Q: Any reason for the recent weakness of this strong performer.Txs for U usual great services & views .Unsure if sent earlier
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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: Ytd tsx composite index up 6.79% and tsx industrials up 2.43%
Can you explain why Byd is down .73%?
Would you be a buyer today of Byd for a 5 year hold?
Can you explain why Byd is down .73%?
Would you be a buyer today of Byd for a 5 year hold?
Q: Which analysts cover CSU? The company website has no information on this.
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Constellation Software Inc. (CSU)
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TFI International Inc. (TFII)
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Tricon Residential Inc. (TCN)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
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Trisura Group Ltd. (TSU)
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TIM Participacoes S.A. American Depositary Shares (Each representing 5) (TSU)
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Neighbourly Pharmacy Inc. (NBLY)
Q: So I have added BN and GSY as more growth orientated stocks to my conservative ( banks, utilities, telecom, reits ) non registered account and now looking to add two of these seven names to the mix. Which look the most attractive regarding valuation, balance sheet and growth and why ? Thanks. Derek
Q: Hi 5i Team,
Do you like GDI Integrated Facility ?
Would you be comfortable buy this stock?
Thanks
Do you like GDI Integrated Facility ?
Would you be comfortable buy this stock?
Thanks
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Martinrea International Inc. (MRE)
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Open Text Corporation (OTEX)
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Premium Brands Holdings Corporation (PBH)
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Savaria Corporation (SIS)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: I need to free up some cash in an un-registered account for a large purchase. Which of the above holdings have the worst outlook. So I guess rank in order you would sell them. I will likely need to sell 2 of them. I don't hate any of them but something needs to go to free up the cash.
Q: I have a half position in ATZ . Given the most recent results are you comfortable in making it a full position at the present price?
Q: I know AEM is one of the most frequently mentioned gold stocks when 5i is asked for a gold stock recommendation. Since October the price of gold has essentially been a straight line up and to the right. I see no insider buying at AEM. What are we missing? They seem to be a non performer!
Q: Shop has an extremely high churn rate.
That means that they cannot retain their customers.Many businesses try Shopify but throw in the towel after a while as its not customers friendly.
With higher fees the churn rate will even be higher.
Why does nobody see this and you do not mention it either.
This will go the way of Nortel eventually?
That means that they cannot retain their customers.Many businesses try Shopify but throw in the towel after a while as its not customers friendly.
With higher fees the churn rate will even be higher.
Why does nobody see this and you do not mention it either.
This will go the way of Nortel eventually?
Q: Hi team
I have a small position in CAE, under water
time frame of 2 years plus, would one sell, add or hold?
thanks
Michael
I have a small position in CAE, under water
time frame of 2 years plus, would one sell, add or hold?
thanks
Michael
Q: Hi, Thanks for your conviction and rock solid positive view on the company helping many of us to remain calm when stock was selling off during last quarter of 2022. In more than many ways, stock price has supported your thesis, latest proof being company's ability to increase their prices by 33%. Do you think that last 3 weeks move and specially Today's 11% move in a day was caused by fundamental reasons like this price increase, Deutsche Bank upgrade and market expectation of strong results ? Or, it's the short sellers caught off guard and running for cover ? We know that 5i increased SHOP position recently in the Balanced Portfolio( and we followed suit ), which proved to be a great tactical move !! Has the recent price action influenced your outlook on the company and its stock, for better or worse ? Thank You.
Q: I need to add a company to my long term (>5 years) growth portfolio. I am tolerant of volatility and risk in this portfolio because I am young and I don’t need the money. Would you go with Goeasy or Shopify here?
Q: Hello 5i team,
Just curious about grading companies. CSU seems to be the best of the best in Canada in terms of the ideal stock.
What is missing from CSU that you do not give it an A+.
Andrew
Just curious about grading companies. CSU seems to be the best of the best in Canada in terms of the ideal stock.
What is missing from CSU that you do not give it an A+.
Andrew
Q: Hi Team,
Any comments on the news from Shop today in regards to pricing increases? One way to profitablity if it has pricing power!! Thanks
Shane.
Any comments on the news from Shop today in regards to pricing increases? One way to profitablity if it has pricing power!! Thanks
Shane.
Q: how come TVE wouldn't go up in price , I own it and it looks like it should be doing great compared to some companies that are.
Q: I don't have any Air Canada in my TFSA but will be selling some CAE to make it a 2% weight. Would you use the cash from this sale to buy Air Canada since not yet owned?
Thanks
Thanks
Q: Hi Peter,
I’m thinking of adding to my NBLY holdings which’s in a loss position. How’s management? How’s the balance sheet? Any problem servicing the debts? Is the labour headwind getting better? Is there a good chance it’ll turn profitable this year? What will be a good entry price? Thanks.
I’m thinking of adding to my NBLY holdings which’s in a loss position. How’s management? How’s the balance sheet? Any problem servicing the debts? Is the labour headwind getting better? Is there a good chance it’ll turn profitable this year? What will be a good entry price? Thanks.
Q: Please provide rationale for holding BRNE over BN or BAM. I hold a small position (in a registered account) in BRNE and was thinking of flipping it into my BN holding but am I missing something. Is there something in the BRNE business that could create long-term outperformance over BAM/BN?
Q: HI Peter
I have held Acuity in my portfolio for the past few years .
Over that time in your responses to people asking questions if the company is a buy , sell or hold .You have responded it is a hold .
The stock has gone down from over 20.00 to under 3.00 .
In the long term do you see any potential of the stock going back over $20.00 .
I have held Acuity in my portfolio for the past few years .
Over that time in your responses to people asking questions if the company is a buy , sell or hold .You have responded it is a hold .
The stock has gone down from over 20.00 to under 3.00 .
In the long term do you see any potential of the stock going back over $20.00 .
Q: thoughts on earnings warn today - good entry point or could the cockroach theory apply?