Q: Nobody asked about your analysis on earnings?
Sheldon
Sheldon
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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: I'm thinking about selling some of my 8.4% WSP weighting and buying more DOO to increase my weighting to 3%. Would you endorse this move? 2 or 3 weeks ago DOO was down due to a cyber attack and today up 10% due to great numbers...frankly I'm a little dizzy with all this bouncing around. None-the-less DOO seems to be an excellent company. WSP is also an excellent company but the ride seems less bouncy. By-the-way I bought WSP due to 5i"s recommendation. Up 360% to date - so thanks!
Jim
Jim
Q: I am so disappointed with this name.What is/can Topicus do to enhance their profile?Do you still like the return prospects?Why?Should I continue to hold or take a tax loss?
Q: Why Shop has such high volumes yesterday, over 12 millions shares? Thanks
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $130.71)
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Enthusiast Gaming Holdings Inc. (EGLX $0.04)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.18)
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Nuvei Corporation (NVEI)
Q: It looks like this is close to the time to start buying cyclical stocks. Would you agree? Which cyclical companies do you think have the most potential to become three baggers in the next three years. Not looking for ten baggers! LOL
Q: What is the best way to gain visibility to the M&A activity of Topicus. Can you provide your perspective and eventual impact on TOI with Signity’s stock price(assuming strong underlying performance). It has doubled since TOI acquired a large ownership stake. Thx.
Q: Why the nice ascent in ATZ shares?
Sheldon
Sheldon
Q: Could you further explain the implications of the items noted in their press release today, in plain English?
Q: Good morning,
Q1. What are your thoughts on TVE's recent purchase of Deltastream after just purchasing Rolling Hills Energy?
Q2. Do you expect this purchase to be accretive in the medium term?
Q3. Do you recommend purchasing additional shares now or after the Deltasteam deal closes.
Thank you for the sage advice.
Francesco
Q1. What are your thoughts on TVE's recent purchase of Deltastream after just purchasing Rolling Hills Energy?
Q2. Do you expect this purchase to be accretive in the medium term?
Q3. Do you recommend purchasing additional shares now or after the Deltasteam deal closes.
Thank you for the sage advice.
Francesco
Q: Many experts, including yourselves, have picked TVE in the mid cap space. I have owned it for about 8 months and it has not been keeping pace with other midcap energy stocks.
Could I get your thoughts on the reasons and do you still like it. If not, could you recommend a couple other names.
Could I get your thoughts on the reasons and do you still like it. If not, could you recommend a couple other names.
Q: I own TOI at a considerable loss and thinking of a tax loss sale with possible later re-purchase. Any thoughts on what Topicus might do over the next few months?
Thanks
Thanks
Q: With the great relief rally over the past 3 days, KXS has gone down about the same %.
Is there something that we are missing? Can't blame it on the market right now.
Sheldon
Is there something that we are missing? Can't blame it on the market right now.
Sheldon
Q: It appears that the acquisition of Link is going to happen. Is this going to be a catalyst for the stock? Investors don't seem to be convinced of the benefits of the deal since the stock after a jump Thursday is somewhat flat Friday.
I'm deep under water on this one. I can be patient when a stock is broken but not so sure if the company is not broken in this instance. Now what?
I'm deep under water on this one. I can be patient when a stock is broken but not so sure if the company is not broken in this instance. Now what?
Q: Hello 5i Team
Toi stock has been declining even
when the market is up such as today, is there any news
about the company?
Thanks
Toi stock has been declining even
when the market is up such as today, is there any news
about the company?
Thanks
Q: Thoughts on the quarter and going forward for the business and valuation - thanks
Q: NWC: Is now a good time to step in and buy?
Are there any longterm concerns?
How does today's valuation compare to its historic metrics ?
Are there any longterm concerns?
How does today's valuation compare to its historic metrics ?
Q: Could you please give your take on the leadership changes at SHOP. Thanks
Q: Back on Aug 15 you replied to Adam "AT has bought back 3.5M shares so far in 2022".
I can see it's a good thing in that the company "believes its share are undervalued" and has "excess cask balances."
My question is: how significant is this? And do you know if the company is continuing to buy back shares given the current market value.
Thanks John
I can see it's a good thing in that the company "believes its share are undervalued" and has "excess cask balances."
My question is: how significant is this? And do you know if the company is continuing to buy back shares given the current market value.
Thanks John
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Sun Life Financial Inc. (SLF $97.01)
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goeasy Ltd. (GSY $29.42)
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Boyd Group Services Inc. (BYD $134.54)
Q: Today, do you see more future growth from owning a S&P 500 etf like VFV or from a balanced equity (BE) portfolio? I own all the BE stocks in my portfolio, and I have some new money to invest. Which 4 BE stocks would you over weight at this time ie what is your highest conviction stocks? Could you give a brief reason why? Would you wait until the US Feds raise rates coming in September? The markets dropped the last time the Fed raised the rate. Do you know the date? Or just invest right now?
Q: Retired, dividend-income investor. I have held NWC since 2019, trimming when my position exceeded my asset allocation target. If I wanted to top up my current position, would you wait for the price action to settle down? I know this is a "market timing" question.
Thanks...Steve
Thanks...Steve