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?
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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: 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.
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
Thanks
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?
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
Can't see any news reason for it do you? Or simply, just a bounce back from oversold?
Thanks
Sheldon
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
Thank you
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HIVE Digital Technologies Ltd. (HIVE $4.71)
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Galaxy Digital Inc. Class A common stock (GLXY $37.33)
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BIGG Digital Assets Inc. (BIGG)
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Bitcoin Fund The (QBTC $124.27)
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Purpose Bitcoin ETF (BTCC.B $17.85)
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Riot Platforms Inc. (RIOT $16.13)
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ISHARES BITCOIN TR (IBIT $51.55)
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Fidelity Wise Origin Bitcoin Fund Beneficial Interest (FBTC $79.08)
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
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
Q: Hi Folks,
May I have your opinion on Stella Jones. I am thinking of adding it to my non registered account.
Thanks
May I have your opinion on Stella Jones. I am thinking of adding it to my non registered account.
Thanks
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?
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
Thanks
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.
Thanks.
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Celestica Inc. (CLS $480.11)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $173.43)
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Docebo Inc. (DCBO $29.32)
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Lumine Group Inc. (LMN $31.30)
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.
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
Thanks
John
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?
Q: Any comments on the latest CSU acquisition of Medhost?
Thx
Thx
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Galaxy Digital Inc. Class A common stock (GLXY $37.33)
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MARA Holdings Inc. (MARA $11.81)
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Riot Platforms Inc. (RIOT $16.13)
Q: What is their balance sheet.
In what order would you buy them?
Thanks,
Milan
In what order would you buy them?
Thanks,
Milan
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $173.43)
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Lumine Group Inc. (LMN $31.30)
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
is this a decent entry point for each? if not, what price would be a more reasonable entry point?
cheers, Chris
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Constellation Software Inc. (CSU $3,382.25)
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Topicus.com Inc. (TOI $131.57)
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Lumine Group Inc. (LMN $31.30)
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!
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?