Q: I am participating in an investment challenge at work. We all pick a portfolio of 1 to 15 CAD or US stocks July 18, 2022 and revalue them October 31, 2023. Whichever portfolio grows the most in CAD wins a cash prize. Can you give me any suggestions of stocks poised to "light it up" over this time period. Note that there is no entry fee so I can invest in extremely risky volatile stocks.
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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: followup to my question from yesterday about dnd. you replied
The Link deal would be highly accretive to earnings, and set DND up for very strong market share and growth. That being said, with the long delays, regulatory issues, and the market, we do not think many investors really think this deal is going to close.
has this been your thinking when you have recently rated, on several occasions, dnd as one of your top growth picks? has your view changed with the apparent demise of the link deal?
The Link deal would be highly accretive to earnings, and set DND up for very strong market share and growth. That being said, with the long delays, regulatory issues, and the market, we do not think many investors really think this deal is going to close.
has this been your thinking when you have recently rated, on several occasions, dnd as one of your top growth picks? has your view changed with the apparent demise of the link deal?
Q: CAE looks to have a roughly 50% revenue split from civil aviation and defence - would you consider it comparable to Raytheon without having to be exposed to currency conversions via buy/sells? Thanks
Q: can you comment on dnd and acquisition offer being refused but looking for a higher price. how material is the deal to dnd's valuation. what do you see happening.
Q: Finally,Engh started to make acquistions ,and stablizing & moving up. Is it time to buy some? Txs for u usual great services & views
Q: I noticed LSPD is trading three dollars below it's book value. How should an investor take this as far as importance.
Q: Comments on results. Would you add to existing position?
Q: Could you comment on ATZ earnings and future prospects. Thank you.
Q: Your analysis and outlook on their recent acquisition please.
Sheldon
Sheldon
Q: Just a note of interest about ATZ. I visited one of the mega malls 2 days ago and it was fairly quiet except for Aritzia. It seems to me that people still want their products especially young women. With this in mind is it not possible it could hold up through a minor short recession which is being touted? I would like to add today before it reports.
Much thanks
Much thanks
Q: Nave is down 27% in the last 30 days, trying to understand why and where do you see it going? thanks, Jean
Q: Hi Guys
Just curious why you guys on more concerned about their stretched balance sheet.
Interest coverage is a mere 1.1x . There is also a ton of debt, net debt around 1.45 billion on a Market Cap of about 2.8 billion
Free cash flow also only covers about 16% or so. Will they have to raise more capital in the future?
Thanks Gord
Just curious why you guys on more concerned about their stretched balance sheet.
Interest coverage is a mere 1.1x . There is also a ton of debt, net debt around 1.45 billion on a Market Cap of about 2.8 billion
Free cash flow also only covers about 16% or so. Will they have to raise more capital in the future?
Thanks Gord
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Sun Life Financial Inc. (SLF)
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TELUS Corporation (T)
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Northland Power Inc. (NPI)
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Trisura Group Ltd. (TSU)
Q: Without naming every company - I have full positions in most banks, insurance cos., utilities, pipes, telcos and renewables,
This is where I see some relative safety and the best yields.
With the dip and yields improving are there any names that stick out as very attractive and safe in going a little overweight on?
This is where I see some relative safety and the best yields.
With the dip and yields improving are there any names that stick out as very attractive and safe in going a little overweight on?
Q: Could I please have your thoughts on an article in the Globe and Mail (july 4)with regards to CEO compensation in particular Shopify CEO with more than $25 million in salary and another $25 million in stock options in a year when the stock has lost 75% of its value. On a positive note I see CSU Mr. Leonard still owns more than 1 billion dollars in stock with no stock options.
Q: I am a retired investor with some room for growth in our portfolio.
I 'like' MKSI, am underwater on my investment, and recognize the challenges the chip sector has been and is facing. I would appreciate 5i's thoughts on this firm's solid long term potential for profitable growth.
What does 5i 'see' in the delay in acquiring Atotech? How important does 5i view the acquisition to MKSI's strategic position?
Given the importance of the China market, does 5i see MKSI proceeding with the acquisition without China's approval?
Would 5i recommend selling the shares for a tax loss now, with a view to buying them back in 30 days?
Thank you for your comments.
Edward
I 'like' MKSI, am underwater on my investment, and recognize the challenges the chip sector has been and is facing. I would appreciate 5i's thoughts on this firm's solid long term potential for profitable growth.
What does 5i 'see' in the delay in acquiring Atotech? How important does 5i view the acquisition to MKSI's strategic position?
Given the importance of the China market, does 5i see MKSI proceeding with the acquisition without China's approval?
Would 5i recommend selling the shares for a tax loss now, with a view to buying them back in 30 days?
Thank you for your comments.
Edward
Q: Everyone, I never believed the multiple at $160 per share and I don’t believe the multiple at $25 per share. What is the appropriate multiple for today and one year from today. I have held the stock since the summer of 2019 and I have added many times since. I believe the strategic plan the company has changed for the better, with added features to the software. Clayton
Q: Engh looks to be using its cash to buy its own stock. Does your feeds show this as well?
Thx
Thx
Q: Peter and 5i Gang
Am I the patsy at this betting table ? Looking at Converge and I can not figure out if I should raise on my next bet. The business look attractive with today's economics and the runway for growth. What's the 5i house's thoughts on this bet ?
Thanks
Patrick
Am I the patsy at this betting table ? Looking at Converge and I can not figure out if I should raise on my next bet. The business look attractive with today's economics and the runway for growth. What's the 5i house's thoughts on this bet ?
Thanks
Patrick
Q: Can you discuss why these two keep dropping and projections for the future. Many thanks.
Q: Pinterest and Docusign have recently replaced CEOs suggesting a need to change strategies. They, and companies like Enghouse seems to be facing uphill battles to regain the positive outlook they had a couple of years ago.
Is it worth sticking with these companies to see if they improve, or is it wiser to take my lumps in small positions in these companies and consolidate into bigger positions in companies that offer more promise going forward like GOOG and BAM?
Is it worth sticking with these companies to see if they improve, or is it wiser to take my lumps in small positions in these companies and consolidate into bigger positions in companies that offer more promise going forward like GOOG and BAM?