Q: Gentlemen
Thoughts on the latest quarterly report?
Thoughts on the latest quarterly report?
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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: 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 $39.30)
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Granite Real Estate Investment Trust (GRT.UN $79.42)
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Dream Industrial Real Estate Investment Trust (DIR.UN $12.33)
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 $3,678.31)
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WSP Global Inc. (WSP $282.12)
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Celestica Inc. (CLS $371.47)
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Descartes Systems Group Inc. (The) (DSG $136.42)
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Toromont Industries Ltd. (TIH $160.68)
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TFI International Inc. (TFII $134.69)
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ATS Corporation (ATS $37.71)
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Thomson Reuters Corporation (TRI $225.71)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $227.96)
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Lumine Group Inc. (LMN $36.30)
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!
Q: One of the great things about CSU that makes them “investor friendly” is that they don’t issue shares. If they aren’t raising capital by selling shares, what’s the benefit to the board/company being publicly traded?
Q: Hi. Follow-up on your previous EQB good results quarter question. Being a rookie investor I just don’t understand after such a good quarterly report why the stock went on sale down $9.99 at one time today. Can you explain in plain layman’s term why or at least give a guess why such a big drop? If this report would have been horrible does that mean the price would have jumped? Just when I thought I knew how the game worked this change has added some confusion to my thought process. Thanks again for all that you’se guys do for us amateurs. Ken. :-)
Q: Comments please. Why the big drop in price, profit taking? The earnings report looked positive or is there something I'm missing. Can you provide an outlook on future growth? Should one continue to hold or move elsewhere, and if move on, what suggestions would you have.
Thank you
Thank you
Q: Good morning, Please comment on the last 1/4 Earnings report. It appears that AEM is the best of all the miners but its still trading at 2016 prices , with the lowest AISC and minimal debt and excellent takeovers the last few yrs.
Thanks,
George
Thanks,
George
Q: Hello team,
Why would a company such as Docebo be priced so expensively in terms of P/E and price to sales and what about the major competitors in the LMS domain, do they also trade so expensively?
Why would a company such as Docebo be priced so expensively in terms of P/E and price to sales and what about the major competitors in the LMS domain, do they also trade so expensively?
Q: How do you feel about Kinaxis moving forward after going over their results?
Q: What’s your view and opinion on BNS’ quarterly result?