Q: How do you evaluate how much debt is safe for a company like Enbridge? At a glance, their debt is massive and their CR is well below 1. I realize this is the case with utilities generally but why is this not considered high risk? At what interest rate does the company become high risk and/or unattractive to investors? Thanks.
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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: Hi 5i,
Please comment on their earnings after market close today, I can also wait till their CC before reply to this question.
Also provide your long term thesis on holding this stock in one's portfolio.
Thx again.
Please comment on their earnings after market close today, I can also wait till their CC before reply to this question.
Also provide your long term thesis on holding this stock in one's portfolio.
Thx again.
Q: Hi 5i'ers - Can you give an overview on SHOP and growth possibilities in the next few years. THX!
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BCE Inc. (BCE)
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TELUS Corporation (T)
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ATS Corporation (ATS)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: Hello Peter and staff,
What are the PE ratios for all four companies? Would you consider PE for BCE and Telus to be on the high side? Also, any idea why ATA is not participating in the rally given good numbers, and do you think investors are waiting for next earnings from Nuvei as the stock is stuck where the short sellers pushed it to.. Thanks very much.
What are the PE ratios for all four companies? Would you consider PE for BCE and Telus to be on the high side? Also, any idea why ATA is not participating in the rally given good numbers, and do you think investors are waiting for next earnings from Nuvei as the stock is stuck where the short sellers pushed it to.. Thanks very much.
Q: PKI's recent poor performance is well-documented but am I interested in a deeper dive as to why. Should its fortunes not have improved with the rise in oil prices? Or is the sky high price of fuel at the pumps resulting in lower volumes and thus decreased traffic in its high margin stores? Or is it something else? I have been a long term owner but my patience is just about exhausted and I am skeptical at best about the M & M acquisition.
Thanks for your views.
Thanks for your views.
Q: What are your thoughts on initiating a long term position on GOOS given the current economic conditions?
Q: Gentlemen
Any reason other than market weakness that's causing the recent weakness?
Any reason other than market weakness that's causing the recent weakness?
Q: After results/changes in mgmt. and a bit of time to dig in what is 5is conclusion forward looking on the company?
Thanks
Sheldon
Thanks
Sheldon
Q: Please comment on the following possible risks to owning GSY:
1) Balance Sheet - 5i’s January report indicates it is strong, but Debt/Equity (as of Sept/21) is almost 160% (considering Long Debt only). My understanding is a ratio of 25% or less is good.
2) Interest Rates - Rising rates are generally good for Financials like Banks/Insurers since they hold lots of cash. I don’t think GSY holds deposits, so does that mean rising rates are bad for it?
3) Loan Defaults - Related to rising rates, wouldn’t GSY’s client base be quite vulnerable here?
1) Balance Sheet - 5i’s January report indicates it is strong, but Debt/Equity (as of Sept/21) is almost 160% (considering Long Debt only). My understanding is a ratio of 25% or less is good.
2) Interest Rates - Rising rates are generally good for Financials like Banks/Insurers since they hold lots of cash. I don’t think GSY holds deposits, so does that mean rising rates are bad for it?
3) Loan Defaults - Related to rising rates, wouldn’t GSY’s client base be quite vulnerable here?
Q: Everyone,
when will LSPD show positive EBITDA? I keep seeing / hearing it is an important factor to the company but I can’t find an actual date or year.
Clayton
when will LSPD show positive EBITDA? I keep seeing / hearing it is an important factor to the company but I can’t find an actual date or year.
Clayton
Q: As a subprime lender, would GSY crumble in the event of a recession?
Q: thoughts on the quarter?
Thx
Thx
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WSP Global Inc. (WSP)
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Descartes Systems Group Inc. (The) (DSG)
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TFI International Inc. (TFII)
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Premium Brands Holdings Corporation (PBH)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Boyd Group Services Inc. (BYD)
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Topicus.com Inc. (TOI)
Q: I'm looking to start a position in 2 or 3 of these companies. It would be in a TFSA. I already have 12 stock positions from your Balanced Equity portfolio in RRSP accounts.
Q: This is a difficult question to answer but was wondering if there is a stock or two in your coverage universe that you think has been unfairly beaten down over past year or so...and perhaps may have turned the corner and is soon (or already is) seeing a change in direction that you think might be sustainable.
Q: How did JP do on his first earrings call? He is an extremely intelligent and capable leader. Also in relation to Dax, many are assuming he was forced out. Dax is a great leader and great leaders know when it’s time to pass the torch. Time will tell of course but I would not through in the towel on Lightspeed.
Q: Hi Peter and Staff
PKI has been disappointing. What do you think of Topaz as a long term investment versus Parkland ?
Thanks for all you do
Dennis
PKI has been disappointing. What do you think of Topaz as a long term investment versus Parkland ?
Thanks for all you do
Dennis
Q: The stock was performing well but fallen to $31.21. Is the stock likely to recover or is it a sell now? What's the reason for the drastic decline?
Q: Hi Team,
What do you think about ET, BCE, EIF? I already own a position in EIF and BCE and was thinking to add more or start a position in ET. This would be an acquisition in my non-registeted account and for a 10-15 time frame. I am primarily a dividend investor, but do look for some growth potential.
Thank you for your diligence and the service you provide!
Terri
What do you think about ET, BCE, EIF? I already own a position in EIF and BCE and was thinking to add more or start a position in ET. This would be an acquisition in my non-registeted account and for a 10-15 time frame. I am primarily a dividend investor, but do look for some growth potential.
Thank you for your diligence and the service you provide!
Terri
Q: have non deductible losses in formerly favoured stocks eglx well and xbc and replace with AT. . seeking capital growth in next 24 months. would you endorse this strategy and if so which companies would you sell and why. thanks Richard
Q: CSU: Down ~ -10% @ 9:30AM this morning; now -6% @ 9:35 AM. Shocking for this stock! Any news, or just following the Tech meltdown du jour?
Thank you.
Thank you.