Investment Q&A

• WELL Health Technologies Corp. (WELL)
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Q: Hi

With a 13% haircut today, and nothing has changed!! (just some dude's opinion, which are like belly buttons, everybody has one)

I bought more call me crazy but I think in the end it will work out give it another few years.

Is my thinking wrong??.

Take care folks

Mike

Upvote 9

Read Answer Asked by Mike on January 23, 2024

• Trisura Group Ltd. (TSU)
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Q: Do you still expect the cost of the run-off business to impact Q4? If yes, any idea when that should become history?

Thanks

Upvote 4

Read Answer Asked by Daniel on January 22, 2024

• KeyCorp (KEY)
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• Pason Systems Inc. (PSI)
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• Freehold Royalties Ltd. (FRU)
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Q: I am considering reducing energy positions and letting go one or more of these companies. How do you rate them for fundamentals and any other metric you choose to rate them: Keyera, Pason Systems and Freehold Royalties. Sell order??

Upvote 2

Read Answer Asked by Maureen on January 22, 2024

• WELL Health Technologies Corp. (WELL)
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Q: Hi,

Is this a good time to increase my position in WELL? Where do you see it in 5 years?

Thanks

Upvote 5

Read Answer Asked by Marco on January 22, 2024

• WELL Health Technologies Corp. (WELL)
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Q: Any idea why CIBC lowered their rating to neutral with a target of $4.75?

Upvote 4

Read Answer Asked by Michael on January 22, 2024

• WELL Health Technologies Corp. (WELL)
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Q: The news on well health has been good lately; how is it that analysts all of a sudden lower their ratings.. It makes me wonder if there is some manipulation going on unless they are seeing Well not as attractive all of a sudden. Your responses of late have been positive and i know opinions can differ. Can you shed some light please?

Upvote 3

Read Answer Asked by umedali on January 22, 2024

• Tricon Residential Inc. (TCN)
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Q: Looking for some guidance re considerations to consider in trading TCN at this point. What would your view be on the expected share price movement over the next 3 months. What factors might there be at play to improve the current stock price versus to lower it or finally the likelihood of it stagnating here. So do see it as a sell because current price likely as good as it gets, a hold because upside likely, or, if not too large a portfolio holding, a trim perhaps. Thank you for your views.

Upvote 11

Read Answer Asked by Ken on January 19, 2024

• Tricon Residential Inc. (TCN)
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Q: Could you comment on the propose take-over by BREIT. The offer looks cheap to me compare with today real book value. If it goes thru, will the new legislation law by the Democrats affect BREIT? Are you expecting outbid?

Thanks

Upvote 3

Read Answer Asked by Daniel on January 19, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: Many sharp upgrades and sharp downgrades for SHOP in recent days. What do you make of all the divergent views? I know 5i is in the upgrade camp. What do the 'downgrade' analysts see that bring them to their conclusion?

Upvote 12

Read Answer Asked on January 19, 2024

• Kinaxis Inc. (KXS)
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Q: KXS has been on a tear and is up over 20% in 2 weeks after lagging for a while.

Can't see any news reason for it do you? Or simply, just a bounce back from oversold?

Thanks


Sheldon

Upvote 8

Read Answer Asked by Sheldon on January 18, 2024

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Q: What do you think about using the 20 DMA to determine a bid to start a new position? I don't have the time nor access to the data required to do a thorough analysis. Any other suggestions?

Thank you

Upvote 4

Read Answer Asked by Richard on January 18, 2024

• HIVE Digital Technologies Ltd. (HIVE)
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• Galaxy Digital Holdings Ltd. ordinary shares (GLXY)
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• BIGG Digital Assets Inc. (BIGG)
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• Bitcoin Fund The (QBTC)
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• Purpose Bitcoin ETF (BTCC.B)
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• Riot Platforms Inc. (RIOT)
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• iShares Bitcoin Trust ETF (IBIT)
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• Fidelity Wise Origin Bitcoin Fund Beneficial Interest (FBTC)
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Q: I hold approximate 5% of my portfolio in Crypto stocks (ETF's and Mining companies). With the SEC's approval of ETF's should I consider selling a few of the above and purchasing one of these new ETF's and if so, which one would you recommend. Thanks

Upvote 2

Read Answer Asked by Marjorie on January 16, 2024

• TFI International Inc. (TFII)
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• Magna International Inc. (MG)
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Q: Would like your view on switching Mg for TFI. Looking for growth and a reasonable value. Mg seems to be stuck and going nowhere

Upvote 5

Read Answer Asked by Scott on January 16, 2024

• Stella-Jones Inc. (SJ)
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Q: Hi Folks,
May I have your opinion on Stella Jones. I am thinking of adding it to my non registered account.
Thanks

Upvote 4

Read Answer Asked by JOHN on January 16, 2024

• Constellation Software Inc. (CSU)
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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?

Upvote 12

Read Answer Asked by Ken on January 15, 2024

• Trisura Group Ltd. (TSU)
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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

Upvote 3

Read Answer Asked by Piyush on January 15, 2024

• Constellation Software Inc. (CSU)
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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.

Upvote 23

Read Answer Asked by Joel on January 15, 2024

• Celestica Inc. (CLS)
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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• Docebo Inc. (DCBO)
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• Lumine Group Inc. (LMN)
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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.

Upvote 28

Read Answer Asked by Terry on January 12, 2024

• Galaxy Digital Holdings Ltd. ordinary shares (GLXY)
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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

Upvote 6

Read Answer Asked by John on January 12, 2024

• Lumine Group Inc. (LMN)
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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?

Upvote 15

Read Answer Asked by Brenda on January 12, 2024