Q: Could I please have your thoughts on an article in the Globe and Mail (july 4)with regards to CEO compensation in particular Shopify CEO with more than $25 million in salary and another $25 million in stock options in a year when the stock has lost 75% of its value. On a positive note I see CSU Mr. Leonard still owns more than 1 billion dollars in stock with no stock options.
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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: I am a retired investor with some room for growth in our portfolio.
I 'like' MKSI, am underwater on my investment, and recognize the challenges the chip sector has been and is facing. I would appreciate 5i's thoughts on this firm's solid long term potential for profitable growth.
What does 5i 'see' in the delay in acquiring Atotech? How important does 5i view the acquisition to MKSI's strategic position?
Given the importance of the China market, does 5i see MKSI proceeding with the acquisition without China's approval?
Would 5i recommend selling the shares for a tax loss now, with a view to buying them back in 30 days?
Thank you for your comments.
Edward
I 'like' MKSI, am underwater on my investment, and recognize the challenges the chip sector has been and is facing. I would appreciate 5i's thoughts on this firm's solid long term potential for profitable growth.
What does 5i 'see' in the delay in acquiring Atotech? How important does 5i view the acquisition to MKSI's strategic position?
Given the importance of the China market, does 5i see MKSI proceeding with the acquisition without China's approval?
Would 5i recommend selling the shares for a tax loss now, with a view to buying them back in 30 days?
Thank you for your comments.
Edward
Q: Everyone, I never believed the multiple at $160 per share and I don’t believe the multiple at $25 per share. What is the appropriate multiple for today and one year from today. I have held the stock since the summer of 2019 and I have added many times since. I believe the strategic plan the company has changed for the better, with added features to the software. Clayton
Q: Engh looks to be using its cash to buy its own stock. Does your feeds show this as well?
Thx
Thx
Q: Peter and 5i Gang
Am I the patsy at this betting table ? Looking at Converge and I can not figure out if I should raise on my next bet. The business look attractive with today's economics and the runway for growth. What's the 5i house's thoughts on this bet ?
Thanks
Patrick
Am I the patsy at this betting table ? Looking at Converge and I can not figure out if I should raise on my next bet. The business look attractive with today's economics and the runway for growth. What's the 5i house's thoughts on this bet ?
Thanks
Patrick
Q: Can you discuss why these two keep dropping and projections for the future. Many thanks.
Q: Pinterest and Docusign have recently replaced CEOs suggesting a need to change strategies. They, and companies like Enghouse seems to be facing uphill battles to regain the positive outlook they had a couple of years ago.
Is it worth sticking with these companies to see if they improve, or is it wiser to take my lumps in small positions in these companies and consolidate into bigger positions in companies that offer more promise going forward like GOOG and BAM?
Is it worth sticking with these companies to see if they improve, or is it wiser to take my lumps in small positions in these companies and consolidate into bigger positions in companies that offer more promise going forward like GOOG and BAM?
Q: Dear 5i,
I am thinking of eventually purchasing ENGH in the next couple of months for a 2% position in my TFSA.
Can you comment on their balance sheet. Are they pretty much debt free?
Can you see them continuing to increase the dividend every year?
Do they have significant insider ownership and are they buying back stock?
Is the recent price of $28.43 dirt cheap?
This stock will be a good test of my patience if I purchase it.
thanks
I am thinking of eventually purchasing ENGH in the next couple of months for a 2% position in my TFSA.
Can you comment on their balance sheet. Are they pretty much debt free?
Can you see them continuing to increase the dividend every year?
Do they have significant insider ownership and are they buying back stock?
Is the recent price of $28.43 dirt cheap?
This stock will be a good test of my patience if I purchase it.
thanks
Q: Hi, Both BCE and Telus are presently trading about 15% below their recent highs, with general market decline and perhaps due to higher interest rates scenario in the near term. Both companies have announced excellent results and dividend increase, currently yielding 5.75% and 4.75%, respectively. Analysts are generally positive on both stocks for income and some growth and have not adjusted their earnings expectations downwards. Could you please comment on their present and historical valuations.
Our understanding is that Telcos and Utilities are good sectors to own, to protect from market downturn, current as well as in a recessionary environment. do you agree ? Also, when Central banks are done with their tightening cycle, say by 2023 end, do you see the valuations of these companies bouncing back to previous highs, assuming, there is no change to their business fundamentals. Thank You
Our understanding is that Telcos and Utilities are good sectors to own, to protect from market downturn, current as well as in a recessionary environment. do you agree ? Also, when Central banks are done with their tightening cycle, say by 2023 end, do you see the valuations of these companies bouncing back to previous highs, assuming, there is no change to their business fundamentals. Thank You
Q: On Jun 28 ATD"s Q Rev & Eps beat estimates. Jun 29 & 30,4 analysts set price target at $58,59,60 & 77.Please help me understand why price is declining. Txs for u usual great services & views
- Microsoft Corporation (MSFT)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Dye & Durham Limited (DND)
Q: I have an interesting question regarding value vs growth. I don't have exposure to MSFT and still feel bad for not having bought it in the 2009 crash. With a 5 year time frame please rank the above from top stock to least stock performance (prediction, prediction). If you were to sell one of the above to buy MSFT which would it be?
Thank you
Yves
Thank you
Yves
Q: I have read the letter from EGLX management and their progress since 2018 seems impressive. Even the stock price is not down as much as some comparators. However, personally and for many 5i clients we are not happy with the performance of the shares. Can you give us your opinion of where management is lacking and why voting for Greywood Investments is our better option? Just trying to decide how I vote.
- Air Canada Voting and Variable Voting Shares (AC)
- Aecon Group Inc. (ARE)
- Russel Metals Inc. (RUS)
- Exchange Income Corporation (EIF)
- Transcontinental Inc. Class B Multiple Voting Shares (TCL.B)
Q: hello 5i:
today, would you sell (if already owned), AC; and buy EIF (not owned). Why or why not? Would there be 3 or 4 income stocks you'd prefer to EIF in the Industrial space?
thanks
Paul L
today, would you sell (if already owned), AC; and buy EIF (not owned). Why or why not? Would there be 3 or 4 income stocks you'd prefer to EIF in the Industrial space?
thanks
Paul L
Q: Would it be a fair assessment that most insiders have only excercised stock options and sold their shares and really have none of their own skin in the "game".Thoughts
Thx
Thx
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: Shop had split yesterday. Please compare, contrast and rank these two companies, which one would you prefer better? Many thanks
Q: I purchased Zip Recruiter last year after reading about it in the Investor Suite. It had a high probability of achieving it's target price. Unfortunately, the markets have had many headwinds from various factors and now, a recession may loom near. May I please have a current view of Zip Recruiter and it's medium term (2 year) outlook.
Q: Is it time to get rid of this stock?
Q: May I have your comments on earnings please. Is it a buy at this price?
Q: Is this a good entry point for shop a
t these levels?
t these levels?
Q: As a follow up to your answer to Shane, when you say 'turn off investors' do you mean that many people consider its general business practices unethical? Or is it something else?
Thank-you.
Thank-you.