Q: If you were to put odds on ATZ recovery to say $35 stock price (my average cost) what would that be?
I am not impressed at all on their 'missed opportunities in the level of new styles' and this worries me the most actually. This is fashion; they ought to know this.
My daughter and her friends in a large high school still think ATZ is THE store to shop for clothes so at least this gives me some comfort.
Q: Good morning 5i; I would appreciate your assessment on the stock performance of NEE in the medium term based on the no/slow growth announcement today. The stock has dropped 8.2% on the news, which ironically was the same day it was selected for Morgan Stanley's dividend playbook. I hold it for modest growth and $US dividend diversification. I'll likely swap out if I conclude it has the hallmarks of an underperformer.
Q: Hi Team,
In regards to Well health; why is there such a disconnect between the share price and the analysts target prices at the moment? Other than current market weakness that is? My qtrade account shows 8 analysts with a average target price of $9/ share, all of which are current targets within the last couple months. One guy even has target of $12 that was reitterated on Aug. 10th. You would think if its institutional investors trading most of these shares that if the consensus is so great that they would not be selling, and would support the share price? Is Well currently this undervalued? If so would make it a compelling buy at the current $4 and change. Thanks,
Q: Follow up to question and response about providing reports at least every 12 months on companies that are in your portfolios. TFII was last formally reported upon back in April 2022. You responded it was 'flash' reported in February 2023. When I search reports for TFII, all that comes up is April 2022. Where is the flash report hiding? It should appear when a search is done. I'm sure customers would appreciate having all reports in one area.
Q: Bought zwu at 10.79. Is there a chance of a rebound here or a sell. Have a fairly large position in bir. at average of 8.45. Your thoughts. Have no dfn. your opinion on this stock surviving. thanks
Q: I was very surprised to read your answer to a question from Dennis on September 28th and I’m looking for an explanation as I hold BNS in all my accounts and have always considered it one of Canada’s top blue chip companies that has been paying a dividend for over 100 years. You ranked BNS second from last in dividend sustainability behind high debt, high payout ratio, low growth companies like BCE, T and ENB. Thanks.
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Asked by Anthony on September 29, 2023
Q: On Sept 7 Dave asked a currency question and your response was: ‘ The US economy does seem stronger, and we think the US dollar will outperform. Also, when investors get scared, and move to a 'risk off' mentality, they move to the US dollar for safety. Generally, we don't spend much time predicting currencies.’
We’ve recently come into some US dollars and are hoping you could provide some direction for us despite your reluctance to speculate. Brian Ackers’ prediction on BNN this week is the Canadian dollar will fall dramatically to 68 cents. We’re not interested in perfect timing but would like to convert some of it within the next 3-6 months. Any advice would be greatly appreciated.
With XLB hitting a new 52 week low, should I continue to take a long term view that yields will eventually be lower? I took a position in January and not sure weather to add, sell or hold. I have a 4% position with the reminder in the balanced portfolio and cash.
Q: 40-70% losses on paper on these 4 Cies ,2 are now under book value and one is getting close,I wonder if there is a limit on the downside.At this level I am ready to wait for some kind of recovery..Would a "switch" between these stocks or even a sell would be to consider at this level ?I know that predictions are impossible,but your impressions are always appreciated..
Q: Hi 5i,
May I please have your insight into the deal between Lululemon and Peloton?
Do you see it as good/bad/indifferent?
Is it better for one company more than the other or is it equal?
Thanks!!
Q: Hi group please indicate in what order and at what entry price would you add to the above stocks. Only comment on the top 10 out of above list (i have a 100k to spend would you go all in now or wait until markets settle Thanks for your help with this decision
Asked by Terence on September 28, 2023
5I RESEARCH ANSWER:
We would rank: GOOG $129, NVDA $418, CSU $2700, LMN $19, AMD $95, AAPL $165, V $225, TOI $85, TOU $66, BYD $235
See last questions above. Unfortunately you did not answer the question about going all in or wait for markets to settle ...thanks again for your help
Q: Why does Brookfield spin out subsidiaries rather than keep 100% of their businesses within the parent company like Berkshire? How does the BN approach create greater shareholder value compared to having just one company with all of its bits under one roof?