Q: down significantly from recent highs and continues to drift lower; is it worth holding? your thoughts 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: Hi 5i, Well has been busy this month with acquisition of CarePlus and strategic alliance with MCI. With MCI it mentions AI opportunities in health platform.
Please provide your thoughts on these two events.
Thx.
Please provide your thoughts on these two events.
Thx.
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Blackstone Inc. (BX $117.67)
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Trisura Group Ltd. (TSU $45.69)
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CrowdStrike Holdings Inc. (CRWD $426.51)
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Shift4 Payments Inc. Class A (FOUR $42.15)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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Brookfield Corporation Class A Limited Voting Shares (BN $58.23)
Q: Looking for a few stocks that have been beaten up that are good opportunities for rebound over the next 6 months...perhaps 3 canadian and 3 US...thanks.
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Tricon Residential Inc. (TCN $15.34)
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goeasy Ltd. (GSY $32.49)
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Exco Technologies Limited (XTC $7.23)
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TECSYS Inc. (TCS $30.26)
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WELL Health Technologies Corp. (WELL $3.92)
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Docebo Inc. (DCBO $23.32)
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Lumine Group Inc. (LMN $22.01)
Q: I have this in a TSFA account. What do you think of the likelihood of this going up? Should I hold or sell this stock? Thanks
Q: Hi 5i Team - I have been reading your responses to questions on CTS Technologies and am still not sure of whether this is a stock to hold on to. You mentioned in one response that the net debt is $320 but said that it has a healthy balance sheet in another response. Is the debt a concern? Small revenue growth is expected over the next few years but strong earnings growth is expected after this year. This appears to be a contradiction but perhaps not - could you please explain. Maybe I have not read this correctly. Also it was made clear that a long time frame is needed. Would this be three to five years - or more. Thanks.
Q: I'm now down over 60% on this company, where does an investor go to get reliable company information. Is there any value in this company or is it going the same way as EGLX & a few others that I've sold recently it always comes as a surprise announcement and the average investor is left wondering the information that is available is tainted to say the least.
Q: Hi 5i Guys,
Wondering what your thoughts are on KBL. Would you consider it a Buy/Sell/Hold?
Also do you think that KBL might be a good candidate to be taken private?
Thanks as always for your insight.
Wondering what your thoughts are on KBL. Would you consider it a Buy/Sell/Hold?
Also do you think that KBL might be a good candidate to be taken private?
Thanks as always for your insight.
Q: Hi, Analysts seem to like Constellation's proposed transaction of Blue Knight's Optimal Blue. It was also mentioned by National Bank analyst that the purchase price of USD 700 Million, seems to be rather on the lower side ( as not revised by the seller) and benefits CSU. Also, it looks like Constellation is now getting into bigger deal sizes.
What's your take on this for the company's future growth and on our investment in CSU stock ?
Thanks
What's your take on this for the company's future growth and on our investment in CSU stock ?
Thanks
Q: Hello 5i, the news are not great for TIXT at the moment. What is your opinion on Telus (T:CA), should we buy, hold or sell? Thank you
Q: You'll probably get a lot of this today...but what are your thoughts on the effect that the news from TIXT will have on Telus for the foreseeable future?
Q: Hi,
I'm wondering what your thoughts are regarding Telus' reducing 2023 guidance. I've had it for a while and while price is under my buy in as of today's drop, dividends cover that. Do you think the reaction today is overdone, or is it time to move to something more profitable? I'm an active investor, so tend to follow the momentum. I am concerned T has been steadily losing momentum since last May 2022 and am thinking with this change in fundamental outlook, that trajectory will continue for a while. Dividends are nice to have, but are not worth having if the stock's price continues to deteriorate. It would be interested to know what you would suggest as a replacement at this time? BCE, NVDA, GOOG, MSFT, WSP, Cdn banks are all currently owned, no Health Care exposure and what seems like too much energy exposure lately. Add to something? Find something new? Cdn or US doesn't matter. Sorry - lots of questions here, so deduct accordingly.
