Q: What are your thoughts on Oscar Health?
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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: Organic Garage released results which I found disappointing. However the CEO is touting results were "good" and sets up the company well. Cash position seems to be fine.
I'm just not sure what to make of these results.
Can I have your opinion please. Thanks John
I'm just not sure what to make of these results.
Can I have your opinion please. Thanks John
Q: AMD announced acquisition of Xilinx has been approved by EU & UK. USA issued a `no comment' what does that mean. Is this a tacit approval ? It is expected that China will approve since as of now no serious objects or concerns have been communicated to any of the companies.
Based on the offer terms, Xilinx share value is almost 13-15% under valued. Why is that ? Is the market betting that the China approvals will not be given.
And by when is China's decision expected ?
Appreciate your advise as always,
Thanks
Rajesh
Based on the offer terms, Xilinx share value is almost 13-15% under valued. Why is that ? Is the market betting that the China approvals will not be given.
And by when is China's decision expected ?
Appreciate your advise as always,
Thanks
Rajesh
- Wynn Resorts Limited (WYNN)
- Carnival Corporation (CCL)
- Delta Air Lines Inc. (DAL)
- Royal Caribbean Cruises Ltd. (RCL)
Q: Hi 5i Team,
With the recent slide with these "recovery" companies, would you consider this a good time to be picking them up?
Any reason for the recent weakness? I saw that CCL is exploring a tender offer for its secured notes so is this a cash cushion concern?
Would also appreciate if you could rank them from best to worst (in your opinion) in terms of potential upside as of now.
Thanks in advance for your comments!
With the recent slide with these "recovery" companies, would you consider this a good time to be picking them up?
Any reason for the recent weakness? I saw that CCL is exploring a tender offer for its secured notes so is this a cash cushion concern?
Would also appreciate if you could rank them from best to worst (in your opinion) in terms of potential upside as of now.
Thanks in advance for your comments!
Q: Follow up to my question about CAE having 121% institutional ownership. You answered.
: "Generally this refers to the percentage of the float, and the results can be skewed with a large short interest. But, the short interest on CAE is minimal, and Bloomberg shows 86%. This is likely a data error from our third party provider and we will contact them."
Firstly am I assuming correctly that Bloomberg is showing 86% institutional ownership, not short interest.
Secondly where would you suggest I look to double check the info in the profile page? Is there a web site you would recommend that would confirm the data? I have checked several and no two give me the same information.
: "Generally this refers to the percentage of the float, and the results can be skewed with a large short interest. But, the short interest on CAE is minimal, and Bloomberg shows 86%. This is likely a data error from our third party provider and we will contact them."
Firstly am I assuming correctly that Bloomberg is showing 86% institutional ownership, not short interest.
Secondly where would you suggest I look to double check the info in the profile page? Is there a web site you would recommend that would confirm the data? I have checked several and no two give me the same information.
Q: Good morning,
I am assuming with the pandemic easing and hopes some sense of normal is coming that banks will be allowed to raise dividends more regularly.
Would you see a need to switch from ZWB to FIE ?
Thanks
Jimmy
I am assuming with the pandemic easing and hopes some sense of normal is coming that banks will be allowed to raise dividends more regularly.
Would you see a need to switch from ZWB to FIE ?
Thanks
Jimmy
Q: Any thoughts on why CSV has been on a steady decline the last month? Would this be a good time to top up? Thanks for your advice.
Q: I have USA stocks in joint margin account with Canadian Broker .
When calculating if cost amount of total value Foreign Property exceeds $100,000 CAD I will use highest total value of Book Cost of all US securities.
My question is: do you have to include in calculation of Total Amount any cash siting in my US account?
Andrew
When calculating if cost amount of total value Foreign Property exceeds $100,000 CAD I will use highest total value of Book Cost of all US securities.
My question is: do you have to include in calculation of Total Amount any cash siting in my US account?
