Q: Gold stocks seem to be coming back to life on concerns over US debt. Do you see an opportunity here with any large players and if so which ones.
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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: Can I please have your comments on Constelllation's earnings. Still a top recommendation?
Q: I own STN. No complaints but would appreciate your opinion/comparison of these three companies.
Thank you..
Mike
Thank you..
Mike
Q: CLS had almost doubled in a month.
Do you think this is justified or unmitigated exuberance?
Sheldon
Do you think this is justified or unmitigated exuberance?
Sheldon
Q: What's the deal with lumine, the added shares and large minus in EPS. The bottom line for me as a shareholder is there going to be a precipitous fall in the shares or are we going to see a consolidation ahead. Too many companies add to their share count and then fall. I want to keep the faith but I've been burned before. So what's the verdict; sell, hold or buy.
Q: Seems like a lot going on within. Can you explain what the implications may be? thx
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Wheaton Precious Metals Corp. (WPM)
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Agnico Eagle Mines Limited (AEM)
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K92 Mining Inc. (KNT)
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Karora Resources Inc. (KRR)
Q: Gold is at new highs but based on a review of recent answers, gold miners are not seeing share price appreciation because of the costs of production and other factors.
Are there any gold stocks that you think are worth buying?
Are there any gold stocks that you think are worth buying?
Q: Gentlemen
Thoughts on the latest quarterly report?
Thoughts on the latest quarterly report?
Q: What's your take on the special div?
It's funny, many of the people (non experts) I follow on Twitter/X aren't impressed, as everyone would rather see that money stored up to continue with acquisitions. I guess CSU/TOI/LMN has raised their own bars so high a special div seems small compared with the overall returns people have some to expect from them....
It's funny, many of the people (non experts) I follow on Twitter/X aren't impressed, as everyone would rather see that money stored up to continue with acquisitions. I guess CSU/TOI/LMN has raised their own bars so high a special div seems small compared with the overall returns people have some to expect from them....
Q: Your comments on the Q4. Does not look that bad but after hours are terrible. Margins seem to improve, the expectations were too high? Time to add on weakness? What about the customer retention?
Thanks
Thanks
Q: What would be your 2 or 3 top picks in your Growth Portfolio right now?
Thanks
Thanks
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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Granite Real Estate Investment Trust (GRT.UN)
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Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: I have a few REITs in my portfolio for income. The income has been consistent so far.
Why has the sector dropped so much in value? What conditions need to exist for them to recover their value.
Is the income at risk of decreasing?
Why has the sector dropped so much in value? What conditions need to exist for them to recover their value.
Is the income at risk of decreasing?
Q: Can you please give me an updated opinion of WELL, thanks.
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Constellation Software Inc. (CSU)
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WSP Global Inc. (WSP)
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Celestica Inc. (CLS)
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Descartes Systems Group Inc. (The) (DSG)
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Toromont Industries Ltd. (TIH)
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TFI International Inc. (TFII)
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ATS Corporation (ATS)
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Thomson Reuters Corporation (TRI)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Lumine Group Inc. (LMN)
Q: Please provide me with your 5 of your best Industrial companies and Tech companies
Q: I recall a few years ago that Blue Yonder launched a law suit against KXS over some patent issues. Any update on this? Is it an overhanging issue for the company? Do you feel it is weighing on the stock and that investors should be taking this into account?
Thanks.
Thanks.
Q: Hi Peter
Can you review the LMN results and provide your feedback on the results. Also can you comment on valuation EV/Ebitda and its growth rate relative to expectations.
Thanks for everything
Can you review the LMN results and provide your feedback on the results. Also can you comment on valuation EV/Ebitda and its growth rate relative to expectations.
Thanks for everything
Q: Hi Peter & 5i,
Would you please give your asessment of TCS' 3rd quarter.
Just started looking at this company from your last growth portfolio update. Would you be able to give what their historical Annual Renewal Rate (ARR) % has been on their contract subscriptions?
Thanks for your always great advice and information.
Would you please give your asessment of TCS' 3rd quarter.
Just started looking at this company from your last growth portfolio update. Would you be able to give what their historical Annual Renewal Rate (ARR) % has been on their contract subscriptions?
Thanks for your always great advice and information.
Q: Hi Peter & 5i team,
Thinking of adding more WSP global for a long term hold. What do you think of the stock price today versus earnings growth.
Thank you
Thinking of adding more WSP global for a long term hold. What do you think of the stock price today versus earnings growth.
Thank you
Q: What might be reasons for recent weakness in SHOP? As of Monday morning, it's down again more than the market decline. Is SHOP still rated high by 5i as a top pick? If not, what has changed?
Q: I am investigating CLS as a potential long term investment. In a recent answer to a question, 5i stated that CLS seems to be putting things together much better now. What is CLS putting together much better now, and is it sustainable? How important is AI, to CLS future share price? Could you elaborate on the most major risk to CLS share price? Would you consider CLS a good hold for five plus years?? Thanks for the excellent analysis!