Q: Any reason for the big decline this morning ( Tuesday ) ? Good time to add ? Thanks a million.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: It's been a while since we asked about SLP. Share price is largely sideways for the past year. What is your assessment of SLP and are we buyers here? I see a debt free company with next year sales and EPS growth of 12% and 21% and average price target ~40% higher than it is now.
What does the market not like?
I'm looking to add a new industrial and BYD and SLP are being considered. Where does your money go?
What does the market not like?
I'm looking to add a new industrial and BYD and SLP are being considered. Where does your money go?
Q: Gentlemen;
Thoughts on the announced of a significant jump in cashflow and debt reduction?
This is a public question
Thoughts on the announced of a significant jump in cashflow and debt reduction?
This is a public question
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Broadcom Inc. (AVGO $283.34)
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Alphabet Inc. (GOOG $185.94)
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Microsoft Corporation (MSFT $510.05)
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NVIDIA Corporation (NVDA $172.41)
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JPMorgan Chase & Co. (JPM $291.27)
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Mastercard Incorporated (MA $552.66)
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Constellation Software Inc. (CSU $4,984.83)
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Kinaxis Inc. (KXS $201.24)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $174.36)
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Advanced Micro Devices Inc. (AMD $156.99)
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Palo Alto Networks Inc. (PANW $195.78)
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Arista Networks Inc. (ANET $111.78)
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Cadence Design Systems Inc. (CDNS $315.57)
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Super Micro Computer Inc. (SMCI $51.77)
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Vertiv Holdings LLC Class A (VRT $129.06)
Q: JPM has had a decent run but I'm thinking of swapping it for Mastercard. Can I get your thoughts please?
Palo Alto has also been terrific, but I'm trying to add more AI into my portfolio. I'd like to sell it and find a new name, CDN or US. I own MSFT, AAPL, Salesforce, GOOG, Meta, NVDA, Constellation, Shopify and Kinaxis. I was thinking of Taiwan Semi, AMD or Broadcom, but can I get your thoughts please?
Palo Alto has also been terrific, but I'm trying to add more AI into my portfolio. I'd like to sell it and find a new name, CDN or US. I own MSFT, AAPL, Salesforce, GOOG, Meta, NVDA, Constellation, Shopify and Kinaxis. I was thinking of Taiwan Semi, AMD or Broadcom, but can I get your thoughts please?
Q: Any reason you are aware of for the drop in gsy?
Thks
Marcel
Thks
Marcel
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Bank of Nova Scotia (The) (BNS $75.76)
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $79.97)
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Agnico Eagle Mines Limited (AEM $161.61)
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Savaria Corporation (SIS $20.04)
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Aritzia Inc. Subordinate Voting Shares (ATZ $75.31)
Q: These are in my TFSA at red ATZ AEM, BNS, CCL.B, GSY SIS, and these are at green BYD, CSU, LMN, SHOP, WSP, and TFII. Very close to my cost are BN, ENB, MG, DSG. Would you suggest anything for cleaning up or any new addition(s). Please deduct as many points as required.
Thank you
Thank you
Q: Hello team,
Your opinion please on the temporary shut down of processing
operations at its refinery.
Thanx!
Your opinion please on the temporary shut down of processing
operations at its refinery.
Thanx!
Q: Good Morning
Your thoughts on WELL’s transaction with Healwell please.
Thank you
Your thoughts on WELL’s transaction with Healwell please.
Thank you
Q: Savaria having a great Week. Overall what do you see and what do you think about the upcoming Year on SIS. Thanks. Barry
Q: I was wondering if you could provide an update with regards to Chartwell. Should we expect much growth. Has made a nice move but should I consider moving on. Difficult sector? Thinking of moving to Manulife.
Thanks
Dave.
Thanks
Dave.
Q: Good day, 5i - May I please have your opinion of Capstone Copper. Thank you.
Q: Any thoughts on today's news from the company?
Q: I expect many will ask but I'll join the crowd anyways- what do you folks think about the release today? They seem to be doing, "well." I thought the organic growth was a good sign...
Q: Hi folks, how significant is the announced partnership between Nuvei & Adobe...markets liked the news with 6% pop...is this a "new" partnership for Nuvei??, and if so, what future potential could come the way to Nuvei...I believe they recently hooked up with Microsoft in similar payments process (albeit relatively small)...after disasterous Q2...is there light at the end of the tunnel????....thanks as always for great service, jb Piedmont QC
Q: GSY has been dropping the last 2 days. Is there any negative report that has been released on it? Thanks
Q: Hi, Would you have any thoughts on how HPS.a stock traded today, touching an all time high of $96.75 at the open and then reverse course to close 5% down from previous day's close, with momentum on the downside, for most part of the day ? This, of course, followed stock price going up almost everyday in a straight line for past couple of months.
