Q: I know its not your favourite, but is there anything of note in quarterly results? Thanks.
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: APP is up13% after earnings but still down significantly from its highs. Would you be a buyer today?
Q: Based on your last comments on Tantalus Systems (GRID) can you comment on yesterday’s earnings release. It looks great from what I see but I’ll leave the professional analysis to you guys. Based on your last comments is insider ownership the same? Is management doing a great job? Can you also comment on their 3rd Annual Utility of the Future report they posted at a the end of April please. Lastly can you update me in the Conguitive acquisition.
Feel free to answer after their conference call.
Feel free to answer after their conference call.
Q: Your thoughts please on the quarter?
Thx
Thx
Q: Can you please give me a brief fundamental analysis of DSG at this point in time (last report update was about last June). I don’t really understand technical analysis but do you see any signals technically? It is off quite a bit year to date, would you be adding here?
-
Expedia Group Inc. (EXPE)
-
United Rentals Inc. (URI)
-
Celestica Inc. (CLS)
-
Shift4 Payments Inc. Class A (FOUR)
-
Propel Holdings Inc. (PRL)
-
D2L Inc. Subordinate Voting Shares (DTOL)
Q: Hi guys....great service....just wondering if you have 2-3 names on both sides of the border...undervalued and you think are great opportunities for bounceback over the next 6-12 months...
-
Adobe Inc. (ADBE)
-
Alphabet Inc. (GOOG)
-
JPMorgan Chase & Co. (JPM)
-
S&P Global Inc. (SPGI)
-
Applovin Corporation (APP)
Q: Two part question here. I am trying to add PEG ratio to my thinking about stocks. It seems like a useful metric that combines growth with value. But I don't see it listed frequently enough for Canadian equities. I presume you work with trailing P/E and divide it by growth rather than forward P/E. Is that correct? I also realize I should be looking out for oddities in trailing P/E that shift it one way or another. Anything else I should be looking for? Second, I look at GOOG and it reads well at both a very reasonable forward P/E and PEG under 1. Are there other stocks you see with that combination? Thank-you.
Q: With the announcement today of a 24% cut in NASA's budget, including scrapping Gateway, the lunar space station, does this affect MDA enough that it is no longer a desirable stock to hold? The Canadian Space Agency had awarded MDA a $1 billion contract to build Canadarm3 for Gateway, so they have lost a major contract there.
Q: May I please get your thoughts on SHAK?
Thanks
Dave
Thanks
Dave
Q: Saw the news that GLXY is listing on the NASDAQ and read the FAQ document they prepared.
Any benefit to converting shares to the NASDAQ? if yes, should I Sell and repurchase or have broker transfer the shares?
OR do nothing and leave in my CAD account as TSX shares?
Any benefit to converting shares to the NASDAQ? if yes, should I Sell and repurchase or have broker transfer the shares?
OR do nothing and leave in my CAD account as TSX shares?
-
Bank of Nova Scotia (The) (BNS)
-
Canadian Natural Resources Limited (CNQ)
-
Great-West Lifeco Inc. (GWO)
-
CGI Inc. Class A Subordinate Voting Shares (GIB.A)
-
Constellation Software Inc. (CSU)
-
Intact Financial Corporation (IFC)
-
Canadian Utilities Limited Class A Non-Voting Shares (CU)
-
Peyto Exploration & Development Corp. (PEY)
-
WSP Global Inc. (WSP)
-
Northland Power Inc. (NPI)
-
FirstService Corporation (FSV)
-
Toromont Industries Ltd. (TIH)
-
Birchcliff Energy Ltd. (BIR)
-
Thomson Reuters Corporation (TRI)
-
Alimentation Couche-Tard Inc. (ATD)
-
EQB Inc. (EQB)
-
Olympia Financial Group Inc. (OLY)
-
GFL Environmental Inc. subordinate voting shares (GFL)
-
Topaz Energy Corp. (TPZ)
-
Topicus.com Inc. (TOI)
-
Propel Holdings Inc. (PRL)
-
Brookfield Corporation Class A Limited Voting Shares (BN)
-
Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
-
Lumine Group Inc. (LMN)
Q: Hit "enter" to fast on my last question. Looking for some ideas with the understanding you can't offer direct recommendations. I have 40 K to add to my non-reg account. I have full positions in all the pipelines, OLY, GWO, BNS, CU, NPI, BIR, PEY, TPZ, CNQ, PRL and BMO. I have no need for any income for at least five years, not opposed to going overweight if necessary, have lots of higher yielders so would perhaps benefit from some choices with capital gain and dividend growth potential versus just high yield.
Q: FTG LOOKS LIKE A SLEEPER HITTING BIG POINTS ON MY SCORECARD. WHAT AM I MISSING? YOUR OPINION PLEASE PLEASE?
Q: PNG reported early this morning. Seems good. Can you assess things after call and provide how things shape for the future. Is this a good time to complete a position? What range might the stock be in a year out from now?
-
Axon Enterprise Inc. (AXON)
-
Curtiss-Wright Corporation (CW)
-
Comfort Systems USA Inc. (FIX)
-
Construction Partners Inc. (ROAD)
-
Sterling Infrastructure Inc. (STRL)
-
IES Holdings Inc. (IESC)
-
Howmet Aerospace Inc. Ex-Distribution When Issued (HWM.W)
-
Trane Technologies plc (TT)
Q: Is it too early in the tariff war to buy these 'growthy' names? If not, can you suggest two choices (prioritizing consistent earnings) and why you chose them?
Q: Can you comment on Vertiv's earnings and the outlook for the stock? Positive market reaciton but how much of that is the market itself generally being up?
Thanks.
Thanks.
Q: Please help me out. One of the metrics I find very important is ROE or return on equity. When I look this up look this up on 5i’s site under profile I get an ROE of 128% however when I look at the April 25/24 report it shows 2%? The current Morningstar Quant Report shows 3.99%. So 1st. question is does 5i consider ROE to be an important metric?
Secondly how can I get an accurate measurement?
Thanks
Secondly how can I get an accurate measurement?
Thanks
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP)
-
lululemon athletica inc. (LULU)
-
Celestica Inc. (CLS)
-
DeFi Technologies Inc. (DEFI)
Q: According to Yahoo Finance average vulume for Canada is 1.2 million shares and for the US IT IS 5.5 million shares per day. Where did 5i get your numbers from?
Thx
Thx
Q: Celestica trades up to 25% of its outstanding shares on a weekly basis and up to 50% some weeks lately. Any thoughts as to the turnover of shares? Could this be hedge funds churning the stock ?
Thx
Thx
-
Alphabet Inc. (GOOG)
-
JPMorgan Chase & Co. (JPM)
-
Procter & Gamble Company (The) (PG)
-
Prudential Financial Inc. (PRU)
-
Brookfield Corporation Class A Limited Voting Shares (BN)
Q: What would be your best three stocks for a long term hold that have a good combination of dividend yield and modest growth on both the US and Canadian side of the border ?
Q: I hold META and would like your opinion should I buy more or hold.
If the company looses and has to be split up do you think it is worth more or less than current price.
Thanks for the great advice
If the company looses and has to be split up do you think it is worth more or less than current price.
Thanks for the great advice