Q: Your analysis and outlook on their recent acquisition please.
Sheldon
Sheldon
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: Just a note of interest about ATZ. I visited one of the mega malls 2 days ago and it was fairly quiet except for Aritzia. It seems to me that people still want their products especially young women. With this in mind is it not possible it could hold up through a minor short recession which is being touted? I would like to add today before it reports.
Much thanks
Much thanks
Q: Nave is down 27% in the last 30 days, trying to understand why and where do you see it going? thanks, Jean
Q: Hi Guys
Just curious why you guys on more concerned about their stretched balance sheet.
Interest coverage is a mere 1.1x . There is also a ton of debt, net debt around 1.45 billion on a Market Cap of about 2.8 billion
Free cash flow also only covers about 16% or so. Will they have to raise more capital in the future?
Thanks Gord
Just curious why you guys on more concerned about their stretched balance sheet.
Interest coverage is a mere 1.1x . There is also a ton of debt, net debt around 1.45 billion on a Market Cap of about 2.8 billion
Free cash flow also only covers about 16% or so. Will they have to raise more capital in the future?
Thanks Gord
-
Sun Life Financial Inc. (SLF $82.80)
-
TELUS Corporation (T $20.55)
-
Northland Power Inc. (NPI $25.07)
-
Trisura Group Ltd. (TSU $39.87)
Q: Without naming every company - I have full positions in most banks, insurance cos., utilities, pipes, telcos and renewables,
This is where I see some relative safety and the best yields.
With the dip and yields improving are there any names that stick out as very attractive and safe in going a little overweight on?
This is where I see some relative safety and the best yields.
With the dip and yields improving are there any names that stick out as very attractive and safe in going a little overweight on?
Q: Could I please have your thoughts on an article in the Globe and Mail (july 4)with regards to CEO compensation in particular Shopify CEO with more than $25 million in salary and another $25 million in stock options in a year when the stock has lost 75% of its value. On a positive note I see CSU Mr. Leonard still owns more than 1 billion dollars in stock with no stock options.
Q: Everyone, I never believed the multiple at $160 per share and I don’t believe the multiple at $25 per share. What is the appropriate multiple for today and one year from today. I have held the stock since the summer of 2019 and I have added many times since. I believe the strategic plan the company has changed for the better, with added features to the software. Clayton
Q: Can you discuss why these two keep dropping and projections for the future. Many thanks.
-
Enghouse Systems Limited (ENGH $20.95)
-
DocuSign Inc. (DOCU $69.35)
-
Pinterest Inc. Class A (PINS $27.32)
Q: Pinterest and Docusign have recently replaced CEOs suggesting a need to change strategies. They, and companies like Enghouse seems to be facing uphill battles to regain the positive outlook they had a couple of years ago.
Is it worth sticking with these companies to see if they improve, or is it wiser to take my lumps in small positions in these companies and consolidate into bigger positions in companies that offer more promise going forward like GOOG and BAM?
Is it worth sticking with these companies to see if they improve, or is it wiser to take my lumps in small positions in these companies and consolidate into bigger positions in companies that offer more promise going forward like GOOG and BAM?
Q: Dear 5i,
I am thinking of eventually purchasing ENGH in the next couple of months for a 2% position in my TFSA.
Can you comment on their balance sheet. Are they pretty much debt free?
Can you see them continuing to increase the dividend every year?
Do they have significant insider ownership and are they buying back stock?
Is the recent price of $28.43 dirt cheap?
This stock will be a good test of my patience if I purchase it.
thanks
I am thinking of eventually purchasing ENGH in the next couple of months for a 2% position in my TFSA.
Can you comment on their balance sheet. Are they pretty much debt free?
Can you see them continuing to increase the dividend every year?
Do they have significant insider ownership and are they buying back stock?
Is the recent price of $28.43 dirt cheap?
This stock will be a good test of my patience if I purchase it.
thanks
Q: On Jun 28 ATD"s Q Rev & Eps beat estimates. Jun 29 & 30,4 analysts set price target at $58,59,60 & 77.Please help me understand why price is declining. Txs for u usual great services & views
Q: Would it be a fair assessment that most insiders have only excercised stock options and sold their shares and really have none of their own skin in the "game".Thoughts
Thx
Thx
Q: Is it time to get rid of this stock?
