Q: Can I please have your analysis of First Service recently announced earnings. Do you see upside potential in the next few years. Any comments would be appreciated. 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.
- Constellation Software Inc. (CSU)
- Brookfield Renewable Partners L.P. (BEP.UN)
- WSP Global Inc. (WSP)
- Stantec Inc. (STN)
- Descartes Systems Group Inc. (The) (DSG)
- FirstService Corporation (FSV)
- TMX Group Limited (X)
- TFI International Inc. (TFII)
- ATS Corporation (ATS)
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
- GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
- EQB Inc. (EQB)
- Trisura Group Ltd. (TSU)
- WELL Health Technologies Corp. (WELL)
- Boyd Group Services Inc. (BYD)
Q: Please list companies in your portfolios that have returned in excess of 100% over the last 5 years.
Please also show their % returns.
Thank you.
Please also show their % returns.
Thank you.
Q: Can you account for the recent volatility in the stock?
Thanks
Sheldon
Thanks
Sheldon
Q: I have been following this stock for several years and admit the chart looks nice , but find it extremely difficult to buy, especially with a
P/ E ratio of 50 in these difficult times.
Is this stock “ cheap “ on a historical basis ? Why is it so strong and what would make its strengths
weaken ? Is PE x50 justified ? Thanks. Derek
P/ E ratio of 50 in these difficult times.
Is this stock “ cheap “ on a historical basis ? Why is it so strong and what would make its strengths
weaken ? Is PE x50 justified ? Thanks. Derek
- Enbridge Inc. (ENB)
- Dollarama Inc. (DOL)
- Descartes Systems Group Inc. (The) (DSG)
- FirstService Corporation (FSV)
- Open Text Corporation (OTEX)
- Hydro One Limited (H)
- Boyd Group Services Inc. (BYD)
Q: Hi - for the above companies, how would you expect them to perform in a recession? Do you expect them to have positive alpha? If not these, could you list a few companies that you would be inclined to buy heading into a recession? (ignoring factors like diversification, personal risk etc etc.).
- FirstService Corporation (FSV)
- BRP Inc. Subordinate Voting Shares (DOO)
- Savaria Corporation (SIS)
- goeasy Ltd. (GSY)
- EQB Inc. (EQB)
- TECSYS Inc. (TCS)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Trisura Group Ltd. (TSU)
- Boyd Group Services Inc. (BYD)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: What small to mid cap companies can you recommend that have been beaten up due to market conditions but have a high chance of success long term? Looking at a potential entry point this year with the prospect of beating out the returns of larger cap names that may be in a similar situation. Could you also give a brief thought on the risk/reward of this approach as well. Thanks very much.
- FirstService Corporation (FSV)
- goeasy Ltd. (GSY)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
- WELL Health Technologies Corp. (WELL)
Q: Are there any small to mid-cap companies that have been beaten up over the past year that you really like the longer term outlook for?
Thanks
Thanks
- Constellation Software Inc. (CSU)
- FirstService Corporation (FSV)
- BRP Inc. Subordinate Voting Shares (DOO)
- Kinaxis Inc. (KXS)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: Hi
What industries and stocks would you recommend for the Current Market Condition?
Thanks.
What industries and stocks would you recommend for the Current Market Condition?
Thanks.
- Booking Holdings Inc. (BKNG)
- Restaurant Brands International Inc. (QSR)
- FirstService Corporation (FSV)
- A&W Revenue Royalties Income Fund (AW.UN)
- GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
- Airbnb Inc. (ABNB)
Q: Hello Peter and Team
I sens that your preference has switched recently to GDI, AW.UN and ABNB.
I hold FSV, QSR and BKNG. which are in the same fields.
I always aim to invest in the best companies with the greatest potential.
Should I consider switching
Raouf
I sens that your preference has switched recently to GDI, AW.UN and ABNB.
I hold FSV, QSR and BKNG. which are in the same fields.
I always aim to invest in the best companies with the greatest potential.
Should I consider switching
Raouf
- FirstService Corporation (FSV)
- North West Company Inc. (The) (NWC)
- Exchange Income Corporation (EIF)
- Richelieu Hardware Ltd. (RCH)
Q: Best Canadian small cap dividend growers that have delivered shareholder value to date and have the potential continue to do so in the future. Your current opinion?
Thanks.
Thanks.
Q: May I please have your comments on the earnings for First Service
Q: I have both stocks in my cash account, all in green and similar weighting in the portfolio. From here going forward, which one has more upside? Should I sell a bit of both, or just part of one name? Your analysis on them is greatly appreciated.
Thanks,
Thanks,
Q: Can you please compare the two companies? Which one is a better buy today?
Thanks,
Thanks,
- Stantec Inc. (STN)
- Colliers International Group Inc. Subordinate Voting Shares (CIGI)
- FirstService Corporation (FSV)
- Tricon Residential Inc. (TCN)
- goeasy Ltd. (GSY)
- Real Matters Inc. (REAL)
- Trisura Group Ltd. (TSU)
Q: I have REAL in both my TSFA and non-registered accounts. I would like to get rid of it from my non-registered account. Could you suggest a replacement (I do not plan to repurchase it? Do you suggest selling it from the TFSA or waiting for it to turn around a bit?
Q: The above companies are of course different, but can you rank them on a valuation basis as possible additions to existing holdings. Comments on recent earnings reports for WCN and FSV would be helpful.
Thanks
Thanks
- Park Lawn Corporation (PLC)
- Descartes Systems Group Inc. (The) (DSG)
- FirstService Corporation (FSV)
- Parkland Corporation (PKI)
- TFI International Inc. (TFII)
- Kinaxis Inc. (KXS)
- Premium Brands Holdings Corporation (PBH)
- goeasy Ltd. (GSY)
- Boyd Group Services Inc. (BYD)
Q: Taking into consideration current valuations and quality of these companies please rank these companies. Do any in particular look like interesting buys at the moment?
Thank-you.
Thank-you.
Q: I have been watching this stock for quite some time and read your comments to Greg. A so so earnings report and it has a p/e of 46.40 with expected 10% earnings growth. With this type of market and these figures , I am staying away. I like the company but am looking for much lower price. Your thoughts? Thanks.
Derek
Derek
Q: Your comments and analysis of FSV earnings. Thanks.
Q: Not a question but just a comment that companies like Aritzia First Service and Go Easy would never have been on my radar without 5i. I’ve held all three for a number of years in my portfolio and they’ve done well. It’s also heartening and reinforcing to hear the “experts” on BNN Market Call selecting these names as Top Picks or strong recommendations. I appreciate your sound advice and recommendations. No doubt I can also mention losers that I’ve followed from 5i but my take is that it’s up to us to decide when to sell and what to buy based on your data and your informed advice. Thanks
Q: I think you would consider these two as being solid companies. Both have pulled back in recent months. Are they different enough to own both. If only one, which one, with a brief explanation please.
Thanks
Thanks