Is WELL a buy, sell or hold right now? Are there better health plays in Canada? I'm considering adding to it or other alternative you can suggest. Thanks
Q: Morning 5i team: At 75.50$ I am down 18%. Would you consider a hold here or suggest a switch to what with a brighter and faster recovery? Held in my tfsa. Tks. Larry all input greatly appreciated
Q: any chance 5i listened to conference call on AcuityAds at/t....Q results didn't seem bad, & stock opened decent, at $3.50sh....but tanked after conference call..thoughts?? Couple people I know were not impressed by magt on the call.....thanks
Q: Numbers seem decent. Understanding that the market is tough right now, would today represent at good buying opp? Note that my timeframe is 3 to 5 years.
Q: What is the current forward PE for SHOP this year and guidance years if any provided. In a normal environment where inflation is in check and rates normalized what multiple would you put on SHOP ?
Q: Looking at these for my TFSA and for me it’s a tough call. GSY is getting more reasonable price wise but could rising interest rates hurt it ? MG is
cheap but supply chains are clogged and materials getting scarcer and more expensive.
Which would be your pick and why ?
Thanks. Derek
Q: Hi, I see the demand case for PBH.to. But I'm cautious on the company because I don't understand how inflation might eat their lunch (bad pun). Do they have any fingers in the food production, or are they just a taker of input prices? If so aren't their margins going to get squeezed here as meat and grain input costs rise? I'm guessing there is a limit to how much they can raise their prices to stores before the demand side?
Q: I am new to 5i and signed up for a trial membership. Looking at your various portfolios, there is a note at the top which show changes - x% added to ABC, My question is where is the money for that purchase coming from? Is it supposed to be new cash deployed or selling an existing holding for new purchases. Please elaborate.
Basically, I want to know if I have to keep in sync with a recommended portfolio, how do I go about it on an ongoing basis.
Do you send an update via email when a change happens?
Q: August 2020 Gold hit $2034 / ounce. Agnico Eagle traded at $110.
Today Gold hits $2014 and Agnico Eagle is trading around $75.
Fundamentally, is the company stronger or weaker when comparing these two prices in time. Or is the disconnect in price more just market sentiment about gold vs crypto etc? I loved Kirkland Lake so the merger should be viewed as a positive.
Q: HI 5I - I have a question about SHOP - It's hard to imagine how far it's come down - in your opinion will it be able to get back to where it was or is it continuing to go down.
Buy - Sell or Hold?
Thx - doug
Q: Hello 5i, I am up $7000 with WSP. Is there more room for growth or should it be replaced with SIS as I am basically a value investor with some growth.
Thank you for your terrific service,
Stanley