Q: I believe reports tomorrow. It's down over $9 at 1pm Wednesday. Any news to explain this? Does someone know something that will be public tomorrow? I note volume isn't huge but it's still a big drop. Thoughts?
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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, thoughts on their quarterly earnings release and fwd guidance, and is it still a fav? Thx.
Q: Hi
Buy, sell, or hold?
It’s down a lot and I’m leaning to selling half.
Thanks
Buy, sell, or hold?
It’s down a lot and I’m leaning to selling half.
Thanks
Q: What do you think is going on with CSU.?
Q: In your response you gave to Jon on August 1 you said that one of the most interesting combinations you use for stock analysis is "historical forward return data.
To me thats an oxymoron 'historical forward return'
What do you mean by that.
Thanks
Sheldon
To me thats an oxymoron 'historical forward return'
What do you mean by that.
Thanks
Sheldon
Q: Current thoughts? Is good earnings growth ahead?
Q: Thoughts on Murphy USA? Do you think the dip after earnings is a buying opportunity for a long-term hold?
Q: Hi 5i team,
How significant is WooCommerce’s strong global market share and zero-fee open-source business model as a long-term competitive threat to Shopify’s growth and valuation?
Best,
Matt
How significant is WooCommerce’s strong global market share and zero-fee open-source business model as a long-term competitive threat to Shopify’s growth and valuation?
Best,
Matt
Q: Which would be your first choice between COST and DOL for initiating a full position today with a long term (multi year) horizon, and can you provide a bit of comparison between the two.
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $125.82)
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Thomson Reuters Corporation (TRI $188.71)
Q: After yesterday CGI Q results would you prefer TRI for more growth?
Q: Your thoughts on GIB.A's results released today, please.
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Toronto-Dominion Bank (The) (TD $116.04)
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Bank of Nova Scotia (The) (BNS $95.68)
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Canadian Natural Resources Limited (CNQ $46.84)
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Sun Life Financial Inc. (SLF $84.37)
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Constellation Software Inc. (CSU $3,396.27)
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Intact Financial Corporation (IFC $287.25)
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Fortis Inc. (FTS $73.25)
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Descartes Systems Group Inc. (The) (DSG $116.15)
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Toromont Industries Ltd. (TIH $164.90)
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Hydro One Limited (H $55.31)
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EQB Inc. (EQB $87.00)
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Brookfield Corporation Class A Limited Voting Shares (BN $64.96)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $72.40)
Q: What are your top highest conviction stocks right now for compound growth over next five years?
Q: Can you explain why CB’s PE is half of IFC? They are in the same business, and the former has better combined ratio. It baffles me.
Thanks,
Liping
Thanks,
Liping
Q: Good Afternoon
Historically Hammond has been a good performer but not so much in the past 12 months. I know you continued to like the name but can you explain the stock based compensation and who gets what? There is a pattern developing where this stock gets clipped because of SBC. Will this be a negative going forward or will it level out eventually and not have such an impact on the Share Price.
Thank you for your great service as always
Marty
Historically Hammond has been a good performer but not so much in the past 12 months. I know you continued to like the name but can you explain the stock based compensation and who gets what? There is a pattern developing where this stock gets clipped because of SBC. Will this be a negative going forward or will it level out eventually and not have such an impact on the Share Price.
Thank you for your great service as always
Marty
Q: They seem to be the only company that is significantly affected by SBC. Why is that/
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Freeport-McMoRan Inc. (FCX $41.07)
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $59.60)
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Lundin Mining Corporation (LUN $25.26)
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Capstone Copper Corp. (CS $11.70)
Q: What is the best company to benefit from higher copper prices long term? Currently own Teck but increasingly frustrated with frequent downward production revisions.
Thank you.
Thank you.
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TIM Participacoes S.A. American Depositary Shares (Each representing 5) (TSU $12.28)
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Skyward Specialty Insurance Group Inc. (SKWD $49.29)
Q: TSU or SKWD for a 5 year hold? Are they too similar to hold both in a 25-30 stock portfolio?
Q: This company has had a rough go since the last Q's results. To me it looks like a very stable business that is now trading at trough multiples. It looks like the buyback has been re-initiated at these levels. Feels like this might be an opportunity - do you agree?
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Celestica Inc. (CLS $462.57)
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TerraVest Industries Inc. (TVK $123.39)
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EQB Inc. (EQB $87.00)
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Zedcor Inc. (ZDC $6.00)
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Propel Holdings Inc. (PRL $22.75)
Q: " I am increasingly interested in shifting from US to Canadian growth stocks and have been looking a little closer at the 5i growth portfolio as a result. I recently acquired a position in PNG.V and am actively looking for another great Canadian growth story. Could you comment on the company (or companies) you would recommend from your growth portfolio that would be the best bets to put new money to work in the current environment?"
Q: Hammond getting whacked again after earnings. Is it because of the lower backlog, share based comp, lower gross margins? All of the above? What are your thoughts going forward? Its had a nice run since the April lows. Would you add here or wait? Have a 2.15% position in the name after the drop today. Thanks!