Q: Mr. Market didn't like ECN during their last spin off and I ended up getting the rest of the company for $2.50 a share { after the special dividend } .... Mr. Market doesn't seem to care for this spin off either ..... I tend to have more faith in ECN management than I do in Mr. Market and am looking at increasing my position toward the larger end of my small cap comfort level ..... What is 5I's opinion on Mr. Market versus ECN management ?
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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: 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: What would be the impact of ECN sale of Kessler Group to Stone Point Capital ? ECN stock price drop more than 6 % . Thanks a lot.
Q: What do you make of the news to sell Kessler Group? During the conference call management stated KG would be the worst performing area of their business for the next quarter or so. I do like how they are pivoting, and expanding into RV and marine. Your thoughts.
Thank you
Thank you
Q: Hi 5i!
I still have a small weight position in Shopify and remain up over 500% from when I first bought. I'm thinking of selling and adding to a half weight position in GOEASY which looks to have better growth prospects. Would you endorse this move in today's market?
Thanks,
Greg.
I still have a small weight position in Shopify and remain up over 500% from when I first bought. I'm thinking of selling and adding to a half weight position in GOEASY which looks to have better growth prospects. Would you endorse this move in today's market?
Thanks,
Greg.
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- Air Canada Voting and Variable Voting Shares (AC)
- CAE Inc. (CAE)
- Kinaxis Inc. (KXS)
- Agnico Eagle Mines Limited (AEM)
- Savaria Corporation (SIS)
- Balanced Equity Portfolio (BEPORT)
Q: I follow your Model Portfolio and want to add CDR Stocks - (AAPL, NVDA, GOOG, AMZN, META, DIS, and V) since I want to keep 25 stocks. Which one would you suggest selling from Balance Equity Portfolio and replacing it with 7 CDR stocks?
Thanks for the great service
Thanks for the great service
Q: In a diversified portfolio currently hold CAE and thinking of switching to riskier ATA given dismal outlook for former and after it cut its dividend. Still need to increase my industrial holdings and CAE is my only aerospace subsector holding. Other industrials are WSP. TRI, TFII, BBU, BBUC and BAM. Your views?
Q: With the price below 2 dollars does this become a takeover target.
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: CSU has outperformed TOI over this past year. The trading of shares (CSU to TOI) has proven unprofitable. Given where they are, does this represent the relative bargain between the two? Would you trade CSU for the other today?
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: What are you expecting to see from Nuvei before you would consider adding to your position in the Growth Portfolio. Thanks.
Q: I have ~$10,000 in ATS Automation. Do you think I’m better off to apply that money to a LOC charging a floating interest rate currently around 7%?
In general would I be better off doing this with all my un-registered stock holdings?
In general would I be better off doing this with all my un-registered stock holdings?
Q: You mentioned in an earlier answer that the time to buy is when things are bad which, in context, is now. Can you suggest some Canadian companies which deserve to be purchased about this time? Growth, value, doesn't matter. I have done well in the past by familiarizing myself with your daily answers. No one expects perfection but my 5i compass serves me well. Thanks
- Suncor Energy Inc. (SU)
- Dollarama Inc. (DOL)
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- Tourmaline Oil Corp. (TOU)
- TFI International Inc. (TFII)
- ATS Corporation (ATS)
- Kelt Exploration Ltd. (KEL)
- Kinaxis Inc. (KXS)
- Agnico Eagle Mines Limited (AEM)
- Maverix Metals Inc. (MMX)
- WELL Health Technologies Corp. (WELL)
- Boyd Group Services Inc. (BYD)
- Dye & Durham Limited (DND)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
- Anaergia Inc. (ANRG)
Q: Without concern for sector or diversification what would be your top 2 choices of the above names for long term (10+ yrs) growth potential for TFSA? Of those 2 choices what is a good entry point??
- Constellation Software Inc. (CSU)
- Dollarama Inc. (DOL)
- Descartes Systems Group Inc. (The) (DSG)
- North West Company Inc. (The) (NWC)
- Alimentation Couche-Tard Inc. (ATD)
- A&W Revenue Royalties Income Fund (AW.UN)
Q: My son has saved up for a bit and has a decent amount of capital for his age. He has a TFSA but his investments are varied and not the best for a long term portfolio. We recently sat down and planned out a long term portfolio that would less risky for long term holdings. Would you guys change/swap, remove or add any from this portfolio of Canadian Stocks? TD, MG, BAM.A, ENB, SLF, FSV, T, FTS, CNR and TRI. Is the market also in a comfortable position to currently make a large investment of capital? Thanks.