Q: Was considering buying CSU in the near-term, buy am wondering if it is better to wait until after the Tropicus spin-off? CSU will drop once that occurs correct? I would not expect to be buying enough shares to receive any Tropicus shares so seems like waiting may be best?
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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: Good afternoon Peter & Team,
LSPD. has gone up quite a bit recently. Please provide you comments on if further gains are possible based n earnings, etc. Or do you think I should sell as it has doubled since I bought it.
Thank you as usual,
Rossana.
LSPD. has gone up quite a bit recently. Please provide you comments on if further gains are possible based n earnings, etc. Or do you think I should sell as it has doubled since I bought it.
Thank you as usual,
Rossana.
Q: Given my two portfolios (TFSA, Unregistered), I just added in some inheritance - 491 shares of CAE, I'm looking to trim back a good portion and reinvest in some other ideas to accompany my total list of holdings, or add to some current positions you feel are showing promise at todays price action and growth strategy would keep accelerating post covid.
I know you guys like CAE right now, Id like to know how much you feel would be a good trim to keep diversification and what would you recommend to reinvest in? I was thinking of trimming back to $4000 - would you agree?
I know you guys like CAE right now, Id like to know how much you feel would be a good trim to keep diversification and what would you recommend to reinvest in? I was thinking of trimming back to $4000 - would you agree?
Q: I realize these are two completely different companies with one dividend producer and one that could rebound significantly post Covid, If you were to choose one of the two for a two to three year return, which one would you pick.
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: Hi there,
Shopify has performed remarkably well since IPO and I noticed you've moved it from your growth portfolio and into the balanced equity portfolio. In terms of total stock price appreciation from here, which of the 2 do you think will outperform over the next 5 years? In your personal opinion, which would you buy today?
Thanks!
Shopify has performed remarkably well since IPO and I noticed you've moved it from your growth portfolio and into the balanced equity portfolio. In terms of total stock price appreciation from here, which of the 2 do you think will outperform over the next 5 years? In your personal opinion, which would you buy today?
Thanks!
Q: Hello -
I'd like to buy ATD.B. It appears to be at a reasonable valuation relative to it's past if I'm interpreting my info from Morningstar correctly. I'm just wondering how much of this comes at the expense of their exposure to transportation fuel. I already own SU, TRP and ENB to know enough of how the association with "dirty" energy knocks down a stock's price.
I know that you like their management. Do you have concerns about ATD.B going forward with all the talk of EV's these days ?
I'd like to buy ATD.B. It appears to be at a reasonable valuation relative to it's past if I'm interpreting my info from Morningstar correctly. I'm just wondering how much of this comes at the expense of their exposure to transportation fuel. I already own SU, TRP and ENB to know enough of how the association with "dirty" energy knocks down a stock's price.
I know that you like their management. Do you have concerns about ATD.B going forward with all the talk of EV's these days ?
Q: Hi,
Not sure where I read it but somewhere I saw a comparison of SHOP to the FAANG stocks and that it could achieve that level over time. Do you agree? Could it be a trillion dollar company? Can you see a large tech company in the U.S. acquiring it?
Thanks,
Jason
Not sure where I read it but somewhere I saw a comparison of SHOP to the FAANG stocks and that it could achieve that level over time. Do you agree? Could it be a trillion dollar company? Can you see a large tech company in the U.S. acquiring it?
Thanks,
Jason
Q: This company seems to check all the boxes. Gaining share in a market, operating a capital-light business model that is tech-enabled with the network-effects of a platform connecting independent real estate professionals to lenders while growing new lines of business adjacent to their bread and butter (in Title Insurance and Data). Does this company seem too good to be true and there's some suspicious going on that we don't understand as minority shareholders?
If the business is so good, go high margin and so easy to win deals with Tier 1/2/3 suppliers doesn't that sounds like there barriers to entry are low and there may be increasing competitive forces coming up the rear end?
If the business is so good, go high margin and so easy to win deals with Tier 1/2/3 suppliers doesn't that sounds like there barriers to entry are low and there may be increasing competitive forces coming up the rear end?
Q: Morning ... I have 100K and will be investing into 10 companies from the BE portfolio. I will not need this money for 10 years ...could you please give me your recommendations. Please stay safe.
- BRP Inc. Subordinate Voting Shares (DOO)
- Premium Brands Holdings Corporation (PBH)
- Boyd Group Services Inc. (BYD)
Q: I currently own both BYD and PBH and would like to add a third consumer cyclical stock for my LIRA account. Which stock would you recommend? Have 10 years before having to convert to LIRF.
Thanks
Thanks
Q: Thanks for Thursday's update...I know Air Canada's balance sheet is stretched but my TFSA positions are held for the long term. Would an Air Canada position be a good for placing in TFSA?....Thanks for your input.....Tom
Q: With a takeover offer on the table, and some large share holders against the deal at the current price, do you think its likely that a) the pot gets sweetened, or b) the deal falls apart......or c) they except, but that's a boring option :-)
Thanks as always
Dave
Thanks as always
Dave
Q: Hi there. After listening to the cc and investor say as well as the Q&A here, it would seem that a major growth area for REAL to land a tier one bank in the US and once done leverage the refi platform to go for originations in T&C. My question is, would the completion of an agreement with said bank(S) be considered material or would it only be communicated in quarterly financials?
Q: Who are lspd’s competitors? You often here the company being compared to Shopify but isn’t it more similar to Square, which has also been surging higher recently. Thank you so much for recommending Lspd and all the excellent work you do, particularly your ins
Q: When does LSPD announce earnings next?
Sheldon
Sheldon
Q: My questions is above. LSPD IS that a good stock to buy now?
Q: Hello 5i team,
Regarding REAL: you mentioned it is now a weighting decision. I am a patient investor who likes to buy quality companies while they are at bargain price. If a full position is 5% in an already diversified portfolio, up to what weighting would you recommend? What surprised (disappointed) you and the market in their quarterly results or conference call?
Thank you for your collaboration, Eric
Regarding REAL: you mentioned it is now a weighting decision. I am a patient investor who likes to buy quality companies while they are at bargain price. If a full position is 5% in an already diversified portfolio, up to what weighting would you recommend? What surprised (disappointed) you and the market in their quarterly results or conference call?
Thank you for your collaboration, Eric
Q: Thoughts on DOO's earnings this morning and outlook?
Q: As a senior, what is your opinion on the future of Dollarama - with such a small dividend is it advisable to buy more, hold or sell?
Thanks for your advice.
Thanks for your advice.
Q: After an amazing recovery goos is down in pre market cause of a 2 notch downgrade by BTIG. What is your POV on their analysis?
Sheldon
Sheldon