Q: What does it mean to well to be added to the tsx comp index.
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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: Hi 5i,
Been watching DOO for a while but remained on sidelines etc. etc....I realize that DOO's large share price increase was related to recent earnings release, so ....with the recent run up in share price would you still be buyers of this stock for a new position--2-3 year hold? Why/why not?
Would you add to existing position? or would wait with expectation of a retrace?
Thx
Jim
Been watching DOO for a while but remained on sidelines etc. etc....I realize that DOO's large share price increase was related to recent earnings release, so ....with the recent run up in share price would you still be buyers of this stock for a new position--2-3 year hold? Why/why not?
Would you add to existing position? or would wait with expectation of a retrace?
Thx
Jim
Q: What are your thoughts on MCR. Do you expect to continue to hold
Q: What do you think of the acquisition?
Thanks
Thanks
Q: Your comments on the second quarter performance please. Thanks
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Canadian National Railway Company (CNR $132.03)
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BCE Inc. (BCE $32.60)
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Canadian Pacific Kansas City Limited (CP $101.28)
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Rogers Communications Inc. Class B Non-voting Shares (RCI.B $54.95)
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TELUS Corporation (T $18.22)
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Linamar Corporation (LNR $79.30)
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WSP Global Inc. (WSP $245.61)
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CAE Inc. (CAE $37.16)
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TFI International Inc. (TFII $121.94)
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Magna International Inc. (MG $68.58)
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Heroux-Devtek Inc. (HRX $32.48)
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Stelco Holdings Inc. (STLC $68.14)
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Nutrien Ltd. (NTR $80.56)
Q: What stocks in Canada do you believe will do well with the passing of the Infrastructure Bill and Reconciliation Bill in the USA? Please list in order of preference. Thanks.
Q: LSPD has had quite the run recently. Not worrying about position size would you be taking some off the table here? Or let it ride for a bit longer. Say $160?
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TFI International Inc. (TFII $121.94)
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Andlauer Healthcare Group Inc. Subordinate Voting Shares (AND $54.97)
Q: Hi Peter, Ryan, and Team,
Nice report on AND. Just wondering if TFII operates in the same space. We've done very well with TFII (thanks, 5i) but are a bit low in Healthcare. AND looks promising, but want to make sure that it's complementary to TFII.
Thanks for your insight.
Nice report on AND. Just wondering if TFII operates in the same space. We've done very well with TFII (thanks, 5i) but are a bit low in Healthcare. AND looks promising, but want to make sure that it's complementary to TFII.
Thanks for your insight.
Q: Just wondering if you were on the presentation today, and if so what your take was.
Thanks.
Thanks.
Q: Your comment on the event and the Q2.
Thank you
Thank you
Q: Does the Affirm/Amazon arrangement have any implications for GSY. I wonder if you could explain in a bit more detail the current relationship between GSY and Affirm, and add some colour to what the future might hold for these relationships.
Q: Do you anticipate a divvy raise again this year in Sept. or will the company forgo a divvy raise with the large acquisition to digest? Every year in Sept there is a raise in the divvy even during the pandemic. What is the current payout ratio? Thx
Q: Kinaxsis, {KXS], is partnering with Exelixus to advance supply chain planning for its cancer drug portfolio. Is this a financially positive union for KXS? Great information & help with my investing decisions. Thanks
Dave
Dave
Q: When do you expect well to be profitable.
Q: Hello Peter and 5i,
Have you been able to peg an entry price for XBC? It bounced off $2.76. Is shipping and delivery the biggest risk to becoming profitable in the next 1-2 years as systems are manufactured in China? If so is it your belief that the next quarter may be severely impacted and we should wait?
Cheers,
Debbie and Jerry
Have you been able to peg an entry price for XBC? It bounced off $2.76. Is shipping and delivery the biggest risk to becoming profitable in the next 1-2 years as systems are manufactured in China? If so is it your belief that the next quarter may be severely impacted and we should wait?
Cheers,
Debbie and Jerry
Q: Hi, Between these two which one would you pick. Already have a half position in NVR..Should I add to that or buy some MHO? Thanks.
Regards,
Shyam
Regards,
Shyam
Q: Hello, I am up 1000% in DSG and have clearly held it for a long time. I believe in holding my winners, while watching portfolio weightings...It was blind luck rather than skill. Question, how is DSG going forward...any other lucky names especially in the tech sector . I am woefully incompetent here.
Q: It’s seems odd to me Topicus is listed in Vancouver.Do you see it moving to the Toronto exchange?
Q: Good Morning,
I would like your opinion on when GSY might be considered an addition to the Balanced portfolio? Is it a matter of sector weighting that would preclude its inclusion? It seems to be a perfect stock for the folio. Growth and a growing dividend.
Sorry for putting the team on the spot!
It’s horrible having made so many prescient selections that subscribers are reduced to questions like this one. Lol
I would like your opinion on when GSY might be considered an addition to the Balanced portfolio? Is it a matter of sector weighting that would preclude its inclusion? It seems to be a perfect stock for the folio. Growth and a growing dividend.
Sorry for putting the team on the spot!
It’s horrible having made so many prescient selections that subscribers are reduced to questions like this one. Lol
Q: Hi there,
I have been enjoying the run up in TOI and have been thinking of adding to my quarter position. I have been adding along the way and have a dollar cost average of about 93 bucks a share. I am debating whether I should add here, raising the per share cost - but it seems like a parabolic jump in price. Alternatively, I wonder whether I should wait for a dip. And if I do so, what is a fair value to buy at? It seems like TOI may go the way of CSU or SHOP longer term and I do have a window of about 5-10 years. For what it is worth, I still regret not buying shop at about two hundred dollars because I thought it was overvalued.
Thanks in advance for your thoughts on this.
I have been enjoying the run up in TOI and have been thinking of adding to my quarter position. I have been adding along the way and have a dollar cost average of about 93 bucks a share. I am debating whether I should add here, raising the per share cost - but it seems like a parabolic jump in price. Alternatively, I wonder whether I should wait for a dip. And if I do so, what is a fair value to buy at? It seems like TOI may go the way of CSU or SHOP longer term and I do have a window of about 5-10 years. For what it is worth, I still regret not buying shop at about two hundred dollars because I thought it was overvalued.
Thanks in advance for your thoughts on this.