Q: Good morning, Both companies report earnings in early February. What are your predictions for these reports and what do you envision for the future. Many 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: Hello 5i Research team, not a question, more as a follow-up to your response to Sheldon's question earlier today about Park Lawn: I would like to mention that I believe a major factor that has allowed funeral homes to perform well in 2020 and 2021 is the COVID surcharge ($500+) imposed at each funeral in many jurisdictions for the additional sanitation measures required due to the pandemic. The profit margin on this surcharge seems to be quite generous in my opinion... Publish if you think this information can be useful. Thank you for your collaboration, Eric
Q: I invested in this a few months ago for a number of reasons. It is a renewable energy investment, 5i gave it an 'A' rating and it pays a good dividend. It is down 18% since purchase.
The current dip in the market presents buying opportunities. Would you recommend adding to my current position of BEP.UN or simply holding what I have?
The current dip in the market presents buying opportunities. Would you recommend adding to my current position of BEP.UN or simply holding what I have?
Q: Hello, after doing some research i have come to understand that Shopify has a PE of 32. Is that correct? Seems like that can’t be right. Would you buy now or wait? Thanks
Q: I like both of these companies and I own both but would like to put some more money into one of them. Which would you recommend for a 3-4 yr. hold and why.
Peter
Peter
Q: I read this in the G&M.
"For funeral homes, the decline in income over the past two years owed partly to rising interest in cremation, which costs less than burial.
The losses accelerated as large viewings were cancelled, reducing the need for expensive caskets, said Scott MacCoubrey, a funeral-home owner and president of the Ontario Funeral Service Association."
Can I have your point of view and how this will or not affect PLC?
Thanks
Sheldon
"For funeral homes, the decline in income over the past two years owed partly to rising interest in cremation, which costs less than burial.
The losses accelerated as large viewings were cancelled, reducing the need for expensive caskets, said Scott MacCoubrey, a funeral-home owner and president of the Ontario Funeral Service Association."
Can I have your point of view and how this will or not affect PLC?
Thanks
Sheldon
Q: Is Topicus in the fable pounding buy zone yet?
Q: Todays news rerelease mentions EGLX as one of the active members in sports gambling. I don't see the connection. What is there main revenue stream. The last news release was about online gambling exploding. EGLX was part of a group to benefit from this. In what way does this benefit them. What is their main revenue source.
Q: If Canada Goose was to beat estimates soundly as is their history for the coming quarter earnings (large share price increases follow reporting), how would this be viewed in the current market? Or would the current down draft ignore this and continue the downward pressure. For that matter if any company was to beat estimates this quarter is the selling pressure too much to overcome?
Q: Please provide some insight on the likelihood that DND's new acquisition is turned down by UK regulators?
Thanks.
Thanks.
Q: Hi, all
I'm down 40% on SHOP. Continue to hold? It's tough to hold when it keeps dropping day after day.
Robert
I'm down 40% on SHOP. Continue to hold? It's tough to hold when it keeps dropping day after day.
Robert
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $58.64)
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Magna International Inc. (MG $60.97)
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Trisura Group Ltd. (TSU $38.14)
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West Fraser Timber Co. Ltd (WFG $67.35)
Q: Disregarding objectives/diversification etc, how would you rank these companies in order of buying right now (for steady growth)? If you think any (or all) should not be bought currently, just omit from your ordering. Thank you!
Q: A follow-up question on Shopify. If someone has already asked, disregard.
What impact will/did the news have that the company was terminating fulfilment contracts with some providers? In your opinion, is this a positive or negative? Maybe a positive that they have found a better way to do it (themselves) or a negative that things aren't working out as planned? Should the company have anticipated the reaction to the news and had a better prepared statement to deflect some of the price reaction? Finally, do you consider this a gradual buying opportunity?
What impact will/did the news have that the company was terminating fulfilment contracts with some providers? In your opinion, is this a positive or negative? Maybe a positive that they have found a better way to do it (themselves) or a negative that things aren't working out as planned? Should the company have anticipated the reaction to the news and had a better prepared statement to deflect some of the price reaction? Finally, do you consider this a gradual buying opportunity?
Q: What is your view on the downfall of Shopify? It's dropping way more than the market weakness. I believe the fundamentals are solid but this market and shop's performance makes one think twice. What is your take on what's happening? What support level will kick in and stop the bleeding? When does it report next and what does it need to report to be classified as good results? What do you anticipate? I have a small position that is getting smaller each day and am thinking of increasing my position.
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Apple Inc. (AAPL $245.27)
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Amazon.com Inc. (AMZN $216.37)
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Alphabet Inc. (GOOGL $236.57)
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Intuit Inc. (INTU $641.79)
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NVIDIA Corporation (NVDA $183.16)
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CrowdStrike Holdings Inc. (CRWD $493.66)
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Digital Turbine Inc. (APPS $6.25)
Q: Re your response to John, January 17th, you answered "it's hard to beat a single great company that compounds year after year".
Could you please recommend 5 Canadian and 5 US companies that fit into said catagory that have declined recently due to the tech sell off, and represent a good buy/nibble point,
Please include a mix of larger e.g CSU and Google, along with more recent up and comers e.g. Shop and Roku, which seem to be among your most obvious favourites.
Thanks Peter.
Could you please recommend 5 Canadian and 5 US companies that fit into said catagory that have declined recently due to the tech sell off, and represent a good buy/nibble point,
Please include a mix of larger e.g CSU and Google, along with more recent up and comers e.g. Shop and Roku, which seem to be among your most obvious favourites.
Thanks Peter.
Q: Aside from the downside momentum and my negative 70% return on XBC (emotions detached), do you see today's price of 2$ as attractive? