Q: Hi 5i Team - Once again thanks for your calm and to-the-point advice on guiding us through another volatile market situation. This is yet another question on Lightspeed. There are four parts: What is its cash position, does it have debt and if so is it manageable, what are the insider holdings/ has there been any recent buying or selling, does it have a solid management team that can guide it through this turmoil. Thanks.
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Toi closed the end of oct at $138. To day it was as low as $98 before recovering slightly.
Do you think Csu and Toi insiders are selling Toi shares to provide funds to the new venture capital fund?
Does Toi have their own acquisition team or do they rely on Csu?
Is Toi restricted to only Europe ?
Would they have enough cash flow to finance an acquisition or will they have to borrow or issue shares?
Finally if one planned to invest $30,000. today in Csu and Toi for at least a a 5 year hold,how should one proportion it?
Do you think Csu and Toi insiders are selling Toi shares to provide funds to the new venture capital fund?
Does Toi have their own acquisition team or do they rely on Csu?
Is Toi restricted to only Europe ?
Would they have enough cash flow to finance an acquisition or will they have to borrow or issue shares?
Finally if one planned to invest $30,000. today in Csu and Toi for at least a a 5 year hold,how should one proportion it?
Q: First Call Consensus has upgraded XBC from Hold to Buy. would this be a signal to average down if one was so inclined?
Carl
Carl
Q: Good Morning Peter & Team,
There's been some discussion on 5i re CJT. Demand is up but labor & fuel inflation is causing costs to go up as well. Today it's approaching a 16 month low at $164. Never want to try and catch a falling knife however, price target is $250. Is this a good pick with on-line/Amazon shopping volume continuing to show signs of increasing? Or do you have an alternative which might be a better choice to take advantage of this trend? Besides AMZN ofcourse which I already have.
Thanks for all you do
gm
There's been some discussion on 5i re CJT. Demand is up but labor & fuel inflation is causing costs to go up as well. Today it's approaching a 16 month low at $164. Never want to try and catch a falling knife however, price target is $250. Is this a good pick with on-line/Amazon shopping volume continuing to show signs of increasing? Or do you have an alternative which might be a better choice to take advantage of this trend? Besides AMZN ofcourse which I already have.
Thanks for all you do
gm
Q: Oh BYD! BYD has been beaten up a bit lately. Are you still believer or is the pretty good run over...
Q: Good morning,
Can you please provide your take on the latest Q?
Cheers
Can you please provide your take on the latest Q?
Cheers
Q: Hi Peter/Ryan, I bought LSPD in my RRSP 200 shares at an adjusted cost of 26.0. Its now 11% of the portfolio would it be wise to sell half of this now even though it's down at this level. I did'n t sell at 150. but hind site and all, that's done. Would you sell. Thanks
Q: The stock has plummeted from 130 in Sept to 49 today. I don't recall a 5i recco that has fallen so dramatically and ever recovered to where it was.
Obviously the shorts have it right (so far) to be short was the right thing to do.
1)Do you sincerely feel that LSPD will ever recover to where it had been?
2)If yes, what dramatic course of events would do it?
Sheldon
Obviously the shorts have it right (so far) to be short was the right thing to do.
1)Do you sincerely feel that LSPD will ever recover to where it had been?
2)If yes, what dramatic course of events would do it?
Sheldon
Q: Please comment on Q results released this a.m. Initial very positive reaction,now turned negative.Why? Txs for u usual great services & views
Q: What would be a good entry price for Lspd? Thanks
Q: In the health sector, would you be more enthusiastic about growth for Well or Neighbourly Pharmacies ? Looking at a three to five year time period. Thnks
Q: Hi Team,
I have heard DOO mentioned quite a bit in top canadian recommendations. Although sales have been good for the company and demand for their product is high, do you see sales/ numbers slumping for them for the next while due to supply chain issues. I know where I am the dealers have very little for inventory, and are only getting "spring break" snowcheck deliveries in for customers that pre ordered snowmobiles last spring. Will this not hurt their numbers for the next few months until supply chain issues getting straightened out?
Also, in a quick pitch...what are the main selling points for investing in this company for a 5yr plus time frame? Would it be one of your top picks today for canadian investment for share price appreciation...or after recent sell offs are their others you would choose over this one (please list)? Thanks
Shane.
I have heard DOO mentioned quite a bit in top canadian recommendations. Although sales have been good for the company and demand for their product is high, do you see sales/ numbers slumping for them for the next while due to supply chain issues. I know where I am the dealers have very little for inventory, and are only getting "spring break" snowcheck deliveries in for customers that pre ordered snowmobiles last spring. Will this not hurt their numbers for the next few months until supply chain issues getting straightened out?
Also, in a quick pitch...what are the main selling points for investing in this company for a 5yr plus time frame? Would it be one of your top picks today for canadian investment for share price appreciation...or after recent sell offs are their others you would choose over this one (please list)? Thanks
Shane.
- Fortis Inc. (FTS)
- Algonquin Power & Utilities Corp. (AQN)
- Northland Power Inc. (NPI)
- Brookfield Renewable Partners L.P. (BEP)
Q: Thank you for your response to my last question. As a follow-up, do the four utilities stocks that I currently own (BEP, FTS, AQN, NPI) offer adequate diversification within the sector? Just wondering if I should add to these (in the best to worst ranking you provided) or is there another utilities name (Cdn nor US) that you would add to be better diversified and if there is, would you sell one of my current 4 utility stocks or just add the other name?
Your insight much appreciated,
Doris
Your insight much appreciated,
Doris
Q: Thoughts on the quarter?
Thx
Thx
- Sangoma Technologies Corporation (STC)
- Absolute Software Corporation (ABST)
- Magnet Forensics Inc. Subordinate voting shares (MAGT)
Q: Would you add to any of these tech companies at the moment. Have small position in all of them. If so in which order.
Thanks for your advice.
Thanks for your advice.
Q: Topicus has been trending down. Is it because the recent quarter missed expectations or their prospects have changed due to the change in the CEO?
Q: Topicus has been straight down almost 30$ from 143$in less than three weeks.What’s the problem?
Q: They're are 7 analysts following this stock with an average of 12.45 12 months out. Does it have any chance to doing this. Do they get these targets on a perfect scenario because it seems far fetched to me. What does 5i have as a target price.
Q: Further on Magna, why wouldn't Biden's desire to protect the US auto industry, in particular EVs, not be a risk to Magna?
Q: Just joined 5i Would like to know where you stand with Well Health. Bought it about 18-20 months ago on Peter’s research.
Thx
Phil G
Thx
Phil G