Q: CSU ROIC was 28.8% in 2020 and has been dropping each year since to 17.93 in 2022 and 14.15% TTM, is this something to be concerned about?
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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: Your views on its high TTM P/E ration of 224. Is it normal of this kind of high P/E in Insurance sector?
Thanks
Thanks
Q: CSU market cap has grown from 55 Billion to 75 Billion over the past three months. Have the companies fundamentals improved enough to justify a 20 billion increase? This would imply transformational developments. This move seems excessive to me and I am trying to understand what is behind it.
Thanks.
Thanks.
- Celestica Inc. (CLS)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Docebo Inc. (DCBO)
- Lumine Group Inc. (LMN)
Q: 5i has given our family some very good investment ideas. Among the good ones that have benefitted our accounts lately are LMN and HPS.A. Thank you for these. Using your crystal ball what would be your best suggestion for a couple of other similar stocks that might replicate these growth stories over the next year. Thank you.
Q: I was expecting the bircoin etf news to have a positive result to the share price. Market is not re-acting positively. Can I have your thoughts.
Thanks
John
Thanks
John
Q: I had been waiting for LMN to go down a bit before I purchased however that's not happening. Is $30 too much to pay if I'm looking at a 3-5 year holding period?
Q: Any comments on the latest CSU acquisition of Medhost?
Thx
Thx
- Galaxy Digital Holdings Ltd. ordinary shares (GLXY)
- MARA Holdings Inc. (MARA)
- Riot Platforms Inc. (RIOT)
Q: What is their balance sheet.
In what order would you buy them?
Thanks,
Milan
In what order would you buy them?
Thanks,
Milan
Q: hi, would you consider these more on the risky side, or just smaller cap? I read Hammond EPS around 15 which seems fine to me. I can't find an EPS on LMN?
is this a decent entry point for each? if not, what price would be a more reasonable entry point?
cheers, Chris
is this a decent entry point for each? if not, what price would be a more reasonable entry point?
cheers, Chris
Q: Hello!
Can you compare valuations of CSU, TOI and LMN?
Im holding on TOI since the end of 2021, hoping for some recovery.
Thanks!
Can you compare valuations of CSU, TOI and LMN?
Im holding on TOI since the end of 2021, hoping for some recovery.
Thanks!
Q: Recently, David Friedberg was asked for his prediction for the worse performing asset in 2024. He said he would be short vertical market software (SaaS) and be long cloud providers that have AI tools and platforms that will allow enterprises to build their own custom applications in a low-cost, low code way. If things play out this way, do you feel it could pose a risk to CSU’s business model?
Q: If you had to choose between CSU and LMN, which would have more growth going forward?
Thank you for your service!
Thank you for your service!
Q: BNS has been a big disappointment for many years. With every year that passes, I say to myself to be patient and give it more time. The new CEO needs time, the acquisitions need time, the valuation is attractive, reversion to the mean is a powerful force, 5i really likes it etc etc. Yet each year, there is no improvement.
I just looked at TD's EPS Consensus Expectations for 2024, and they are less than 2023! Earnings for 2023 were poor, and considerable lower than 2022 and 2021.
Please tell me why I should continue holding on.
Thanks
I just looked at TD's EPS Consensus Expectations for 2024, and they are less than 2023! Earnings for 2023 were poor, and considerable lower than 2022 and 2021.
Please tell me why I should continue holding on.
Thanks
Q: I have held BNS shares for approx . 3years but am considering switching them for TD. I think TD has a better runway for growth in the is USA versus BNS growth in SA and the islands . your thoughts please
Q: Please analyze this one. I'm in the lucky position, having it long enough, that I'm still decently positive but questioning it's future. Worth holding for awhile or moving on? Thank you.
- Granite Real Estate Investment Trust (GRT.UN)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: Could I get your top two picks in the CDN industrial REIT space? Looking for share price appreciation potential over yield.
- Toronto-Dominion Bank (The) (TD)
- Bank of Nova Scotia (The) (BNS)
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Dollarama Inc. (DOL)
- Intact Financial Corporation (IFC)
- Docebo Inc. (DCBO)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Hi Team,
Once again the hopeful small cap Jan bounce has done the opposite so far with essentially all growth being sold off. It’s amazing how a new year is here and it’s like a light switch where the narrative turns to everyone selling to lock in profits. This confuses me some as I thought year end Dec would be the time to lock in gains? What’s your take on the selloff and when’s your best estimate of when would be a good time to buy the dip? Is there a history of how long a Jan selloff typically lasts? Also; is there any standout buys in the market you see today now as a result of the recent selloff ? Thanks ,
Shane
Once again the hopeful small cap Jan bounce has done the opposite so far with essentially all growth being sold off. It’s amazing how a new year is here and it’s like a light switch where the narrative turns to everyone selling to lock in profits. This confuses me some as I thought year end Dec would be the time to lock in gains? What’s your take on the selloff and when’s your best estimate of when would be a good time to buy the dip? Is there a history of how long a Jan selloff typically lasts? Also; is there any standout buys in the market you see today now as a result of the recent selloff ? Thanks ,
Shane
- Dollarama Inc. (DOL)
- North West Company Inc. (The) (NWC)
- Alimentation Couche-Tard Inc. (ATD)
- Leon's Furniture Limited (LNF)
Q: I don't have any retaill type stocks in my RRSP. This would be for a mid to long term period. Looking for capital appreciation with possibily reasonable dividend gains. Any suggestions?
Q: Hi, I would appreciate if you can provide your thoughts/analysis of TOI with long term outlook.
Q: I realize it's a very short time frame, but do you think Lumine would have more upside potential than Shopify over a six-minth period, thanks?