Q: I am seeing a PE of 730 (trailing) and 303 (forward). how long do you think it will take to "grow into these PE's" based on current earnings/profit growth etc. and what PE do you think it will eventually settle into??
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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: Lightspeed’s next quarterly report is the first week of February. If I was increasing my position for a long term hold do I: buy now; buy half now and half after quarterly report; or all later. I do not have an issue with volatility risk.
Clayton
Clayton
Q: Gsy has had a nice run and at 52 week high but the market cap is still only $1 Billion. From a valuation have the underlying revenue / earnings kept up to share price appreciation and do you see this as a good growth story over the next 3-5 years
Q: I recently saw a news feature that highlighted the increases in children developing myopia due to the amount of time they are now spending in front of screens.
I am looking for your best ideas to play this theme in Canada, US or internationally.
Would this company be your best recommendation or do you have another?
I have been a subscribing for many years and the 5i team has been outstanding.
Thanks for all you do!!!
I am looking for your best ideas to play this theme in Canada, US or internationally.
Would this company be your best recommendation or do you have another?
I have been a subscribing for many years and the 5i team has been outstanding.
Thanks for all you do!!!
Q: Enghouse is a good steady tech holding in my TFSA account that has done well over the years. Do you see it as a good future holding or are there more dynamic options, in Canada or US. I have Can$ and US$ TFSA accounts.
Thanks
Thanks
Q: Comments on SIS, please.
I see the x div date is Dec 30, when is the next one? I'm think of taking some gains and maybe picking it back up when it gets boring again.
I see the x div date is Dec 30, when is the next one? I'm think of taking some gains and maybe picking it back up when it gets boring again.
Q: Hi 5is,
Any insight on why SIS is up so much today? Is it a buy, sell or hold at this price? thanks
Martin
Any insight on why SIS is up so much today? Is it a buy, sell or hold at this price? thanks
Martin
Q: Whats moving this today? Thx
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Brookfield Renewable Partners L.P. (BEP.UN $34.75)
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Northland Power Inc. (NPI $22.85)
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Xebec Adsorption Inc. (XBC $0.51)
Q: do you know of any green building carbon neutral type companies in Canada that may have a rosy future?
Q: I have received 31 shares of Topicus from CSU. Can you give me some idea of what they are worth? I understand they will will not be available to trade until after February 1st?
Q: KXS has been struggling since mid Nov since articles of it being sued,which now appears regularly on its site.It closed at $167.07 on Jan 15.What is an attractive price to buy? Thanks for u usual great views & services.
Q: These two companies appear regularly when you mention companies that are "cheap" with good growth prospects. Of the two, which is "cheaper" and which would you expect to have more stock price appreciation in the next 12-24 months?
Also, GSY is up 10% today - is that due to their sale of Paybright to Affirm? Seems overdone if so...
Also, GSY is up 10% today - is that due to their sale of Paybright to Affirm? Seems overdone if so...
Q: Hello Peter,
I’ve held this company since the Split in 2018. Since that time the share price has been less than my cost, that is until just lately. Based on its performance, does it remain in the BP for sector balance, or do you feel it has been consolidating for the last 3 years and has room to run?
I’ve held this company since the Split in 2018. Since that time the share price has been less than my cost, that is until just lately. Based on its performance, does it remain in the BP for sector balance, or do you feel it has been consolidating for the last 3 years and has room to run?
Q: I was wandering if you buy a stock and it has gone up double or even tripled
in value is it better to take out the initial investment and put it elsewhere or keep all the shares and see how far it can go ….which is more advantages in growing your portfolio
example GSY I bought it in the $ 30 range.
Thanks
in value is it better to take out the initial investment and put it elsewhere or keep all the shares and see how far it can go ….which is more advantages in growing your portfolio
example GSY I bought it in the $ 30 range.
Thanks
Q: Go Easy finally broke 100$ on their announcement about the sale of PayBright and Affirm holdings. This seems very positive. Historically it has been noted they have been valued lower due to the business segment they operate in. Do you see this announcement as reducing perception of the company and will allow it to trade at higher multiples? BMO Investorline Value Analyzer product shows close to 90% upside from here is possible.
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Kinaxis Inc. (KXS $195.99)
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Magna International Inc. (MG $57.45)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.42)
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Income Portfolio (Income)
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Growth Portfolio (Growth)
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Balanced Equity Portfolio (BEPORT)
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goeasy Ltd. (GSY $169.63)
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Aritzia Inc. Subordinate Voting Shares (ATZ $75.14)
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Real Matters Inc. (REAL $5.50)
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Xebec Adsorption Inc. (XBC $0.51)
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WELL Health Technologies Corp. (WELL $4.67)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.70)
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Boyd Group Services Inc. (BYD $209.59)
Q: Some help for Paul asking for ideas to invest in his TFSA. In February (13)?, 2017, 5i answered a request for the top 10 picks harvested from the 5i portfolios. They were as follows: GSY, SHOP, SLF, WSP, GUD, OTEX, SIS, KXS, PBH, and one other I lost track of. Over the 4 years the return, if still held, would be +280%, but even without SHOP or GUD, the return is a respectable +96%. So for Paul and me would you do it again from current portfolio holdings. My New Years resolution is to pay more attention to your picks...........thx. Lionel
Q: When does REAL next report and what is expected? Also, what kind of beat will be needed to get REAL back on an upwards trajectory. It's been drifting lower over the past while. Are you still high on the company?
Q: What is your view of BYD for 2021? The share price of this company seems to have been range bounded during much of 2020 after some solid gains in 2019. Is it time to move on? Thanks.
Q: Thanks for your advice as always.
I am a bit confused on CSU. I thought the share price was to drop on December 23rd on the Topicus dividend/spinout date. I don't see it and thankful. Any thoughts on why or maybe when this could happen? I now have Topicus shares in my TD account but they don't show any value yet (probably not until end of January).
I am a bit confused on CSU. I thought the share price was to drop on December 23rd on the Topicus dividend/spinout date. I don't see it and thankful. Any thoughts on why or maybe when this could happen? I now have Topicus shares in my TD account but they don't show any value yet (probably not until end of January).
Q: Hola Peter et al.
My daughter’s TFSA is a mix of growth and stable names. A year or so go I bought TCL.A, expecting a stable company with some growth...but it went the wrong way. Would it make sense to sell TCL and buy LNF or would that be switching one good but slow moving company for a second good but slow moving Co.?
The difference in sector is not relevant and obviously taxes are not a factor.
Many thanks. Robert
My daughter’s TFSA is a mix of growth and stable names. A year or so go I bought TCL.A, expecting a stable company with some growth...but it went the wrong way. Would it make sense to sell TCL and buy LNF or would that be switching one good but slow moving company for a second good but slow moving Co.?
The difference in sector is not relevant and obviously taxes are not a factor.
Many thanks. Robert