Q: What do you think would be a good entry point for TFII?
Thanks for the great service.
Mike
Thanks for the great service.
Mike
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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: GSY stated in their Q4 financials that interest rates would need to rise by 2 per cent before any material impact would be felt in the business (due to floor agreements and fixed rates in place on current funding sources). Since then rates have risen .75 % and it looks like they will increase further. What is your guesstimate of how much higher they will rise to? If your guesstimate is above the 2% threshold, then how badly would that effect the business. How would that change your earlier thought that $125 share price would be an excellent buy.
Q: In their earnings release the important take-away was the inquiries by potential new purchases. That is very different from revenues coming in the door. How do you assess promises vs holding this investment?
Q: Thoughts on the quarter for NWC? The market didn't like the slower forecasted growth for the near term.
Thanks...Steve
Thanks...Steve
Q: Mark Leonard said this a while ago:
"When really good companies start trading at 5 and 6 times revenues, it’s time to start worrying.. I hope our shareholders are never in that position.."
Your company data shows CSU trading at 9 times sales. Should we worry?
Mike
"When really good companies start trading at 5 and 6 times revenues, it’s time to start worrying.. I hope our shareholders are never in that position.."
Your company data shows CSU trading at 9 times sales. Should we worry?
Mike
Q: Is this a screaming buy at current levels? Assuming the large acquisition does not go through or if it does?
Q: Hello 5i team,
In light of the upcoming 10:1 split, are you still recommending SHOP at these price levels? Do you still rate the company at A- if you were to do a report?
Thank You,
Andrew
In light of the upcoming 10:1 split, are you still recommending SHOP at these price levels? Do you still rate the company at A- if you were to do a report?
Thank You,
Andrew
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WSP Global Inc. (WSP $285.87)
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FirstService Corporation (FSV $276.50)
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Magna International Inc. (MG $63.72)
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Thomson Reuters Corporation (TRI $246.86)
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Nutrien Ltd. (NTR $80.05)
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Waste Connections Inc. (WCN $255.55)
Q: A year ago I asked for your opinion on these stocks to incorporate into my current portfolio of banks, utilities, REITS, infrastructure, etc. My first purchase was BAM With the current market decline I see an opportunity to purchase another stock. From a technical view which looks most attractive? From a fundamental view which looks the most attractive ? Which would you purchase next? Thanks. Derek
Q: Hi 5i team - What amount of cash holdings does Shopify have. Also what is the level of profitability and what are the expectations for its growth in this area. Also has there been any significant insider trading recently and what is the overall insider ownership. Thanks.
Q: How much value does this $113.5M contract add to XBC's value.
Also in what amount of time will that contract be delivered in?
Their revenue for all of 2021 was $126M so isn't this huge?
Thanks
Also in what amount of time will that contract be delivered in?
Their revenue for all of 2021 was $126M so isn't this huge?
Thanks
Q: Anything on the radar to account for the recent strength?
Thx
Thx
Q: Good morning, Since growth, risk on etc. Is not in favor these days, do you think there is an opportunity cost in holding stocks like TOI, NVEI etc? Since it could be while before these type of stocks will be in favor again, thanks?
Q: Have done very well with this one. However the current consensus appears to be that this is a $12 stock, but it is continually dropping. Thoughts & thanks...
Q: Hi everybody,
I bought TIXT at around $37.00 so I am really under water. Should I take a loss and move on, or do you think this stock will recover? Thanks so much for your great advice.
Jane
I bought TIXT at around $37.00 so I am really under water. Should I take a loss and move on, or do you think this stock will recover? Thanks so much for your great advice.
Jane
Q: My cost on TFII is around $90 and it looks like a recession is unavoidable at this point. Do you think it would make sense to sell this holding now with the idea of buying it back in 6 months at what should be support of around $75?
Q: Hi
Is GSY exposed to a higher rate of loan defaults than the scheduled banks? It would seem that GSY takes on riskier clients and will be exposed as people start to default as rates rise. It's taken a beating the last few months. Is that what the market is concerned about?
Thanks,
Robert
Is GSY exposed to a higher rate of loan defaults than the scheduled banks? It would seem that GSY takes on riskier clients and will be exposed as people start to default as rates rise. It's taken a beating the last few months. Is that what the market is concerned about?
Thanks,
Robert
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.52)
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Crocs Inc. (CROX $86.56)
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ExlService Holdings Inc. (EXLS $44.05)
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Digital Turbine Inc. (APPS $4.23)
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dentalcorp Holdings Ltd. Subordinate Voting Shares (DNTL $8.24)
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LifeSpeak Inc (LSPK $0.32)
Q: Good Morning,
Have you identified any new growth stocks in U.S./CDN outside the 5i growth portfolio that have you excited on their long term growth potential?
Thanks
Have you identified any new growth stocks in U.S./CDN outside the 5i growth portfolio that have you excited on their long term growth potential?
Thanks
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BRP Inc. Subordinate Voting Shares (DOO $80.65)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.52)
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goeasy Ltd. (GSY $209.13)
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Aritzia Inc. Subordinate Voting Shares (ATZ $79.41)
Q: Based on today price, what are your top 5 stocks to hold in a TFSA for 10+ years with high growth and medium-low risk for that frame period ?
Can you rank then in order if there's one ?
Can you rank then in order if there's one ?
Q: Grateful for your review of the pros and cons of the governance announcement to protect the CEO's voting powers during the upcoming stock split. Is it unusual ?
Thanks
Thanks
Q: Hi 5i,
In your recent 5i Screener : Cdn. quality growth stocks at a discount, you highlighted/bolded a number of stocks : TRUL.CD, TSU.TO, LCFS.TO, REAL.TO, MAGT.TO, AT.TO, EAGR.TO and IMCC.CD. Could you indicate your #1 and #2 picks from that list?
Much appreciated.
In your recent 5i Screener : Cdn. quality growth stocks at a discount, you highlighted/bolded a number of stocks : TRUL.CD, TSU.TO, LCFS.TO, REAL.TO, MAGT.TO, AT.TO, EAGR.TO and IMCC.CD. Could you indicate your #1 and #2 picks from that list?
Much appreciated.