Q: globe story saturday about shop and churn rate. story claims retention rate is lower that rivals and getting worse. as you continually rate shop as a top growth pick, what do you make of globe story. any concerns? is shop still a top pick.
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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: Lots of Management changes I see. CEO left (was he fired or did he go elsewhere)
CBO is leaving in the new year (wonder why)
New CEO has been promoted from one of the companies they purchased.
What is your take on each of these moves especially the track record of the new CEO?
Sheldon
CBO is leaving in the new year (wonder why)
New CEO has been promoted from one of the companies they purchased.
What is your take on each of these moves especially the track record of the new CEO?
Sheldon
- Enbridge Inc. (ENB)
- Canadian Natural Resources Limited (CNQ)
- Franco-Nevada Corporation (FNV)
- Tourmaline Oil Corp. (TOU)
- Agnico Eagle Mines Limited (AEM)
- Maverix Metals Inc. (MMX)
Q: Looking to buy 3 Energy stocks and 3 Gold stocks.
What would you recommend?
Thanks
Peter
What would you recommend?
Thanks
Peter
Q: LIGHTSPEED PROMOTES JD ST-MARTIN TO PRESIDENT.
Do you have any background on this guy?
Good move or not?
Thank you.
Do you have any background on this guy?
Good move or not?
Thank you.
- Air Canada Voting and Variable Voting Shares (AC)
- Advantage Energy Ltd. (AAV)
- Agnico Eagle Mines Limited (AEM)
- Sierra Wireless Inc. (SW)
- Capstone Copper Corp. (CS)
- Trisura Group Ltd. (TSU)
- Nutrien Ltd. (NTR)
- Converge Technology Solutions Corp. (CTS)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Andlauer Healthcare Group Inc. Subordinate Voting Shares (AND)
Q: High growth stocks. A recent NP piece by Peter H. advised investors consider these vs. conservative picks coming out of a bear market. "Stocks that used to be 50X sales are now 3X sales and still growing at 50%+...a Bloomberg screen shows 982 companies with 50% sales growth in the next year."
Could you provide 10 Cdn. stocks in this category or better yet provide a link to the Bloomberg screen. Thanks.
Could you provide 10 Cdn. stocks in this category or better yet provide a link to the Bloomberg screen. Thanks.
- Keyera Corp. (KEY)
- SNC-Lavalin Group Inc. (SNC)
- Lundin Mining Corporation (LUN)
- Tricon Residential Inc. (TCN)
- Pan American Silver Corp. (PAAS)
- Endeavour Mining plc Ordinary Shares (EDV)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- First Capital Real Estate Investment Trust (FCR.UN)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: These stocks have been identified as the top 10 undervalued mid cap stocks. Would you consider any of these be buys and if so, (given no consideration for sector) can you list in terms of most favorable first. Also, which do you think will "hold on" best given the economic uncertainty and likelihood of recession.
- Bank of Nova Scotia (The) (BNS)
- North West Company Inc. (The) (NWC)
- Fortis Inc. (FTS)
- Ninepoint Energy Income FUnd (NRGI)
Q: My wife's Cash account. As funds become available, I plan to initiate a position in NRGI and top up 3 existing positions = BNS, FTS, NWC.
Due to the war, NRGI could be a good addition if the war carries on, or possibly negative if the war ends (I'd gladly lose some money if it helped end the war). NWC has had a good run lately, so my thought was to do it last if at all. I currently have a large paper loss on BNS and a large paper gain on FTS. With interest rates still probably rising, that might help BNS and hurt FTS, but the market might be looking past the remaining interest rate hikes.
My thoughts on the sequence of buying when funds are available are = NRGI, BNS, FTS, NWC.
Your thoughts on sequence and why please...thanks.
Steve
Due to the war, NRGI could be a good addition if the war carries on, or possibly negative if the war ends (I'd gladly lose some money if it helped end the war). NWC has had a good run lately, so my thought was to do it last if at all. I currently have a large paper loss on BNS and a large paper gain on FTS. With interest rates still probably rising, that might help BNS and hurt FTS, but the market might be looking past the remaining interest rate hikes.
My thoughts on the sequence of buying when funds are available are = NRGI, BNS, FTS, NWC.
Your thoughts on sequence and why please...thanks.
Steve
Q: It was announced on Oct. 13 that DND would sell TM Group after the UK review. It appears to be improving how the market views the stock since it has gone up almost $2 since then.Your opinion on this proposed sale would be appreciated.Thanks for all your hard work.
Dave
Dave
Q: MX or NTR - which stock do you believe has more growth and recover quickly going forward?
