Q: ATD.B is by far my largest holding in my portfolio. I have owned it since the early 1990's. If it was not my large holding I would be a buyer of ATD.B today. An alternative is to buy call options. What do you think of this strategy and which call option would you recommend?
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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: Hi,
I just purchased ATD.B at $42 thinking I was getting a good price. I guess not. I started with a 3% position so I still have room to add. Would you add on this news? It seems that this French grocer operates a number of convenience stores and has a footprint in Asia. Could this be a reason for the acquisition? Not sure why make a pitch for the whole Company if only parts of it are strategic to ATD.B.
Thanks,
Jason
I just purchased ATD.B at $42 thinking I was getting a good price. I guess not. I started with a 3% position so I still have room to add. Would you add on this news? It seems that this French grocer operates a number of convenience stores and has a footprint in Asia. Could this be a reason for the acquisition? Not sure why make a pitch for the whole Company if only parts of it are strategic to ATD.B.
Thanks,
Jason
Q: Hello
Is today’s offer of twenty euros for Carrefour positive for Atd.b? Any comments about the drop of more than $3.00 today?
Thanks.
Is today’s offer of twenty euros for Carrefour positive for Atd.b? Any comments about the drop of more than $3.00 today?
Thanks.
Q: Happy New Year and thank you for all your wise advice over the last tumulus year. Between ATD and DOL, which of these 2 companies do you feel offer the best investment opportunity over the next 5+ years, taking into consideration, stability, risk, dividend and sales growth.
Thank you
Thank you
Q: QST.V (Questor Technology) is in your model growth portfolio and is down 47% from your purchase price.
Would explain why and is it a buy today?
Would explain why and is it a buy today?
Q: I made a typo on a direct investing account and bought Alaris in ERR. I left the holding as was. Now, a few weeks later, I fell off my chair when I saw it has only 16 employees. Do you know anything about management’s ability and track record? I like the business model but wonder if the tiny team is such that it loves the thrill of risk so much that it gets drunk on it. ( I have known such teams at startups I bought in private placements. I have paid dearly for my lack of innoculation-- <shudder> ).
Q: Hi, my respected 5i team
Similar to my last question, these 3 high teck stocks are Canadian.
What do you think about the valuations here and are they still safe to hold?
Similar to my last question, these 3 high teck stocks are Canadian.
What do you think about the valuations here and are they still safe to hold?
Q: Is Lightspeed Venture Funds part of Lightspeed POS which is in the Growth Portfolio.
Thank You for you great work
Clarence
Thank You for you great work
Clarence
Q: I just took a quick look at the portfolios year-end numbers...congrats on the performance this year on all 3 portfolios.
Regarding the Balanced Portfolio, I note the asset allocation for Industrials @ 30% and Technology @ 19%, which appear to me to be almost a "bet" on these two sectors...50% allocated to these appears to be fairly aggressive. It has worked very well so far, but are you considering rebalancing at all?
Thanks...Steve
Regarding the Balanced Portfolio, I note the asset allocation for Industrials @ 30% and Technology @ 19%, which appear to me to be almost a "bet" on these two sectors...50% allocated to these appears to be fairly aggressive. It has worked very well so far, but are you considering rebalancing at all?
Thanks...Steve
Q: Hi 5i team,
Where is the PR group of KXS these days? They are strangely silent on the Blue Yonder complaint in a Texas court on patent infringement. The only item I see is the Dec 14th release saying that KSX will vigorously defend itself against the claims. That’s it. Has it gone to trial? Has KXS set out any defense? Most companies under attack would at least issue some sort of rebuttal. What do you make of this silence?
Thanks again.
Dave
Where is the PR group of KXS these days? They are strangely silent on the Blue Yonder complaint in a Texas court on patent infringement. The only item I see is the Dec 14th release saying that KSX will vigorously defend itself against the claims. That’s it. Has it gone to trial? Has KXS set out any defense? Most companies under attack would at least issue some sort of rebuttal. What do you make of this silence?
Thanks again.
Dave
Q: I am starting to rebalance my portfolio. Are you happy with the BE portfolio as it is? If not, what changes would you consider.
Also, who is Topicus?
Also, who is Topicus?
Q: Hi,
Question from Penny on January 4th about the buyout. You said we need to advice our broker that we want to tender to the offer. This is also my first time holding a company that has been bought out.
Just to make it clear, when doing this the shares will be tendered at 15.22$ (purchase price from Goldman) or at market price of the day?
thank you
Question from Penny on January 4th about the buyout. You said we need to advice our broker that we want to tender to the offer. This is also my first time holding a company that has been bought out.
Just to make it clear, when doing this the shares will be tendered at 15.22$ (purchase price from Goldman) or at market price of the day?
thank you
Q: I want to increase my holding in Photon Control considerably. It has an amazing balance sheet and it seems cheap given technology valuations. However, can you help me understand Photon's market and customer base? For example, i read that Apple has begun creating their own semiconductors for optimal hardware/software synergy. Will Photon's clients eventually do this, too?
Best,
Jacob.
Best,
Jacob.
Q: Please explain why you have moved SHOP from your Growth Portfolio to BE. Thx.
Q: What do you think about the announcement that CAE has procured a contract with the US Airforce?
Q: Currently own Kinaxis in my TFSA. Considering selling half to also purchase Lightspeed. Which do you think has the greatest growth potential? Thanks.
Q: my purchase of csu stock settled jan 8. would I still receive Topicus shares?
Q: Hi folks, waited for tax loss season and bought full position in Knight for my TFSA . What significance, if any, does..."Signed a new exclusive distribution agreement with Gilead for the continued commercialization of AmBisome in Brazil, effective Jan. 1, 2021.", have for Knight. The potentials with Knight seem pretty good...even if they work at a snail's pace. Overall opinion on company into 2021. Thanks as always, jb Piedmont QC
Q: It looks like CSU has paid a dividend of "topicus.com inc svs" shares - at least they've popped up in my brokerage account. Would you please fill me in on what has happened.
Q: I'm using your growth portfolio and would like to add some larger cap exposure/hedge using your balanced portfolio. What I'm thinking is to take one position from the balanced portfolio in each sector that your growth portfolio participates at a 5% position. Would you tell me which names you would use from the balanced portfolio and what percent you would suggest?