Q: Hi, Most of Quality companies' stocks in Technology sector have bounced back nicely, during the first 2 weeks in January. But Kinaxis has not moved at all and still stuck around $140 level. We have held on to a 2% position, based on 5i' conviction as being one of the best in supply/logistics software sector, similar to Descartes. Any reasons for the lagging performance ? Is it time to move on and allocate the capital to better use elsewhere ? Thank You
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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: In your opinion is a weighting of 10% of CSU too much to have in one's portfolio? Thank You.
- Enbridge Inc. (ENB)
- Sun Life Financial Inc. (SLF)
- TMX Group Limited (X)
- iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
- Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY)
Q: Hi there. I am looking for a dividend growth company or ETF to add to our kids RESP with a 10 year time horizon. What do you recommend from the 5i Research universe to initiate a position in now. After the initial purchase, I intend to dollar cost average on an ongoing basis. I already have Telus, Abbvie, and BMO in two other accounts and those are my highest dividend payers.
Q: What do you think the odds are of an equity raise in the near future?
Q: I already own ENGH and was wondering how much confidence you have in it going forward? Would you hold for a few years or sell and why? Thank you.
Q: So disappointed in Aritzia…I actually called ,,visited a few stores in the US …all seemed awesome…busy..full price.Staff at each were very positive..Now as I bought recently I’m down near 20%.Stay put?When/ how will we get a sign next in terms of things improving inventory wise?
Q: hi folks:
on any and all mid to long timelines, BNS has VASTLY underperformed both RY and TD
i suspect this is the latin exposure, followed up with crappy mgmt
at what point does an investor (or 5i) admit you/we are collectively wrong, and drop it from our/your preferred status?
do you have a serious blind spot?
honest question, because the evidence is quite clear this is not in the same league as td or ry
and yes, i make may own decisions, and take full responsibility for my actions
thanks again, and please note that while this is a fairly minor issue, i find your service is top notch
on any and all mid to long timelines, BNS has VASTLY underperformed both RY and TD
i suspect this is the latin exposure, followed up with crappy mgmt
at what point does an investor (or 5i) admit you/we are collectively wrong, and drop it from our/your preferred status?
do you have a serious blind spot?
honest question, because the evidence is quite clear this is not in the same league as td or ry
and yes, i make may own decisions, and take full responsibility for my actions
thanks again, and please note that while this is a fairly minor issue, i find your service is top notch
Q: Can you analyze the level of debt of Goeasy and also the cashflows? Please let me know how much debt there is, the free cashflow, and how you feel about this level of debt to cashflow - low, fair, or high? Thanks.
Q: Been holding TOI, because of relationship with CSU. Is this a good long term growth hold?,
T Steve
T Steve
Q: Please provide me with the following info on WSP.
NET REVENUE {last fiscal year}
EPS {3x trailing years}
PEG
DEBT/EQUITY RATIO
thank you
NET REVENUE {last fiscal year}
EPS {3x trailing years}
PEG
DEBT/EQUITY RATIO
thank you
Q: I am currently down about 60% on WELL Health
- I am considering buying more to average down on my cost
Your thoughts?
Thanks,
M
- I am considering buying more to average down on my cost
Your thoughts?
Thanks,
M
Q: DND has recently had a considerable rally. What do you think of the cashflow and profitability now - I am asking for an answer that assumes the takeover does not go through. What about valuation ratios currently and compared to assumed growth rates going forwards? Cheap, fair or expensive? Thanks.
- Horizons Active High Yield Bond ETF (HYI.A)
- iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY)
- BMO High Yield US Corporate Bond Index ETF (ZJK)
- Mackenzie US High Yield Bond Index ETF (CAD-Hedged) (QHY)
Q: I noted and likely your strategy to add to XHY for income and possible capital gains. However, when I looked at high yield corp. bond ETFs, ZJK looked better overall. There is also the matter of CAD hedging. I'm looking to park cash for my 2023 RIF withdrawal this December and I've been using the BMO HISA for this. Can I have your opinion on using ZJK or XHY instead for about 2% higher income?
Q: Why C.Cycl. sector for CCL.B in Bal portfolio but Materials in Analytics?
- Royal Bank of Canada (RY)
- Toronto-Dominion Bank (The) (TD)
- Bank of Nova Scotia (The) (BNS)
- Suncor Energy Inc. (SU)
- Enbridge Inc. (ENB)
- Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
- Granite Real Estate Investment Trust (GRT.UN)
- BMO Equal Weight REITs Index ETF (ZRE)
- iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: I have 20 Thousand US Cash in My US RRIF acc't. I am looking at deploying it into 5 stocks for income. I don't have any oil sector stocks or ETF, Reits or banks.Looking for idea's which could bring dividends and growth over time.Tks 5i take as many credits as required. 79 year old.Do not need any money to pay my RRIF monthly payment as I have Can account with ample cash for 18 months
Q: Profitability, why is this so difficult to achieve for LSPD? Is one reason that the CAO and Board are still continuing to be driven or leaning to expansion and therefore changing to control control is difficult to achieve? But that does not make sense because we have heard they want to be profitable in 2024! I am confused. Clayton
Q: Hi 5i,
Is there an explanation somewhere as to the meaning of the % at the bottom right corner of the Income Model Portfolio? The headings are: Portfolio; Benchmark; Active. An explanation of each line in the chart would help me understand the relevance.
Thanks for the help.
John
Is there an explanation somewhere as to the meaning of the % at the bottom right corner of the Income Model Portfolio? The headings are: Portfolio; Benchmark; Active. An explanation of each line in the chart would help me understand the relevance.
Thanks for the help.
John
Q: Good Morning all!,
Why such an abrupt fall this morning while this company is still breaking records? Is it buyable today or should we wait for volatility to reduce ?
Why such an abrupt fall this morning while this company is still breaking records? Is it buyable today or should we wait for volatility to reduce ?
Q: At first glance I am a bit disappointed
Sales grew at a fantastic rate yet net income did not
Margins down and costs way up.
Should we shareholders be worried
Q3 net revenue increased by 37.8% to $624.6 million
Q3 net income increased by 8.9% to $70.7 million
Q3 Adjusted EBITDA(1) increased by 9.5% to $119.6 million
Sales grew at a fantastic rate yet net income did not
Margins down and costs way up.
Should we shareholders be worried
Q3 net revenue increased by 37.8% to $624.6 million
Q3 net income increased by 8.9% to $70.7 million
Q3 Adjusted EBITDA(1) increased by 9.5% to $119.6 million
Q: Given that LSPD is not yet profitable and since they owned close to 4 percent if I’m correct in the FTX. Crypto (now bankrupt), to me their future has been significantly compromised. I can’t believe I indirectly held crypto!!!!!!! Comments?