Q: Comments on latest earnings?
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Investment Q&A
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- Franco-Nevada Corporation (FNV)
- Wheaton Precious Metals Corp. (WPM)
- Stella-Jones Inc. (SJ)
- West Fraser Timber Co. Ltd. (WFG)
Q: Hello, I think I made a mistake in buying WFG. It has not done well and is at the mercy of lumber prices and the government (I think?). I used to own SJ and it may have more control of it's destiny. Your thoughts please. Frankly I'm starting to think I don't need materials as there is too many, copper, lumber, steel, gold..... I also own AEM in the sector. How do I choose? I prefer a safer less cyclical stock if that's possible in this sector. Any advise would be appreciated. Thank you.
- AMETEK Inc. (AME)
- Roper Technologies Inc. (ROP)
- Constellation Software Inc. (CSU)
- Heico Corporation (HEI)
- Topicus.com Inc. (TOI)
- Lumine Group Inc. (LMN)
Q: How does Roper compare to CSU? Thanks.
- Dollarama Inc. (DOL)
- FirstService Corporation (FSV)
- goeasy Ltd. (GSY)
- GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
- TECSYS Inc. (TCS)
- Trisura Group Ltd. (TSU)
- WELL Health Technologies Corp. (WELL)
- Converge Technology Solutions Corp. (CTS)
- Docebo Inc. (DCBO)
Q: Which companies in the 5i Growth portfolio have the most consecutive quarters of revenue growth? Please list top three in order.
Thanks!
Thanks!
Q: Comments on earnings , Seems to be an unappreciated company
Q: What do you think of their press release yesterday. I am thinking of adding to may small position
Thank You.
Thank You.
Q: Results are out, not sure they're very good.
What is your analysis and conclusion tell you on these earnings results.
Sheldon
What is your analysis and conclusion tell you on these earnings results.
Sheldon
Q: Hi Peter,
WELL Health will be reporting 3rd Qtr next week. Can you provide Revenue and EBIDTA estimates.
Thank you
WELL Health will be reporting 3rd Qtr next week. Can you provide Revenue and EBIDTA estimates.
Thank you
Q: Hi team...anything positive in Q3 results for Telus Int'l, tixt/t....still hold a position...know 5i moved on....Buy/Hold/Sell....thanks, jb
Q: After reviewing the quarterly results of Andlauer and Pason Systems last night, I thought they seemed rather mediocre, and figured the stocks might drop a bit today. To my surprise, they both went up substantially. I would like to hear your take on the quarterly results of these 2 companies, and whether you think they are keepers. I'm thinking maybe sell on any further strength.
2nd part of the question, from looking at the charts for these 2, I am think a sell point approaching previous levels of resistance for PSI would be about $16.25 and AND about $44.75. Do those look about right to you?
2nd part of the question, from looking at the charts for these 2, I am think a sell point approaching previous levels of resistance for PSI would be about $16.25 and AND about $44.75. Do those look about right to you?
Q: Your thoughts on the quarter please?
Thx
Thx
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- Royal Bank of Canada (RY)
- Toronto-Dominion Bank (The) (TD)
- Bank of Nova Scotia (The) (BNS)
- Enbridge Inc. (ENB)
- Sun Life Financial Inc. (SLF)
- Intact Financial Corporation (IFC)
- Alimentation Couche-Tard Inc. (ATD)
- Miscellaneous (MISC)
- Hydro One Limited (H)
- Brookfield Corporation Class A Limited Voting Shares (BN)
Q: I'm looking to invest $60,000 for a minimum of 5 years. This money will be used towards a downpayment for a house. Can you please comment on a split of 50% SPY and 50% quality stocks, such as GOOG, MSFT, SLF, ATD, BN. Also can you please suggest some additional stock ideas that are fairly conservative for a 5 year hold. Thanks!
Q: hi folks...opinion on Q results for Trisura tsu/t....Scotia has EPS23E of $1.47, but 24E of $2.84...quite an increase....thoughts going forward, thanks, jb
Q: Savaria with another strong day
What is the Long term plan of Savaria?
What is the Long term plan of Savaria?
Q: Hi, Could you please comment on the quarterly results out Today. Do these numbers and commentary provide any further support to 5i thesis on this name ? Thank You
- Danaher Corporation (DHR)
- Prologis Inc. (PLD)
- Stryker Corporation (SYK)
- Zoetis Inc. Class A (ZTS)
- BCE Inc. (BCE)
- TELUS Corporation (T)
- Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
- Block Inc. Class A (SQ)
- Tesla Inc. (TSLA)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
- Roku Inc. (ROKU)
- Coinbase Global Inc (COIN)
- UiPath Inc. Class A (PATH)
Q: What would be your best contrarian pick today in both us and canadian markets
Q: As a longterm underwater holder could you please evaluate the quarter. Is this enough positive momentum to begin to undo the mistakes of the past? Is this a positive enough quarter to suggest they are turning the corner due to recent structural changes involving the move to in-house payment processing? Does this give you new hope for the company going forward?
Q: Hi , your take on badger?
Thanks. Alnoor
Thanks. Alnoor
Q: At what point do you get concerned about the debt on a company’s balance sheet. Are there any other ratios that you look at besides “Net Debt / EBITDA” and “Net Debt/FCF” to determine if a company’s balance sheet is stretched. What are your thresholds for these 2 ratios as well as any others that you look at?
On another related note, I don’t get why PBH has always been a favourite of yours. The last 12 months data shows net debt of $2.02B, EBITDA of $288M and FCF is $26.7M (ltm numbers) for ratios of 7.04x for net debt/ebitda and 75.7x debt/fcf. Please explain the disconnect as the numbers show the balance sheet extremely!! stretched.
Thanks
On another related note, I don’t get why PBH has always been a favourite of yours. The last 12 months data shows net debt of $2.02B, EBITDA of $288M and FCF is $26.7M (ltm numbers) for ratios of 7.04x for net debt/ebitda and 75.7x debt/fcf. Please explain the disconnect as the numbers show the balance sheet extremely!! stretched.
Thanks
Q: Could I have your opinion on Shopify results? They appear excellent