Q: Spruce Point Capital has issued a report against Cintas. Can you give any comment on the reputation of Spruce Point or how seriously we should take their report?
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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 Guys
Could you guess what sleeping 5G co. will benefit from the roll out
Bob
Could you guess what sleeping 5G co. will benefit from the roll out
Bob
Q: Which company do you like better as a long term hold in an RRSP?
Q: Could you provide your opinion on PFPT Would you be comfortable buying at today's price? Thanks Claude
Q: Can you comment on the investment merits of CArlyle group?
Q: Disney is up a lot today. Is it still a buy or a hold at this point?
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Raytheon Company (RTN)
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The Rubicon Project Inc. (RUBI)
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The Trade Desk Inc. (TTD)
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Guardant Health Inc. (GH)
Q: Since starting to do more and more of my own investing I have found your advice incredibly profitable! Thank you. I follow the Canadian balanced portfolio and try to add in some US growth names. I am also diversified into ETFs. Right now I have cash for 2 new US positions. I want to add growth positions and have a long long time frame. Currently considering GH, RTN and RUBI. Do you still like all three at current prices? And which would you choose? Any other suggestions?
Q: What do you like of this company it had quite a drop recently I’m guessing earning had something to do with that .Would you buy this company
Thanks for the help
Thanks for the help
Q: Please give insight on the business model that CPSI follows. It just reported reasonable results. Hares gapped up for only a day before falling back down. This could be due profit taking in this thinly traded security. What insight please on :
1. MOAT
2.PEG
3. Debt (manageable?)
4. Sufficient insider ownership ? (Considering its tiny size and negative price history)
5. Price to free cash flow;
PLEASE any information (of *substance* ) you can provide from your expert sources would be very helpful.
I don't expect you to know whether or not this is a candidate for a buy out by a larger company. Nevertheless , do you think CPSI is a better than average candidate for a consolidator in its industry?
1. MOAT
2.PEG
3. Debt (manageable?)
4. Sufficient insider ownership ? (Considering its tiny size and negative price history)
5. Price to free cash flow;
PLEASE any information (of *substance* ) you can provide from your expert sources would be very helpful.
I don't expect you to know whether or not this is a candidate for a buy out by a larger company. Nevertheless , do you think CPSI is a better than average candidate for a consolidator in its industry?
Q: Hi, your thoughts on KNSL and LOB?
Q: Is there currently a stock that 5I considers a "screaming buy" in Canada or the US for a short or long term hold.
Thanks Valter
Thanks Valter
Q: Looking at the Reit space in the US and I have been watching this one for awhile. It has come off a fair bit since its high. Thoughts on their latest quarter and their business going forward.
cheers
cheers
Q: FDA apparently has positive views on AMARIN's new drug Vascepa so approval for broad use seems likely; hence the recent pop. How much more upside does the stock have in the medium term.
Thanks for your insight.
Ian
Thanks for your insight.
Ian
Q: Hi Group recently I have taken a hit on ZTS (poor quarter results + SYK (acquisition another company) I was up 15% + 20% respectively presently breaking even or slightly up > to date. Should I sell one or both or keep one or both and why ? thanks for your advise.
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Costco Wholesale Corporation (COST)
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Premium Brands Holdings Corporation (PBH)
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The Hain Celestial Group Inc. (HAIN)
Q: I am thinking of selling pbh. Do you have a US stock in the same sector that you would prefer? Or would you just hold on pbh. Thanks.
Q: What is wrong with ge could they revovere after important decrease in valu
Q: Hi 5i Team
Are there two or three US companies that are poised for huge growth in the near future? Thanks!
Are there two or three US companies that are poised for huge growth in the near future? Thanks!
Q: Can I get your updated opinion on Copart? It seems like an amazing compounder, which has had a very strong last 2.5 years. Definitely expensive but is it one of those growth companies where you have to pay up for quality?
Q: A JPM analyst made the comments below in an article I read. 5i has also noted this rotation to date. Do you agree with the below and could you list 6-8 stocks in both the US and Canada that would benefit most?
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The massive rotation into value stocks that rocked investors two months ago is going to extend into 2020, according to J.P. Morgan’s quant guru Marko Kolanovic.
The quant, whose reports have moved markets in the past, predicted rotation, going so far as to call it a “once in a decade” trade.
Value names staged a comeback in September after years of underperformance as investors bet on economically sensitive, cheap stocks on hopes for a U.S.-China trade deal. The strategist believes the rotation has more room to run on the back of the improving macro environment.
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The massive rotation into value stocks that rocked investors two months ago is going to extend into 2020, according to J.P. Morgan’s quant guru Marko Kolanovic.
The quant, whose reports have moved markets in the past, predicted rotation, going so far as to call it a “once in a decade” trade.
Value names staged a comeback in September after years of underperformance as investors bet on economically sensitive, cheap stocks on hopes for a U.S.-China trade deal. The strategist believes the rotation has more room to run on the back of the improving macro environment.
Q: ayx,amt,pypl,sq,uber,xyl.All US and my looser which one or all I should sell.I know they are all US but need help only because of tax time,highly appreciated.IF possible.