Q: Do you expect better results going forward with the changes being implemented? What would be a good entry point? Do you foresee any significant headwinds?
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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.
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $36.57)
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Exchange Income Corporation (EIF $101.83)
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Cargojet Inc. Common and Variable Voting Shares (CJT $79.11)
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Killam Apartment Real Estate Investment Trust (KMP.UN $16.84)
Q: What are your comments for current new money in these small caps
Q: I own both Propel and Goeasy. Goeasy I've owned for quite some time, Propel I have been adding to slowly for the last 4 months. I would like to continue to own both. Would you balance the two out by selling some Goeasy to equal out the value of the two? If not, what sort of ratio would you suggest.
Q: Boyd has been dropping steady since March loosing over $100.00 share price. What is the reason for this? Should I be buying more, selling or holding?
Thank you
Thank you
Q: Please compare NWC vs DOL and your current choice for growth (share price and dividend growth)
Thanks
Thanks
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Tractor Supply Company (TSCO $38.60)
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D.R. Horton Inc. (DHI $161.08)
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NextEra Energy Inc. (NEE $90.86)
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TJX Companies Inc. (The) (TJX $159.40)
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Dollarama Inc. (DOL $169.62)
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Fortis Inc. (FTS $75.75)
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Restaurant Brands International Inc. (QSR $107.47)
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Brookfield Renewable Partners L.P. (BEP.UN $45.27)
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Premium Brands Holdings Corporation (PBH $84.27)
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Hydro One Limited (H $57.08)
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American Water Works Company Inc. (AWK $131.53)
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Atmos Energy Corporation (ATO $182.03)
Q: According to my Portfolio Analytics, I should raise my investment in the areas of Consumer cyclical and utilities.
Can you recommend your top 3 picks in both Cdn and US stocks for these sectors?
Thank as always.
Can you recommend your top 3 picks in both Cdn and US stocks for these sectors?
Thank as always.
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iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU $51.92)
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WELL Health Technologies Corp. (WELL $4.28)
Q: Hello Peter,
Given your last reply on well at 16 times forward earnings, is this stock mis priced by the market? I would think for growth company, investors would pile into the stock given the current decrease in rates which help small caps.. Any comments? Also, do you think xsu can go much higher or has it rallied already in expectation of rates going down? Lastly, i know you don't believe in market timing but when some stocks surge due to recent announcements on lower rates, is it worth selling and buying it back when markets settle.. much appreciated.
Given your last reply on well at 16 times forward earnings, is this stock mis priced by the market? I would think for growth company, investors would pile into the stock given the current decrease in rates which help small caps.. Any comments? Also, do you think xsu can go much higher or has it rallied already in expectation of rates going down? Lastly, i know you don't believe in market timing but when some stocks surge due to recent announcements on lower rates, is it worth selling and buying it back when markets settle.. much appreciated.
Q: Can you expand on the recent question on WELL. How good a company is it for a growth investor? It recently traded up to $5 but has back off to around $4.40. Is this a good point to buy? Where do you see it over the next 12 months? What are the catalysts that define company performance? It has been recommended by 5i, how strong is this conviction?
Q: Thoughts on the hiring of Goldman to review a possible sale?
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $104.41)
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Element Fleet Management Corp. (EFN $32.44)
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TFI International Inc. (TFII $184.82)
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Athabasca Oil Corporation (ATH $11.54)
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CES Energy Solutions Corp. (CEU $18.17)
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North West Company Inc. (The) (NWC $51.61)
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EQB Inc. (EQB $121.54)
Q: If somebody mentioned already on this forum I missed it. Congratulations to 5i for having a handfull of stocks that they have endorsed to us members on making the TSX Top 30 list, https://www.tsx.com/en/news?id=1053 , the 30 best performers over the last 3 years. I, along with lots of your members I'd guess am very happy to own a few of the stocks on the list, tx to the team at 5i. What are a few names you'd guess at making the next list next?
Q: Hi 5i Team - The guest on BNN Market Call today, said that WELL has to grow into itself since it's trading at at 100 times 2025 (I assume earnings). At the same time he praised it for its strong organic growth with 98% returning revenue and 37% revenue growth. I'm a little confused by these numbers. Could you perhaps put them into a perspective that I can understand. Thanks.
Q: What do you think of REAL prospects in a falling interest rate environment. Perhaps I'm looking at it with rose tinted glasses but recent results have been positive, earnings and revenue are expected to show solid growth in 2025, and price action has been trending up, what am I missing?
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TFI International Inc. (TFII $184.82)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $267.99)
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Goodfellow Inc. (GDL $11.70)
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ADF Group Inc. Subordinate Voting Shares (DRX $9.65)
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Boyd Group Services Inc. (BYD $163.28)
Q: Can you please give me your current opinion on Goodfellow potential. Will they be in a position to pay dividend ms in coming year? What is their growth potential in current macro environment of reducing interest rates? How would they compare to your favorite small cap industrial companies? Is it worth investing in at the moment or best left alone for greener pastures?
Q: Is this a good entry point for ATD?
Q: Hi
Do you think this stock is over sold?
Would you add to a position?
If yes when....wait a few days?
Thank you
Mike
Do you think this stock is over sold?
Would you add to a position?
If yes when....wait a few days?
Thank you
Mike
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Fortis Inc. (FTS $75.75)
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Brookfield Renewable Partners L.P. (BEP.UN $45.27)
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ATCO Ltd. Class I Non-voting Shares (ACO.X $66.69)
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Capital Power Corporation (CPX $64.90)
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Hydro One Limited (H $57.08)
Q: Can you rank the top 5 canadian utilities for a long-term hold for income.
TY
TY
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $104.41)
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Constellation Software Inc. (CSU $2,630.35)
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Dollarama Inc. (DOL $169.62)
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Intact Financial Corporation (IFC $258.20)
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Alimentation Couche-Tard Inc. (ATD $78.95)
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BMO S&P 500 Index ETF (ZSP $106.52)
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Brookfield Corporation Class A Limited Voting Shares (BN $63.17)
Q: Can you give me your best choice for a new position to add to an RESP that has a long runway (12 years) ..it can be a Canadian traded stock or ETF or a CDR. Thank you.
Q: Does the company explain the nature of the delay from one customer? Delay in placing an order, accepting the finished order, paying? Can we be confident that is just a delayed transaction?
I've seen examples where an event like this turned out to be more serious than it first appeared.
I've seen examples where an event like this turned out to be more serious than it first appeared.
Q: This morning they reported and for the EPS, they beat handily the with .51 vs expected .39. The cause of this was a great increase in their margins. On the other hand, the revenue came much lighter at nearly 75M vs expected 92.6M.
They mentioned 1 customer had a delay which will come at a later date of 35M which would have made the revenue for the quarter at 110M vs once again the expected 92.6.
In your experience, how would the market react to such news?
They mentioned 1 customer had a delay which will come at a later date of 35M which would have made the revenue for the quarter at 110M vs once again the expected 92.6.
In your experience, how would the market react to such news?
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $104.41)
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Element Fleet Management Corp. (EFN $32.44)
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Kinaxis Inc. (KXS $147.01)
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Open Text Corporation (OTEX $31.81)
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WELL Health Technologies Corp. (WELL $4.28)
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Docebo Inc. (DCBO $25.91)
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Topicus.com Inc. (TOI $103.43)
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Propel Holdings Inc. (PRL $22.11)
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Brookfield Corporation Class A Limited Voting Shares (BN $63.17)
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Lumine Group Inc. (LMN $22.41)
Q: Any stocks you see that have strong fundamentals and show some god technicals as well ?