Investment Q&A

Q: Any comments on the latest CSU acquisition of Medhost?


Thx

Q: What is their balance sheet.
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

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!

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!

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

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.

Q: Could I get your top two picks in the CDN industrial REIT space? Looking for share price appreciation potential over yield.

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

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?

Q: Regarding Michael's question on Magna, here is what was reported on BNN Bloomberg:

"We will watch shares of Magna after Goldman Sachs downgraded the auto part maker. One of the big structural calls on Magna is that it is poised to benefit from the ramp-up of electric vehicles and getting more of its content into cars. This morning, Goldman is poking holes in both those ideas. Goldman says Magna will see slower content per vehicle growth compared to peers, and ramp-up of electric vehicle production from customers like Ford and GM will be slower"

Happy New Year to 5i and everyone!

Q: Hi, Large Cap Tech stocks in US started the new year with a sharp pull back.
In Canada, Shopify was the one which followed the trend with 6-7% drop. Constellation Software was largely unchanged and Lumine is consolidating from recent sharp gains. We hold all above stocks in our Non-Regd as well as TFSA accounts. There is about $80k TFSA Contribution room available, due to withdrawls made last year. We are considering In-Kind contributions to add to our TFSA holdings when MV of these stocks are lower, in order to limit crystallization of capital gains, as all of these names have large gains embedded, in our taxable account. Is it a reasonable approach ?

If technology sector witnesses some more decline (after very strong returns during 2023), what are the next Technical support levels for these three stocks ?

Thank You

Q: Kinaxis has been weak lately, is there any obvious reason for this.

Peter

Q: Hi
what is the reasons for the pull-back?

like to add to the position
what is a good entry price?

thanks
Michael

Q: Can you provide the current insider share ownership and any recent insider activity in both these names

Q: Hi 5i,
Happy New Year!
Of the 5 Green Utility stocks listed, could you please list them in order of preference (best to worst) with a short explanation of 1) why and 2) the pros and cons for each stock at this time?

Thank you.