Q: KXS has been struggling since mid Nov since articles of it being sued,which now appears regularly on its site.It closed at $167.07 on Jan 15.What is an attractive price to buy? Thanks for u usual great views & services.
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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: These two companies appear regularly when you mention companies that are "cheap" with good growth prospects. Of the two, which is "cheaper" and which would you expect to have more stock price appreciation in the next 12-24 months?
Also, GSY is up 10% today - is that due to their sale of Paybright to Affirm? Seems overdone if so...
Also, GSY is up 10% today - is that due to their sale of Paybright to Affirm? Seems overdone if so...
Q: Hello Peter,
I’ve held this company since the Split in 2018. Since that time the share price has been less than my cost, that is until just lately. Based on its performance, does it remain in the BP for sector balance, or do you feel it has been consolidating for the last 3 years and has room to run?
I’ve held this company since the Split in 2018. Since that time the share price has been less than my cost, that is until just lately. Based on its performance, does it remain in the BP for sector balance, or do you feel it has been consolidating for the last 3 years and has room to run?
Q: It appears that while U like DOO,it is not one of U top 5 favourities.On Jan 15 it reached a new H of $89.18 & closed @ $87.91 up $5.61(6%).Are there any news to cause this beautiful rise besides Doo & its can-Am vehicles won the Dakar Rally 4 years in a row taking the top 11? Would u buy or add here? places.Txs for u usual great services & views
Q: can you pls explain the $$$ benefits to ATD shareholders with this announced strategic partnership? How much does a partnership make in terms of revenues and profit on the bottom line? And how long do shareholders have to wait to see these benefits? the conference call may answer some of these questions, but have you seen other deals of this nature result in immediate shareholder value or should we sell the news.
Q: I was wandering if you buy a stock and it has gone up double or even tripled
in value is it better to take out the initial investment and put it elsewhere or keep all the shares and see how far it can go ….which is more advantages in growing your portfolio
example GSY I bought it in the $ 30 range.
Thanks
in value is it better to take out the initial investment and put it elsewhere or keep all the shares and see how far it can go ….which is more advantages in growing your portfolio
example GSY I bought it in the $ 30 range.
Thanks
Q: Go Easy finally broke 100$ on their announcement about the sale of PayBright and Affirm holdings. This seems very positive. Historically it has been noted they have been valued lower due to the business segment they operate in. Do you see this announcement as reducing perception of the company and will allow it to trade at higher multiples? BMO Investorline Value Analyzer product shows close to 90% upside from here is possible.
Q: Hello Team
CAE wins a $275 Million dollar contract over 8 years and the share price drops 6% on 1 Million shares traded.
What gives ? Was there some bit of news that I missed. Was the contract too insignificant?
Thank You
Clarence
CAE wins a $275 Million dollar contract over 8 years and the share price drops 6% on 1 Million shares traded.
What gives ? Was there some bit of news that I missed. Was the contract too insignificant?
Thank You
Clarence
- Kinaxis Inc. (KXS)
- Magna International Inc. (MG)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Income Portfolio (Income)
- Growth Portfolio (Growth)
- Balanced Equity Portfolio (BEPORT)
- goeasy Ltd. (GSY)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Real Matters Inc. (REAL)
- Xebec Adsorption Inc. (XBC)
- WELL Health Technologies Corp. (WELL)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Boyd Group Services Inc. (BYD)
Q: Some help for Paul asking for ideas to invest in his TFSA. In February (13)?, 2017, 5i answered a request for the top 10 picks harvested from the 5i portfolios. They were as follows: GSY, SHOP, SLF, WSP, GUD, OTEX, SIS, KXS, PBH, and one other I lost track of. Over the 4 years the return, if still held, would be +280%, but even without SHOP or GUD, the return is a respectable +96%. So for Paul and me would you do it again from current portfolio holdings. My New Years resolution is to pay more attention to your picks...........thx. Lionel
Q: Is this stock a buy at his level ? Thanks
Q: When does REAL next report and what is expected? Also, what kind of beat will be needed to get REAL back on an upwards trajectory. It's been drifting lower over the past while. Are you still high on the company?
Q: I have done well owning ATA. Do you think it's a stock I should keep for the long run? I own it in my TFSA so selling doesn't effect a tax gain.
Thanks as always for your advice
Thanks as always for your advice
Q: What is your view of BYD for 2021? The share price of this company seems to have been range bounded during much of 2020 after some solid gains in 2019. Is it time to move on? Thanks.
Q: I currently have a 2% weight and wonder what your thoughts are for increasing this to 3%, best to leave at 2% and invest in other names from the income portfolio or okay to bring it up to a 3%? I am currently under water on this one so would be averaging down but have a very long time frame before needing the income.
Thanks
Thanks
Q: If had to choose between PHO and XBC for starting a new position in TFSA today which would you pick?
Many thanks.
Many thanks.
Q: Hi 5i,
Seem like the KXS is still weak due to the Blue Yonder Complaint in court, I am thinking to accumulate more, but want to wait until for lower, what would be a good entry price? Does the current price already reflected the worst scenario? If not, how worst the stock price should be usually for such court case happened in these companies? Kindly advice, many thanks.
Seem like the KXS is still weak due to the Blue Yonder Complaint in court, I am thinking to accumulate more, but want to wait until for lower, what would be a good entry price? Does the current price already reflected the worst scenario? If not, how worst the stock price should be usually for such court case happened in these companies? Kindly advice, many thanks.
Q: I looked up your report on this company and it is from 2016! Will you be doing an update? Would you still give it a C rating or has the rating change?
Thanks
Thanks
Q: Do you still like these 2 for the long term?
Ignoring sector allocation and company size, would you add to KXS, PHO or both and briefly why? Looking for the best risk / reward scenario. I currently have half position in each. 5 year + investment. Thank you.
Ignoring sector allocation and company size, would you add to KXS, PHO or both and briefly why? Looking for the best risk / reward scenario. I currently have half position in each. 5 year + investment. Thank you.
Q: What is your opinion of photon's growth potential. Would you be a buyer at the current price for a 3-5 yr horizon.
Q: I find this strange that ATD is down since the offer was annouced and Carrefour has not increased to the offer price. It seems that even the Carrefour shareholders don't think it will go through, so why such a drop in ATD? I don't think this entire deal will go through, the government of France will not allow the sale of the grocery side, but it's possible that Carrefour will be able to sell of their convenience stores, which is what ATD normally wants. What do you think about this option?