Q: With regards to Covalon and their contract with Saudi Arabia. They have stated that the current diplomatic squabble does not effect their business. Are you aware of any terms of the contract and/or delivery of product or payment schedule that has or is scheduled to happen? I'm just trying to determine if despite the rhetoric it's not effecting or delaying the terms of the contract.
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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, Do you consider this new contract announced this morning, significant ? Thanks
Q: If I wanted to buy COV would you suggest a 1/2 position for now or ok to do a full position?
Thanks
Thanks
- Covalon Technologies Ltd. (COV)
- Photon Control Inc. (PHO)
- Constellation Software Inc. (CSU)
- Stars Group Inc. (The) (TSGI)
- Parex Resources Inc. (PXT)
- BRP Inc. Subordinate Voting Shares (DOO)
- Great Canadian Gaming Corporation (GC)
- Kinaxis Inc. (KXS)
- Knight Therapeutics Inc. (GUD)
- Spin Master Corp. Subordinate Voting Shares (TOY)
Q: Hi,i have these 10 stocks as my TFSA holdings.Down around 7% in last couple weeks.I have long term view of 8-10 years to retirement and would like your opinion on the group as a whole and if i should stay the coarse or would you suggest any changes?
thanks,
brad.
thanks,
brad.
- Covalon Technologies Ltd. (COV)
- Constellation Software Inc. (CSU)
- Stars Group Inc. (The) (TSGI)
- Premium Brands Holdings Corporation (PBH)
- Tencent Holdings Ltd. ADR (TCEHY)
Q: Hi 5i Team,
I had to dump TCEHY for a 15% loss today after riding it down from the highs based on continued negative volatility with the stock. I am thinking of buying some of your favorites to replace it, with stable growth in mind. I am looking for companies that have also pulled back recently, and that you consider a good buying opp today. I am looking at initiating a position in CSU, COV, PBH, and possible ADDING to TSGI as I am now down 20% on that one and am thinking that averaging down may be the thing to do here soon. Do you have any other better suggestions or top picks you can suggest? ( I already own TOY, PHO, GSY, FB, BABA, ENB, RHT, HD) Thanks for you input.
Shane.
I had to dump TCEHY for a 15% loss today after riding it down from the highs based on continued negative volatility with the stock. I am thinking of buying some of your favorites to replace it, with stable growth in mind. I am looking for companies that have also pulled back recently, and that you consider a good buying opp today. I am looking at initiating a position in CSU, COV, PBH, and possible ADDING to TSGI as I am now down 20% on that one and am thinking that averaging down may be the thing to do here soon. Do you have any other better suggestions or top picks you can suggest? ( I already own TOY, PHO, GSY, FB, BABA, ENB, RHT, HD) Thanks for you input.
Shane.
Q: Between Rht and Cov, which one do you prefer better ? I have only small amount of cash to add to just one, thanks
Q: Both cov and ttd had very good results by the end of last week. Would you recommend selling either or both?
David
David
- Covalon Technologies Ltd. (COV)
- Photon Control Inc. (PHO)
- Descartes Systems Group Inc. (The) (DSG)
- Knight Therapeutics Inc. (GUD)
- Savaria Corporation (SIS)
- Cematrix Corporation (CVX)
- Crius Energy Trust (KWH.UN)
Q: Good morning Team! I would like to thank you all for the amazing technical work that you do for me! I work full time and it would be impossible to spend the time required to research companies.(even though I would love to) Above is a portfolio that I started and I am wondering what you would suggest to add? Investment timeline 10+ yrs.
- Covalon Technologies Ltd. (COV)
- Photon Control Inc. (PHO)
- Constellation Software Inc. (CSU)
- Methanex Corporation (MX)
- Stars Group Inc. (The) (TSGI)
- Great Canadian Gaming Corporation (GC)
- Kinaxis Inc. (KXS)
- Premium Brands Holdings Corporation (PBH)
- Savaria Corporation (SIS)
- Spin Master Corp. Subordinate Voting Shares (TOY)
Q: Good morning 5i,
Can you please provide me with your top 10 Canadian growth companies regardless of sector or market cap?
Can you please provide me with your top 10 Canadian growth companies regardless of sector or market cap?
Q: I just want to say that I appreciate your professionalism and level headed advice. I was able to sit and buy COV on the dip and now am sitting up 14%. Thank you and keep up the great work!
