Q: Is now a good time to increase my position in Spin Master, or wait until earnings are announced on March 13, as you mentioned in another answer?
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Can you provide insight on CRH Medical? Cantor Fitzgerald has a $7.00 target price. Looks interesting.
Thank you
Marty
Thank you
Marty
Q: What are the consensus revenue and earnings for Spin Master for their March reporting? Do you have an inkling on the impact of record Xmas sales vs. some returns for Hatchimals on the earnings? It's a 3% holding so I'm trying to gauge the present risk vs. Reward.
-
Canadian National Railway Company (CNR)
-
Canadian Pacific Kansas City Limited (CP)
-
WSP Global Inc. (WSP)
-
NFI Group Inc. (NFI)
-
Magna International Inc. (MG)
Q: For industrials I have CP CNR WSP and MG. I would like to add one more to this sector. Do you have a favourite pick for medium and/or long term hold?
Q: Hello 5i, since both look cheap at the moment, I would like to select one for a long term hold (at least 10 years). I am looking for dividend growth. Thanks.
Q: Hello 5i,
If I was to put $100k into the BE portfolio today would you suggest mirroring the current allocations or buying equal amounts of each stock?
Thanks
Dave
If I was to put $100k into the BE portfolio today would you suggest mirroring the current allocations or buying equal amounts of each stock?
Thanks
Dave
Q: How does the news alter the outlook? Why did they do this now?
Thanks.
Thanks.
Q: What are your thoughts on todays announced sale and prospects going forward. I suspect they must have something else fairly major lined up to buy. Todays sale was actually worth more than the market cap (at least what shows on the tsx site, without options etc).
thanks Tom
thanks Tom
Q: Hi, would it be reasonable to buy Shopify at current level or wait for a pullback? My investment horizon is for long term.
Thanks.
Thanks.
Q: I am looking for more growth potential so I am considering swapping my position in EFN for GSY today. Do you think that is a good idea and would this trade help accomplish that?
Q: Are there any NR stocks in the Model Portfolios that would likely be rated less than B-? If so which ones? I like to focus on investments rated A+ to B-. Thanks
Q: BCI is about the only B+ or better stock in your coverage universe that I do not own.
Currently it appears to be quite oversold .... and does carry a small but respectable dividend.
Do you still like the company & would this be a good entry point?
Thanks.
Currently it appears to be quite oversold .... and does carry a small but respectable dividend.
Do you still like the company & would this be a good entry point?
Thanks.
Q: Late January you commented that Open Text was trading at 15 times earnings or so...however I cannot figure how you calculated this.
Was it forward earnings? GAAP or Non GAAP earnings? What was the earnings number you were using?
Was it forward earnings? GAAP or Non GAAP earnings? What was the earnings number you were using?
Q: Do you have any idea when SHOP will be profitable. According to their latest financial information it will not be in 2017.
Q: When using the above methodology (BTSX), by definition, sector balancing is uncontrolled. Given that, and the undisputed performance of the methodology, can a long term buy and hold investor commit to using this method for the bulk (say 75%) of his equity portfolio and feel confident of the portfolio's stability relative to the TSX index?
Q: Hello 5i
My wife has taken advantage of a company matching stock purchase plan for the last 10 years. It has grown to represent about 30% of our combined retirement accounts. I'd like to move half of it into the balanced portfolio for better diversification. I also really like Shopify Open Text and CRH medical. Would you substitute current B.E. holdings to fit these three in or simply add them. My thoughts are to eliminate Enghouse and Sylogist but am curious to hear your thoughts.
Thank you for your invaluable advice!!!
Dave
My wife has taken advantage of a company matching stock purchase plan for the last 10 years. It has grown to represent about 30% of our combined retirement accounts. I'd like to move half of it into the balanced portfolio for better diversification. I also really like Shopify Open Text and CRH medical. Would you substitute current B.E. holdings to fit these three in or simply add them. My thoughts are to eliminate Enghouse and Sylogist but am curious to hear your thoughts.
Thank you for your invaluable advice!!!
Dave
Q: Dear 5i,
I reviewed the Intrinsyc technology website to gain a better understanding of their products. ITC has a lot of innovative products/ideas with many future applications. I don't have a lot of knowedge in this area. What is there competitive advantage? Who are their main competitors? I assume there are many major tech companies developing similar products. ITC has a tiny market cap creating more risk/growth. What makes them a better company?
Thank you,
Kerri
I reviewed the Intrinsyc technology website to gain a better understanding of their products. ITC has a lot of innovative products/ideas with many future applications. I don't have a lot of knowedge in this area. What is there competitive advantage? Who are their main competitors? I assume there are many major tech companies developing similar products. ITC has a tiny market cap creating more risk/growth. What makes them a better company?
Thank you,
Kerri
Q: Do you see Enghouse or Open Text as having more potential?
Thank you
Thank you
Q: Prometic: you are probably up to speed on this one by now but do not see anything on the Q&A section. But California Capital Equity picked up 44M shares ... warrants at 0.47 cents. Dumb questions looking at the drop in price today (-7%). I am assuming this is not looked upon favourably?
Q: Regarding PLI's drop, if there is no apparent reason, does it indicate that the stock is being manipulated in some way? Does a halt like this with no apparent reason for the drop concern 5i as it is one of your "holdings"?