Thanks for your service!
Thanks for your service!
Q: This morning Simpson Oil Limited Provided an Early Warning Disclosure Regarding Investment in Parkland Corp. plus PKI say that third-quarter results will fall short of its expectations.
Will this have a major affect on PKI and if so should I get out of this stock asap?
Will this have a major affect on PKI and if so should I get out of this stock asap?
Q: Hi, I would appreciate if you can provide your feedback about NUVEI Corp. Pros, Cons, potential, Balance sheet & Cash etc. Also, how would they perform in High inflation and High Interest rate environment.
Thanks
Thanks
Q: Topicus has a PE of 13.7 according to info on your website. Is that correct?
Thx
Thx
Q: On Scotia iTrade under news Absolute Software they say on November 8 they will report first quarter Fiscal 2023 Financial Results. On their earnings review, they say on Q4 2022 an earnings per share estimate was -0.08 and the actual was -0.10. They are calling it a surprise in red -25.0% and the stock is down today. This is confusing because in the news it stated it was not reporting until Nov. 8 which is a ways away. Yet, in their earnings review they say a surprise -25.0% on the report. How does this sound to 5i? Thank you.
- Apple Inc. (AAPL)
- Amazon.com Inc. (AMZN)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Constellation Software Inc. (CSU)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
- Trisura Group Ltd. (TSU)
Q: Hi 5i Team,
With small and mid-cap stocks at very low valuations what would be your must owns for stocks in the US and Canada for solid growth over the next 1-5 years with the core characteristics that you look for including solid growth in revenues, strong balance sheet and etc.?
Over the course of the next 6 months would you be a buyer of small to mid cap stocks or large cap stocks? I'm a long-term investor with a medium to high growth risk tolerance.
Thanks as always,
Jon
With small and mid-cap stocks at very low valuations what would be your must owns for stocks in the US and Canada for solid growth over the next 1-5 years with the core characteristics that you look for including solid growth in revenues, strong balance sheet and etc.?
Over the course of the next 6 months would you be a buyer of small to mid cap stocks or large cap stocks? I'm a long-term investor with a medium to high growth risk tolerance.
Thanks as always,
Jon
Q: Given the nice run up in Nutrien is now a time to sell and look for other opportunities? I know this stock has long term potential, but I’m concerned with it’s cyclical in my retirement portfolio and with events such as end of the war (which would be a good thing) could negatively impact the price of these shares. Is there another materials type of stock that may be preferred in a dividend focused portfolio?
Q:
looks like this stock is bound to perform well especially on the come back trail. your
opinion please?
.
looks like this stock is bound to perform well especially on the come back trail. your
opinion please?
.
Q: Any idea why CSU continues to fall no matter what? Same level now as it was in June 2021.
Down another $15 today.
Sheldon
Down another $15 today.
Sheldon
- Royal Bank of Canada (RY)
- Toronto-Dominion Bank (The) (TD)
- Bank of Nova Scotia (The) (BNS)
- Bank of Montreal (BMO)
- Canadian Imperial Bank Of Commerce (CM)
- National Bank of Canada (NA)
- Constellation Software Inc. (CSU)
- Intact Financial Corporation (IFC)
- Descartes Systems Group Inc. (The) (DSG)
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
Q: Hi 51,
Thanks for your thoughtful answer to my question earlier this morning asking which sectors you expect to recover more quickly, and for some names you like in each.
The names you listed in the two sectors you identified (tech and consumer discretionary) were all US companies. Do you see the same sector recovery pattern being followed in Canada, and can you provide some Canadian names in the sectors you like that you would expect to 'lead the charge'? Thanks!
Peter
Thanks for your thoughtful answer to my question earlier this morning asking which sectors you expect to recover more quickly, and for some names you like in each.
The names you listed in the two sectors you identified (tech and consumer discretionary) were all US companies. Do you see the same sector recovery pattern being followed in Canada, and can you provide some Canadian names in the sectors you like that you would expect to 'lead the charge'? Thanks!
Peter
Q: How significant is the news release this morning.
- Park Lawn Corporation (PLC)
- Carriage Services Inc. (CSV)
- MKS Instruments Inc. (MKSI)
- Ultra Clean Holdings Inc. (UCTT)
Q: Hi Team. I have taxable losses in CSV (-36.5%) and UCTT (-53.9%) I am thinking of selling them and replacing CSV with PLC ( I appreciate the later is C$) and UCTT with MKSI. The switch depends on whether the substitutes have similar expectations going forward. The alternative is to simply sell CSV and UCTT and wait 30 days to buy them back. Which strategy do you think makes more sense at the present time?