Q: Pbit is down about 35% over the last 2 months. Do you think this is stock related or sector related? I am still up 70% on the stock. Would you see Pbit as a hold or a sell? Thanks
Q: I hold the listed equities/ ETF in my 14 year old grandson's RESP account. Given thee current environment what changes would you make in preparation for the next 4 years? I consider HFR is cash available.
Woule you consider adding some US listings for diversification? Given some current thinking regarding the US dollar would it be wiser to add Cdn listed ETFs of US companies? . What would be the tax implications of adding US listed companies that do not pay a dividend? Any paperwork?
Thanks very much. Take whatever credits are needed.
are there any stocks in the account that you would replace?,
Q: there is a very interesting article on terravest in todays globe, compares it to shawcor which is a large holding-- i like that space. the article says terravest is way undervalued with great margins. what do you think. dave
Q: Hello. Thoughts on this one? Can you comment on its product offerings, growth, value and future prospects? How sustainable is the dividend? Would you buy it?
Q: Your thoughts on this company going forward. They have made some acquisitions so wondering if this has some potential to move. One view is fair value would be about $73. Do you think they can get there and is this value reasonable?
Thank you
Q: hello 5i:
I am interested in the above companies, but feel both are overvalued at present. Technically, HPS appears to have a "blowoff" topping pattern while ATS is consolodating. Fundamentally, both look a little stretched as far as PE, P/CF go. The subject of growth, of course, will define future gains. From past answers, you like ATS "better" than HPS.
First, can you confirm the above deductions and do a head to head comparison of the two. Second, where do you see future growth for both, and why. HPS actually looks to have the upper hand due to the "relectrification" theme as their products might attract a larger global audience. Third, can you provide what you feel are good entry points. Thanks for this comparison as there are only funds to buy one.
Paul L
Q: I understand that you are keen on NVEI as a longterm growth story… could you please explain a bit more about where they fit into the fintech space - eg direct competitors, maybe comparative businesses? Thank you.
Q: hi. I am down on CSW, and am thinking of selling and locking in the tax loss, and immediately picking up ADW. do you see more capital gain potential in one versus the other? what do you feel is the better investment now?cheers, chris
Q: Tiny company, very thinly traded, but possibly an interesting play for a small, speculative position? Would appreciate if 5i can provide some commentary and an opinion on long term prospects and merits of Voyageur Pharmaceuticals Ltd. Thank you!