Q: Hi, I see the demand case for PBH.to. But I'm cautious on the company because I don't understand how inflation might eat their lunch (bad pun). Do they have any fingers in the food production, or are they just a taker of input prices? If so aren't their margins going to get squeezed here as meat and grain input costs rise? I'm guessing there is a limit to how much they can raise their prices to stores before the demand side?
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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.
- Sylogist Ltd. (SYZ)
- Chartwell Retirement Residences (CSH.UN)
- A&W Revenue Royalties Income Fund (AW.UN)
Q: In an income portfolio, currently hold CSH.UN at full position and thinking to sell outright to replace with 1/2 positions in AW.UN and SYZ to replace yield and add diversification. What are your thoughts on the move? Does it increase risk?
- ATS Corporation (ATS)
- BRP Inc. Subordinate Voting Shares (DOO)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
Q: I am thinking about starting a position in these 3 names. Do you support or would you wait for some sort of stability returning to the market. I almost bought SHOP a few weeks ago when It was much higher - It's very volatile. I am down on many other positions but luckily my exposure to growth was not very high. Thank you for all your work and guidance in this difficult market.
Q: Hello,
I am thinking of picking up Magna now that its fallen sharply, but there are a few points that are making me second guess buying now.
Wondering if you can shed some light on the following:
1) Given that Magna's profit margin is pretty small, how much of an issue would rising input costs (ie labour and raw materials) be for them?
2) Do you know if any of their facilities are unionized?
3) With rising inflation and interest rates - do you think new car demand will decrease significantly (in the near term)
thank you,
Brad
I am thinking of picking up Magna now that its fallen sharply, but there are a few points that are making me second guess buying now.
Wondering if you can shed some light on the following:
1) Given that Magna's profit margin is pretty small, how much of an issue would rising input costs (ie labour and raw materials) be for them?
2) Do you know if any of their facilities are unionized?
3) With rising inflation and interest rates - do you think new car demand will decrease significantly (in the near term)
thank you,
Brad
Q: HI 5I - I have a question about SHOP - It's hard to imagine how far it's come down - in your opinion will it be able to get back to where it was or is it continuing to go down.
Buy - Sell or Hold?
Thx - doug
Buy - Sell or Hold?
Thx - doug
Q: What % of business is done in Russia?
Thanks
Sheldon
Thanks
Sheldon
Q: Hi 5i Team
Thoughts on richardson package performance and the special dividend ? what can you share on valuation ? Looks like a free cash flow machine .....
Thoughts on richardson package performance and the special dividend ? what can you share on valuation ? Looks like a free cash flow machine .....
Q: A short time ago you mentioned a stink bid of $800.00 on shopify. Where do you see the price settling in now.?
Thanks
Rick
Thanks
Rick
Q: Is approx $25 below its Feb high.
It has just hit an 8 month low. Whats happening here?
Thanks
Sheldon
It has just hit an 8 month low. Whats happening here?
Thanks
Sheldon
Q: Of the 2 mentioned above , would you own both or prefer one over the other? (please explain why)
Thank you.
Thank you.
Q: Hello team,
Considering the European home of TOI do you foresee any additional risk to its business model in the light of the devastating events in Ukraine(and Russia)?
Considering the European home of TOI do you foresee any additional risk to its business model in the light of the devastating events in Ukraine(and Russia)?
- Park Lawn Corporation (PLC)
- Aecon Group Inc. (ARE)
- North West Company Inc. (The) (NWC)
- Primo Water Corporation (PRMW)
- Savaria Corporation (SIS)
- Income Portfolio (Income)
Q: Hi 5i,
If one was predisposed to achieve a higher yield for an income portfolio, what would you replace WSP, PRMW and PLC with? Or does this defeat the purpose of balance and keeping some growth?
If one was predisposed to achieve a higher yield for an income portfolio, what would you replace WSP, PRMW and PLC with? Or does this defeat the purpose of balance and keeping some growth?
- Sylogist Ltd. (SYZ)
- Park Lawn Corporation (PLC)
- Sun Life Financial Inc. (SLF)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Leon's Furniture Limited (LNF)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
- Trisura Group Ltd. (TSU)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Boyd Group Services Inc. (BYD)
- Topicus.com Inc. (TOI)
- Anaergia Inc. (ANRG)
Q: Like a previous subscriber wrote, we also appreciate your most recent report: specifically, the numeric historical context of this current correction, the sectors affected and those most likely to benefit.
We are invested in each of the three of the 5i portfolios and over the next 1-2 months plan to make staggered and targeted contributions.
Could you suggest 3 or 4 companies from each portfolio where the winds of sentiment are excessively negative and would be attractive to purchase with this approach?
This is for a 5+ years hold.
Thank you
We are invested in each of the three of the 5i portfolios and over the next 1-2 months plan to make staggered and targeted contributions.
Could you suggest 3 or 4 companies from each portfolio where the winds of sentiment are excessively negative and would be attractive to purchase with this approach?
This is for a 5+ years hold.
Thank you
- BRP Inc. Subordinate Voting Shares (DOO)
- Trisura Group Ltd. (TSU)
- WELL Health Technologies Corp. (WELL)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Digital Turbine Inc. (APPS)
- Celsius Holdings Inc. (CELH)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- eXp World Holdings Inc. (EXPI)
- Mitek Systems Inc. (MITK)
Q: In line w/ sentiments expressed in the latest market update (thank you for that), would you put any of these names in the "likely beyond repair column"? Or do they all fall firmly in the "damaged but not broken" column?
Q: what are the metrics you use to value TOI? what were these metric when TOI reached 143.00 6 months ago? what are these metrics currently at 82.00? you say that TOI at 82.00 is still expensive what future metrics do feel necessary to make TOI a good buy? thanks Richard
Q: Do you consider MG stock as a buy,hold or sell actually ? any comment on the Russian situation of the factories ?
Q: Thoughts on the quarter? RBC loved it.
Thanks...Steve
Thanks...Steve
- Canadian National Railway Company (CNR)
- WSP Global Inc. (WSP)
- TFI International Inc. (TFII)
- ATS Corporation (ATS)
- Thomson Reuters Corporation (TRI)
Q: How would you rate (1-10) these 5 industrials for new money today? Please include a brief explanation for the ratings.
Q: Greetings- Your thoughts on WPK recent quarter, please.
Thank you.
Thank you.
Q: Why is gsy being punished so badly today?