Q: I have a question about IWO. ( GROWTH PORTFOLIO). How Would you compare it to Mawer Global small cap. Which one Would you prefer ( considering taxes, fees, performance, expected return). I would like to know this in context of growth portfolio. 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: RE- smaller (around 2%-2.5% weight). There are 9 positions with lower weights - some are losing while some are lower wights to start with. Is there any rational in keeping those low convictions. why not consolidate few or may be buy more of if we still like. Just wondering what is your thought around these. Thanks
Q: Hi gang, ET is quite weak the last two weeks. Any news? Do you still like this stock? Thanks Rob
Q: Hi, TOY stock price has recently seen a nice rebound after a setback, when TOYs'rs bankruptcy talk surfaced several weeks ago. The news flow has also been fairly positive, lately. I read on a BB that TOYs'r us owe $22 mln to Spin Master. Any comments ? Thanks
Q: Thanks to your sage advice, I invested in Magna some time ago and am now enjoying the fruits of my labour. My question is does this stock remain potentially quite undervalued and would further purchases been recommended?
Appreciate your insight.
Paul F.
Appreciate your insight.
Paul F.
Q: Significant drop today any news that you may be aware of.
Thanks
John
Thanks
John
Q: My 20 year old son has started a stock portfolio and currently holds 11 stocks and will add a few a year. We are following your balanced portfolio. He was overweight energy and sold a position today on the recent bounce. He only holds TOY in the consumer area, MX in the materials area, and SIS in industrials. We are looking at adding in one of these three areas. Any suggestions? also holds SHOP, CLS, KXS, ALA, BNS, ECN, GUD.
Q: I noticed insider buying in this company.
what rating would you give it?
what rating would you give it?
Q: Hi, I have been watching/reading the dialogue with other ATD.B holders today. I know you don't possess a Crystal Ball but, do you think this situation will likely present an opportunity to purchase more shares at say at $54-$55? Much depends on the market mood and thus may disregard the quality of ATD and over sell.
ThankYou
ThankYou
Q: Peter and team
If I could buy one of these two today for a long term hold which would you choose and why. (Sector allocation aside)
Phil
If I could buy one of these two today for a long term hold which would you choose and why. (Sector allocation aside)
Phil
Q: These companies were both recently rated as a B, which seems odd. DSG has a long track record of superior earnings growth, consistent growth over many years, predictable earnings, better management, better management credibility, stable executive suite, a deeper executive suite, major barriers to entry, a niche business.... This is not to say that AVO is a bad company, just seems not be of the same quality level as DSG. Does the high DSG valuation supersede all of these other factors? Appreciate your comments.
Q: Photon Control (PHO) is up strongly today on stronger than normal volume. I couldn't find any specific statements from the company linked to this, but yesterday Lam Research, a semiconductor equipment maker that uses PHO's products, announced results that were well received by the market. Is this driving the sentiment about PHO?
Thanks to the 5i team for informative and balanced insight.
Thanks to the 5i team for informative and balanced insight.
Q: Hello team,
Not sure if you can answer this question but suppose Metro sells half of its shares in ATD, how much/what do you think ATD price will drop by/to?
Have a wonderful weekend!
Not sure if you can answer this question but suppose Metro sells half of its shares in ATD, how much/what do you think ATD price will drop by/to?
Have a wonderful weekend!
Q: Hello 5i,
David Burman in the G&M today suggests selling Couche-Tard if Metro sells its shares in it. With the potential Metro/Jean Coutu merger, what if any action, and when, should investors take with their Couche-Tard holdings? For context, I own Couche-Tard, Loblaw and Northwest Company in consumer staples.
Thank you, Michael
David Burman in the G&M today suggests selling Couche-Tard if Metro sells its shares in it. With the potential Metro/Jean Coutu merger, what if any action, and when, should investors take with their Couche-Tard holdings? For context, I own Couche-Tard, Loblaw and Northwest Company in consumer staples.
Thank you, Michael
Q: Good morning,
Bearish article on Couche Tard in the Globd this morning. Berman cites Metro would dump its significant stake in ATD in order to find the Jean Coutu acquisition. Je suggests exiting the stock. I just I Have held couche tard for the better part of 18 months and stock only drifting lower.
Please comment. Is couche tard still viewed as a high conviction stock by 5i?
Thank you
Karim
Bearish article on Couche Tard in the Globd this morning. Berman cites Metro would dump its significant stake in ATD in order to find the Jean Coutu acquisition. Je suggests exiting the stock. I just I Have held couche tard for the better part of 18 months and stock only drifting lower.
Please comment. Is couche tard still viewed as a high conviction stock by 5i?
Thank you
Karim
Q: Hi, Could you please provide some more details about Clayton's question/comment "Alibaba is seeking to enter the space that SHOP presently occupies". Where can I find the source of this talk/news? Thanks
Q: Hi 5I
Could you provide an opinion on Pure please. Any news recently to justify the price movement or just the nature of small caps?
Thanks
Mike
Could you provide an opinion on Pure please. Any news recently to justify the price movement or just the nature of small caps?
Thanks
Mike
Q: When does pho and sis report and do expect good quarters.
Q: Can you comment on PBH's recently accounced acquisition of Skilcor food products ?
Thank you
Karim
Thank you
Karim
Q: I added ENB recently on your comments.On BNN yesterday it was said that they are heavily in debt,not enough cash flow to pay their dividend and might have to go to the equity market for cash diluting stock value.
Is this true? what is their recent payout ratio?
Thanks Kim
Is this true? what is their recent payout ratio?
Thanks Kim