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.
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: 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
Q: What's up with WSP? It held up quite well since March but after
issuing some financing a little while ago it slipped back and seems to be languishing, even during the run up prior to Thursday. What was the financing for? Was it a prudent time to do that? There had been some mention of a merger with a US entity; was the financing related to that and is that going ahead? And last, where do you see this equity going from here. Thanks for your excellent service.
issuing some financing a little while ago it slipped back and seems to be languishing, even during the run up prior to Thursday. What was the financing for? Was it a prudent time to do that? There had been some mention of a merger with a US entity; was the financing related to that and is that going ahead? And last, where do you see this equity going from here. Thanks for your excellent service.
Q: LSPD participated conference hosted by RY on Jun 11. Any comments please.Will participate in fireside chart by 8 Capital at 2pm et June 15 & conference by NA on Jun 16 Txs for u usual great services & views
Q: TFII has executed a perfect V-shaped recovery, but how does its remaining upside compare to other sectors (for example, insurance and industrials) which aren't so far along their recovery trajectories? Considering, also, that some in the latter sectors offer more generous dividends, on what basis is TFII actually preferable?
Q: I wonder if you can point to an article or other guidance on what key metrics to look at and how to interpret them for a stock. Being relatively new, I tend to look mostly at profitability and revenue growth on a go/no-go basis when looking at a company in the absence of other info (ie 5i recommendations). Using REAL as an example, total after tax profitability is only 9% and 3 yr revenue growth is a tepid 8% and falling from a 5yr rate of 17%. These numbers are underwhelming compared to other co's, so I must be missing something with a company like REAL, and would like to learn how to see a little deeper.
Q: Good morning, please comment on latest results from Peller. Do you still consider this a good long-term hold.
Rob
Rob
Q: Hi there,
I'm looking to purchase a full position of BYD. It's come off a little bit and I was wondering if it's a decent entry point of it's better to wait for Q2 for this company. I suspect with driving down so much, their Q2 numbers could be soft. What is your opinion and what would you do.
Thanks!
I'm looking to purchase a full position of BYD. It's come off a little bit and I was wondering if it's a decent entry point of it's better to wait for Q2 for this company. I suspect with driving down so much, their Q2 numbers could be soft. What is your opinion and what would you do.
Thanks!
Q: Is this a good entry point for this stock?
Q: Hi
TD put PHO Photon control in their portfolio yesterday. As per an earlier question on the jump in price.
J
TD put PHO Photon control in their portfolio yesterday. As per an earlier question on the jump in price.
J
Q: Any reason for the big spike in volume and price today? Pretty nice to see