Q: The valuations of these two companies diverge significantly. Does GEO trade at a discount because of is size, location of business or are there other fundamental differences that I am missing? GEO strikes me as a bargain compared to MDI.
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Q: Hi 5i team
What is your assessment of Major Drilling’s first quarter results ? Is there a big demand for their services in the present environment. Do you think the drilling contract business in general is in a growth environment .
Thank you
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Toronto-Dominion Bank (The) (TD)
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WSP Global Inc. (WSP)
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CAE Inc. (CAE)
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Descartes Systems Group Inc. (The) (DSG)
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Kinaxis Inc. (KXS)
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Brookfield Asset Management Inc. Class A Limited Voting Shares (BAM.A)
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Alimentation Couche-Tard Inc. Class B Subordinate Voting Shares (ATD.B)
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Premium Brands Holdings Corporation (PBH)
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Major Drilling Group International Inc. (MDI)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
Q: Hi Peter,Ryan and 5i team,
Our grandson’s RESP ( age 7) is overweight in technology having Descarte and Kinaxis. Both have done very well, Do you think it is time to rebalance or continue holding. Which company in your opinion should we sell if any.
If we sell, we would like to add another holding. Please suggest a couple of names that would round out his portfolio.
Thank you as always and enjoy the summer.