Dawn
I'm wondering what your thoughts are regarding Telus' reducing 2023 guidance. I've had it for a while and while price is under my buy in as of today's drop, dividends cover that. Do you think the reaction today is overdone, or is it time to move to something more profitable? I'm an active investor, so tend to follow the momentum. I am concerned T has been steadily losing momentum since last May 2022 and am thinking with this change in fundamental outlook, that trajectory will continue for a while. Dividends are nice to have, but are not worth having if the stock's price continues to deteriorate. It would be interested to know what you would suggest as a replacement at this time? BCE, NVDA, GOOG, MSFT, WSP, Cdn banks are all currently owned, no Health Care exposure and what seems like too much energy exposure lately. Add to something? Find something new? Cdn or US doesn't matter. Sorry - lots of questions here, so deduct accordingly.
Dawn
Q: Hi - can you give a brief synopsis of your stance on the company and what you like and dislike? Also what their general risks are from a competition, macro and execution viewpoint? Are the risks a high probability or the same as most other businesses. Basically, I'm trying to determine if the company is now sustainable and has carved out a good "spot" and should be a long term winner.
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Athabasca Oil Corporation (ATH $10.38)
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Kelt Exploration Ltd. (KEL $8.79)
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Tamarack Valley Energy Ltd. (TVE $10.73)
Q: i have a large position in athabaska, the oil stocks seem to have finally found their legs.
i want to add one more oil, small cap, cdn, with the most upside. risk is not a factor.
which would you suggest.dave
i want to add one more oil, small cap, cdn, with the most upside. risk is not a factor.
which would you suggest.dave
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Constellation Software Inc. (CSU $2,414.73)
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $88.89)
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Stella-Jones Inc. (SJ $85.89)
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Descartes Systems Group Inc. (The) (DSG $93.08)
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Enghouse Systems Limited (ENGH $16.66)
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Miscellaneous (MISC)
Q: In 2015 your growth portfolio was down 4.8% and your income portfolio was down 5.5% as a result I would have expected your balanced portfolio to have declined yet it was up 9.5%
Could you explain that outperformance?
Could you explain that outperformance?
Q: What am I missing about PBH: high crazy debt, low ROE, high P/R . High interest rates must be hurting them with all this debt. I never bought because it always seems expensive. My neighbour and his LP have held 7% shares for many years - bought low single digits. I should have listened to him all those many years ago - LOL.. Too expensive to buy now as I can get better returns in banks: capital and compounding dividends. Just curious on your comments. I thought ofd buying at $79.00 and, of course did not do so.
Q: Uh oh. Tonight's news release didn't sound great. I'm down 50% on this stock but don't mind holding if you still think it has long-term potential. Any updated thoughts on this stock? Thanks.
Q: Best table pounding buy today for a registered account any sector?
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Largo Inc. (LGO $1.79)
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Sangoma Technologies Corporation (STC $5.30)
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Questor Technology Inc. (QST $0.35)
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CES Energy Solutions Corp. (CEU $17.79)
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WELL Health Technologies Corp. (WELL $3.92)
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Palantir Technologies Inc. (PLTR $140.76)
Q: I am doing a portfolio clean up in my wife's RRSP. The following companies are all down. Please provide comments on add, keep, or sell and your suggested order in these actions.
Largo (LGO)
Palantir (PLTR)
Questor (QST)
Relic (RHT)
Sangoma (STC)
Thank you Gordo
Largo (LGO)
Palantir (PLTR)
Questor (QST)
Relic (RHT)
Sangoma (STC)
Thank you Gordo
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Block Inc. Class A (SQ)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.09)
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Toast Inc. Class A (TOST $26.21)
Q: All three stocks have been setting higher highs and higher lows since mid April. Have you heard any news on why these three stocks are having a positive uptrend recently? All three have crossed the 50 and 200 day moving averages. Clayton
Q: Hi Peter
the stock is pulling back
I have some exposure in KXS and OTEX as the AI sector in Canada
like to start a half position sometime,
what is a good entry price for DCBO ?
thanks
Michael
the stock is pulling back
I have some exposure in KXS and OTEX as the AI sector in Canada
like to start a half position sometime,
what is a good entry price for DCBO ?
thanks
Michael