Investment Q&A

Q: Could you recommend 5 Canadian companies that show good growth in appreciation as well as dividend with a buy and hold strategy. Could you please rank them in value and risk.
Thank you.

Q: What metric(s) would you be looking at to determine if ENB's dividend is in danger? Can you please explain.

Q: Any chance that Real Matters is a buyout target for Constellation Software? Mark Leonard did say he is going after other "markets". Or maybe Real Matters cannot even past their internal hurdle rates.

Q: Just to clarify: Adrian Montgomery stepped down as director of the Bridging Finance family trust in Dec 2020, but is still EGLX CEO? Do you think any issues are already priced into this stock?

Q: Hi there,
I have been enjoying the run up in TOI and have been thinking of adding to my quarter position. I have been adding along the way and have a dollar cost average of about 93 bucks a share. I am debating whether I should add here, raising the per share cost - but it seems like a parabolic jump in price. Alternatively, I wonder whether I should wait for a dip. And if I do so, what is a fair value to buy at? It seems like TOI may go the way of CSU or SHOP longer term and I do have a window of about 5-10 years. For what it is worth, I still regret not buying shop at about two hundred dollars because I thought it was overvalued.
Thanks in advance for your thoughts on this.

Q: If the intention is to take this private, isn't then the goal to push it as low as possible so they don't have to pay as much in premium?

Q: Hello,
I am trying to understand "hidden? value" from your viewpoint vs out of favor with the market.
REAL.to has lost close to 60% of it's value in the past year while many other assets have been rocketing up creating a massive opportunity cost for holding it(with no dividend). A month ago REAL was #10 in your top 10 in response to a questioner.
In the case of GUD, it seems the reputation of JG creates the expectation of an encore performance and periodic insider buys, and micro press releases temper the stock price decline from no real news.
Are there any tangible/intangible factors that would compel someone to make a contrarion investment in REAL at this point?

Thank you

Q: Not a question but a note; Scotiaitrade recently had a positive review of the company with one year target of $9.75. Derek

Q: DOL reports 09/08. DG and DLTR have been hammered today due to earnings/forward expectations.

Your thoughts on whether the same factors hammering the other 2 could hit DOL hard up here.

Just considering whether to buy puts or not.

Thanks


Sheldon

Q: 1) Since management is trying to buy the company from other shareholders, is it in their best interest to keep the share price from rising? eg. slow down new deals, slow down news flow, slow down promotion, slow down analyst meetings.... Seems like there is a huge conflict of interest at this point between management and other shareholders who want to own this company long term.

2) Their stated rationale for a buyout seems flawed. The CEO says the public markets are not rewarding them with a good valuation for which to use shares for acquisitions. But don't public companies trade higher valuations then private companies?

Thanks.

Q: I keep watching GSY increasing and was looking for an entry position and it is currently around $191. I like the company and you can't argue with its performance over the index over the past 10 years. The EV/EBITDA is around 11.3 and Earnings Yield 7% but P/B is over 4 and P/CF is around 26 which is a bit high. Most of the analysts I've seen have it at an upper estimate of around $205 and Fair Value anywhere from $169 to $194. Still a good entry point and would you think that their historical performance would likely continue? Thanks for your input and just to say I find your site very informative and recommend it to others. Cheers.

Q: Regarding your recommended portfolios, is it safe to "assume" that if an investment is still in the porfolio, you would consider buying still? If not, is there anyway you could colour code, or highlight that you support acquiring still or just hold as some investments have been there a long time.

Q: Hi, I have 2% position of SHOP in my TFSA while my XBC (down 60%) and WELL (down 6%) are 1% positions. I've been waiting on XBC and WELL but am also tempted to sell both and up my position in SHOP. How would you rank the three in terms of growth potential? Unless XBC and WELL are potential home runs then it seems wise to consolidate...
thanks,
Mark

Q: ECN at under $10.00 baffles me. I am tempted to buy more, but I wonder what am I missing?

Q: Hi team!!

Any reason for TIXT jump?

Thx!!

Q: Hello 5i,
Today (Aug. 25) Ross Healy mentioned that GSY is rapidly approaching both a Fundamental and a Technical inflection point at somewhere around $205.00 +/-.
As a conservative, dividend -oriented investor, GSY is almost at a 5.50% Portfolio Weighting as per P/A. I would like to reduce to around 4.0% but was thinking of holding off until it reaches the 6.0% threshold which would mean holding out for around $225.00+/-. So, my question is: in your considered opinion should I just proceed and re-balance now, or try and hold out for 6.0%?
This is in my TFSA and there are no tax implications nor are there any compelling time-frame issues so waiting is not really an issue other than opportunity cost regarding the re-deployment of the proceeds.
Many thanks for any insight you can provide.
Cheers,
Mike

Q: when looking at the 10 year #s SIS is the clear winner and also pays a divvy.If buying longer term which looks better? Thx

Q: You mentioned Topicus has a formal analyst other than you. Can you tell us what this analyst predicts for revenue and cash flow for 2021, 2022 and 2023?

Q: Lightspeed is now 17 billion market cap. There is talk that this could be the next shop. Is it realistic to see LSPD as 100 billion market cap company?

Q: KXS is on quite a terror lately. Any reasons why?