Q: What makes the management call on LMN different than management calls that didn't work out as we hoped?
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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 you help further clarify your answer to Ian's question on high yield bonds? You mentioned you prefer an active strategy, wouldn't that translate to holding HYI in the Income Portfolio instead of the current passive XHY? Then again passive XHY has outperformed over 1,3, 5 years and since inception.
Q: Still looking into tax loss selling. The last few days have made me somewhat apprehensive, though. Things can shoot up fast. I have, unfortunately, fairly substantial losses in these three. Does 5i have any objections to selling, with the perspective of buying back later?
Thanks for your excellent advice
Thanks for your excellent advice
Q: Finally.... 1st Analyst coverage from RBC capital Markets
" Mr. Kwan became the first analyst to initiated coverage of Lumine Group Inc. (LMN-X), giving it a “buy” rating and $28 target, and Topicus.com Inc. (TOI-X) with a “hold” rating and $99 target. "
Any comments on above ratings/reports ?
They seem to support 5i thesis on both companies.
Thank You
" Mr. Kwan became the first analyst to initiated coverage of Lumine Group Inc. (LMN-X), giving it a “buy” rating and $28 target, and Topicus.com Inc. (TOI-X) with a “hold” rating and $99 target. "
Any comments on above ratings/reports ?
They seem to support 5i thesis on both companies.
Thank You
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Toromont Industries Ltd. (TIH)
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Savaria Corporation (SIS)
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goeasy Ltd. (GSY)
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EQB Inc. (EQB)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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TECSYS Inc. (TCS)
Q: I bought GSY at its peak. Is it time to dollar cost average now or would you wait for the price to drop more?
How do you see the stock price move if interest rates stay stable until mid 2024?
Would you recommend different stocks which pay 3-5% dividend with room to grow 50% over the next 12 - 18 months,?
How do you see the stock price move if interest rates stay stable until mid 2024?
Would you recommend different stocks which pay 3-5% dividend with room to grow 50% over the next 12 - 18 months,?
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Amazon.com Inc. (AMZN)
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Booking Holdings Inc. (BKNG)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Crocs Inc. (CROX)
Q: With the recent report showing that retail sales seem to be slowing, how vulnerable do you feel these companies will be to downward share price pressure - and your best guesstimate as to what degree and for how long?
Many thanks.
Many thanks.
Q: For a 5 year plus hold, could you please compare WELL and LMN. Which one would you recommend?
Q: Good evening, Shop is moving very well these days. Do you think it can keep this torrid pace up for a while yet. Iam concerned about FOMO and was thinking of getting back into it, thanks?
Q: what do you think of cae's recent quarter. How do you view the stock going forward. I am a long time holder and wondering if I hold or move on? Thanks Stephen
Q: Hello 5i team,
PBH has had a less than stellar quarter but you mentioned in a previous question that they stand to do well in the coming year.
The stock is getting close to where my entry point was, should one add or hold?
Thanks
Andrew
PBH has had a less than stellar quarter but you mentioned in a previous question that they stand to do well in the coming year.
The stock is getting close to where my entry point was, should one add or hold?
Thanks
Andrew
Q: Did you attend the conference call? Thoughts on the report?
Q: Hi team,
What do you think of Gsy’s note offering priced at 9.25%. This is a shocker rate to me. Is this why the stock is down on a great market day today ? Despite this, Mr. Mullens did add that this was already priced in their future outlook in regards to growth targets. If all their debt is going to go from 5%-9% range though this sounds concerning does it not ?
Thanks ,
Shane
What do you think of Gsy’s note offering priced at 9.25%. This is a shocker rate to me. Is this why the stock is down on a great market day today ? Despite this, Mr. Mullens did add that this was already priced in their future outlook in regards to growth targets. If all their debt is going to go from 5%-9% range though this sounds concerning does it not ?
Thanks ,
Shane
Q: Is there a problem with BYD? Why has it become a HOLD???
Many thanks.
Connie
Many thanks.
Connie
Q: Just wondering why, on a record breaking up day is CSU down?
Sheldon
Sheldon
Q: Please comment on earnings
Q: What do you think of results and are you still optimistic about a price recovery at some point?
Q: hi, if the financing is not secured by mid January (new) transaction date, and the "deal" does not take place, where do you see the price of NBLY shares ending up? ie what is the possible downside of buying shares at current prices? cheers.
Q: What is your outlook for Illumin going forward, what do you think of the recent earnings. I seem to remember that you guys liked this stock before but if and when things pick up for this company will you guys like it for all the same reasons. How do they stack up against competition in the same market?Can you comment on insider ownership, any notable financial ratios (good or bad) and the overall management please. Thank you.
Q: What did you think of the recent earnings and CEO's outlook?
TIA
TIA
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Kinaxis Inc. (KXS)
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Savaria Corporation (SIS)
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EQB Inc. (EQB)
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Galaxy Digital Holdings Ltd. ordinary shares (GLXY)
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Docebo Inc. (DCBO)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
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Lumine Group Inc. (LMN)
Q: For the listed companies, what would be your ranking in-terms of attractiveness if adding to a portfolio today?