Q: If not owned would you put a bid in today?
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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: What the heck just happened? April 19.
Q: Hi team,
Do you see Shopify in the same boat at Netflix where they will see subscriber losses and see the stock crushed?
Do you see Shopify in the same boat at Netflix where they will see subscriber losses and see the stock crushed?
Q: You mentioned "rate declines" in one of your comments on TFII yesterday. What exactly are the rate declines you refer to? Thanks.
5I RESEARCH ANSWER:
TFII is getting hit on rate declines and recession fears, so much depends on an investors' time frame. It may stay weak in the short term. But we think $95 would be quite attractive, and it could get there on some market weakness.
5I RESEARCH ANSWER:
TFII is getting hit on rate declines and recession fears, so much depends on an investors' time frame. It may stay weak in the short term. But we think $95 would be quite attractive, and it could get there on some market weakness.
Q: The above stocks are hitting new lows and on every downtown goes lower. I have held these in a riff for some time with still capital gains, however I am loosing patience with the down turn.
Can I have your opinion of 5i if I should continue hold or sell.
How much lower would you expect to see?
Thanks
Rick
Can I have your opinion of 5i if I should continue hold or sell.
How much lower would you expect to see?
Thanks
Rick
Q: Hi Peter, In my case I only have 5 shares of SHOP what's going to happen in this case when they split and when it comes to splits if one is thinking to buy more of the company is it better to buy before or after the split. Thanks, Nick
Q: I am up almost double on CAE, is it a sell or hold as they also had cut the dividend.
Thank You.
Thank You.
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Open Text Corporation (OTEX)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
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Topicus.com Inc. (TOI)
Q: You have replaced OTEX with NVEI. I currently own LSPD so would it be better to buy TOI instead of NVEI or would you suggest a different stock?
Thanks
Thanks
Q: Would you be in favor of averaging down MMX? I am only at a 2.5 % weight so would buy more to bring it up to 3%?
Thanks
Thanks
Q: I understand that fuel is a major cost for airlines. Do you think we should sell out of Aircanada due to steep rise in fuel?
Q: What do you think would be a good entry point for TFII?
Thanks for the great service.
Mike
Thanks for the great service.
Mike
Q: GSY stated in their Q4 financials that interest rates would need to rise by 2 per cent before any material impact would be felt in the business (due to floor agreements and fixed rates in place on current funding sources). Since then rates have risen .75 % and it looks like they will increase further. What is your guesstimate of how much higher they will rise to? If your guesstimate is above the 2% threshold, then how badly would that effect the business. How would that change your earlier thought that $125 share price would be an excellent buy.
Q: BASED ON GROWTH AND OUTLOOK IS THE STORY STILL ON TRACK?
Q: Has anything changed at Sylogist that may explain its continuing decline?
How would you evaluate its current price in relation to its value?
How would you evaluate its current price in relation to its value?
Q: Hello 5i team,
In light of the upcoming 10:1 split, are you still recommending SHOP at these price levels? Do you still rate the company at A- if you were to do a report?
Thank You,
Andrew
In light of the upcoming 10:1 split, are you still recommending SHOP at these price levels? Do you still rate the company at A- if you were to do a report?
Thank You,
Andrew
Q: Hello,
You responded to Derek and his question about TSU and BAM stating “ TSU was a 100% spin off from BAM.A. BAM does not own any shares and there is no formal relationship between the two. Essentially, TSU is too small for BAM and we would not expect something between the two.”
In fact, Partners Value (private investment holdco of BAM) is the majority shareholder of TSU with a weighting of 10%. Also, Q4 2016 Flatt stated that senior management intends to keep all of their shares. Now I’m 2020 they did sell 2.5 mm of shares.
You responded to Derek and his question about TSU and BAM stating “ TSU was a 100% spin off from BAM.A. BAM does not own any shares and there is no formal relationship between the two. Essentially, TSU is too small for BAM and we would not expect something between the two.”
In fact, Partners Value (private investment holdco of BAM) is the majority shareholder of TSU with a weighting of 10%. Also, Q4 2016 Flatt stated that senior management intends to keep all of their shares. Now I’m 2020 they did sell 2.5 mm of shares.
Q: How much value does this $113.5M contract add to XBC's value.
Also in what amount of time will that contract be delivered in?
Their revenue for all of 2021 was $126M so isn't this huge?
Thanks
Also in what amount of time will that contract be delivered in?
Their revenue for all of 2021 was $126M so isn't this huge?
Thanks
Q: Anything on the radar to account for the recent strength?
Thx
Thx
Q: My cost on TFII is around $90 and it looks like a recession is unavoidable at this point. Do you think it would make sense to sell this holding now with the idea of buying it back in 6 months at what should be support of around $75?
Q: Hi
Is GSY exposed to a higher rate of loan defaults than the scheduled banks? It would seem that GSY takes on riskier clients and will be exposed as people start to default as rates rise. It's taken a beating the last few months. Is that what the market is concerned about?
Thanks,
Robert
Is GSY exposed to a higher rate of loan defaults than the scheduled banks? It would seem that GSY takes on riskier clients and will be exposed as people start to default as rates rise. It's taken a beating the last few months. Is that what the market is concerned about?
Thanks,
Robert