Q: I have held Knight for several years based on your recommendation. It makes up slightly less than 2% of my portfolio. Would you recommend adding some more at this time? Thank You.
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
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,
Am curious of your thoughts on GUD’s quarter. I always am bamboozeled by company reports and would appreciate your take.
Tia!
Am curious of your thoughts on GUD’s quarter. I always am bamboozeled by company reports and would appreciate your take.
Tia!
Q: What will the likely effect of PBH's recently announced share offering be on the share price?
Q: In the short term, what are the biggest risks? COVID risks, an increase in cases to restrict SMB transactions; Offering price at $37.30, can the price cross the secondary offering price without an increase in selling volume; August quarterly report, that reflects the SMB reduced transactions due to shut in businesses; or the price ceiling at $35.00, that the price can’t get across?
Clayton
Clayton
Q: Looks like it has potential for some near term gains. Propane. What are your thoughts?
Q: How are you feeling about TOY these days? Management seemed to have dropped the ball last year but wondering if supply management issues and management themselves have been sorted out and if you think this is now buyable.
Appreciate your insight.
Paul F.
Appreciate your insight.
Paul F.
Q: Hi,
I'm underweight Industrials according to the Portfolio Analytics tool and was looking today to add one of CCL and TFII. They are both are in the Balanced Portfolio. Which one would you pick up today?
Thanks,
Robert
I'm underweight Industrials according to the Portfolio Analytics tool and was looking today to add one of CCL and TFII. They are both are in the Balanced Portfolio. Which one would you pick up today?
Thanks,
Robert
Q: Whats expected from GUD next week? Thx
Q: Hello 5i team, hold Gilden in a registered act. & added more recently. Longer term hold but becoming concerned about Gilden ability to ride out prolonged recession & low product demand.... Is their balance sheet strong enough given the larger infrastructure/carrying costs Gilden has (manufacturing, warehouse facilities etc)
Q: Hello. Further to the Walmart deal, are there any one way limitations built into this deal prohibiting SHOP from pursuing similar deals with other large retailers? If not, does this serve as something of a template for future deals, or is this a one-off because of Walmart's specific attempt to grow its web presence? Any other details or thoughts on how this specific deal affects SHOP would be appreciated. Thank-you.
Q: I see that GC has started opening in Nova Scotia. Can you give your thoughts on adding to a 2% position with a 3-5 year time horizon? Are you aware of how greatly the modifications they will have to put I place could/will affect earnings?
Thanks as always for all your great advice
Brian
Thanks as always for all your great advice
Brian
Q: How much cash (in total and dollars per share) does GUD have? Does this represent a potential floor for the stock? Just curious whether 5i likes the risk / reward.
Q: I noticed that on your May monthly portfolio report NFI is only 1.2%. Is this a wait and see before adding more ? What is holding you back from adding to this stock?
Thanks
Thanks
Q: Can you please provide your thoughts long term potential for TCN and comment on current valuation?
Thanks
Thanks
Q: Comment on the Rubikloud acquisition svp.
Q: Hi 5i Team:
I have been taking profits of SHOP but only to see it going up. Currently I still own some 8% of it in my portfolio after selling some early this morning. My capital is more than fully recovered. Should I still trim it down to 5%?
Thank you.
LL
I have been taking profits of SHOP but only to see it going up. Currently I still own some 8% of it in my portfolio after selling some early this morning. My capital is more than fully recovered. Should I still trim it down to 5%?
Thank you.
LL
Q: Good morning, could you comment on Primo committing 20 m. to severance etc. Is this overly significant? Good day to you!
Q: What, if any, impact to Primo do you see from Nestle's announced explorations into getting out of the water business in N America? During the Cott-to-Primo business transition, Primo's financial statements are rather more difficult to digest, but at the very least, Primo doesn't seem to have the capability to buy much of the Nestle water business. What other companies might benefit from Nestle's divestiture, and how might that affect Primo?
Deduct credits as required for multiple questions. Thanks.
Deduct credits as required for multiple questions. Thanks.
Q: Do you know if Richards Packaging makes the vials for delivering a vaccine?
Q: Good day team i would like to hear your thoughts on shopify as a future hold What are the downside risks at current levels versus earnings Thank you