Q: Can I please have your comments on Constelllation's earnings. Still a top recommendation?
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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: I own STN. No complaints but would appreciate your opinion/comparison of these three companies.
Thank you..
Mike
Thank you..
Mike
Q: What's the deal with lumine, the added shares and large minus in EPS. The bottom line for me as a shareholder is there going to be a precipitous fall in the shares or are we going to see a consolidation ahead. Too many companies add to their share count and then fall. I want to keep the faith but I've been burned before. So what's the verdict; sell, hold or buy.
Q: Seems like a lot going on within. Can you explain what the implications may be? thx
Q: Which has the better overall potential return for the next 3 to 5 years and why?
- Wheaton Precious Metals Corp. (WPM)
- Agnico Eagle Mines Limited (AEM)
- K92 Mining Inc. (KNT)
- Karora Resources Inc. (KRR)
Q: Gold is at new highs but based on a review of recent answers, gold miners are not seeing share price appreciation because of the costs of production and other factors.
Are there any gold stocks that you think are worth buying?
Are there any gold stocks that you think are worth buying?
- Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
- Granite Real Estate Investment Trust (GRT.UN)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: I have a few REITs in my portfolio for income. The income has been consistent so far.
Why has the sector dropped so much in value? What conditions need to exist for them to recover their value.
Is the income at risk of decreasing?
Why has the sector dropped so much in value? What conditions need to exist for them to recover their value.
Is the income at risk of decreasing?
Q: Can you please give me an updated opinion of WELL, thanks.
- Constellation Software Inc. (CSU)
- WSP Global Inc. (WSP)
- Celestica Inc. (CLS)
- Descartes Systems Group Inc. (The) (DSG)
- Toromont Industries Ltd. (TIH)
- TFI International Inc. (TFII)
- ATS Corporation (ATS)
- Thomson Reuters Corporation (TRI)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Lumine Group Inc. (LMN)
Q: Please provide me with your 5 of your best Industrial companies and Tech companies
Q: I recall a few years ago that Blue Yonder launched a law suit against KXS over some patent issues. Any update on this? Is it an overhanging issue for the company? Do you feel it is weighing on the stock and that investors should be taking this into account?
Thanks.
Thanks.
Q: Hi Peter & 5i,
Would you please give your asessment of TCS' 3rd quarter.
Just started looking at this company from your last growth portfolio update. Would you be able to give what their historical Annual Renewal Rate (ARR) % has been on their contract subscriptions?
Thanks for your always great advice and information.
Would you please give your asessment of TCS' 3rd quarter.
Just started looking at this company from your last growth portfolio update. Would you be able to give what their historical Annual Renewal Rate (ARR) % has been on their contract subscriptions?
Thanks for your always great advice and information.
Q: I am investigating CLS as a potential long term investment. In a recent answer to a question, 5i stated that CLS seems to be putting things together much better now. What is CLS putting together much better now, and is it sustainable? How important is AI, to CLS future share price? Could you elaborate on the most major risk to CLS share price? Would you consider CLS a good hold for five plus years?? Thanks for the excellent analysis!
Q: In my previous question I asked for your STN latest Q report evaluation. You stated it is coming but i haven't seen it yet.
Q: KXS is down a lot Thursday morning. Is this an over reaction or is it time to think about reducing position. 5i has been generally quite positive about KXS but I detect the sentiment is shifting. How do you view the stock performing over the short term and long term? What catalysts will influence things?
Q: How do you feel about Kinaxis moving forward after going over their results?
Q: It seems you are optimistic about this company. could you resume the arguments supporting this appreciation? Yhank you very much in advance
Q: Your Feb 22nd answer to Chris was incorrect. That probably was a result of a wrong article in CBC or GLOBE about a dividend cut. It labelled the company as DIR.UN, but in reality the dividend cutter was D.UN.
DIR.UN has not cut - or raised ! - its dividend in the last 10 years.
DIR.UN has not cut - or raised ! - its dividend in the last 10 years.
Q: I have a question about HPS. This is a small company that seems to have recently come on your radar, noting staggering growth in a stable market. With this growth rate it is still small, just cresting the 1B market value recently.
What is making it so successful? It seems like a ‘boring’ low tech company. What is its future expected growth and what is its addressable market?
Any comments would be helpful to understand how electrical infrastructure widgets became such a big new thing.
What is making it so successful? It seems like a ‘boring’ low tech company. What is its future expected growth and what is its addressable market?
Any comments would be helpful to understand how electrical infrastructure widgets became such a big new thing.
- Kinaxis Inc. (KXS)
- TerraVest Industries Inc. (TVK)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
Q: Good Morning
I have done well with Kinaxis but have become impatient with the returns over the last couple of years. Can you recommend an alternative? I am considering swapping out for TVK and HPS.A.
thank you
I have done well with Kinaxis but have become impatient with the returns over the last couple of years. Can you recommend an alternative? I am considering swapping out for TVK and HPS.A.
thank you
- Manulife Financial Corporation (MFC)
- Intact Financial Corporation (IFC)
- iA Financial Corporation Inc. (IAG)
Q: Hello,
I own IAG and it recently missed earnings expectations by 5% and, as a consequence, the market reaction was brutally punitive. How can you compare IAG's overall financial strength to larger Canadian Insurers, say IFC and MFC, and are there overall reasons to worry apart from the market's bad quarter reaction ?
I own IAG and it recently missed earnings expectations by 5% and, as a consequence, the market reaction was brutally punitive. How can you compare IAG's overall financial strength to larger Canadian Insurers, say IFC and MFC, and are there overall reasons to worry apart from the market's bad quarter reaction ?