Q: What would be your thoughts on swapping REAL for EGLX today?
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: My question is on WELL’s recent earnings report. With a revenue run rate of $300M, doesn’t this give WELL a forward-looking P/S ratio of less than 5? This sounds incredibly cheap for a high-growth, small cap company. What am I missing? Trailing revenue run rate was only $50M. Has the big jump in revenue already been priced in?
Q: Any news on REAL? It has only one, which unfortunately is down for 8 months. It's basically at the same level since last February, while the real estate market it's booming. Something doesn't add up
Q: Hi 5i,
I am beginning to wonder about DND’s management. Can you explain why there was no press release in Canada or on their website about not pursuing the IDOX deal?
Does your opinion of DND change due to not acquiring IDOX.
Thanks
John
I am beginning to wonder about DND’s management. Can you explain why there was no press release in Canada or on their website about not pursuing the IDOX deal?
Does your opinion of DND change due to not acquiring IDOX.
Thanks
John
Q: What an unexpected surprise. Do you reccommend we sell the stock in the market place, now that it will find a bid or shall we hold for the cash takeout?
What is timing and price on the takeout?
Thanks
Sheldon
What is timing and price on the takeout?
Thanks
Sheldon
Q: DO YOU RECOMMEND BUYING OR SELLING
Q: Looks like BYD and DOL are both rallying into their earnings. I am expecting a good dividend increase from DOL but not sure what to expect from BYD. What does 5i think?
Also, do you think BYD can actually grow their stores by 700 over the next five years?
Thanks Keith
Also, do you think BYD can actually grow their stores by 700 over the next five years?
Thanks Keith
Q: Hello,
After the recent acquisition and subsequent stock jump, would you still keep SYZ in your portfolio or would sell it and replace it with something else? If the latter, what would a good replacement be in your opinion?
Thank you
After the recent acquisition and subsequent stock jump, would you still keep SYZ in your portfolio or would sell it and replace it with something else? If the latter, what would a good replacement be in your opinion?
Thank you
Q: Hi,
I noticed other questions covering the fact GSY was added to the index and that we might expect a bit of pick up and / or increased volume with it. However, it seemed to drop fairly hard on Friday and I am wondering if I've missed something material here. Interested in your thoughts and as always appreciate the input! Thanks,
Dawn
I noticed other questions covering the fact GSY was added to the index and that we might expect a bit of pick up and / or increased volume with it. However, it seemed to drop fairly hard on Friday and I am wondering if I've missed something material here. Interested in your thoughts and as always appreciate the input! Thanks,
Dawn
Q: Hi 5i. I'm a new investor here. How much money do you recommend having to replicate the balanced model portfolio?
Q: Looking at the financials for DND, I am having a hard time seeing a clear path to profitability. Is there any insight you can provide?
Thank you for all you do.
Thank you for all you do.
Q: 5i team, can you help me understand how to interpret the numbers associated with some of these high flying growth stocks discussed in this forum on a regular basis?
Let's take WELL as an example of many. Mkt cap 1.3B/Rev.42.9M/EPS -.07/Price-sales 30.6/ Op Mgn -22.3%
So, my question is, what is the path to WELL growing into this market cap, or any of the other key metrics? Or am I asking the wrong question?
Thanks for your help.
Let's take WELL as an example of many. Mkt cap 1.3B/Rev.42.9M/EPS -.07/Price-sales 30.6/ Op Mgn -22.3%
So, my question is, what is the path to WELL growing into this market cap, or any of the other key metrics? Or am I asking the wrong question?
Thanks for your help.
Q: Why the weakness in PHO? Earnings were a beat and you indicated nothing negative in the conference call. Would you be a buyer?
Q: Nice work guys...another growth portfolio company bought out.. can you comment on the BCI takeover?
Q: Are you planning to update the holdings in your 3 portfolios this month.
Q: What is the 12 month outlook for these 2 funds in the Balanced portfolio?
Q: Knight is said to report earning March 25. Can you advise market expectation and what the effect of a miss or a beat may have.
Thanks
John
Thanks
John
Q: What are EGLX 2020 4th Quarter estimates?
Q: Was the conference call quite negative i.e. did the company project negative earning or a negative outlook for the next year? The stock is dropping even though the earnings report was quite positive. Is it the dropping US dollar? Thanks ,as always.
Dave
Dave
Q: thoughts on the acquisition announced today?