Q: Whats up with the ATZ 7% drop today, didn't see any news? 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: The globeinvestor blurb on this company says it derives most of its revenue from the Philippines. Based on your report, I believe this is incorrect?
Scotia research implies that at about $30 CDN, the stock is trading at approx. 20-22 X 2022 expected adj. earnings. Do you agree?
Thanks in advance
John
Scotia research implies that at about $30 CDN, the stock is trading at approx. 20-22 X 2022 expected adj. earnings. Do you agree?
Thanks in advance
John
Q: This stock has had a 20% waterfall decline in the past few months. The extent of the decline on this stock in this sector has surprised me.
Another close $3 lower could technically take it $12 lower to the next support level.
What is your take and what do you suggest on this one? Step aside and wait?
Sheldon
Another close $3 lower could technically take it $12 lower to the next support level.
What is your take and what do you suggest on this one? Step aside and wait?
Sheldon
Q: I'm confused by the forward P/E I'm seeing for CSU in the 31 range using earning estimates of about $67 versus the trailing P/E of 111. Earnings per share before non recurring items was $23 in 2018, $21 in 2019 and $28 in 2020. Should I have much confidence in the high earnings increase for 2022 and 2023?
Q: Hi 5i Team - According to my calculations Lightspeed has about $7 per share in cash. Could you confirm if this accurate. Since the stock is now in the mid-thirties is this a fairly high proportion of the price to have in cash. Has Lightspeed indicated how they might use their cash e.g. acquisitions, R&D, etc.
Secondly, with the restaurant business opening up again, shouldn't this be good for Lightspeed and is it being overlooked in today's share price.
Thirdly, what multiples would you use to value Lightspeed at a price in the 35 to 40 dollar range.
Thank you.
Secondly, with the restaurant business opening up again, shouldn't this be good for Lightspeed and is it being overlooked in today's share price.
Thirdly, what multiples would you use to value Lightspeed at a price in the 35 to 40 dollar range.
Thank you.
Q: What is your opinion of Tobi Lutke posting on twitter Friday afternoon: hell of a deal ? Shopify at 666$ US
Q: If you had $25K to add to your TFSA today with consideration to having a portfolio of 5-10 stocks, some of which could be better short term (2-5yrs) vs longer term (10-25yrs). Mix of medium to lower risk what would you suggest and could you advise on ideal way to allocate %?
Q: More of a comment really.
Some members of 5i are having conniptions about SHOP. Me too. Nobody likes to see their investment tank any more than I do. But I am diversified so am not getting too hurt by the action of SHOP. The only advice I can offer is that if you have an outsized position in any stock, not just SHOP, maybe you should rethink your strategy. If you are well diversified, just suck it up. This too will pass.
I am pleased with 5i but markets do go down from time. And this is just one of those times. The market gained so much in the last 6 or 8 months that us market watchers are not least bit surprised about our current downturn.
Some members of 5i are having conniptions about SHOP. Me too. Nobody likes to see their investment tank any more than I do. But I am diversified so am not getting too hurt by the action of SHOP. The only advice I can offer is that if you have an outsized position in any stock, not just SHOP, maybe you should rethink your strategy. If you are well diversified, just suck it up. This too will pass.
I am pleased with 5i but markets do go down from time. And this is just one of those times. The market gained so much in the last 6 or 8 months that us market watchers are not least bit surprised about our current downturn.
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Trisura Group Ltd. (TSU)
- Topicus.com Inc. (TOI)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: Looking at the recent weakness in the growth stocks above, my first question is whether you'd begin considering initiating positions in them, my second is how would you rank them and my last is why you would choose that order. Thanks in advance!
Q: Hi team
slf has reported decent earnings, but like other insurance co, has pulled back in price
recently, despite impending interest rates increase which will favor both banks and insurance companies , is there any fundamental reasons for the pull back in price?
is it a good chance to add on to the holdings with the aim of some income and slow appreciation of capital (medium to low risks)
thanks
Michael
slf has reported decent earnings, but like other insurance co, has pulled back in price
recently, despite impending interest rates increase which will favor both banks and insurance companies , is there any fundamental reasons for the pull back in price?
is it a good chance to add on to the holdings with the aim of some income and slow appreciation of capital (medium to low risks)
thanks
Michael
Q: Why would GSY be down today instead of up? The results are seemingly stellar and the 38% increase in dividends should indicate the company is sound going forward. Please advise.
Q: Hello,
My question is regarding tax loss harvesting. I believe that there is plenty (or at least enough) time to sell then repurchase Shopify within the 30 day period required to harvest a significant loss for tax purposes and not loose out on much increase in price.
Would you agree and any comments?
Thank you,
Brian
My question is regarding tax loss harvesting. I believe that there is plenty (or at least enough) time to sell then repurchase Shopify within the 30 day period required to harvest a significant loss for tax purposes and not loose out on much increase in price.
Would you agree and any comments?
Thank you,
Brian
Q: hi folks:
yikes, that's some value destruction
comments?
thx
yikes, that's some value destruction
comments?
thx
Q: You've recently commented that you would not necessarily Add to a current position in GSY, but would be comfortable Starting a position. Could you please explain the logic behind this strategy ? Thanks for your help, as always !
Q: Many of us have stuck with Shopify as it has been descending , only to suffer severe paper losses on the recent price collapse.
I "hung on" because of comments made by 5i about keeping invested . We incurred a similar situation with Lightspeed last year .
Many of us are risk takers, but we put a great deal of trust in your experience. When we are blind-sided like this , comments suggesting that the price will likely recover in 5 or 10 years aren't helpful ...
I "hung on" because of comments made by 5i about keeping invested . We incurred a similar situation with Lightspeed last year .
Many of us are risk takers, but we put a great deal of trust in your experience. When we are blind-sided like this , comments suggesting that the price will likely recover in 5 or 10 years aren't helpful ...
Q: would you buy shopify at these prices what is your outlook
Q: It feels like a gut punch. Down 20% today. Down 60% for 90 days ago. Sentiment is negative. It is now rated as Moderate Buy with 7 buy ratings and 5 hold (Tipranks).
A number of analysts have not rerated yet cause the earnings are so fresh.
The Balanced portfolio is now down +25% since inception of the position.
I am afraid (little late I guess) that the stock, not necessarily the company is broken.
I do not see a short to intermediate term catalyst that will turn this freight train around and just thinking, Where Are the Opportunities Now?
Sorry, still in a little daze about the drastic decline of this position. Not sure what to do at this point?
Sheldon
A number of analysts have not rerated yet cause the earnings are so fresh.
The Balanced portfolio is now down +25% since inception of the position.
I am afraid (little late I guess) that the stock, not necessarily the company is broken.
I do not see a short to intermediate term catalyst that will turn this freight train around and just thinking, Where Are the Opportunities Now?
Sorry, still in a little daze about the drastic decline of this position. Not sure what to do at this point?
Sheldon
Q: What needs to happen with EGLX, to move it from a hold, in your opinion, to a buy. Thanks
Q: Can you please comment on current valuation and backlog for WSP. What are the main reasons you like it as a long term hold? Thank you for the great service.
Q: How would you play Shopify after results and pullback. I have quite a large recent position. 5 -10 year hold.