Q: Hi 5i, thoughts on their quarterly earnings release and fwd guidance, and is it still a fav? Thx.
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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: Current thoughts? Is good earnings growth ahead?
Q: Which would be your first choice between COST and DOL for initiating a full position today with a long term (multi year) horizon, and can you provide a bit of comparison between the two.
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $121.76)
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Thomson Reuters Corporation (TRI $198.05)
Q: After yesterday CGI Q results would you prefer TRI for more growth?
Q: Your thoughts on GIB.A's results released today, please.
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Toronto-Dominion Bank (The) (TD $114.05)
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Bank of Nova Scotia (The) (BNS $94.65)
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Canadian Natural Resources Limited (CNQ $47.06)
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Sun Life Financial Inc. (SLF $83.11)
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Constellation Software Inc. (CSU $3,343.01)
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Intact Financial Corporation (IFC $282.18)
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Fortis Inc. (FTS $73.33)
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Descartes Systems Group Inc. (The) (DSG $116.99)
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Toromont Industries Ltd. (TIH $159.56)
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Hydro One Limited (H $53.89)
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EQB Inc. (EQB $84.98)
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Brookfield Corporation Class A Limited Voting Shares (BN $61.75)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $72.41)
Q: What are your top highest conviction stocks right now for compound growth over next five years?
Q: Can you explain why CB’s PE is half of IFC? They are in the same business, and the former has better combined ratio. It baffles me.
Thanks,
Liping
Thanks,
Liping
Q: Good Afternoon
Historically Hammond has been a good performer but not so much in the past 12 months. I know you continued to like the name but can you explain the stock based compensation and who gets what? There is a pattern developing where this stock gets clipped because of SBC. Will this be a negative going forward or will it level out eventually and not have such an impact on the Share Price.
Thank you for your great service as always
Marty
Historically Hammond has been a good performer but not so much in the past 12 months. I know you continued to like the name but can you explain the stock based compensation and who gets what? There is a pattern developing where this stock gets clipped because of SBC. Will this be a negative going forward or will it level out eventually and not have such an impact on the Share Price.
Thank you for your great service as always
Marty
Q: They seem to be the only company that is significantly affected by SBC. Why is that/
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Freeport-McMoRan Inc. (FCX $40.16)
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $57.66)
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Lundin Mining Corporation (LUN $25.66)
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Capstone Copper Corp. (CS $12.17)
Q: What is the best company to benefit from higher copper prices long term? Currently own Teck but increasingly frustrated with frequent downward production revisions.
Thank you.
Thank you.
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TIM Participacoes S.A. American Depositary Shares (Each representing 5) (TSU $12.28)
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Skyward Specialty Insurance Group Inc. (SKWD $48.70)
Q: TSU or SKWD for a 5 year hold? Are they too similar to hold both in a 25-30 stock portfolio?
Q: This company has had a rough go since the last Q's results. To me it looks like a very stable business that is now trading at trough multiples. It looks like the buyback has been re-initiated at these levels. Feels like this might be an opportunity - do you agree?
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Celestica Inc. (CLS $435.00)
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TerraVest Industries Inc. (TVK $121.93)
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EQB Inc. (EQB $84.98)
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Zedcor Inc. (ZDC $6.24)
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Propel Holdings Inc. (PRL $21.73)
Q: " I am increasingly interested in shifting from US to Canadian growth stocks and have been looking a little closer at the 5i growth portfolio as a result. I recently acquired a position in PNG.V and am actively looking for another great Canadian growth story. Could you comment on the company (or companies) you would recommend from your growth portfolio that would be the best bets to put new money to work in the current environment?"
Q: Hammond getting whacked again after earnings. Is it because of the lower backlog, share based comp, lower gross margins? All of the above? What are your thoughts going forward? Its had a nice run since the April lows. Would you add here or wait? Have a 2.15% position in the name after the drop today. Thanks!
Q: Hi 5i, this stock always trades the same, slow escalator up, earning release: "Net earnings of $13.4 million in the quarter, significantly impacted by share-based compensation.", and then it takes the elevator down.
Please provide review of results and whether it is still holdable or are there better options.
Thx
Please provide review of results and whether it is still holdable or are there better options.
Thx
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Strategy Inc (MSTR $199.75)
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Galaxy Digital Inc. Class A common stock (GLXY $36.99)
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Coinbase Global Inc (COIN $284.00)
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MARA Holdings Inc. (MARA $11.99)
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Robinhood Markets Inc. (HOOD $122.50)
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Circle Internet Group Inc. Class A (CRCL $81.89)
Q: If you had no money in crypto, what are 6 stocks in Canada and US you would consider for strong growth.
Q: Can I ask you to comment on these three favourites with your best guess on the potential impact of AI on their future growth and earnings? I'm guessing based on previous comments that if ZDC is already using AI it will probably be net positive. For PNG possibly the same? But in the recent 5i report on KSI one of the potential risks listed was if a major customer developed their own in-house solutions….one could see how AI might facilitate that and end up being a net negative for KSI? Just curious if you have any thoughts or have picked up anything from any public comments from any of these companies? Thank you.
Q: CGI has recently approached 52 week lows and was mentioned as the only oversold TSX stock. This as many stock indices and tech in particular are making new highs. Are there any reasons I'm not aware of for this? Your thoughts on future prospects are also appreciated.
Q: Any thought on the negative momentum of Late? Any concerns? Thanks Larry
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Constellation Software Inc. (CSU $3,343.01)
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Descartes Systems Group Inc. (The) (DSG $116.99)
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SPDR S&P 500 ETF Trust (SPY $671.93)
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Propel Holdings Inc. (PRL $21.73)
Q: What do you believe as the best buying opportunity in the market these days?
1 small cap stock
1 mid cap stock
1 large cap stock
1 ETF
Thank you
1 small cap stock
1 mid cap stock
1 large cap stock
1 ETF
Thank you