Q: Your growth portfolio has only compounded at ~3% per year since inception. Where would you say you've gone wrong and have you considered any changes to your portfolio management techniques or criteria for security selection in an attempt to course correct and improve performance moving forward?
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Would consider this a buy at its current price?
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WSP Global Inc. (WSP)
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Toromont Industries Ltd. (TIH)
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ATS Corporation (ATS)
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Thomson Reuters Corporation (TRI)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Waste Connections Inc. (WCN)
Q: Hello,
My holding of Waste Connections has increased substantially in value. The stock price is slipping and there seem to be a number of concerns with debt and return on capital. Your detailed comments would be appreciated.
Are there some industrials with better future prospects? What industrials could WCN be replaced with and why would they be any better?
Thank you,
V
My holding of Waste Connections has increased substantially in value. The stock price is slipping and there seem to be a number of concerns with debt and return on capital. Your detailed comments would be appreciated.
Are there some industrials with better future prospects? What industrials could WCN be replaced with and why would they be any better?
Thank you,
V
Q: I have been in and out of CSU a few times times the years (I should not have sold). What are the major risks that could face Constellation? I am looking at a buy and hold for 10 years. Thanks
Q: What makes the management call on LMN different than management calls that didn't work out as we hoped?
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?