why was it not on your list to him, and am I right with my observation and if so, why?
Thanks
Sheldon
Q: If not owned would you put a bid in today?
Q: What the heck just happened? April 19.
Q: Is AT AcuityAds Holdings Inc worth buying? How is management?
Thank you.
Thank you.
Q: What is your outlook for kinaxis
- Broadcom Inc. (AVGO)
- QUALCOMM Incorporated (QCOM)
- Open Text Corporation (OTEX)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: hello 5i:
2 questions.
Question 1: we hold OTEX and are considering selling and replacing with NVEI. What is a reason, or reasons, we should NOT do this, as overall you are in favour of such a move (your recent posts).
Question 2:
AVGO vs QCOM; which do you like and why?
thanks
Paul L
2 questions.
Question 1: we hold OTEX and are considering selling and replacing with NVEI. What is a reason, or reasons, we should NOT do this, as overall you are in favour of such a move (your recent posts).
Question 2:
AVGO vs QCOM; which do you like and why?
thanks
Paul L
Q: You mentioned "rate declines" in one of your comments on TFII yesterday. What exactly are the rate declines you refer to? Thanks.
5I RESEARCH ANSWER:
TFII is getting hit on rate declines and recession fears, so much depends on an investors' time frame. It may stay weak in the short term. But we think $95 would be quite attractive, and it could get there on some market weakness.
5I RESEARCH ANSWER:
TFII is getting hit on rate declines and recession fears, so much depends on an investors' time frame. It may stay weak in the short term. But we think $95 would be quite attractive, and it could get there on some market weakness.
- Linamar Corporation (LNR)
- TFI International Inc. (TFII)
- Agnico Eagle Mines Limited (AEM)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Boyd Group Services Inc. (BYD)
Q: I have trimmed some of my oil % gas stocks today back to my sector weight and would like to rotate the proceeds to other stocks. I already have the Balance Portfolio of stocks including MG at full position and was thinking of buying some LNR to complement MG or do you think there are other stocks in the Balanced Portfolio that you would consider more compelling at this time? Could you name your preference? Thanks.
Q: Hi Peter, In my case I only have 5 shares of SHOP what's going to happen in this case when they split and when it comes to splits if one is thinking to buy more of the company is it better to buy before or after the split. Thanks, Nick
Q: In my RRSP I am 7% over weight in the Energy sector and 1.17& under weight in Utilities.
Thinking of selling some of my ENB and split it between BIP.UN and FTS., to get my energy sector reduced and utilities increased.
Your comments are always welcome.
Thank you
Mike
Thinking of selling some of my ENB and split it between BIP.UN and FTS., to get my energy sector reduced and utilities increased.
Your comments are always welcome.
Thank you
Mike
Q: What do you think would be a good entry point for TFII?
Thanks for the great service.
Mike
Thanks for the great service.
Mike
Q: GSY stated in their Q4 financials that interest rates would need to rise by 2 per cent before any material impact would be felt in the business (due to floor agreements and fixed rates in place on current funding sources). Since then rates have risen .75 % and it looks like they will increase further. What is your guesstimate of how much higher they will rise to? If your guesstimate is above the 2% threshold, then how badly would that effect the business. How would that change your earlier thought that $125 share price would be an excellent buy.
Q: In their earnings release the important take-away was the inquiries by potential new purchases. That is very different from revenues coming in the door. How do you assess promises vs holding this investment?
Q: Thoughts on the quarter for NWC? The market didn't like the slower forecasted growth for the near term.
Thanks...Steve
Thanks...Steve