Does it indicate a near term term Top in the stock ( at least between now and the results in early March ) ? Also, do you think, it could simply be profit taking after an incredible 300% run over past 12 months, and there has been no adverse or material change, specific to the company and the industry ( demand related to transformers/electrification/grids , competition etc). Noted that company weight was bumped up to 3%, in your model Portfolio, last week, so 5i, likely has strong conviction in Hammond Power and comfort at current levels. Thank You
Does it indicate a near term term Top in the stock ( at least between now and the results in early March ) ? Also, do you think, it could simply be profit taking after an incredible 300% run over past 12 months, and there has been no adverse or material change, specific to the company and the industry ( demand related to transformers/electrification/grids , competition etc). Noted that company weight was bumped up to 3%, in your model Portfolio, last week, so 5i, likely has strong conviction in Hammond Power and comfort at current levels. Thank You
Q: Last year, Nuvei acquired Paya for $1.3 B. After a year, could you tell if it was a good transaction. Was it the right decision by the management at that time?
Thanks
Thanks
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iShares S&P/TSX Canadian Preferred Share Index ETF (CPD $13.42)
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Brookfield Office Properties Inc. Class AAA Preference Shares Series AA (BPO.PR.A $17.24)
Q: Hello 5i Team
My understanding is all (12 issues) of the Brookfield Office Property Preferred shares (BPO) were removed from the S&P TSX Preferred Share Index (TXPR) effective Friday January 18 (the quarterly rebalancing date). My understanding is the BPO shares were removed because S&P downgraded them to P-4 on December 21, 2023.
However I can find no mention of this re-balancing event on the S&P website or other news sources. I have previously seen new releases from S&P when companies are added/removed from the S&P TSX 60 and S&P TSX Composite index.
After reviewing the holdings listing for the CPD etf (which tracks TXPR), the BPO shares are now removed.
Is there any other news sources I should be monitoring? This seems to be a material event that S&P did not disclose?
Thanks
My understanding is all (12 issues) of the Brookfield Office Property Preferred shares (BPO) were removed from the S&P TSX Preferred Share Index (TXPR) effective Friday January 18 (the quarterly rebalancing date). My understanding is the BPO shares were removed because S&P downgraded them to P-4 on December 21, 2023.
However I can find no mention of this re-balancing event on the S&P website or other news sources. I have previously seen new releases from S&P when companies are added/removed from the S&P TSX 60 and S&P TSX Composite index.
After reviewing the holdings listing for the CPD etf (which tracks TXPR), the BPO shares are now removed.
Is there any other news sources I should be monitoring? This seems to be a material event that S&P did not disclose?
Thanks
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Constellation Software Inc. (CSU $4,984.83)
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Dollarama Inc. (DOL $187.74)
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WSP Global Inc. (WSP $288.96)
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TFI International Inc. (TFII $121.12)
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Alimentation Couche-Tard Inc. (ATD $75.43)
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Boyd Group Services Inc. (BYD $210.54)
Q: We own the above in our non registered portfolio. Please advise the average 5 year return on each of them.
Q: Hello, Looks like Hammond Power will be added to S&P Canadian Dividend Aristocrats Index, soon. Sounds like good news for investors !! Do you see any material impact on trading and share price, due to demand from ETF;s and MF's ? Thanks
Wed, January 24, 2024 at 5:15 p.m. EST
TORONTO, Jan. 24, 2024 /CNW/ - S&P Dow Jones Indices announces the following index changes as a result of the annual S&P/TSX Canadian Dividend Aristocrats Index review. These changes will be effective prior to the open of trading on Thursday, February 1, 2024.
S&P/TSX Canadian Dividend Aristocrats Index – February 1, 2024
Symbol
COMPANY
ADDED
HPS.A
Hammond Power Solutions Inc
Wed, January 24, 2024 at 5:15 p.m. EST
TORONTO, Jan. 24, 2024 /CNW/ - S&P Dow Jones Indices announces the following index changes as a result of the annual S&P/TSX Canadian Dividend Aristocrats Index review. These changes will be effective prior to the open of trading on Thursday, February 1, 2024.
S&P/TSX Canadian Dividend Aristocrats Index – February 1, 2024
Symbol
COMPANY
ADDED
HPS.A
Hammond Power Solutions Inc