Q: By my calculations, OTEX is trading at 8X forward earnings and 10% FCF yield. At current price it has a 3.5% dividend yield. According to TD Cowen's analysis the stock could see a 33% return over the next 12 months if it meets the low end of its forecast. So why are all the buy side analysts downgrading the stock or maintaining their hold rating? Isn’t it time to buy when there's blood on the street and you feel sick in your stomach? Has anything changed in its business fundamentals?
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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.
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Celestica Inc. (CLS)
- EQB Inc. (EQB)
- Docebo Inc. (DCBO)
- Propel Holdings Inc. (PRL)
Q: Hello,
My son has saved a bit of money and expressed an interest in equity investing.
He does not value, yet, the value of "paid for" advice and has selected 5 stocks his friends have suggested.
I would appreciate the names of 4 or 5 stocks from the growth portfolio that are currently out of favor or have significant runway.
Thank you
My son has saved a bit of money and expressed an interest in equity investing.
He does not value, yet, the value of "paid for" advice and has selected 5 stocks his friends have suggested.
I would appreciate the names of 4 or 5 stocks from the growth portfolio that are currently out of favor or have significant runway.
Thank you
Q: Please comment on latest results released Nov 1 after close and going forward. Add or hold.Txs for u usual great services & views
Q: I own both of these and have a similar loss in each. Want to reduce amount of telcos. Which would you sell for a loss, or would you reduce both by half. Which would you keep for the longer term or some of both. Retired. Like the income but want some growth. I'm OK to hold for longer term.
Thank you.
Thank you.
- Alphabet Inc. (GOOG)
- Mastercard Incorporated (MA)
- Visa Inc. (V)
- Constellation Software Inc. (CSU)
- Descartes Systems Group Inc. (The) (DSG)
- iShares S&P/TSX 60 Index ETF (XIU)
- Vanguard S&P 500 Index ETF (VFV)
- Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Hello 5i team, I am a young professional early in my career. I am looking for your top 5 stocks for 20+ year hold. No preference on risk or industry.
thank you
thank you
Q: The rationale in the recent bump up in the Growth Portfolio holding was in part due to expected margin expansion - which in particular? Also can you comment on the latest and largest acquisition of Strata Health. Thanks.
- JPMorgan Chase & Co. (JPM)
- Prudential Financial Inc. (PRU)
- Sun Life Financial Inc. (SLF)
- Intact Financial Corporation (IFC)
- iShares S&P/TSX Capped Financials Index ETF (XFN)
- Financial Select Sector SPDR (XLF)
Q: Hi group on my last question to you I asked for 2 stocks in US and Cad (financials+ I also asked for 2 financial ETFs stocks same sector- I did not get the US and Cad etf sugestions...can you please revisit the question. has you stock pics picks on the financial stocks changes as of todays sell off ?...appreciate your help
Q: Of the two companies above which would you prefer today.....please elaborate? Thanks.
Q: Hi gang, again thanks for answering all Q's on Hammond, I like your SBC comparison to other big companies and your adjusted EBITDA response to mine.
So I promise this to be my last Q on the Hammond roller-coaster;)
Can you provide an update on growth drivers, YoY and forward looking for this co,pany. Is the underlying thesis still strong, with all the electrification needed in NA. And what support levels do you see? I'm looking to leg into a full position, but based on Apr - Jun levels of mid 90's it looks like we could have more floors down to go.
Thx
So I promise this to be my last Q on the Hammond roller-coaster;)
Can you provide an update on growth drivers, YoY and forward looking for this co,pany. Is the underlying thesis still strong, with all the electrification needed in NA. And what support levels do you see? I'm looking to leg into a full position, but based on Apr - Jun levels of mid 90's it looks like we could have more floors down to go.
Thx
Q: Everyone, appreciate your comments on ten quarter. Ckayton
- Loblaw Companies Limited (L)
- Dollarama Inc. (DOL)
- Metro Inc. (MRU)
- Empire Company Limited Non-Voting Class A Shares (EMP.A)
- Alimentation Couche-Tard Inc. (ATD)
- Premium Brands Holdings Corporation (PBH)
Q: 1) Which has the highest & lowest 10-yr total return potential according to 5i’s research & data?
2) What other defensive names in the US & Canada might provide similar (or better) risk-adjusted returns over 10 years, given current valuations?