Andrew
Q: Hi Guys,
Really like your recent blog post "These are the stocks you should hold on to....". I wonder where we would be able to find these metrics mentioned in the article for a stock, especially growth rate, profit margin, and sales growth rate.
Also, what is happening for "APPS", the share price is just dropping day by day event on days that general markets are up. I have a small position about 1% of my portfolio, currently underwater, should I add more, hold on or sell?
Thanks
Really like your recent blog post "These are the stocks you should hold on to....". I wonder where we would be able to find these metrics mentioned in the article for a stock, especially growth rate, profit margin, and sales growth rate.
Also, what is happening for "APPS", the share price is just dropping day by day event on days that general markets are up. I have a small position about 1% of my portfolio, currently underwater, should I add more, hold on or sell?
Thanks
Q: If you were currently a shareholder of MDI and CCS with a small capital loss, would you deem the most prudent course of action as to sell, hold or hold and average down?
Q: Can I have your opinion of this new software company.
Thanks.
Thanks.
- Inter Pipeline Ltd. (IPL)
- Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC)
Q: Does the Brookfield offer for IPL include an option to only receive .225 of a BIPC share, instead of a mixture of shares and cash. I got lost in the fine print when they started talking about pro-ration and market value of the incremental 8 million BIPC shares.
Q: RBC likes this business. Its work is in India so not on your normal beat but I wonder if you have any thoughts about it
John
John
Q: When researching investing strategies there is a lot of talk about investment discipline. Would you mind sharing yours? Specifically on your expensive and successful pics (ex: lsp,shop,etc) And if, as a group you each have different ones, maybe you could give a couple. For instance, do you use or like the idea of trailing stops or is it simply adhering to 20 stock 5% weightings and letting some run hot occasionally before paring them back.
Thx
Thx
Q: With this news - GFL Environmental Inc. has launched a bid to exert more influence over Ontario’s planned privatized blue-box regime - is the time right for me to take an opening position in GFL?.......Keen to get your take......Tom
Q: I HAVE A QUESTION ABOUT WITH DRAWING FROM AN RRSP ACCOUNT. MY WIFE WANTS TO WITHDRAW $20,000 FROM HER RRSP ACCOUNT FROM AUGUST TO END OF YEAR. BY WITH DRAWING $5,000 AT A TIME SHE WILL PAY 10% OVER THE COUNTER FEES. BUT OUR BROKER TOLD US THAT HER SECOND WITHDRAW THEY WOULD TAKE 20% INSTEAD OF 10% I FIND IT LITTLE STRANGE BECAUSE IN THE PAST I WITH DREW $5,000 AT A TIME TO ONLY PAY 10%. OR HAS SOMETHING CHANGED IN THE LAST COUPLE OF YEARS.
Q: Your opinion please on recent IPO cell therapy company, Century Therapeutics and most especially any comments on their most interesting takeover of small private Canadian company Empirica which was purchased last June. I understand that the former Empirica (U of T & McMaster talent) takeover involved in innovative brain cell molecular identification was a big lever to go public .
Thanks for all your wisdom,
Dean
Thanks for all your wisdom,
Dean
- PayPal Holdings Inc. (PYPL)
- Viemed Healthcare Inc. (VMD)
- Guardant Health Inc. (GH)
- MEDIFAST INC (MED)
- Ultra Clean Holdings Inc. (UCTT)
- Digital Turbine Inc. (APPS)
- Sprout Social Inc (SPT)
- Unity Software Inc. (U)
- Mitek Systems Inc. (MITK)
Q: Good Morning 5i Team,
I'm trying to pair down the number of growth stocks I own. From this list, which two would you have the most confidence in for growth potential over the next three years and which two the least. Thanks very much.
Brad
I'm trying to pair down the number of growth stocks I own. From this list, which two would you have the most confidence in for growth potential over the next three years and which two the least. Thanks very much.
Brad
Q: Peter; Is there a large short position on APPS? Seems to be a lot of selling on no really bad news. Thanks. Rod
Q: What are your 5 favorite stocks on Canada today for a 2 year investment RAK