Q: What does the latest news that well put out mean for the company.
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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: 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 ?
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Constellation Software Inc. (CSU $3,256.73)
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TFI International Inc. (TFII $149.62)
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Magna International Inc. (MG $78.30)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $233.00)
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goeasy Ltd. (GSY $136.87)
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Boyd Group Services Inc. (BYD $218.89)
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.
Q: Hey 5i:If you were to issue an update report for AFNwould it change much from previous one? I am currently down 25%.Average down hold or sell?Any better stock to recoup in a shorter time frame than you foresee for AFN? Tks.Larry
Q: Any reason why WSP is down so much today ?
Q: What would be a couple of rationales for the sell off in WELL after the MyHealth deal closes ?
Q: Hi 5i, pls comment on the Kamp acquisition, and the now north of 18% ownership by B&M.
Thx
Thx
Q: I almost always struggle with selling a stock. Currently in need to trim WSP because it has become too high a percentage of my portfolio but it continues to go up. Would you suggest trimming anyway or wait?
Q: I know tech stocks have been taken a beating this whole week. I there a reason for LSPD to decline $10.00 a share in week
Q: any news
Q: Why the big jump this morning? Cheers
Q: Reading through their earnings and it sure feels like it was a blow-out quarter. The stock is down 4% today. Is this just a sell the news event or did I miss something materially negative from the release?
Q: Do you still like FSZ? How risky is it?
Q: A RECENT GUEST ON MARKET CALL INDICATED CONCERN ABOUT REVENUE GROWTH NOT TRANSLATING INTO EARNINGS GROWTH.
ASSUMING YOU CONCUR WITH THE CONCERN DOES KXS HAVE OR EXPECT TO HAVE THE PRICING POWER OR COST CONTROL TO BRING EARNINGS GROWTH IN LINE WITH SALES GROWTH?
IF YOU DONT SHARE THE CONCERN - WHY?
THANKS, HUGH
ASSUMING YOU CONCUR WITH THE CONCERN DOES KXS HAVE OR EXPECT TO HAVE THE PRICING POWER OR COST CONTROL TO BRING EARNINGS GROWTH IN LINE WITH SALES GROWTH?
IF YOU DONT SHARE THE CONCERN - WHY?
THANKS, HUGH