Q: Good morning, You guys keep raving about BN and say it is one of your top picks for a recovery in Cansda. Currently it is trading jot too far off it's fifty-two week low. Do u have any idea when the stock's recovery could begin to happen, or will lots of patience be needed, thanks?
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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.
- ATS Corporation (ATS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: Hi Team,
A couple parts to this question: Looking at a 10yr chart on ATS, the share price has gone from being fairly flat for several years, to parabolic since Oct. of 2020. Was wondering if you could shed some light on this and the company itself. I like the looks of the company but am hesitant of buying at a "peak". I see between Feb-May of 2022 it took a major dive. What are the chances the share price is due for another one of these draw downs? This all being said, ATS is the biggest weighting in the growth portfolio right now. Does this mean it's 5i's top idea at the moment? For new money I am torn between buying something like ATS which is flying high, or buying something that has been beat down and near recent lows such as something like SHOP or NVEI. Placing bets on total return for the next 10yrs would ATS rank up there as a top buy today with medium risk in mind? If not, could you provide your 3-4 top ideas to buy today with a longer term mindset? Thanks
Shane.
A couple parts to this question: Looking at a 10yr chart on ATS, the share price has gone from being fairly flat for several years, to parabolic since Oct. of 2020. Was wondering if you could shed some light on this and the company itself. I like the looks of the company but am hesitant of buying at a "peak". I see between Feb-May of 2022 it took a major dive. What are the chances the share price is due for another one of these draw downs? This all being said, ATS is the biggest weighting in the growth portfolio right now. Does this mean it's 5i's top idea at the moment? For new money I am torn between buying something like ATS which is flying high, or buying something that has been beat down and near recent lows such as something like SHOP or NVEI. Placing bets on total return for the next 10yrs would ATS rank up there as a top buy today with medium risk in mind? If not, could you provide your 3-4 top ideas to buy today with a longer term mindset? Thanks
Shane.
Q: Hi
Could this be a situation where a buy out could be in the works?
ECN Capital Announces Review of Strategic Alternatives
Thank you
Mike
Could this be a situation where a buy out could be in the works?
ECN Capital Announces Review of Strategic Alternatives
Thank you
Mike
Q: I am contemplating selling MG (bought at $103C) and buying DSG. I realize the diff in sectors, but using growth and risk as the prime criteria, would you be supportive of the switch?
Carl
Carl
- ATS Corporation (ATS)
- Cognex Corporation (CGNX)
- iRobot Corporation (IRBT)
- Pegasystems Inc. (PEGA)
- Dynatrace Inc. (DT)
Q: which small and midcap robotic companies stand out for future growth
Tx Dick
Tx Dick
Q: Hello 5i team,
I initiated a position in AND around the time you published a report on the company. The reasons were because of the niche market, growing dividend, partially involved in healthcare, and growth (although slowly).
A few questions:
-brief opinion on the most recent quarter(released March 2nd)?
-The one and only report was in 2021, would you be having one coming up?
-Would AND be a stock that you would add to one of the portfolios in the future?
Thanks,
Andrew
I initiated a position in AND around the time you published a report on the company. The reasons were because of the niche market, growing dividend, partially involved in healthcare, and growth (although slowly).
A few questions:
-brief opinion on the most recent quarter(released March 2nd)?
-The one and only report was in 2021, would you be having one coming up?
-Would AND be a stock that you would add to one of the portfolios in the future?
Thanks,
Andrew
- Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
- Lundin Mining Corporation (LUN)
- Capstone Copper Corp. (CS)
- ROBO Global Robotics and Automation Index ETF (ROBO)
- GLOBAL X FDS (BOTZ)
- ARK Autonomous Technology & Robotics ETF (ARKQ)
Q: What are your preferences for copper producers?
Is there an ETF that specialises in AI?
Is there an ETF that specialises in AI?
- Amazon.com Inc. (AMZN)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
Q: I own SHOP, AMZN and BABA and might be a bit overweight in the online shopping space. I am thinking it might be wise to dump one of the three. SHOP is the smallest weighting of the three thanks to it's spectacular decline from where I purchased. All are in regestered accounts so no tax considerations. How would you rank these three against each other today and if you were going to drop one which one would it be?
Q: How were their latest quarterly results ? Do interest rates affect them yet if they don’t have bonds maturing for a while ?
Q: Can you please give us your comments on earnings and how you currently feel about the stock.
Sheldon
Sheldon
Q: In your model portfolio you have moved TSU.TO to 4.5% position, question is why not 5% full position, do you think there may be another opportunity (shoe to drop) for an entry. Do you see clear path to SP movement what we had during end of 2022. I have read your answers recently on TSU and seems 5I seems to say that recent write off could be rear window occurance and SP should trade more on it's fundamentals which generated good SP momentem like in 2022 end
Q: Peter; Has PLC released their earnings and if yes could you comment? Thanks
Rod
Rod
Q: COO stepping down do you know why. Is this good or bad?
Sheldon
Sheldon
Q: A year ago BNS was $88.xx a share, it is now $68. CWB was $36.xx a share and is now $26.xx. Banks seem to be failing as far as investments. One gets 4.5 to 6% dividends but loses 20-30% on valuation in a year. Can we hope for a brighter future in 2023, or are there better choices for stocks the financial sector
Q: would appreciate your current thoughts on YGR. is there a name you would prefer rather than YGR?
thanks
Don
thanks
Don
Q: thoughts on earnings...new news .thanks
Q: When do they report. What should we expect? How does investor day complement performance of share price?
Q: Your comments please on the latest earnings from 2 of your favourites. Kinaxis and Descartes.
Thank you
Thank you
Q: If not asked already, can we get your comments on earnings and what you think lies ahead? Does any one thing stand out?
Q: I thought the Paya acquisition would have really gave this some momentum. US exposure for growth. Couldn't think of better news. I guess I'm wrong about this. What am I missing. Do you think this is a strong buy.