Q: Is SHOP attractive to you today at the current price or do you think there is still plenty of room for the market freefall to pull it down further?
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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.
- Brookfield Renewable Partners L.P. (BEP.UN)
- Northland Power Inc. (NPI)
- NFI Group Inc. (NFI)
- Sunrun Inc. (RUN)
Q: Do you prefer BEP or NPI in the renewable space, are they at good entry points. What is your view on NFI and SunRun, again are they at good entry points?
Q: Hello Peter,
On yahoo, i get a pe of 32 for shopify. Does this make sense ? What are the metrics one should use to evaluate good value for shopify? Given that there is competition for shopify, do you think the company deserve a full weighting of 5 percent? I am just concerned about what happened with black berry (RIM in early days) when apple and samsung came along.. can this happen to shopify as well as there is competition building.. Much appreciated
On yahoo, i get a pe of 32 for shopify. Does this make sense ? What are the metrics one should use to evaluate good value for shopify? Given that there is competition for shopify, do you think the company deserve a full weighting of 5 percent? I am just concerned about what happened with black berry (RIM in early days) when apple and samsung came along.. can this happen to shopify as well as there is competition building.. Much appreciated
Q: any current thoughts on this co. after latest report. Thanks
Q: Please shed light on what has been happening to Boyd. Its price has been in a fairly steady decline from over $250 in October to around $175 today. Some decline is to be expected in this current period of economic uncertainty, but 30%, steadily, over 3 months? New and used cars are in short supply these days due to the chip shortage and transportation bottlenecks, so why aren't people spending as much or even more on repairs to their older cars? Is Boyd suffering from internal problems of some kind? I am puzzled by what's been happening, over a period of many weeks, to a company with such a solid longer term record. What does the market know that I don't?
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: I own LSPD in a registered account and am just breaking even. Considering swapping it out for SHOP, which I suspect may be lower risk and a sounder investment going forward. Given the wild ride both companies have had recently, which do you believe will perform better in the long term (3-5 years)? Thanks.
- Sun Life Financial Inc. (SLF)
- Tourmaline Oil Corp. (TOU)
- WSP Global Inc. (WSP)
- Algonquin Power & Utilities Corp. (AQN)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
- Unilever PLC (UL)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Brookfield Asset Management Inc Class A Limited (BAM)
- iShares ESG Advanced MSCI USA Index ETF (XUSR)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: We recently initiated a TFSA for a family member (long-term buy & hold); the 10 securities purchased (in approximately equal amounts) were: Aritzia (ATZ), Unilever (UL), GoEasy (GSY), SunLife Financial (SLF), BAM (BAMa), WSP (WSP), Algonquin Power (AQN), Telus Int'l (TIXT), and an ETF called XUSR. Still have ~15% capital (~$12,000) to invest. Which 3 or 4 of these would you have greatest conviction to add to? And/or is there another security which would complement the above?
Ted
Ted
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
- CrowdStrike Holdings Inc. (CRWD)
- Digital Turbine Inc. (APPS)
- Upstart Holdings Inc. (UPST)
Q: Good day guys:
Can u provide a few names that are in oversold territory during this painful time in the markets .. I own well , lightspeed , and converge and I feel they are oversold and I am holding on .. I would appreciate your professional opinion please
Thx
Mark
Can u provide a few names that are in oversold territory during this painful time in the markets .. I own well , lightspeed , and converge and I feel they are oversold and I am holding on .. I would appreciate your professional opinion please
Thx
Mark
Q: What problem will the class action suit be to dnd? How big a deal is it
Q: Hi 5i
For a TFSA which of these 3 would you choose at this time for growth .
I know you like all 3 but how would you rank for buying today? Thanks
For a TFSA which of these 3 would you choose at this time for growth .
I know you like all 3 but how would you rank for buying today? Thanks
Q: Can you define "secular compounder" and list a few Canadian companies which meet that definition and which you would find attractive today?
Thanks,
Thanks,
Q: Current thoughts on lightspeed? Would you buy it today?
Q: Good morning, Both companies report earnings in early February. What are your predictions for these reports and what do you envision for the future. Many thanks.
Q: Hello 5i Research team, not a question, more as a follow-up to your response to Sheldon's question earlier today about Park Lawn: I would like to mention that I believe a major factor that has allowed funeral homes to perform well in 2020 and 2021 is the COVID surcharge ($500+) imposed at each funeral in many jurisdictions for the additional sanitation measures required due to the pandemic. The profit margin on this surcharge seems to be quite generous in my opinion... Publish if you think this information can be useful. Thank you for your collaboration, Eric
Q: I invested in this a few months ago for a number of reasons. It is a renewable energy investment, 5i gave it an 'A' rating and it pays a good dividend. It is down 18% since purchase.
The current dip in the market presents buying opportunities. Would you recommend adding to my current position of BEP.UN or simply holding what I have?
The current dip in the market presents buying opportunities. Would you recommend adding to my current position of BEP.UN or simply holding what I have?
Q: Hello, after doing some research i have come to understand that Shopify has a PE of 32. Is that correct? Seems like that can’t be right. Would you buy now or wait? Thanks
Q: I like both of these companies and I own both but would like to put some more money into one of them. Which would you recommend for a 3-4 yr. hold and why.
Peter
Peter
Q: I read this in the G&M.
"For funeral homes, the decline in income over the past two years owed partly to rising interest in cremation, which costs less than burial.
The losses accelerated as large viewings were cancelled, reducing the need for expensive caskets, said Scott MacCoubrey, a funeral-home owner and president of the Ontario Funeral Service Association."
Can I have your point of view and how this will or not affect PLC?
Thanks
Sheldon
"For funeral homes, the decline in income over the past two years owed partly to rising interest in cremation, which costs less than burial.
The losses accelerated as large viewings were cancelled, reducing the need for expensive caskets, said Scott MacCoubrey, a funeral-home owner and president of the Ontario Funeral Service Association."
Can I have your point of view and how this will or not affect PLC?
Thanks
Sheldon
Q: Is Topicus in the fable pounding buy zone yet?
Q: Todays news rerelease mentions EGLX as one of the active members in sports gambling. I don't see the connection. What is there main revenue stream. The last news release was about online gambling exploding. EGLX was part of a group to benefit from this. In what way does this benefit them. What is their main revenue source.