Q: What circumstances are most likely to move GSY both in the short and longer term?
Thanks.
Thanks.
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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: Peter Et al;
Just a note to Frank and Enb- Csu,shop and a few others that 5i recommended also at one time were out of favour but seem to be doing ok now. Picking one stock out of all the ones recommended that hasn’t performed - yet- seems a bit premature.
Rod
Just a note to Frank and Enb- Csu,shop and a few others that 5i recommended also at one time were out of favour but seem to be doing ok now. Picking one stock out of all the ones recommended that hasn’t performed - yet- seems a bit premature.
Rod
Q: As per a New York Post and WSJ articles, ATD would be interested in acquiring Speedway from Marathon Petroleum and is apparently looking at selling some of it US Circle K gas station to appease US regulators and, maybe, to free some cash. What would be your views if this transaction materialize.
Q: This stock is one of my favorites thanks to 5i but seems to be lagging for the past couple of months. Is it a cyclical issue? Any concerns?
Q: I see that REAL is reporting at the end of the month. Wondering if you could give me the estimates that are expected? Also, I am curious to hear if you have any thoughts on earnings, (beat or miss) or if you could give your own expectations?
Thanks for everything,
Josh
Thanks for everything,
Josh
Q: Hi Peter/Ryan seeing that SHOP has risen so much from when you first put it in the Model portfolio at 28.84 is it to late to invest in it now at these levels. How much more upside could there be. Thanks, Nick
Q: Thoughts on their 1/4, thanks
Q: Will comercial real estate and in particular mall real estate keep Brookfield in the penalty box for the forseeable future.This name does not respond when the markets are buoyant ...but has. No problem falling with the general mkt.Are there better sectors to be deployed in until we get some Covid clarity?
Q: When does SHOP next report and what is expected?
Q: Hi Guys
Savaria has fallen the last few months quite a bit. I would have thought in a world where people are motivated to stay in their homes, rather than move to long term care, it would be seen as a stock that would benefit from this trend, and the stock would follow.. I know they have companies they own in China - do you think this could be the reason - a concern about this part of their business given current CDN relations with China? I was thinking of adding to my existing position - up to about a 3% position - your thoughts?
Stuart
Savaria has fallen the last few months quite a bit. I would have thought in a world where people are motivated to stay in their homes, rather than move to long term care, it would be seen as a stock that would benefit from this trend, and the stock would follow.. I know they have companies they own in China - do you think this could be the reason - a concern about this part of their business given current CDN relations with China? I was thinking of adding to my existing position - up to about a 3% position - your thoughts?
Stuart
Q: Are you surprised this company is not trading near it’s 52 week high? With so many businesses having to shutdown because of COVID, I thought It would make what ATS has to offer even more attractive.
Q: New H today.How far can it goes? Please comment.Txs for u usual great services & views
Q: Market is indifferent to their recent investments,the latest being its $1B advance to BPY.un ,owners of office buildings & malls & urban retail properties .Bpu.un & its us subsidairy will repay Bam.a with their shares. Please comment. Is it timely to buy Bam.a Txs for u usual great services & views
Q: Hi Team:
I made a 20% profit in the above REAL.ca; it was only a half position
but as it keeps on going up, I was waiting for a pull-back
would you recommend buy (put in another 1/4 position) or hold
or sell and take the profit?
thanks
Michael
I made a 20% profit in the above REAL.ca; it was only a half position
but as it keeps on going up, I was waiting for a pull-back
would you recommend buy (put in another 1/4 position) or hold
or sell and take the profit?
thanks
Michael
Q: Lightspeed is up 12% today and I don't see any news. Any idea why it is performing so well??
Ken
Ken
Q: I was disappointed in your answer to Andrew on June 30th regarding GIL. I too bought GIL based on your rating and recommendation (B+). I subscribe to 5i to help simplify my investment decisions, and do not expect to have to look for other subtle clues such as portfolio weight etc to assess how you actually feel about a stock. I don't expect perfection, but I do expect clarity, and timely updates of prior ratings if sentiment changes.
Q: Hi Peter, Ryan and Team,
This item was recently highlighted on BNN: "Parkland may return to high-yield debt to fund M&A: CFO". Is this a concern going forward, or should we stay the course with a total portfolio weight of 2.86%? Thanks for your insight.
This item was recently highlighted on BNN: "Parkland may return to high-yield debt to fund M&A: CFO". Is this a concern going forward, or should we stay the course with a total portfolio weight of 2.86%? Thanks for your insight.
Q: Hi there,
REAL stocks are up this year significantly still they are buying back shares..does this make sense? Why do companies do this? Thanks.
Regards,
Shyam
REAL stocks are up this year significantly still they are buying back shares..does this make sense? Why do companies do this? Thanks.
Regards,
Shyam
Q: Hello 5i team,
What is your take at this point for Gildan? How much cash do they have on hand?
I bought around the same time as your recommendation ($49.33). At the current price of ~$20.50, would you be reviewing this holding or are you still quite comfortable until the world returns to normal. When is the next quarter?
Thank You,
Andrew
What is your take at this point for Gildan? How much cash do they have on hand?
I bought around the same time as your recommendation ($49.33). At the current price of ~$20.50, would you be reviewing this holding or are you still quite comfortable until the world returns to normal. When is the next quarter?
Thank You,
Andrew
Q: hello 5i Research team, PHO: 3 of the 5 board members only got 75% or 76% of « vote for » at the annual meeting. This is quite unusual. Could you identify some potential significant investors that would have voted against? Are awhere of anything about those persons that would explain this? Should I worry, especially with a new president? Can we expect some divergence of opinion between management and shareholders that could cause some change in the organization? Thank you for your collaboration, Eric