Q: Considering the recent run-up of nutrient would you change your entry level price of 65$ and secondly would you consider a switch from White Cap to nutrient at what price to offer more upside? Currently I am overweight and On margin with white cap with the dividend all but paying the interest. Any thoughts .and tks.Larry
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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: Please comment on earning. Thanks for your excellent service.
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Amazon.com Inc. (AMZN)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Affirm Holdings Inc. (AFRM)
Q: Hello
Could you comment on Affirm Holdings?
Thank you
Stephane
Could you comment on Affirm Holdings?
Thank you
Stephane
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: I have both BAM and BN. Do I need both, for diversification? If not, which is better to keep?
Thank you.
Thank you.
Q: Hi, can we get an update on DUOL earnings and your feelings going forward?
thx, Mark
thx, Mark
Q: My question is on SHOP. We saw META drop from $493 to $414 because of a bad report. But being the powerhouse, loved stock that it is, it has come back to nearly where it dropped from.
Can SHOP do the same since it is also a darling?
thanks
Can SHOP do the same since it is also a darling?
thanks
Q: Do you prefer HXS or VFV for a FHSA with a timeline of 3-5 years? and what would be your reasoning?
Q: I am a holder of the stock at levels slightly higher than present and have been pleased with the last two quarters do you think the turnaround is in place. The inventory has been reduced from the previous high in the last 6 months or so. Is the current inventory at a level that is right sized for the sales or is it still high. Do you have a rule of thumb for a stock like this for inventory size vs some other metric. Any further color you can add on inventory would be helpful as I am lacking the knowledge. Thanks
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Constellation Software Inc. (CSU)
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Topicus.com Inc. (TOI)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Lumine Group Inc. (LMN)
Q: Good morning. Would it be fair to say that CSU is basically the tech version of BN? BN has, what six or seven children and CSU now has a set of twins. Do you see CSU continuing to give birth to more children?
And if so, at what point would you rather just own the kids and let the parent go, if ever?
And if so, at what point would you rather just own the kids and let the parent go, if ever?
Q: Thanks for your answer the other day on this stock. I was hoping you may comment on the recent announced investigation by the competition bureaus or in your opinion is that kind of just noise that is already reflected in the share price? What could the result be and potential downside if the allegations prove to be true?
Q: Hi 5i,
Would appreciate your thoughts on Engine Capital’s letter to DND in regards to their suspicions that DND intends to issue shares.
I see Engine Capital’s efforts as a positive check to DND management but I am concerned how effective they can be.
Thank you,
Greg C.
Would appreciate your thoughts on Engine Capital’s letter to DND in regards to their suspicions that DND intends to issue shares.
I see Engine Capital’s efforts as a positive check to DND management but I am concerned how effective they can be.
Thank you,
Greg C.
Q: Seems like a good earnings report today. They seem to be firing on all cylinders right now. Your comments please and thank you.
Q: Please comment on ABNB earnings. Thank you.
Q: Good Morning,
Knowing that you like both Intact and Sunlife, can you please give me your opinion on which insurance company might provide a better total return over the next 5 years? Sunlife is much cheaper and has a good dividend, but if interest rates drop (in Canada at least), how might this impact both businesses?
Thanks.
Brad
Knowing that you like both Intact and Sunlife, can you please give me your opinion on which insurance company might provide a better total return over the next 5 years? Sunlife is much cheaper and has a good dividend, but if interest rates drop (in Canada at least), how might this impact both businesses?
Thanks.
Brad
Q: Your market update is an interesting read. If the BoC does start cutting rates in June and the Fed delays until (at least) Sept, what do you think the impact on the dollar will be? Will it drop considerably? How low do you think it is possible for it to go? Or should it be neutral based on the anticipated bump in GDP that ‘should’ follow a rate cut?
Q: Good morning 5i Team
Please comment on MEQ.CA latest earnings.
Thank you.
Please comment on MEQ.CA latest earnings.
Thank you.
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Dream Residential Real Estate Investment Trust (DRR.U)
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Dream Residential Real Estate Investment Trust (DRR.UN)
Q: Hi, this stock has been down since its IPO at US$13.00 two years ago. Is there any hope for this stock in 2024? This REIT is quite small, so for example, could Dream privatize it, as Brookfield did for BPY ? What is the financial picture (ratios)?. If I did sale for tax loss, is it worth buying back?
If I’m right, their financial results will be published tomorrow (May9). So please comment on their earnings. Thanks a lot.
If I’m right, their financial results will be published tomorrow (May9). So please comment on their earnings. Thanks a lot.
Q: Could you please provide your analysis of their latest quarterly results? Do you believe their valuation is still attractive and would you endorse an initial position in a TFSA account?
Thanks for your excellent insights!
Thanks for your excellent insights!
Q: Hi 5i, tiss the season, pls opine on quarter results, forward guidance, and any revisions to consensus FY24 and F25. Thx.
Q: Your opinion on PAAS after the results please? Buy/Sell/Hold. Thanks.