Q: What’s your latest take on Nano?
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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: Good morning,
With the beating DND has taken the last 2 days I would like your opinion
1. Is it really that bad ?
2. Would you endorse averaging down to reduce book value? This is in a long term account with drip turned on
With the beating DND has taken the last 2 days I would like your opinion
1. Is it really that bad ?
2. Would you endorse averaging down to reduce book value? This is in a long term account with drip turned on
Q: Help me understand something about DND.
As per your write up in the Q&A's you were not impressed with DND's latest report.
The market was not impressed with DND's latest report (down appr. 30%)
Why ten would a 5 star analyst with CIBC, Sephanie Price with a 59% success rate ever rank DND a strong buy over the next year with her raising the target from $25 to $28?
You may not/ probably not know her but what do you think she knows that the rest of us don't? Just asking as she is such a well reputed analyst.
Thanks
Sheldon
As per your write up in the Q&A's you were not impressed with DND's latest report.
The market was not impressed with DND's latest report (down appr. 30%)
Why ten would a 5 star analyst with CIBC, Sephanie Price with a 59% success rate ever rank DND a strong buy over the next year with her raising the target from $25 to $28?
You may not/ probably not know her but what do you think she knows that the rest of us don't? Just asking as she is such a well reputed analyst.
Thanks
Sheldon
Q: What is the reason for the sharp drop in price,on above average volume?I can not find any recent news which might explain this but it seems someone knows something as indicated by the volume.
What are your thoughts on this company now...Buy/Hold/Sell?
What are your thoughts on this company now...Buy/Hold/Sell?
Q: Peter and His Dream Team
In our new world of "Climate Change, Fossil Fuels and Nuclear" does this company have any relevancy? I bought it years ago thinking it had a future. Now I wonder if it is heading for a reverse-split or event Chapter 11...Your assessment and comments please. They are always valuable! Thank you!
In our new world of "Climate Change, Fossil Fuels and Nuclear" does this company have any relevancy? I bought it years ago thinking it had a future. Now I wonder if it is heading for a reverse-split or event Chapter 11...Your assessment and comments please. They are always valuable! Thank you!
Q: Hi 5i,
I hold a full PLC position in my TFSA for awhile. In your opinion is it a compelling buy today for a 1% position in a NonReg account? If not, what price would offer a good risk return scenario for a buy and hold investor or do you think there might be further downside due to tax loss selling later this year?
I hold a full PLC position in my TFSA for awhile. In your opinion is it a compelling buy today for a 1% position in a NonReg account? If not, what price would offer a good risk return scenario for a buy and hold investor or do you think there might be further downside due to tax loss selling later this year?
Q: Hi 5i Team,
Can I have your thoughts on Pizza Pizza Royalty going forward?
Can I have your thoughts on Pizza Pizza Royalty going forward?
Q: Hello, can you provide your opinion of this company and do you like their latest numbers, do you see good growth potential and some trend ? Since going public they have made 2 acquisitions that seems to integrate well. Thank you
Q: What do you make of the trading pattern in SYZ? It is well off its lows and seems to be holding up well in a $7.7-7.9 trading range for the past month. It consistently traded above $10 for many years prior to 2021 and, as far as I can tell, its business prospects in the enterprise software space are the same or better. Can you comment on its future growth and likelihood of getting back to its old highs? I know the dividend cut disappointed the market, but should not the former dividend payment now be reflected in better future growth in the stock price? If the stock price doesn't get back to old highs, what are the prospects of a software consolidator like CSU, OTEX or ENGH taking them out?
Q: your thoughts please on the latest quarter?
Q: Regarding Peter's great question on Telesat and MDA, I too have been looking further into these companies and did not see a response regarding Lightspeed and potential revenue. All I have found so far is:
"Telesat Lightspeed has the potential to transform global satellite and terrestrial communications industries, dramatically increasing the Company’s addressable market from approximately US$18 billion to approximately US$365 billion and significantly expanding its growth potential."
** from the companies Prospectus November 16 2021
and from https://spacenews.com/telesats-leo-constellation-fully-funded-after-manufacturer-switch/
"Telesat is targeting a 30% return on investment from Lightspeed, which is seeking a slice of an enterprise and government connectivity market the company estimates would be worth about 200 billion dollars around 2025."
"Telesat expects the total cost for 156 satellites to be around $3.5 billion, when factoring in launches and other expenses, including the ground systems and user terminal technology that would also be used for the 42 follow-on satellites."
"Telesat Lightspeed has the potential to transform global satellite and terrestrial communications industries, dramatically increasing the Company’s addressable market from approximately US$18 billion to approximately US$365 billion and significantly expanding its growth potential."
** from the companies Prospectus November 16 2021
and from https://spacenews.com/telesats-leo-constellation-fully-funded-after-manufacturer-switch/
"Telesat is targeting a 30% return on investment from Lightspeed, which is seeking a slice of an enterprise and government connectivity market the company estimates would be worth about 200 billion dollars around 2025."
"Telesat expects the total cost for 156 satellites to be around $3.5 billion, when factoring in launches and other expenses, including the ground systems and user terminal technology that would also be used for the 42 follow-on satellites."
Q: This was a top pick on Market Call. It was compared to Celsius Holding in its early days. Do you see this as a hold buy or sell.
Thankyou
Thankyou
Q: Is this just market being market or is there a reason for this pull back?
Is this a good price for entry for a 5 years hold?
Is this a good price for entry for a 5 years hold?
Q: Can you please give an updated opinion on VLE. It is not reacting well to the rising price of oil, Thanks
Q: Could I get your comments on the Q1? Sales and EPS are up but what will it take to get this share price moving?
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TerraVest Industries Inc. (TVK)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Galaxy Digital Inc. Class A common stock (GLXY)
Q: Could you comment on your confidence in the management of these three companies and execution of acquisitions? Would they compare at all or are even close to CSU management?
Thanks
Jeff
Thanks
Jeff
Q: Hi 5i,
Thanks for the great work. Can I ask your opinion on Tiny in the small cap space (https://www.tiny.com/)? Recently I've seen a number of articles highlighting the business as a Warren Buffet/Berkshire approach for 2023 with a focus on tech and software.
Thank you in advance!
Thanks for the great work. Can I ask your opinion on Tiny in the small cap space (https://www.tiny.com/)? Recently I've seen a number of articles highlighting the business as a Warren Buffet/Berkshire approach for 2023 with a focus on tech and software.
Thank you in advance!
Q: Hi again 5i,
Re the question I just sent in asking for information about yesterday's sharp price decline and trading halt for DHT.UN, I've now learned of the bought-deal arrangement that was announced yesterday and which led me to sustain a significant paper loss on my first day of ownership.
So now my question is - could you please provide your analysis of the long-term implications of the bought deal for DHT.UN.
Thanks 5i.
Peter
Re the question I just sent in asking for information about yesterday's sharp price decline and trading halt for DHT.UN, I've now learned of the bought-deal arrangement that was announced yesterday and which led me to sustain a significant paper loss on my first day of ownership.
So now my question is - could you please provide your analysis of the long-term implications of the bought deal for DHT.UN.
Thanks 5i.
Peter
Q: Can I get your thoughts on ETL. Thanks
Maurice
Maurice
Q: Hi 5i. I think the figure you like to use to measure a company's dividend payout is the ratio of dividend to free cash flow. I think Peter even wrote about this recently in the FP. For the above two companies, could you please tell me what the dividend-to-free cash flow currently is? Is it following a perceptible trend of rising or falling?