Q: Hi, Could you comment on TOI results please and also help understand the large loss in the last quarter to put it all in perspective. Thank You
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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: I am pondering wether to add to $GSY prior to or after earnings. What has been their history with beats and misses.
Q: Have had this stock on my watch list for some time and see they have got several new contracts in the few weeks. Your thoughts on pulling the trigger and purchasing?
Q: I'm trying to choose between TIH and MG.
1. Which has the best long term growth?
2. Which has the future dividend growth?
3. Which has the better balance sheet?
4. Which has the better management?
5. Which is least vulnerable to competition / disruption?
6. Which is 5i Research's pick overall - if there are any particular reasons, please let me know.
1. Which has the best long term growth?
2. Which has the future dividend growth?
3. Which has the better balance sheet?
4. Which has the better management?
5. Which is least vulnerable to competition / disruption?
6. Which is 5i Research's pick overall - if there are any particular reasons, please let me know.
Q: I'm trying to understand NBLY .... For starters it is a chain of drug stores that is losing money ... Why ? ..... And second what is the hook here ? I understand the format of Shoppers ..... Flyers, weekly sales, and appear to be a grocery and makeup store more than a pharmacy . What is the format in a Neighbourly Pharmacy when one enters the door ? Is it a pure pharmacy ? ...... Are there other products sold ? .....What does the corporate structure offer to these places ? What is your opinion on management ? ......Please explain what the attraction is here ? Thanks Garth
Q: Hi 5i Team – Having read the latest questions and responses on Lightspeed, I have a few to add and hopefully there isn’t much of an overlap here.
1) On BNN the new CEO talked about the launching of new products. Could you explain what these products are.
2) He also said that Lightspeed is replacing the old Legacy system for its clients with a more up-to-date system. Could you explain what that means.
3) Are there headwinds with more in-store shopping expected as pandemic restrictions are being lifted and at least some of the population wants to return to the personal shopping experience as opposed to the online experience.
4) What will it take for Lightspeed to become profitable and do you have an idea how long that will take.
5) I know Lightspeed has just under 1 billion dollars in cash but does it have any significant debt.
6) Could you describe any similarities to Shopify and also elaborate on the differences.
There are many questions here and even though they relate to just the one company, please feel free to deduct credits as needed.
Thank you.
Rob
1) On BNN the new CEO talked about the launching of new products. Could you explain what these products are.
2) He also said that Lightspeed is replacing the old Legacy system for its clients with a more up-to-date system. Could you explain what that means.
3) Are there headwinds with more in-store shopping expected as pandemic restrictions are being lifted and at least some of the population wants to return to the personal shopping experience as opposed to the online experience.
4) What will it take for Lightspeed to become profitable and do you have an idea how long that will take.
5) I know Lightspeed has just under 1 billion dollars in cash but does it have any significant debt.
6) Could you describe any similarities to Shopify and also elaborate on the differences.
There are many questions here and even though they relate to just the one company, please feel free to deduct credits as needed.
Thank you.
Rob
Q: How do you evaluate how much debt is safe for a company like Enbridge? At a glance, their debt is massive and their CR is well below 1. I realize this is the case with utilities generally but why is this not considered high risk? At what interest rate does the company become high risk and/or unattractive to investors? Thanks.
Q: Hi 5i,
Please comment on their earnings after market close today, I can also wait till their CC before reply to this question.
Also provide your long term thesis on holding this stock in one's portfolio.
Thx again.
Please comment on their earnings after market close today, I can also wait till their CC before reply to this question.
Also provide your long term thesis on holding this stock in one's portfolio.
Thx again.
Q: Hi 5i'ers - Can you give an overview on SHOP and growth possibilities in the next few years. THX!
- BCE Inc. (BCE)
- TELUS Corporation (T)
- ATS Corporation (ATS)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: Hello Peter and staff,
What are the PE ratios for all four companies? Would you consider PE for BCE and Telus to be on the high side? Also, any idea why ATA is not participating in the rally given good numbers, and do you think investors are waiting for next earnings from Nuvei as the stock is stuck where the short sellers pushed it to.. Thanks very much.
What are the PE ratios for all four companies? Would you consider PE for BCE and Telus to be on the high side? Also, any idea why ATA is not participating in the rally given good numbers, and do you think investors are waiting for next earnings from Nuvei as the stock is stuck where the short sellers pushed it to.. Thanks very much.
Q: PKI's recent poor performance is well-documented but am I interested in a deeper dive as to why. Should its fortunes not have improved with the rise in oil prices? Or is the sky high price of fuel at the pumps resulting in lower volumes and thus decreased traffic in its high margin stores? Or is it something else? I have been a long term owner but my patience is just about exhausted and I am skeptical at best about the M & M acquisition.
Thanks for your views.
Thanks for your views.
Q: What are your thoughts on initiating a long term position on GOOS given the current economic conditions?
Q: Gentlemen
Any reason other than market weakness that's causing the recent weakness?
Any reason other than market weakness that's causing the recent weakness?
Q: After results/changes in mgmt. and a bit of time to dig in what is 5is conclusion forward looking on the company?
Thanks
Sheldon
Thanks
Sheldon
Q: Please comment on the following possible risks to owning GSY:
1) Balance Sheet - 5i’s January report indicates it is strong, but Debt/Equity (as of Sept/21) is almost 160% (considering Long Debt only). My understanding is a ratio of 25% or less is good.
2) Interest Rates - Rising rates are generally good for Financials like Banks/Insurers since they hold lots of cash. I don’t think GSY holds deposits, so does that mean rising rates are bad for it?
3) Loan Defaults - Related to rising rates, wouldn’t GSY’s client base be quite vulnerable here?
1) Balance Sheet - 5i’s January report indicates it is strong, but Debt/Equity (as of Sept/21) is almost 160% (considering Long Debt only). My understanding is a ratio of 25% or less is good.
2) Interest Rates - Rising rates are generally good for Financials like Banks/Insurers since they hold lots of cash. I don’t think GSY holds deposits, so does that mean rising rates are bad for it?
3) Loan Defaults - Related to rising rates, wouldn’t GSY’s client base be quite vulnerable here?
Q: Everyone,
when will LSPD show positive EBITDA? I keep seeing / hearing it is an important factor to the company but I can’t find an actual date or year.
Clayton
when will LSPD show positive EBITDA? I keep seeing / hearing it is an important factor to the company but I can’t find an actual date or year.
Clayton
Q: As a subprime lender, would GSY crumble in the event of a recession?
Q: thoughts on the quarter?
Thx
Thx
- WSP Global Inc. (WSP)
- Descartes Systems Group Inc. (The) (DSG)
- TFI International Inc. (TFII)
- Premium Brands Holdings Corporation (PBH)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Boyd Group Services Inc. (BYD)
- Topicus.com Inc. (TOI)
Q: I'm looking to start a position in 2 or 3 of these companies. It would be in a TFSA. I already have 12 stock positions from your Balanced Equity portfolio in RRSP accounts.
Q: This is a difficult question to answer but was wondering if there is a stock or two in your coverage universe that you think has been unfairly beaten down over past year or so...and perhaps may have turned the corner and is soon (or already is) seeing a change in direction that you think might be sustainable.