Q: Comments requested on dnd latest financials. Huge revenue increases but did they meet expectations? Anything noteworthy in the call? What might market reaction be?
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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: The market has been less than enthusiastic about Dye and Durham since the takeover announced a month ago, which looks iffy now there is another rebellion among Canadian legal clients over fee jumps. If the takeover succeeds an article in the Jan.29 Globe projects debt will be 5X EBITDA up from 3X which could bury DND.
5i's assessment of David Berman's piece and the outlook for shares should the takeover be turned down by regulators in Australia, please.
https://www.theglobeandmail.com/investing/markets/inside-the-market/article-investors-have-turned-cold-on-dye-durham-heres-why/
5i's assessment of David Berman's piece and the outlook for shares should the takeover be turned down by regulators in Australia, please.
https://www.theglobeandmail.com/investing/markets/inside-the-market/article-investors-have-turned-cold-on-dye-durham-heres-why/
Q: Please advise your outlook for these companies
Thanks
Terry
Thanks
Terry
Q: For best growth in my TFSA, which would you buy first?
Thanks. Peter.
Thanks. Peter.
Q: What problem will the class action suit be to dnd? How big a deal is it
Q: Hi Team,
Can you please provide the current P/S for these company and which you perceive as the best value today?
Thank you
Can you please provide the current P/S for these company and which you perceive as the best value today?
Thank you
Q: Please provide some insight on the likelihood that DND's new acquisition is turned down by UK regulators?
Thanks.
Thanks.
- Linamar Corporation (LNR)
- Magna International Inc. (MG)
- Dye & Durham Limited (DND)
- Topicus.com Inc. (TOI)
Q: Looks to me that it's time to start looking in the 'bargain bin' for some heavily discounted companies. I like to find good solid companies that have been taken down with the market but through no fault of their own. They also are so good at running their businesses that I need to wait for times like these to purchase them. I'm an investor who can accept medium risk and dividends are always welcome. Please focus on Canadian companies.
Q: Hi 5i,
DND has continued to slide lower after their recent high currently at $39.
What is your outlook for this stock/company going forward and would you be a buyer at this price?
At what price would you consider it a screaming buy where reward greatly out weighs risk..in your opinion.
Thx
Jim
DND has continued to slide lower after their recent high currently at $39.
What is your outlook for this stock/company going forward and would you be a buyer at this price?
At what price would you consider it a screaming buy where reward greatly out weighs risk..in your opinion.
Thx
Jim
- Intuit Inc. (INTU)
- NVIDIA Corporation (NVDA)
- Constellation Software Inc. (CSU)
- Miscellaneous (MISC)
- Coupa Software Incorporated (COUP)
- CrowdStrike Holdings Inc. (CRWD)
- Digital Turbine Inc. (APPS)
- Dye & Durham Limited (DND)
- Topicus.com Inc. (TOI)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: With technology stocks presently going out of favour with buyers what 5 Canadian and 5 US technology stocks would i5Research recommend for a long time hold in a TFSA. Thanks … Cal
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Dye & Durham Limited (DND)
- Topicus.com Inc. (TOI)
Q: On a scale of 1 to 10, what value would you give to both risk and long term growth prospects for each of these companies. Feel free to provide a brief qualitative comment instead if you think that would be more beneficial.
Q: I am considering buying both these stocks for a 3 to 5 yr hold and would appreciate your present views on both. Thanks
Q: I sold DND , DCBO, LSPD in my TFSA prior to Xmas and replaced same with TFII, TSU, and TOI. I sold DND prior to both new acquisitions and LSPD in the $63. dollar range. After this NVEI was hit by the short report and still in my TFSA. Do I pick 1 of DBD, NVEI or LSPD for my 2022 contribution or do you have a better suggestion?
Thanks David
Thanks David
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Dye & Durham Limited (DND)
- Nuvei Corporation (NVEI)
Q: I sold DND , DCBO, LSPD in my TFSA prior to Xmas and replaced same with TFII, TSU, and TOI. I sold DND prior to both new acquisitions and LSPD in the $63. dollar range. After this NVEI was hit by the short report and still in my TFSA. Do I pick 1 of DBD, NVEI or LSPD for my 2022 contribution or do you have a better suggestion?
Thanks David
Thanks David
- Apple Inc. (AAPL)
- Constellation Software Inc. (CSU)
- Enghouse Systems Limited (ENGH)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Block Inc. Class A (SQ)
- SPDR S&P 500 ETF Trust (SPY)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- CrowdStrike Holdings Inc. (CRWD)
- Dye & Durham Limited (DND)
- Topicus.com Inc. (TOI)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: I am a little overweight techs in a well diversified portfolio. Considering valuation contraction where do you see a new normal forward P.E. the S&P in 2022 and for those stocks highlighted?
Please provide forward P.E. and multiples for those that make profits and guestimate where the low end could be for the others.
Thanks
Yves
Please provide forward P.E. and multiples for those that make profits and guestimate where the low end could be for the others.
Thanks
Yves
- Sangoma Technologies Corporation (STC)
- WELL Health Technologies Corp. (WELL)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Dye & Durham Limited (DND)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: Given a five year time period, please rate the growth prospects of the above stocks starting with the best.
Thank you. Appreciate your service.
Howard
Thank you. Appreciate your service.
Howard
- NVIDIA Corporation (NVDA)
- Enghouse Systems Limited (ENGH)
- Magna International Inc. (MG)
- Atlassian Corporation (TEAM)
- Nutrien Ltd. (NTR)
- Dye & Durham Limited (DND)
Q: Hi 5i!
Which high quality stocks would you look at to take profit of the recent dip?
Many thanks,
Frank
Which high quality stocks would you look at to take profit of the recent dip?
Many thanks,
Frank
- NVIDIA Corporation (NVDA)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Roku Inc. (ROKU)
- Pure Storage Inc. Class A (PSTG)
- CrowdStrike Holdings Inc. (CRWD)
- Digital Turbine Inc. (APPS)
- Dye & Durham Limited (DND)
Q: Could you name a couple of growth stocks with a 3-5 time horizon ?
Q: Could you comment on DND's latest acquisition of Link Group? 3.2 Billion dollar deal. Thanks.
Q: Peter;;What do you make of the voting today (Dec21) re refusal,on the 600k options plus weak votes for certain directors- will institutions sell on this ? Rod