Q: Hi Guys
With everyone saying they don't understand their financial statements isn't this a red flag?.Also when everyone loves a stock,this to can be a cause for pause...remember Nortel Networks..
Assets are like 9.5x the total shareholders value of this company, isn't this a recipe for disaster in a rising interest rate world?
Thanks Gord
With everyone saying they don't understand their financial statements isn't this a red flag?.Also when everyone loves a stock,this to can be a cause for pause...remember Nortel Networks..
Assets are like 9.5x the total shareholders value of this company, isn't this a recipe for disaster in a rising interest rate world?
Thanks Gord
Q: Hi Team,
Have you had a chance to look into GSY's deal with Canada Drives? It seems like a good move to me by the company. How successful is "Canada drives" with sales? I have never heard of them until now but apparantly they are Canadas largest online car sales platform.The stock didn't seem to get any big love from the announcement. On another note...GSY continues to amaze me how this company is not worth so much more. P/e shows 10.6 on my platform, growth has been solid and proven for many years now and the loan book growth is now going parabolic the last year or 2 as it reaches scale it seems. Dividend growth has been stellar. Yet...I rarely hear it talked about by analysts on bnn or elsewhere. Do you feel it is still relatively "unknown?" Or is the company just being given a cold shoulder by many that view it as a predatory lender? To me the company checks all the boxes a person should be looking for, especially in the inflation environment when it comes to valuation and dividend growth, earnings growth. People can say what they want about recession scares with this name, but they have been there and done that have they not? 2020 they proved their business is resiliant. Your comments on all this would be appreciated. Thanks!
Shane.
Have you had a chance to look into GSY's deal with Canada Drives? It seems like a good move to me by the company. How successful is "Canada drives" with sales? I have never heard of them until now but apparantly they are Canadas largest online car sales platform.The stock didn't seem to get any big love from the announcement. On another note...GSY continues to amaze me how this company is not worth so much more. P/e shows 10.6 on my platform, growth has been solid and proven for many years now and the loan book growth is now going parabolic the last year or 2 as it reaches scale it seems. Dividend growth has been stellar. Yet...I rarely hear it talked about by analysts on bnn or elsewhere. Do you feel it is still relatively "unknown?" Or is the company just being given a cold shoulder by many that view it as a predatory lender? To me the company checks all the boxes a person should be looking for, especially in the inflation environment when it comes to valuation and dividend growth, earnings growth. People can say what they want about recession scares with this name, but they have been there and done that have they not? 2020 they proved their business is resiliant. Your comments on all this would be appreciated. Thanks!
Shane.
Q: Can you speak to GSY financial stability and how a struggling economy could effect them / how much of a concern is defaults.
Q: EGLX is seeing Greywood Investments , their largest shareholder taking steps to replace virtually all current directors with a slate of their preferred people at their July AGM. EGLX responded with new appointees, none from the Greywood list.
Would you provide your thoughts on this matter ? Also, how would you expect the different scenarios to affect the share price ? Thanks.
Derek
Would you provide your thoughts on this matter ? Also, how would you expect the different scenarios to affect the share price ? Thanks.
Derek
Q: Hi folks
If not owned anymore, should one re enter the stock now or before the split on the 29th? What weighting would an investor with an appetite for growth as part of a balanced portfolio start at? Or should we wait for the dust to settle?
Should we buy in US or Canadian?
I did very very well with SHOP in the past....thanks to you.
If not owned anymore, should one re enter the stock now or before the split on the 29th? What weighting would an investor with an appetite for growth as part of a balanced portfolio start at? Or should we wait for the dust to settle?
Should we buy in US or Canadian?
I did very very well with SHOP in the past....thanks to you.
Q: Today CIBC downgraded DSG to neutral. Do you agree/disagree with their reasons for down grading.
Sheldon
Sheldon
Q: Hi Peter
In May, 5i sold 1% of ZRE from the income portfolio. Is there a specific reason for this sale ? ZRE dropped significantly in the few months. Is the sale linked to the drop in value ? Do you still recommend purchasing ZRE ?
In May, 5i sold 1% of ZRE from the income portfolio. Is there a specific reason for this sale ? ZRE dropped significantly in the few months. Is the sale linked to the drop in value ? Do you still recommend purchasing ZRE ?