Q: Hot tubs seem to be back ordered 5 to 8 months. Is there a company you could suggest for this theme? Is it too late to get in?
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Wef announced Sunday night that it had sold non core assets at Port McNeil for 36 million. What asset was it and does this improve the Company’s prospects?
Q: Comments please on the latest quarter's results. I have half a position. Is increasing my holding justified?
Thanks, Tim.
Thanks, Tim.
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BRP Inc. Subordinate Voting Shares (DOO $66.16)
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goeasy Ltd. (GSY $173.13)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.23)
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Dye & Durham Limited (DND $9.44)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
Q: What do the short positions look like on these stocks? Do you see any stocks with possible "unfair" levels of shorting?
Thanks as always.
Dave
Thanks as always.
Dave
Q: Pls comment on MAL's results. Do you think right now is a good time to initiate a position for a long-term hold? Or any other stock to suggest in this sector? Thank you.
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Descartes Systems Group Inc. (The) (DSG $144.18)
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Kinaxis Inc. (KXS $201.24)
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goeasy Ltd. (GSY $173.13)
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Xebec Adsorption Inc. (XBC $0.51)
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WELL Health Technologies Corp. (WELL $4.65)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.23)
Q: I have money ($30K) to reinvest in my TFSA. I am heavily overweight in technology (28.5%) and overweight in consumer cyclicals (13%) in my overall portfolio. My wife and I own the above stocks in our TFSA. Could you give me your best 3-5 suggestions for addition(s), avoiding high risk companies? Thanks for the great service.
Q: Can you please update your opinion on cerv after you have a chance to digest earnings today, thanks!!
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Hamilton Thorne Ltd. (HTL $2.24)
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StorageVault Canada Inc. (SVI $4.12)
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AutoCanada Inc. (ACQ $28.81)
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BRP Inc. Subordinate Voting Shares (DOO $66.16)
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Savaria Corporation (SIS $20.04)
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A&W Revenue Royalties Income Fund (AW.UN $36.93)
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Leon's Furniture Limited (LNF $27.25)
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MTY Food Group Inc. (MTY $40.06)
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Sleep Country Canada Holdings Inc. (ZZZ $34.99)
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ECN Capital Corp. (ECN $3.00)
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Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $19.23)
Q: Similar question to the one I asked yesterday. This is regarding some small/medium sized consumer and consumer-related type Canadian stocks. How would you feel about holding each of these stocks in your portfolio, on a 1-10 scale, with a 10 being you definitely want the stock in your portfolio, a 1 being a stock you want no part of, and a 5 being a stock you are basically indifferent about. As part of broadly diversified portfolio, looking for total return over the next 5+ years, comfortable with risk. ACQ, AW.UN, DOO, ECN, GOOS, HTL, LNF, MTY, SIS, SVI, ZZZ.
Q: Pls comment on LNR's results. Do you think right now is a good time to initiate a position for a long-term hold? Or any other stock to suggest in this sector? Thank you.
Q: They just did a recent acquisition and am wondering about your thoughts on the overall prospect of the company. Can you also comment on dividend.
Thanks
Thanks
Q: Would you consider MLT a good investment after the recent acquisition and share price rise on the news? Thank you
Q: Have you heard any further news about CP proposal to spit shares five to one ?
Tks---Al
Tks---Al
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Park Lawn Corporation (PLC $26.48)
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North West Company Inc. (The) (NWC $47.65)
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Primo Water Corporation (PRMW $37.40)
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Alimentation Couche-Tard Inc. (ATD $75.43)
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Premium Brands Holdings Corporation (PBH $90.51)
Q: I am looking to add new position in the C.Non Cycl. sector. My lean is to the balanced and income portfolios. How would you rank the above and which companies represent the best buying opportunity now( or is now not the time for this sector) and why?
Thanks,
Mike
Thanks,
Mike
Q: I am more than happy with the long term performance of this company . However the last two quarterly reports issued by the company have been somewhat pessimistic regarding growth prospects as the economy recovers from the covid pandemic . Cash flow is good , and the company will be buying back shares . I wonder if the are now an acquisition target for a larger competitor . What are your thoughts -- are they a buy , sell or hold?
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Linamar Corporation (LNR $66.53)
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Martinrea International Inc. (MRE $8.51)
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Magna International Inc. (MG $56.86)
Q: Hi 5i team,
Pls comment on MRE's results. Also do you any headwinds mentioned to also impact other parts mfgrs like Magna or Linamar.
As a side note, I'm waiting on a new 2021 pickup and my dealer said I'm lucky as their being told to no longer accept orders for trucks due to shortages on parts.
Thx
Pls comment on MRE's results. Also do you any headwinds mentioned to also impact other parts mfgrs like Magna or Linamar.
