Q: Aw.un seems to be trading in a range of $35 to $38. What is a good price to enter? Or U prefer others. Txs for U usual great services & views
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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: Hello, With reference to your Model Portfolio changes to trim Stantec's present 2.5% weight to 2%, in Growth portfolio ( start price $68 - current price $77.50), could you elaborate on the rationale, a little more, for a better understanding. If the valuation is stretched, is the current price is expensive, in your opinion ? Also. generally, if you like a company and the sector, the model portfolio will hold a position 2.5-3.5% or higher.
We have noted your recent comments on this company and, decided to initiate a 1.5% position at $78, after the recent pullback, following company's results. We had no infrastructure/consultancy exposure before in our portfolios and have been low on industrial sector Just wondering, if our move makes sense.
Thank You
We have noted your recent comments on this company and, decided to initiate a 1.5% position at $78, after the recent pullback, following company's results. We had no infrastructure/consultancy exposure before in our portfolios and have been low on industrial sector Just wondering, if our move makes sense.
Thank You
Q: Trying to decide whether to buy a 2% position in BYD or ATS for growth.
Q: An analyst on BNN said today that he feels Stantec's share price could double in the next 5 years, as they do a lot of business in the USA, which is spending a lot on infrastructure improvements, which should benefit Stantec. He felt their headcount in 5 years could be roughly where WSP Global's headcount is now, with some of the growth coming from acquisitions. Wondering what you think of Stantec's growth potential over the next 5 years, and also about their debt levels. Looking at the balance sheet, the debt to cash flow looks a little high.
Q: Hi, There has been recent commentary and reports from analysts that trucking sector is witnessing a slowdown and getting hurt with lower rates. They also say that these headwinds may persist for at least later half of this year. ( or longer, depending upon, how recession scenario plays out ). Recent results from companies in the sector has only confirmed this.
Specific to TFI, analysts have commented that the discount is already reflected in the current valuation and M&A will likely offset the slowdown impact to certain extent, over time. However, consensus is that any near term recovery is unlikely.
We have a small <1% position in TFII and were contemplating to eliminate it and use the funds to add to existing 1% position in CP or to further add to ATS { better momentum and visibility ).
What are your thoughts ?
Thank You
Thank You
Specific to TFI, analysts have commented that the discount is already reflected in the current valuation and M&A will likely offset the slowdown impact to certain extent, over time. However, consensus is that any near term recovery is unlikely.
We have a small <1% position in TFII and were contemplating to eliminate it and use the funds to add to existing 1% position in CP or to further add to ATS { better momentum and visibility ).
What are your thoughts ?
Thank You
Thank You
Q: FYI and your comments please. (Cdn $55.50 appx - 5% discount to closing price)
BRIEF-ATS Announces Pricing of 6 mln Common Shares At A Price Of US $41 Per Share
5/24/2023 8:03 PM ET • Reuters
May 24 (Reuters) - ATS Corp:
* 6MLN COMMON SHARES AT A PRICE OF US$41 PER SHARE
BRIEF-ATS Announces Pricing of 6 mln Common Shares At A Price Of US $41 Per Share
5/24/2023 8:03 PM ET • Reuters
May 24 (Reuters) - ATS Corp:
* 6MLN COMMON SHARES AT A PRICE OF US$41 PER SHARE
Q: your thoughts please on the quarter?
Thx
Thx
- BRP Inc. Subordinate Voting Shares (DOO)
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Miscellaneous (MISC)
- goeasy Ltd. (GSY)
- EQB Inc. (EQB)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Looking for some companies that offer the opportunity for short term trading (decent sized price swings) but have the fallback of being a solid long term holding (income, long term growth potential)...should I find myself in a loss position for a while
Q: Hi, ATS Corp has launched a public offering of 6,000.000 ( 6.9 mln with overallotment option) new common shares in US and Canada. Pricing will be determined in market context, once underwriting agreements are complete with Goldman, JPM and TD.
Could you please help us understand the implications of this news /transaction as a current shareholder.
What is the % of the secondary to present o/s shares ?
In your view, could it result in a stock weakness - at least a temporary overhang and offer an opportunity to add to our position and if so, what would be the price range ?
Thank You
Could you please help us understand the implications of this news /transaction as a current shareholder.
What is the % of the secondary to present o/s shares ?
In your view, could it result in a stock weakness - at least a temporary overhang and offer an opportunity to add to our position and if so, what would be the price range ?
Thank You
Q: why the 4.6% drop today?
Jeff
Jeff
Q: What are your thoughts on today's acquisition of GhostPractice? The market response seems muted to the move. What are your thoughts on DND's 1-2 year outlook?
Q: What is your favorite TSE sector for the rest of 2023 & 3 favorite stocks for price appreciation in that sector.
Thanks Richard
Thanks Richard
Q: Someone recently asked for a recommendation for some Consumer discretionary investments. You provided a couple of names, but not DOO. Has the shine come off for you? In any event, what is your current view? Buy, sell, or hold? And why?
Many thanks for your excellent service.
Many thanks for your excellent service.
Q: Any thoughts on WELL's new acquisition in Calgary?
Q: are they a pretty decent company or just an ok buisness in a small country that if it was i n the states would not be your radar . thanks for your time.
Q: After its recent pop, Shop has been sitting in a range. Just consolidating before continuing on an upward trend? Or will it stay flat for the foreseeable future?
thanks
thanks
Q: I just wonder about the analyst upgrades and downgrades reported by the Globe&Mail today on NTR. Here is the exact quote:
* Berenberg’s Aron Ceccarelli downgraded Nutrien Ltd. (NTR-N, NTR-T -1.84%decrease) to “hold” from “buy” and dropped his target to US$49 from US$92. The average target on the Street is US$85.59.
If the downgrade is so substantial (U.S. $49 vs. average of U.S. $85.59) don't they required some additional explanation? These "experts" should know many investors would take the numbers at face value and perhaps make some eventually regrettable decisions. Maybe the Globe just can't include all the details in such a short blurb, but if the numbers are so material should either the analyst, or the Globe, provide more details?
What's your view on this? And would you by any chance have those missing details? Thanks.
* Berenberg’s Aron Ceccarelli downgraded Nutrien Ltd. (NTR-N, NTR-T -1.84%decrease) to “hold” from “buy” and dropped his target to US$49 from US$92. The average target on the Street is US$85.59.
If the downgrade is so substantial (U.S. $49 vs. average of U.S. $85.59) don't they required some additional explanation? These "experts" should know many investors would take the numbers at face value and perhaps make some eventually regrettable decisions. Maybe the Globe just can't include all the details in such a short blurb, but if the numbers are so material should either the analyst, or the Globe, provide more details?
What's your view on this? And would you by any chance have those missing details? Thanks.
- goeasy Ltd. (GSY)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
- Neighbourly Pharmacy Inc. (NBLY)
Q: Hi 5iTeam,
I currently hold the above mentioned 4 stock in my portfolio at a substantial loss. Just wondering if I should sell, hold or buy some more for each of these stocks.
As always, thanks for the great work.
H
I currently hold the above mentioned 4 stock in my portfolio at a substantial loss. Just wondering if I should sell, hold or buy some more for each of these stocks.
As always, thanks for the great work.
H
Q: Would you consider this a reasonable point at which to pick up some extra shares of Shopify to bring down average cost ?
Thank you
Thank you
Q: Hi, Could you please comment on ATS Corp results. Seems like a beat to consensus estimates revenue and adjusted earnings. Does it provide comfort for adding to an existing position ? Thanks