Q: any estimates for topicus next week? Thx
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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: what does the market expect next week thx
Q: after the latest financing how much stock do insiders own? where is a good place to find this information?
Q: Good morning, TFI International has had a good run, for a three year hold, do you think it would be too late to start a position, thanks?
Q: Can you comment on earnings.
- Suncor Energy Inc. (SU)
- Enbridge Inc. (ENB)
- Tourmaline Oil Corp. (TOU)
- WSP Global Inc. (WSP)
- Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
- TFI International Inc. (TFII)
- ATS Corporation (ATS)
- BRP Inc. Subordinate Voting Shares (DOO)
- Magna International Inc. (MG)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Kirkland Lake Gold Ltd. (KL)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- CCL Industries Inc. Unlimited Class A Voting Shares (CCL.A)
- Topicus.com Inc. (TOI)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: Assuming a deflationary scenario and a continuing low interest rate environment for the next 18-24 months or so, what are your top five sectors and the top three picks within those sectors.
Many thanks for your most helpful advice.
John
Many thanks for your most helpful advice.
John
Q: Good Morning Peter, Ryan, and 5i Team.
My question is regarding position weightings. I have trimmed TFII once since I have owned it but it continues to run and now represents about 8% of the account it is in. (Thank you so much for the original recommendation) I have owned CSU since $88 (Thanks again) and trimmed it along the way as well. After the last time I trimmed CSU I vowed to never trim it again unless Mark Leonard sells out or the wheels really fall off. How do you approach position weightings when the trend is your friend ? Thank you for your ongoing help. DL
My question is regarding position weightings. I have trimmed TFII once since I have owned it but it continues to run and now represents about 8% of the account it is in. (Thank you so much for the original recommendation) I have owned CSU since $88 (Thanks again) and trimmed it along the way as well. After the last time I trimmed CSU I vowed to never trim it again unless Mark Leonard sells out or the wheels really fall off. How do you approach position weightings when the trend is your friend ? Thank you for your ongoing help. DL
Q: Hi,
I have an aggressive portfolio and have a high tolerance for risk. My minimum time frame is 3 - 5 years.
I was looking at adding "Real Matters" to my portfolio.
Do you still have a positive outlook on the company?
Thanks,
I have an aggressive portfolio and have a high tolerance for risk. My minimum time frame is 3 - 5 years.
I was looking at adding "Real Matters" to my portfolio.
Do you still have a positive outlook on the company?
Thanks,
Q: I purchased Magna a few months ago based on 5i’s comments of the company. I’m down 17% in favourable market conditions. Why?
What has changed? I appreciate your service.
What has changed? I appreciate your service.
Q: Please comment on Magna's acquisition announcement today.
Thanks
Thanks
- Constellation Software Inc. (CSU)
- Brookfield Renewable Partners L.P. (BEP.UN)
- BRP Inc. Subordinate Voting Shares (DOO)
- Kinaxis Inc. (KXS)
- goeasy Ltd. (GSY)
- iShares Core S&P 500 Index ETF (CAD-Hedged) (XSP)
- iShares Core S&P/TSX Capped Composite Index ETF (XIC)
- iShares S&P/TSX 60 Index ETF (XIU)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Real Matters Inc. (REAL)
- WELL Health Technologies Corp. (WELL)
- Boyd Group Services Inc. (BYD)
- Topicus.com Inc. (TOI)
Q: As of today, what would be your top 10 most stable Canadian companies, or ETF's, to invest in. Stable meaning those best able to ride out any market or economic downturn. Dividends are always nice but not essential. Thanks as always.
Q: What does the latest news that well put out mean for the company.
Q: Just wondering what you make of the recent deal?
Q: As a Covid recovery stock I tend to agree with Mr Branson's philosophy on airlines { AC } . " The best way to become a millionaire is to invest $2.5 billion in an airline " . And Mr. Buffet " Hi my name is Warren and I'm an airoholic . Please talk to me until the urge to buy an airline passes " ...... So I am more inclined to go with someone who services them like CAE or MAL . Though the difference in market cap is huge I'm leaning toward MAL based on current valuation, a juicy dividend, and it doesn't appear particularly volatile .....I know 5I likes both but if you were going to give the edge to one today which one would it be and why ? Also when does each one next report earnings ?
- Constellation Software Inc. (CSU)
- TFI International Inc. (TFII)
- Magna International Inc. (MG)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
- Boyd Group Services Inc. (BYD)
Q: Hi 5I
We all know the importance of well managed companies and how it plays into long term success.
CSU has been one of the companies that has displayed a gold standard to this success.
In your professional opinions which other 5 companies show best management qualities for success for the long term? Regardless of sector. I'm not sure if you will be able to answer this question but thought it would be interesting even if some of the evidence is anecdotal.
Thanks
Cal
We all know the importance of well managed companies and how it plays into long term success.
CSU has been one of the companies that has displayed a gold standard to this success.
In your professional opinions which other 5 companies show best management qualities for success for the long term? Regardless of sector. I'm not sure if you will be able to answer this question but thought it would be interesting even if some of the evidence is anecdotal.
Thanks
Cal
Q: Good morning, on a straight up risk level over one, three and five year time horizons,, which of these two stocks would be the safest in a major downturn, thanks?
Q: Hi 5i team
A number of questions on LSPD's write-offs of Accounts Receivable please.
- Note 13 of LSPD's March 31, 2021 audited statements shows an Allowance for Loss on Accounts Receivable of $3,519 against Trade A/R of $15,477, or well over 20%. Do you see anything concerning in this?
- Also, LSPD did not disclose the 'movement' in their Allowance for Bad Debts a/c for the year. Is that disclosure not required by GAAP?
-Does 5i have any information on Receivable write-offs during the year?
-I ask the above questions knowing that LSPD plans, as I understand it, to start extending financing to certain customers. I would prefer if LSPD stayed with their core business, and did not become a bank to their customers. How does 5i feel about LSPD extending financing to customers.
Thank you for your comments.
Edward
A number of questions on LSPD's write-offs of Accounts Receivable please.
- Note 13 of LSPD's March 31, 2021 audited statements shows an Allowance for Loss on Accounts Receivable of $3,519 against Trade A/R of $15,477, or well over 20%. Do you see anything concerning in this?
- Also, LSPD did not disclose the 'movement' in their Allowance for Bad Debts a/c for the year. Is that disclosure not required by GAAP?
-Does 5i have any information on Receivable write-offs during the year?
-I ask the above questions knowing that LSPD plans, as I understand it, to start extending financing to certain customers. I would prefer if LSPD stayed with their core business, and did not become a bank to their customers. How does 5i feel about LSPD extending financing to customers.
Thank you for your comments.
Edward
Q: Which stock would you add new money to. Both are down recently
Q: Sector question: Is BYD industrials or consumer cyclical?
Also, is it better taxwise to hold in a TFSA or RSP?
Thanks!
Also, is it better taxwise to hold in a TFSA or RSP?
Thanks!
Q: Would you buy TFII at today’s price for a 5-year hold?
Thanks.
Thanks.