Q: Thoughts on earnings ? 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: Hi 5i
Without significant momentum and a lack of a reinstated dividend what catalyst could come along to make CAE a good long term hold or buy?
Is there a good reason why this is still dividend-less ?
Thanks
Without significant momentum and a lack of a reinstated dividend what catalyst could come along to make CAE a good long term hold or buy?
Is there a good reason why this is still dividend-less ?
Thanks
Q: Hps.a shot up like a rocket since U recomended it on Oct 10 @ $52.25. to $75.16 H,but last few days dropped to $65.75. Any reason for the fall.Please advise a good entry point.Thanks for U usual great views and services.
- AMETEK Inc. (AME)
- Roper Technologies Inc. (ROP)
- Constellation Software Inc. (CSU)
- Heico Corporation (HEI)
- Topicus.com Inc. (TOI)
- Lumine Group Inc. (LMN)
Q: How does Roper compare to CSU? Thanks.
- Dollarama Inc. (DOL)
- FirstService Corporation (FSV)
- goeasy Ltd. (GSY)
- GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
- TECSYS Inc. (TCS)
- Trisura Group Ltd. (TSU)
- WELL Health Technologies Corp. (WELL)
- Converge Technology Solutions Corp. (CTS)
- Docebo Inc. (DCBO)
Q: Which companies in the 5i Growth portfolio have the most consecutive quarters of revenue growth? Please list top three in order.
Thanks!
Thanks!
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Galaxy Digital Holdings Ltd. ordinary shares (GLXY)
Q: Hi Everyone!!
I have made some profit with Shop and was thinking of skimming a little off and buying some Galaxy. I know...we are comparing apples to oranges. Do you think that Galaxy has some good growth potential ahead of it to make this move worthwhile?
Cheers and Thanks,
Tamara
I have made some profit with Shop and was thinking of skimming a little off and buying some Galaxy. I know...we are comparing apples to oranges. Do you think that Galaxy has some good growth potential ahead of it to make this move worthwhile?
Cheers and Thanks,
Tamara
Q: Comments on earnings , Seems to be an unappreciated company
Q: The results for Nuvei look like they have been well received. Does it look like short covering or the start of an upward trend?
May I have your comments on the results? Would you consider adding to a (losing) position in a TFSA? Or selling on this bump?
Thank you, JaneN
May I have your comments on the results? Would you consider adding to a (losing) position in a TFSA? Or selling on this bump?
Thank you, JaneN
Q: Hi, Any comments on the results ? Thanks
Q: What do you think of their press release yesterday. I am thinking of adding to may small position
Thank You.
Thank You.
Q: Results are out, not sure they're very good.
What is your analysis and conclusion tell you on these earnings results.
Sheldon
What is your analysis and conclusion tell you on these earnings results.
Sheldon
Q: Could you please discuss the significance of the following:
American Express announces it has selected Nuvei Corporation as its first acquirer authorised to promote and sell PwBt's Open Banking-enabled payment method.
I realize this is only for the UK but could you please explain what this might mean going forward for other geographic areas the 2 companies operate in. In other words, is this the start of a partnership that might provide strong tailwinds for Nuvei.
American Express announces it has selected Nuvei Corporation as its first acquirer authorised to promote and sell PwBt's Open Banking-enabled payment method.
I realize this is only for the UK but could you please explain what this might mean going forward for other geographic areas the 2 companies operate in. In other words, is this the start of a partnership that might provide strong tailwinds for Nuvei.
Q: Hi, What are the street estimates for the quarter ? Thanks
Q: You’ve picked and stuck with some real winners in the past. You were upbeat on nividia well before it jumped in price as an example! Do you think BN will be a longer term winner? You likely address this in a prior question (in which case please feel free to direct me to your answer), but I am wondering if can briefly give me your top reasons why one may want to buy and hold BN. Thanks.
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- Royal Bank of Canada (RY)
- Toronto-Dominion Bank (The) (TD)
- Bank of Nova Scotia (The) (BNS)
- Enbridge Inc. (ENB)
- Sun Life Financial Inc. (SLF)
- Intact Financial Corporation (IFC)
- Alimentation Couche-Tard Inc. (ATD)
- Miscellaneous (MISC)
- Hydro One Limited (H)
- Brookfield Corporation Class A Limited Voting Shares (BN)
Q: I'm looking to invest $60,000 for a minimum of 5 years. This money will be used towards a downpayment for a house. Can you please comment on a split of 50% SPY and 50% quality stocks, such as GOOG, MSFT, SLF, ATD, BN. Also can you please suggest some additional stock ideas that are fairly conservative for a 5 year hold. Thanks!
Q: hi folks...opinion on Q results for Trisura tsu/t....Scotia has EPS23E of $1.47, but 24E of $2.84...quite an increase....thoughts going forward, thanks, jb
Q: Hello 5i,
Just had a look at ATS balance sheet which your report on Sept 5th suggested had improved. Can you help me understand how the more than doubling of "goodwill and other intangibles" which in march of 2020 were $800+million, compared to march 2023 were $1.7 billion will impact the company going forward? How did "intangible" assets grow so much and does this typically inflate assets on the Balance Sheet? Total debt in that time frame has also doubled. With reporting due next week(?) is there anything else you can shed light on for we shareholders?
Does ATS usually meet or miss on numbers?
TIA,
Just had a look at ATS balance sheet which your report on Sept 5th suggested had improved. Can you help me understand how the more than doubling of "goodwill and other intangibles" which in march of 2020 were $800+million, compared to march 2023 were $1.7 billion will impact the company going forward? How did "intangible" assets grow so much and does this typically inflate assets on the Balance Sheet? Total debt in that time frame has also doubled. With reporting due next week(?) is there anything else you can shed light on for we shareholders?
Does ATS usually meet or miss on numbers?
TIA,
- Brookfield Asset Management Inc Class A Limited (BAM)
- Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Hi,
Total return, long term investor with a diversified portfolio. I have a tiny position in BAM that I either want to add to or sell. If I sell, I could put the proceeds into BN.
Does it make sense to consolidate into BN or to build a bigger position in BAM? Which is likely to have the best total return over the next few years?
Thank you, Michael
Total return, long term investor with a diversified portfolio. I have a tiny position in BAM that I either want to add to or sell. If I sell, I could put the proceeds into BN.
Does it make sense to consolidate into BN or to build a bigger position in BAM? Which is likely to have the best total return over the next few years?
Thank you, Michael
Q: Savaria with another strong day
What is the Long term plan of Savaria?
What is the Long term plan of Savaria?
Q: Hi, Could you please comment on the quarterly results out Today. Do these numbers and commentary provide any further support to 5i thesis on this name ? Thank You