As a side note, I'm waiting on a new 2021 pickup and my dealer said I'm lucky as their being told to no longer accept orders for trucks due to shortages on parts.
Thx
Q: In Peter's editorial in the February Moneysaver, he re-iterated the importance of diversification across the 11 main sectors. I found I am short in 3: tech, healthcare and communications. I am on the verge of retirement and have an income slant but realize some growth is also needed throughout my investing lifetime. Could you give me one growth and one income recommendation for each of those 3 sectors? (A company which pays a small dividend but has a history of raising it consistently would be ideal in the growth recommendation.)
Thanks,
SCOTT
Thanks,
SCOTT
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BlackBerry Limited (BB $5.37)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $49.86)
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Pivotree Inc. (PVT $1.23)
Q: Hi 5i Team
Please advise why Brookfield Renewable Resources is getting pummeled and please advise of your opinion of Pivotree and Blackberry's contribution to the electric car/ autonomous car future. All companies are on the TSX
Thank You and I hope everyone is staying safe
Please advise why Brookfield Renewable Resources is getting pummeled and please advise of your opinion of Pivotree and Blackberry's contribution to the electric car/ autonomous car future. All companies are on the TSX
Thank You and I hope everyone is staying safe
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Bank of Nova Scotia (The) (BNS $75.76)
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Kinaxis Inc. (KXS $201.24)
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Brookfield Infrastructure Partners L.P. (BIP.UN $44.36)
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iShares S&P/TSX 60 Index ETF (XIU $41.16)
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Grande West Transportation Group Inc. (BUS)
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Vanguard All-Equity ETF Portfolio (VEQT $48.73)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.23)
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Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $56.88)
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Dye & Durham Limited (DND $9.44)
Q: Hello,
2 part question regarding the above companies for a 30 year old investor with a 10+ year hold horizon:
1. In a TFSA account I currently own BNS and BUS. Would you swap these 2 out for LSPD, KXS and DND today? If so, would you please rank the 5 companies in order of preference in a TFSA account?
2. I have some cash to deploy in my RRSP account. I was wondering if you could also rank the following companies to buy today once again for a 30 year old with a minimum holding period of 10 years: BAM, BIP.UN, BIPC (in case you think that one is better than the other in an RRSP), BNS, XIU and VEQT. I would be able to purchase 3 of the 6 mentioned so what would be your preferred mix in this case?
Thanks for your help!
2 part question regarding the above companies for a 30 year old investor with a 10+ year hold horizon:
1. In a TFSA account I currently own BNS and BUS. Would you swap these 2 out for LSPD, KXS and DND today? If so, would you please rank the 5 companies in order of preference in a TFSA account?
2. I have some cash to deploy in my RRSP account. I was wondering if you could also rank the following companies to buy today once again for a 30 year old with a minimum holding period of 10 years: BAM, BIP.UN, BIPC (in case you think that one is better than the other in an RRSP), BNS, XIU and VEQT. I would be able to purchase 3 of the 6 mentioned so what would be your preferred mix in this case?
Thanks for your help!
Q: In reviewing Sunopta results this morning, they reported strong results yet the stock price has had a negative reaction. May I have your thoughts?
* Revenues of $205.6 million for Q4 2020 compared to $186.1 million in Q4 2019, an increase of 10.4%.
* Gross margin increased 360 basis points to 15.5% from 11.9% in the prior year.
* Earnings were $70.2 million or $0.78 per share in Q4 2020, compared to a loss of $7.6 million or $0.09 per share in Q4 2019. This includes earnings from continuing and discontinued operations.
* Adjusted earnings attributable to common shareholders were $1.2 million or $0.01 per diluted common share in Q4 2020, vs a loss of $5.6 million or $0.06 per diluted common share in Q4 2019. This includes earnings from continuing and discontinued operations.
Adjusted EBITDA¹ from continuing operations of $20.6 million, or 10.0% of revenues for Q4 2020, versus $11.2 million or 6.0% of revenues in Q4 2019.
Thank you
* Revenues of $205.6 million for Q4 2020 compared to $186.1 million in Q4 2019, an increase of 10.4%.
* Gross margin increased 360 basis points to 15.5% from 11.9% in the prior year.
* Earnings were $70.2 million or $0.78 per share in Q4 2020, compared to a loss of $7.6 million or $0.09 per share in Q4 2019. This includes earnings from continuing and discontinued operations.
* Adjusted earnings attributable to common shareholders were $1.2 million or $0.01 per diluted common share in Q4 2020, vs a loss of $5.6 million or $0.06 per diluted common share in Q4 2019. This includes earnings from continuing and discontinued operations.
Adjusted EBITDA¹ from continuing operations of $20.6 million, or 10.0% of revenues for Q4 2020, versus $11.2 million or 6.0% of revenues in Q4 2019.
Thank you
Q: Your take on the earnings today?
tnx u...
tnx u...