Q: I DO NOT UNDERSTAND WHY CARGO JET IS NOT ON ANY 5I PORTFOLIO OR STOCK REPORTS LIST?
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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: Well is up big today do you know what's going on.
Q: I’m wondering what you think of PNG ( Kraken Robotics). They recently announced some deals for their equipment with a few Countries, what kind of prospects do you see for them and would you see them as an acquisition target by a larger Defence company ?
Thanks
Thanks
- Sangoma Technologies Corporation (STC)
- TECSYS Inc. (TCS)
- Blackline Safety Corp. (BLN)
- Kraken Robotics Inc. (PNG)
- Xebec Adsorption Inc. (XBC)
- WELL Health Technologies Corp. (WELL)
Q: Hi crew, what 5-10 micro-cap stocks have the biggest runway for growth? How about small cap?
Thank you,
Kevin
Thank you,
Kevin
- Block Inc. Class A (SQ)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: Could you please give me your opinion on this company. Would you consider it a good buy at this time and are there any other companies you would prefer in this space. Thanks for your advice.
Q: Looking to see if this one is on your radar at all, and if so what your thoughts might be on potential.
Thanks
Thanks
Q: I would like to start a position even though the IPO is quite new.
the price seems to be slowly creeping up. Thoughts?
Thanks, Lesley
the price seems to be slowly creeping up. Thoughts?
Thanks, Lesley
Q: Hi Peter &5i team,
If Amazon is building warehouses in Canada, will any Canadian companies benefit? In your opinion, is this a good opportunity to invest in companies such as Richards packaging,CCL,the pulp and paper industry,or other e commerce firms.
Thanks for your thoughts
If Amazon is building warehouses in Canada, will any Canadian companies benefit? In your opinion, is this a good opportunity to invest in companies such as Richards packaging,CCL,the pulp and paper industry,or other e commerce firms.
Thanks for your thoughts
- Restaurant Brands International Inc. (QSR)
- A&W Revenue Royalties Income Fund (AW.UN)
- lululemon athletica inc. (LULU)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
Q: I'm looking for a few suggestions of economy re-opening stocks, US and CAD that you would consider 'investable' with a recovery taking place over the next year or so.
- Nuvei Corporation Subordinate Voting Shares (quoted in US funds) (NVEI.U)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: Hi, Nuvei shares debuted Thursday with a bang and closed nicely 30% above the offer price of US$26. Initial Offering was for 26.9 mln shares ( plus 15% overallotment) of which about 90% was treasury offering of new shares and balance was sold by existing shareholders, Novacap group of funds. Caisse and most other major shareholders continue to own their stake in the company. 8.3 mln shares were traded on the first day, in total, (USD and CAD). Shares traded in the range of US$31.58-$35 and CAD$42-$46.
Initial analysis and report posted by 5i (Barkha) on the company was very informative and helpful.
Looks like, Nuvei could be in league with highly successful Canadian Tech companies like SHOP and LSPD, in the payment/ ecommerce sector.
What is your take on this company ? How do you rate company's hold in its addressable market, growth prospects and competition ?
Your commentary and guidance was invaluable and tremendously useful in the early days of LSPD, last year and helped many of us to be able to build a decent ownership, over time.
If you like NVEI, what will be your recommended approach, position size and price range ?
Thank you for your valued insight, as always.
Initial analysis and report posted by 5i (Barkha) on the company was very informative and helpful.
Looks like, Nuvei could be in league with highly successful Canadian Tech companies like SHOP and LSPD, in the payment/ ecommerce sector.
What is your take on this company ? How do you rate company's hold in its addressable market, growth prospects and competition ?
Your commentary and guidance was invaluable and tremendously useful in the early days of LSPD, last year and helped many of us to be able to build a decent ownership, over time.
If you like NVEI, what will be your recommended approach, position size and price range ?
Thank you for your valued insight, as always.
- Nuvei Corporation Subordinate Voting Shares (quoted in US funds) (NVEI.U)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: Good day guys:
Please comment on this name .. if buyable when would be a good time to start a position ?
Thx
Mark
Please comment on this name .. if buyable when would be a good time to start a position ?
