Q: Hello. Further to the Walmart deal, are there any one way limitations built into this deal prohibiting SHOP from pursuing similar deals with other large retailers? If not, does this serve as something of a template for future deals, or is this a one-off because of Walmart's specific attempt to grow its web presence? Any other details or thoughts on how this specific deal affects SHOP would be appreciated. Thank-you.
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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: I see that GC has started opening in Nova Scotia. Can you give your thoughts on adding to a 2% position with a 3-5 year time horizon? Are you aware of how greatly the modifications they will have to put I place could/will affect earnings?
Thanks as always for all your great advice
Brian
Thanks as always for all your great advice
Brian
Q: I see you like this company, with good reason. I also see that it spent most of 2019 consolidating and that it is now retracing from an obviously overbought price level. Considering the company's fundamentals; revenue growth, earnings growth, and such other factors as you consider pertinent, at what price levels would you consider entry represented a significantly attractive opportunity. Please include market sentiment in your evaluation by assigning a price bracket to your response. Thank you.
Q: How much cash (in total and dollars per share) does GUD have? Does this represent a potential floor for the stock? Just curious whether 5i likes the risk / reward.
Q: I noticed that on your May monthly portfolio report NFI is only 1.2%. Is this a wait and see before adding more ? What is holding you back from adding to this stock?
Thanks
Thanks
Q: Comment on the Rubikloud acquisition svp.
Q: Hi 5i Team:
I have been taking profits of SHOP but only to see it going up. Currently I still own some 8% of it in my portfolio after selling some early this morning. My capital is more than fully recovered. Should I still trim it down to 5%?
Thank you.
LL
I have been taking profits of SHOP but only to see it going up. Currently I still own some 8% of it in my portfolio after selling some early this morning. My capital is more than fully recovered. Should I still trim it down to 5%?
Thank you.
LL
Q: What, if any, impact to Primo do you see from Nestle's announced explorations into getting out of the water business in N America? During the Cott-to-Primo business transition, Primo's financial statements are rather more difficult to digest, but at the very least, Primo doesn't seem to have the capability to buy much of the Nestle water business. What other companies might benefit from Nestle's divestiture, and how might that affect Primo?
Deduct credits as required for multiple questions. Thanks.
Deduct credits as required for multiple questions. Thanks.
Q: Good day team i would like to hear your thoughts on shopify as a future hold What are the downside risks at current levels versus earnings Thank you
Q: What's up with WSP? It held up quite well since March but after
issuing some financing a little while ago it slipped back and seems to be languishing, even during the run up prior to Thursday. What was the financing for? Was it a prudent time to do that? There had been some mention of a merger with a US entity; was the financing related to that and is that going ahead? And last, where do you see this equity going from here. Thanks for your excellent service.
issuing some financing a little while ago it slipped back and seems to be languishing, even during the run up prior to Thursday. What was the financing for? Was it a prudent time to do that? There had been some mention of a merger with a US entity; was the financing related to that and is that going ahead? And last, where do you see this equity going from here. Thanks for your excellent service.
Q: LSPD participated conference hosted by RY on Jun 11. Any comments please.Will participate in fireside chart by 8 Capital at 2pm et June 15 & conference by NA on Jun 16 Txs for u usual great services & views
Q: TFII has executed a perfect V-shaped recovery, but how does its remaining upside compare to other sectors (for example, insurance and industrials) which aren't so far along their recovery trajectories? Considering, also, that some in the latter sectors offer more generous dividends, on what basis is TFII actually preferable?
Q: Hello team, after a large down day in the markets today Primo ended up in the green. Is there any explanation for this? - eg Primo company?👩‍🦲
Mucho gracias
Mucho gracias
Q: I thought the quarterly results that were released yesterday by Transcontinental were reasonably good considering the Covid -19 pandemic. What is your view of the results. Thanks.
Q: Hi there,
I'm looking to purchase a full position of BYD. It's come off a little bit and I was wondering if it's a decent entry point of it's better to wait for Q2 for this company. I suspect with driving down so much, their Q2 numbers could be soft. What is your opinion and what would you do.
Thanks!
I'm looking to purchase a full position of BYD. It's come off a little bit and I was wondering if it's a decent entry point of it's better to wait for Q2 for this company. I suspect with driving down so much, their Q2 numbers could be soft. What is your opinion and what would you do.
Thanks!
Q: The profitability of the life insurance company is negatively impacted when the interest rates are low. Since the interest rates may remain low for a while, does it make sense to buy Sunlife at the moment?
Q: Is this a good entry point for this stock?
Q: I am interested in WELL and have been watching it for some time, but I have one nagging question I wanted to ask. I was part of the PHM hype a few years ago and was flying high (like everyone) until it came crashing down. The hype around WELL as well as being in the healthcare space reminds me a lot of PHM. But is that where the similarities end? Do you like it at today's levels? Thanks.
Q: I was looking to purchase an undervalued stock and considering ATD.B but today it is down over 3% and underperforming the S&P. There was a change in the board of directors (which may have contributed) and CFRA reduced its rating from Buy to Hold due to volatile crude prices and restricted global traffic. Do you see this as a longer term trend or is it an opportunity to buy now or a bit later? Can you recommend other undervalued Canadian stocks for a balanced equity portofolio?
thanks
thanks
Q: Hi
TD put PHO Photon control in their portfolio yesterday. As per an earlier question on the jump in price.
J
TD put PHO Photon control in their portfolio yesterday. As per an earlier question on the jump in price.
J