Q: Comments please on Constellation's latest quarter.
Thank you
Thank you
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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: Hi Peter,
I have a 5% position in Blackberry. Can you please let me know your take on this stock.
Thank you,
Tom
I have a 5% position in Blackberry. Can you please let me know your take on this stock.
Thank you,
Tom
Q: What do you think of Shopify's new card?
Q: What is your assessment ? Thank you
Q: How does LMP look now to take a position ? Thanks, Paul
Q: Hi 5i, BB added to S&P/TSX shareholders yield, is that mean pay special dividends? Thank you
Q: I have a question about Tucows. I am watching Tucows go up this week. Can you please advise if you think there is any reason why this would not be sustained? (i.e. wondering if I should sell and just reap some profits here) Thanks very much,
Marilyn
Marilyn
Q: You have received several inquiries about Constellation Software in regard to whether or not it has lost its shine in that it is becoming more difficult to grow by acquisition. Would the same reasoning apply to Open Text? Thank You.
Q: Hi Peter,
I have had ESP for 2-3 years and I have seen it as high as $4 when a potential deal with Rogers was in the works. It is currently my largest holding. ESP's last quarter was very positive and gave the price a good bump which has since dwindled. With approximatley $1.15 per share in cash, can we assume 1.5 X cash = $1.72 as a minimum value for this company? This has been the valuation I am basing my decisions on. With the current price approaching $2 a share (my average), I see good potential with manageable risk.
I look forward to your opinion on this one.
Cheers,
I have had ESP for 2-3 years and I have seen it as high as $4 when a potential deal with Rogers was in the works. It is currently my largest holding. ESP's last quarter was very positive and gave the price a good bump which has since dwindled. With approximatley $1.15 per share in cash, can we assume 1.5 X cash = $1.72 as a minimum value for this company? This has been the valuation I am basing my decisions on. With the current price approaching $2 a share (my average), I see good potential with manageable risk.
I look forward to your opinion on this one.
Cheers,
Q: Do you think more up side for BB going forward? Thank you
Q: I still have TNC shares. Do you know when the payout will take place? If it's soon, I'll wait. If not, I'll sell and redeploy funds elsewhere?
Q: Hi 5i, would you buy PHO at current price? Thank you
Q: What does the court win announced this morning mean for BB and the stock? Is it simply a one time very large payment or will this open up other opportunities for awards?
Q: I hold AAPL, GOOGL, OTEX, and CSU which make up 10% of my total portfolio. What would be one other name you would add to get good sector diversification? Something in the US?
Q: Hi Peter and Team,
Understand you do not focus on US stock, but would appreciate your help to give your thought on this US company in terms of further growth. Do you know why the share price keeps falling.
Is it buyable at this level?
Thank you as always. Pui
Understand you do not focus on US stock, but would appreciate your help to give your thought on this US company in terms of further growth. Do you know why the share price keeps falling.
Is it buyable at this level?
Thank you as always. Pui
Q: Hey 5i team,
It seems as though the solar power industry is gaining traction in the global market, and will continue to do so in the coming years.
With the ever-increasing efficiency of emerging storage solutions to help mitigate problems attributed with solar (ie the duck curve), it appears as though more nation's are beggining to view solar as a feasible option... I'm thinking about the South Australian government's plans for battery storage and India's solar boom.
Can you provide any comments on this trend, and are there any ETF's or indiviual stocks you like, that play the solar market on a global scale?
Always appreciate your input!
It seems as though the solar power industry is gaining traction in the global market, and will continue to do so in the coming years.
With the ever-increasing efficiency of emerging storage solutions to help mitigate problems attributed with solar (ie the duck curve), it appears as though more nation's are beggining to view solar as a feasible option... I'm thinking about the South Australian government's plans for battery storage and India's solar boom.
Can you provide any comments on this trend, and are there any ETF's or indiviual stocks you like, that play the solar market on a global scale?
Always appreciate your input!
Q: Hi Peter, would this name be good to own for a short or long term? Is it a fair price to buy (99.00 ). Any thing I need to know about this co. Thanks. Alnoor
Q: Could you please provide street estimates, reporting date and insider ownership info for NXJ. What are your current thoughts on the name? Thanks for everything.
Q: Hi, Peter could please provide your view on this co. Long term. Should I buy in rrsp or t f a c acct? I would like to buy 7-8 % for one and 5-6% of the other. Thanks for your help .
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $102.46)
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Descartes Systems Group Inc. (The) (DSG $88.14)
Q: How would you assess the prospects of these two companies over the next year or so? I am considering swapping them for Constellation Software. Would this be a good move?