Investment Q&A

Q: There is a lot of negative sentiment toward Shopify right now. It worries me when early investors like Mawer pull their money and others seem very bearish. Are you still bullish long term? I currently hold a big loss and wonder if I should keep holding on?

Q: How is CSU looking versus its historical valuation? Is it getting interesting to add here, or above its average longer-term valuation?

Thank you

Q: What is Sylogist’s dividend coverage ratio currently?

Q: I have to take issue with (IMHO) inconsistencies in answers to related questions by 5i personnel. Because the answers are never signed I'm not sure who is answering what.

My issues are with my question on ENGH and a subsequent question on ENGH by Ronald

ON May 26th I questioned holding ENGH and a portion of your response stated "We continue to like the long-term prospects and we would be fine with the stock for a long-term hold. We think ENGH has a solid recovery potential, once the market calms down and inflation risks peak."

To me that was a rather generic response that I've seen you write on many stocks." Your comments were IMHO not negative on the stock, so I decided to hold.

Then on June 9 you repsonded to Ronald : "ENGH has missed a lot of its recent earnings expectations" and "We believe that time will be needed before this company reverses its momentum and it finds its footing. We would prefer to sit this one out for the time being."

Now, I realize that my question was pre earnings, I believe Ronalds' was post earnings. BUT had I had the comments you gave to Ronald I probably would have sold the position.

I found the second answer much more pertinent and salient and would have made my action very different.


Sheldon

Q: What Canadian stocks would you be picking up today in this selloff?

Q: Hi, I would appreciate if you can provide your feedback about WELL Health Technologies. Pros, Cons, potential, Balance sheet & Cash etc. Do you find it attractive for Long term hold.
Thanks

Q: I have the above companies in my TFSA which, due to the tech sell off, are now down to about 1/3 of a full position. I do not require any money from my TFSA for at least 10 years so have a long timeframe. I also own a full position of CSU in my wife’s TFSA which I will continue to hold.
I am thinking of selling one of these positions and distribute the proceeds in the remaining positions.
Could you rank upside potential of these companies?
Or should I just leave it alone and let time be my friend?

Q: After selling ENGH yesterday, I am reviewing the above holdings and only want to keep stocks that have a potential to generate decent future income, over the next 5 years or may be acquired by another company. These are long-term holdings and I don't need the cash, but could use the tax loss. Don't want to sell any company with a positive future. Any of the above holdings that you would sell now?
Thanks!

Q: I have been considering an investment in SYZ to replace my MAL shares .... After reading your report and previous answers it looks to me like I would be getting a company with revenue growth in 2022 of 43% and for 2023 of 80% while collecting a juicy close to 7% dividend .... But a couple of things give me pause .... First Simply Wall Street { link included at the end of the question } claims earnings will decrease by 32.4% per year for the next three years . I am having a hard time reconciling how how revenue will have those lofty growth numbers while simutaneously earnings will decline rather nastily ..... Could you explain please ? And comment on the other risk factors Simply Wall Street cites ? .... Also in another recent question 5I commented that SYZ was susceptible to both inflation and recession more than a list of other companies the member asked about ..... Could you elaborate on that thesis ? .....Thanks for your great service ......
https://simplywall.st/stocks/ca/software/tsx-syz/sylogist-shares?blueprint=2050044&utm_medium=finance_user&utm_campaign=conclusion-grid&utm_source=yahoo#executive-summary

Q: Can you please detail why leons reported negative free cash flow last quarter?

Q: Would GUD make an "interesting" investment in the current environment?

I've noticed that it held fairly well (pretty much flat) compared with its sector (down a lot), and also large amounts of share buybacks and insider buying signaling that management is confident in the company.

Thanks!

Q: Hello 5iR,
What is your opinion of the latest earnings and of the stock. Would you consider it a buy? Thank you. Cheers

Q: May I please have your comments on the recent earnings of these two companies?

Q: Add to a small position in ENGH or sit this one out?
Thanks Ron

Q: Since your oct report bplus is it progrssing and divdends increased ?
in todays BNNit was toppick of with bivednd s of over 3 %

Q: I know it is being hurt with all tech stocks. But still, an A- company (05 Oct 2021 report) after their latest report?

Q: I had a huge gain with LSPD and then poof it was gone lol, thinking of selling it now for the tax loss and rebuying back In 30 days, should I look for a proxy (suggestion) or should I just sell and chill for 30 days, thanks, Jean

Q: When do you expect next earnings report. What are your views to the Quarter. How many stores do they have USA and Canada. I understand they plan to open more stores in USA Your opinion please RAK

Q: your take on their earnings and the forward outlook please


Sheldon

Q: leon drysidal and shop and toi have anything in common a little underated?