Thank you.
2) What other defensive names in the US & Canada might provide similar (or better) risk-adjusted returns over 10 years, given current valuations?
Thank you.
Q: hi. can you discuss the recent earnings results, including forward guidance. is this a buy, hold or sell at this time?
cheers, Chris
cheers, Chris
- TerraVest Industries Inc. (TVK)
- EQB Inc. (EQB)
- Galaxy Digital Holdings Ltd. ordinary shares (GLXY)
- Coinbase Global Inc (COIN)
- Propel Holdings Inc. (PRL)
- Bit Digital Inc. (BTBT)
Q: Hi,
Currently managing my parents investments. Apparently they have gotten wind of Bitcoin. They have asked me to take a flyer on some. That being said, if one were to buy it, would you prefer Galaxy?
Secondly, for a retired person's investment strategy, who would like a little tourque in their account, what 3 names would you suggest from either the gorwth or balance portfolio, to add to their account. Note, currently they have the majority of their investments in income related securitiies.
Thx.
Currently managing my parents investments. Apparently they have gotten wind of Bitcoin. They have asked me to take a flyer on some. That being said, if one were to buy it, would you prefer Galaxy?
Secondly, for a retired person's investment strategy, who would like a little tourque in their account, what 3 names would you suggest from either the gorwth or balance portfolio, to add to their account. Note, currently they have the majority of their investments in income related securitiies.
Thx.
Q: Hi gang, first thanks for answering earlier question on Hammond.
My question is if you had a chance to listen on CC this am, and if there were and questions on this SBC impact? It really seams to add volatility to the stock, good results, great share price appreciation, then we get hit with this negative SBC. It looks like they are investing in growth, 20 million to upgrade facilities, but this will come with bigger employee growth.
Thx
My question is if you had a chance to listen on CC this am, and if there were and questions on this SBC impact? It really seams to add volatility to the stock, good results, great share price appreciation, then we get hit with this negative SBC. It looks like they are investing in growth, 20 million to upgrade facilities, but this will come with bigger employee growth.
Thx
- Wheaton Precious Metals Corp. (WPM)
- Alamos Gold Inc. (AGI)
- Agnico Eagle Mines Limited (AEM)
- Lundin Gold Inc. (LUG)
- Orla Mining Ltd (OLA)
- Alamos Gold Inc (New) Wt Exp 01/07/2019 (AGIWTA)
- Galiano Gold Inc. (GAU)
Q: Please rank these companies for their capital appreciation three years out.What is your favourite gold stock for this criteria?
Q: Please comment on earnings. Would you add here? Thank you.
- Progressive Corporation (The) (PGR)
- Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH)
- Intact Financial Corporation (IFC)
- Arch Capital Group Ltd. (ACGL)
Q: In January, you compared FFH to BN/BAM, saying, "If rates fall it may be able to make more deals, AND, its assets owned already may increase in value further." Do you still hold to this glass-half-full outlook, or should we be concerned that the (dominant) insurance side of FFH's business will be penalized for a lowered outlook?
- Intuitive Surgical Inc. (ISRG)
- Cipher Pharmaceuticals Inc. (CPH)
- Galaxy Digital Holdings Ltd. ordinary shares (GLXY)
- MDA Space Ltd. (MDA)
Q: Going to do a little re-balancing and the result will be the addition of one new { possibly two depending on your answer } stocks to the portfolio ...... Between ISRG, CPH, GLXY, and MDA please rank from first choice to last giving each a numerical score between one and ten with ten being best . This will allow me to evaluate how much you like one better than the other ......Also a short blurb on each explaining why ......Thanks for your terrific service Garth ......
Q: 18-24 month hold. In your opinion, which will perform better: LMN or TVK? And why?
- Restaurant Brands International Inc. (QSR)
- Boston Pizza Royalties Income Fund (BPF.UN)
- Keg Royalties Income Fund (The) (KEG.UN)
- Domino's Pizza Inc (DPZ)
Q: I have received my cash payment for the shares in AW.UN. I would like to reinvest the funds and was thinking of investing in either the Keg or Boston Pizza fund. Can you please compare the two funds and advise which would be more stable and have some potential for growth.. Any other suggestion in the food services industry would be welcomed. Thank you for your great service.
Stella
Stella