Thx
Mark
Q: Hi 5i Team - Could you provide a summary of the fundamentals for Docebo including insider ownership/recent buying and selling, cash reserves, growth opportunities, and your opinion of management. Also a brief summary of Docebo's business. Considering the scope of this question please feel free to take some time to answer - no rush. Thanks.
Q: Hi Team, thoughts on Krakens announcements of today. They seem to be on a roll and h as very just hit $100 million market cap.
Do you recommend at this new level?
Thanks
Rob
Do you recommend at this new level?
Thanks
Rob
Q: Jamieson has been strong over past few months and now with recent research that Vitamin D may have an influence on a persons likelihood of catching COVID, do you have any opinion on price appreciation potential of JWEL?
- Wynn Resorts Limited (WYNN)
- Southwest Airlines Company (LUV)
- BRP Inc. Subordinate Voting Shares (DOO)
- Great Canadian Gaming Corporation (GC)
- Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
Q: Thx as always for your amazing service.
You mentioned 4 of the above names in a vaccine / recovery scenario. I already own DOO and GC, and I am looking to add two. Can you please rank them 1) in terms of risk 2) recovery potential from current levels
Thx Brian
You mentioned 4 of the above names in a vaccine / recovery scenario. I already own DOO and GC, and I am looking to add two. Can you please rank them 1) in terms of risk 2) recovery potential from current levels
Thx Brian
Q: Thinking of buying TCS.Your comments please.Txs for u usual great services & views
Q: Would appreciate your assessment of their Q2 results that were released yesterday.
Q: It looks like the market likes the announced sale of Tucows TING mobile to DISH and the technology partnership between the two companies. I would love to hear your perspective with regards to what this deal means to Tucows long term.
- how big is TING mobile vs Ting Fiber vs Domain Names to the overall Tucows business?
- I thought Fiber was their future....does the partnership with DISH create new opportunities in mobile (either through technology partnerships with other mobile companies, or a large opportunity to grow with DISH)) for new avenues of growth or does it solve a problem they had with mobile that will allow them to focus more on their fiber business?
- I know nothing about DISH - are they a valuable partner?
- is TC a buy in your opinion?
Any colour you may add to this would be most welcome.
Cheers
Scott
- how big is TING mobile vs Ting Fiber vs Domain Names to the overall Tucows business?
- I thought Fiber was their future....does the partnership with DISH create new opportunities in mobile (either through technology partnerships with other mobile companies, or a large opportunity to grow with DISH)) for new avenues of growth or does it solve a problem they had with mobile that will allow them to focus more on their fiber business?
- I know nothing about DISH - are they a valuable partner?
- is TC a buy in your opinion?
Any colour you may add to this would be most welcome.
Cheers
Scott
Q: Hello 5I,
Thoughts on DND on TSE. Is this another cloud firm with recurring revenue the next (albeit a junior) Canadian Shopify?
Thanks.
Thoughts on DND on TSE. Is this another cloud firm with recurring revenue the next (albeit a junior) Canadian Shopify?
Thanks.
- Sangoma Technologies Corporation (STC)
- CAE Inc. (CAE)
- Great Canadian Gaming Corporation (GC)
- Brookfield Property Partners L.P. (BPY.UN)
- Primo Water Corporation (PRMW)
- Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
- Xebec Adsorption Inc. (XBC)
- WELL Health Technologies Corp. (WELL)
Q: Greetings 5i team,
I have some cash in two of my accounts and am looking to add to two or more of these companies. In what order would you suggest I might add to these companies? Are there any that you would not add to at this time? For example, CAE and GC have been badly mauled, have not yet recovered, but perhaps I should treat them as a hold?
I realize that these companies vary according to sector, size growth, income and recovery potential making this a challenging question.
Thank you for your work.
SP
I have some cash in two of my accounts and am looking to add to two or more of these companies. In what order would you suggest I might add to these companies? Are there any that you would not add to at this time? For example, CAE and GC have been badly mauled, have not yet recovered, but perhaps I should treat them as a hold?
I realize that these companies vary according to sector, size growth, income and recovery potential making this a challenging question.
Thank you for your work.
SP