Q: What are you recommending to do with Covalon Technologies.? Will the Saudi problems affect this stock? It went down a lot to begin with, seems a little better today?
Thanks, Mary
Thanks, Mary
Q: What price level would you recommend buying Danaher and Covalan to keep for 1-3 years.
Thanks
Margita
Thanks
Margita
- Covalon Technologies Ltd. (COV)
- Photon Control Inc. (PHO)
- Toronto-Dominion Bank (The) (TD)
- Bank of Nova Scotia (The) (BNS)
- BCE Inc. (BCE)
- Enbridge Inc. (ENB)
- TC Energy Corporation (TRP)
- Constellation Software Inc. (CSU)
- Stars Group Inc. (The) (TSGI)
- NFI Group Inc. (NFI)
- Kinaxis Inc. (KXS)
- BlackBerry Limited (BB)
- Magna International Inc. (MG)
- Open Text Corporation (OTEX)
- Premium Brands Holdings Corporation (PBH)
- Knight Therapeutics Inc. (GUD)
- Savaria Corporation (SIS)
- Spin Master Corp. Subordinate Voting Shares (TOY)
- Reliq Health Technologies Inc. (RHT)
Q: Hi all at 5i, I have about 45k invested with only 5k in cash. I own all of the above names and was wondering if you were to free up some cash which of these stocks would you trim. If you think 5k in cash is enough, do you think any of these names would be good to trade for another name? Do you have any concerns over any of these names at this moment in time.
Feel free to deduct as many points as necessary.
Thanks,
Dan
Feel free to deduct as many points as necessary.
Thanks,
Dan
- Covalon Technologies Ltd. (COV)
- Vermilion Energy Inc. (VET)
- NFI Group Inc. (NFI)
- Enerplus Corporation (ERF)
- Premium Brands Holdings Corporation (PBH)
- Savaria Corporation (SIS)
- Ag Growth International Inc. (AFN)
- Spin Master Corp. Subordinate Voting Shares (TOY)
- Crius Energy Trust (KWH.UN)
- Cardinal Energy Ltd. (CJ)
- Gear Energy Ltd. (GXE)
- VersaBank (VBNK)
Q: hi
Purely on a stock by stock basis, based on the short term possible performance of the stock, if you had to sell some of these stocks, which would (first 5) you sell and in what order? ( I like all of them but I want to reduce my leverage ) Do not consider them as a portfolio as I have other stocks in registered accounts. Reducing across all of them would not be efficient for the size of my account.
thank you
Francois
Purely on a stock by stock basis, based on the short term possible performance of the stock, if you had to sell some of these stocks, which would (first 5) you sell and in what order? ( I like all of them but I want to reduce my leverage ) Do not consider them as a portfolio as I have other stocks in registered accounts. Reducing across all of them would not be efficient for the size of my account.
thank you
Francois
Q: For someone without a position, would you advise stepping in here on the weakness to buy a starter position, maybe 1/2? Or would you wait till we get more definitive news about Saudi Arabia?
Q: this covalon thing is a bit distressing all because of a tweet by this freeland character who seems completely out of her element whether its nafta or anything else.the conservatives are looking better everyday but that is not the point.
the point is the saudis have said they will not do any new business with canada and seem to emphasize that existing contracts stand as is.so why the massive sell off in covalon, is it just retail investors panicking— probably mostly 5i members and just after you had it as a top pick on bnn.
the stock market can be a crazy place where a tweet can cause such a sell off in a stock. please comment.dave
the point is the saudis have said they will not do any new business with canada and seem to emphasize that existing contracts stand as is.so why the massive sell off in covalon, is it just retail investors panicking— probably mostly 5i members and just after you had it as a top pick on bnn.
the stock market can be a crazy place where a tweet can cause such a sell off in a stock. please comment.dave
Q: Good morning Ryan, Peter
Thank you for all your hard work - keeping us informed
I’m wondering if there are any companies we should watch re the recent news with Saudi Arabia
Have a good day.
Thank you for all your hard work - keeping us informed
I’m wondering if there are any companies we should watch re the recent news with Saudi Arabia
Have a good day.
Q: Each of these had big falls in stock price, and each for different reasons. Which would you prefer for a quick bounce back and why?
Regards,
Robert
Regards,
Robert
Q: Not a question because I don't have question credits, but for those asking about COV, they released a statement saying that they don't think any of the current issues with Canada and Saudi Arabia will impact their contracts in the Middle East.
Q: would you be buying this today?