Q: Hello 5i research team, PKI has just completed a new financing and is pushing off their debt for a few years, so I suspect they will be moving to bring the portion of the SOL ownership they don't own, (the SOL PUT option) into the fold soon. What do you think about this and the recent partnership in the DR?
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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: If you were a shareholder in Photon, how would you vote your proxy regarding the takeover?
Q: Hi Team,
QIPT price keep lower since reverse split. Should I take a lose and replace with WELL or any other replacement?
Thanks as always,
Tak
QIPT price keep lower since reverse split. Should I take a lose and replace with WELL or any other replacement?
Thanks as always,
Tak
- Constellation Software Inc. (CSU)
- Kinaxis Inc. (KXS)
- Open Text Corporation (OTEX)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Lightspeed Discoveries Inc. (LSD.H)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- Topicus.com Inc. (TOI)
Q: Good morning Team. Loving the website uptake. Managing along with my 3 adult kids (18,21,24) their TFSA. They have done very well with above. Recently sold OTEX and KXS which 2 older ones have held for 3-4 years. Advice should they consider
1. adding 2 new Canadian growth stocks or
2. should they add to five remaining ones
Realize very tech heavy but their time Horizon is long. Any advice would be much appreciated. Thanks. Chris
1. adding 2 new Canadian growth stocks or
2. should they add to five remaining ones
Realize very tech heavy but their time Horizon is long. Any advice would be much appreciated. Thanks. Chris
- BRP Inc. Subordinate Voting Shares (DOO)
- Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
Q: Concerns me when a position reports good numbers in a strong market but the stock doesnt react. Recent examples are DOO and TCL.A A guest on BNN mentioned DOO has presold the complete manufacturing run of 2022 Ski Doo's. With this in mind earnings should be stellar this year but going foward the bar is set very high for comparisons. I've trimmed DOO once and still have a 6% weighting after having it more than double since the first purchase. Considering exiting the position altogether. Thoughts on both companies and my theory, thanks.
Q: Tks to 5i gsy is now 9.5% of my portfolio if I lighten up what has been beaten up that could be bought here.
Q: I have owned KXS for 5+ and did very well and thinking of selling all of it and buy a full position of TOI for 5 +yrs. your thoughts?
Thanks for the great service.
Thanks for the great service.
Q: After big decline & appears to have bottomed, is this a decent entry point? Txs for u usual great services & views
Q: If the deal doesn't go through, won't the stock price fall as it only went up to 3.60 because that was the offer price? I've been holding in case more is offered. The vote is really close. Should I just sell?
Q: Any reason for big drop today?after big run & trading near record high the last few days. Txs for u usual great views & services
Q: Shopify has crept up close to 10% of my portfolio. I have already taken back more than my original investment. I know that from a portfolio management position it should be trimmed, but is there any case to hold it long term, or is it best to trim and re-allocate.
My book value is low on it and it is in Non-taxable account.
My logic is letting a some concentrated positions run to outperform the market, but I also see the risk of a major correction in a momentum stock.
Thanks again.
My book value is low on it and it is in Non-taxable account.
My logic is letting a some concentrated positions run to outperform the market, but I also see the risk of a major correction in a momentum stock.
Thanks again.
Q: I have owned CNR for a number of years and it has been a solid performer. I appreciate its regular dividend increases and blue-chip status. Having said that, under what circumstances, if any, would you consider switching to TFII? I know there is an increase in risk but do you expect the long term growth prospects with TFII to be that much better? In particular, I am thinking that the UPS segment of TFII's business offers a real potential growth opportunity.
Taxes are not an issue.
Appreciate your insight.
Paul F.
Taxes are not an issue.
Appreciate your insight.
Paul F.
Q: I took an amateur stab at a discounted cash flow analysis of PHO
to help me decide if I should vote Yes or No to approve the upcoming friendly takeover vote. In the end, I had to make a lot of assumptions about growth rates, cash flow projections and valuation of comparables. I came up with an intrinsic value share price ranging from 3.64 - 5.93 depending. But because of all the variables, plus my non-expertise, I do not trust my own analysis. Also there may be better ways to value the company than DCF analysis. What's your best guess as to this company's value or range of values? What method and assumptions would you use?
to help me decide if I should vote Yes or No to approve the upcoming friendly takeover vote. In the end, I had to make a lot of assumptions about growth rates, cash flow projections and valuation of comparables. I came up with an intrinsic value share price ranging from 3.64 - 5.93 depending. But because of all the variables, plus my non-expertise, I do not trust my own analysis. Also there may be better ways to value the company than DCF analysis. What's your best guess as to this company's value or range of values? What method and assumptions would you use?
Q: Most stocks were down on Friday . Is there any reason for LSPD stock price to go up so much ? Thanks for your excellent service .
Q: hi guys any news to cause the current slide thanks as always
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
Q: Hi 5i
Shopify share price has had quite an increase since yesterday....can you provide some insight as to what is driving this?
I get concerned with sudden increase in a shares price, if i do not understand the reason why.....
Would you continue to hold for 2yr -3 yr period ? Road bumps ahead?
Thx
jim
Shopify share price has had quite an increase since yesterday....can you provide some insight as to what is driving this?
I get concerned with sudden increase in a shares price, if i do not understand the reason why.....
Would you continue to hold for 2yr -3 yr period ? Road bumps ahead?
Thx
jim
Q: With the recent news about Canada imposing tariffs on some furniture imports how do you see this impacting Leon’s in the short term?
Do you see this as a good entry point longer term?
Do you see this as a good entry point longer term?
Q: In your balance portfolio, TOI weight is quite low, if someone was to own TOI what % would be the maximum weight desired?
Thanks
Thanks
Q: I seems to me that LNF is (or has been in the 6 months I've owned) more volatile than any of my other holdings, going up or down frequently as much as 2 - 3% on a daily basis, and often in the absence of news.
What might cause this? I have no particular concerns (unless you tell me I should have <g>) and am not considering selling, but am curious.
Is it because of their small size/market cap, relative to my other holdings (banks, BCE, Telus, Enbridge . . . ), because their shares are relatively thinly traded, or something else? It's almost enough to make one sell on the up days and rebuy on the down days, since they're so close together time-wise and so far apart price-wise . . . just kidding!
What might cause this? I have no particular concerns (unless you tell me I should have <g>) and am not considering selling, but am curious.
Is it because of their small size/market cap, relative to my other holdings (banks, BCE, Telus, Enbridge . . . ), because their shares are relatively thinly traded, or something else? It's almost enough to make one sell on the up days and rebuy on the down days, since they're so close together time-wise and so far apart price-wise . . . just kidding!
Q: Can you please provide recommendations for three US and 3 Canadian consumer cyclicals, with the strongest conviction names noted first? Medium risk-tolerance, with a preference for a longer-term hold (3-5 years).
On a related note, I already own PLC and am considering swapping it out for ATZ. Can you please rate these two stocks for growth and risk?
Thank you.
On a related note, I already own PLC and am considering swapping it out for ATZ. Can you please rate these two stocks for growth and risk?
Thank you.