Investment Q&A

Q: Hi

I'm down 50% on these two. I am thinking of selling and buying LMN with the proceeds. In 3 years would I be happy with that decision?

Carl

Q: Hello 5i
As a long time holder of CSU I'm wondering about what % of CSU TOI and LMN one might own. Without giving me specific guidance can you comment on the pros and cons of an equal weighting of each (ei 33% of each).
Thanks
Dave

Q: Hello, Shopify stock dropped almost 7%, in Today's trading. Partly it could be attributed to decline in most Technology stocks. But, I was wondering if the patent infringement suit pending in a Texas court also played a part. It was also reported today that Shopify has filed a motion to force Lower 48 IPPLC, to reveal its backers/fund, as this company has a history of such filings against prominent companies with the intention of extorting money for their group.(Last one filed by this co against INTEL was eventually dropped in a similar situation). Not sure, I have all the facts.

If you think, it's only short term noise, does the price drop present a buying opportunity ?

Thank You

Q: Largest drop I've seen in the stock in a long time. any idea why?


Sheldon

Q: Hello, Stantec stock has seen good momentum and jumped from $79 to over $83, since, Friday, last week. Are you aware of any specific developments, or it's part of the relief rally in the infrastructure sector, after passing of Debt Ceiling bill in US. I am aware that Stifel bumped STN price target to $93 from $86, on Monday. Is it worth increasing our present 1.5% weighting in STN ( we are underweight in Industrials ) and if so, what will be a reasonable price level to add ? Or, it's prudent to wait for the stock to settle back to $78-79 level ? Thank You

Q: Please comment on their recent quarter result. Also your opinion on buy or hold ?

Q: We have held NWC in one of our unregistered accounts for a number of years and consequently have a 61% capital gain. In light of today's results would you advise to hold it or pay the tax and move on to something else?

Q: Looked promising for a while, then it corrected. Below IPO pricing. What is driving the negative momentum? Seeing other names gain without fundamentals close to NVEI.

Q: Hi 5i
I got to the party late on CCL.B (avg. cost $65) and PBH (avg cost $120). SIS did well at first (avg cost $8). You have all 3 as B+. Over the last 5years none of the 3 has done much. Would appreciate your thoughts on why to continue to hold and any catalyst that could get them going.
Thanks, Greg

Q: Hi

I'm confused. I have chosen two of several alerts I received on DOO.

TD: Analyst Brian Morrison lowered his price target on shares of the Canadian recreational vehicle manufacturer to $100 from $135 following its Q1 results for fiscal 2024 on Thursday. "It is our view that management is excelling at items within its control in a challenging environment, but that macroeconomic headwinds may linger and potentially intensify, thereby clouding earnings visibility," Morrison said in a note to clients.

National Bank is maintianing its Outperform rating and $143 price target. "We concede that BRP shares could remain in check due to ongoing economic uncertainty, but we believe that BRP will continue to gain market share in the coming years as it aggressively invests in new products."

Hold or Sell?

Carl

Q: PINE, excepting its relatively small size, seems to have very interesting numbers. How does it match up to such REITs as DIR.un, etc.?

Q: I know that 5i has huge respect for a company like CSU. What would be an equivalent stock in the US markets?

Q: CTS's deletion from the TSE index was announced last week. Do index funds hold a significant quantity of cts shares that they now have to sell? Would these funds already have sold in anticipation? Is deletion likely to affect cts share prices and, if so, for how long a period?

Jack

Q: Is there still room for stock price growth for ATD and where do you think it will be in 1 year?

Q: If one was willing to accept the smaller cap size risk and the much lower yield, could you endorse a switch from MG to DOO to stay (technically at least) in the same sector in the hopes of realizing a higher total return in the long run (5-10 years)? When I look at the history, Magna is about where it was 7 or 8 years ago, and DOO is up about 4 fold. I realize the past doesn’t predict the future, but still…..

Q: Hello,

Is it just me or is Trisura starting to have better price momentum? If the economy turns down in the second half, how much of an impact would it have on TSU’s incredible growth rate that they’ve had or are they largely immune?

Q: Hello,

Based on RBC estimates, Nuvei trades at 7% fcf yield f23 and 9.1% f24 and 15.5 pe.

That’s a PEG of .775 for a company growing at 20% into the future.

Understanding there is the worts of share dilution, how is this stock not one of the most attractive tech stocks on the open market?

Q: Your thoughts on their 1/4 please.

Thanks

Q: Gentlemen

BRP reported earning today, can I have your opinion on the report?

Q: “Has sold shares in company.
Company has too much retail orientation (very hard business).
Auto-body shops require large capital investments.
Strong franchise - but would wait for shares to fall before investing. “

This is what a recent guest on bnn said about Boyd recently. I have to say that I am quite surprised and pleased with the way Boyd has risen from the ashes in the past year. But, like the above mentioned guest, i wonder if it is in a bit of a hard business. It is difficult for me to really judge, though, so i thought that I would lean on your wonderful slogan that diy investing doesn’t mean you have to be on your own, and so i ask your opinion on this.
Thanks as always