Q: Which of these is the better buy at current levels? Cash flows seem wildly different between the two, can you help me understand the difference? I like the MFC buybacks and higher dividend. Will increasing interest rates benefit both of these companies equally? How long do you expect it to take for higher rates to filter through to the bottom line? Please deduct as many credits as necessary. 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 answer to Ken on Aug 25, you state that DND is trading at 7X earnings. I haven’t been able to verify that anywhere.
They are certainly not trading 7X TTM or 2022 earnings. The highest analyst estimate for 2023 I see is for about $1.20 . That would imply a forward PE closer to 14X. I would note also that DND doesn’t have a great record recently at living up to analysts expectations. Is 7X based on 2024 estimates?
They are certainly not trading 7X TTM or 2022 earnings. The highest analyst estimate for 2023 I see is for about $1.20 . That would imply a forward PE closer to 14X. I would note also that DND doesn’t have a great record recently at living up to analysts expectations. Is 7X based on 2024 estimates?
Q: If you were to pick 3 cdn stocks to be overweight on in today’s market what would they be ? 2-3 year hold. Assume good diversification rest of portfolio. Thx
Q: What would it take for 5i Research to buy CSU-T , See how market re-acts to Fed Powell speech?... Thanks for response keep up great work...
Q: Ive taken quite a hit with this. While others seem to be slowly getting better DND is not very much. Should I dump it? I aan afford to wait if you feel it will get better eventually
Q: Hi Team,
Can you please provide an update on the valuation of this company?
Also, if the Link acquisition does not work out do you believe there is much downside from this point?
Thanks
Can you please provide an update on the valuation of this company?
Also, if the Link acquisition does not work out do you believe there is much downside from this point?
Thanks
Q: How many years do you think it will take for CAE’s stock price to move back to its previous $40 high. Thanks … Cal
- Eli Lilly and Company (LLY)
- Bank of Nova Scotia (The) (BNS)
- Constellation Software Inc. (CSU)
- Descartes Systems Group Inc. (The) (DSG)
- Magna International Inc. (MG)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
- MTY Food Group Inc. (MTY)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Trisura Group Ltd. (TSU)
Q: Hi group markets really tough to read right now ? what you 3 top sector's c/w 3 top picks in each / ideal entry price /short blurb on each.
I am particularly interested in Health care as I am presently below target. I just sold LLY because info on Diabetic drug was getting poor reviews that proved to be untrue so not am looking to get back in. so what a good entry point ? Thanks for your help
I am particularly interested in Health care as I am presently below target. I just sold LLY because info on Diabetic drug was getting poor reviews that proved to be untrue so not am looking to get back in. so what a good entry point ? Thanks for your help
Q: So it seems like the investors that drove the stock to the highs are no longer around to invest in this company now that it has lost 75%. Is this stock just for gamblers and not for the average investor?
Thanks again.
Thanks again.
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Nuvei Corporation (NVEI)
Q: I was interested in your reply to the 10-bagger inquiry. I want to buy lspd, shop and nvei "to have and to hold". Is now a good time or should I wait for further rate increases? All 3 are in the same group. How does a 40/40/20 split sound?
I think, at some point, they will rise dramatically, too.
Thank you.
I think, at some point, they will rise dramatically, too.
Thank you.
Q: Hi 5i, what is a good purchase price for CPX now, and what is your reasoning please? Tx
Q: hello 5i:
a follow up to a previous question on ECN.DB: can you explain why there has been a steady erosion in the price of ECN.DB, from a high of 104 a year ago, to $98.50 today? I would think that a 6.1% return (at todays price) would be attractive and would actually result in a higher price, assuming that one believes ECN is worth holding (I do). Is it simply a matter of higher interest rates, present and anticipated?
thanks
Paul L
a follow up to a previous question on ECN.DB: can you explain why there has been a steady erosion in the price of ECN.DB, from a high of 104 a year ago, to $98.50 today? I would think that a 6.1% return (at todays price) would be attractive and would actually result in a higher price, assuming that one believes ECN is worth holding (I do). Is it simply a matter of higher interest rates, present and anticipated?
thanks
Paul L
Q: hi, 5i
I am looking for pair trades for EGLX and DND to lock in capital losses. can you provide names to hold for a month or so, before buying back. cheers, chris
I am looking for pair trades for EGLX and DND to lock in capital losses. can you provide names to hold for a month or so, before buying back. cheers, chris
Q: Thoughts on the news today with Phillips. Is it material to the company?
Thx
Thx
Q: I understand from reading the latest report, your confidence in the company has come down considerably. How would you rate your confidence in management to turn things around on the revenue side and do you still consider the stock a good long term hold at these level? I had a full position but the stock has been down a lot in the last 2 years. I see many A ratings in your grade system but an overall B rating concerns me a bit. I am wondering if now is the time to move on to better opportunities? Thank you for your guidance.
Q: Can you address the lack of performance by Topicus?I know it’s venture listed…no analyst coverage….etc etc.Why doesn’t the company recognize this and change that?It supposedly has this great CSU leadership
Q: DND stock is badly broken. It has sold off even further during this tech bounce. Does this reflect a broken company or a mispriced stock?
Thanks.
Thanks.
Q: What are you expecting to see from Nuvei before you would consider adding to your position in the Growth Portfolio. Thanks.
Q: would now be good time to get into fertilizer? Can you recommend one? Thanks again. Dan.
Q: Would you buy Eglx at this level? Many thanks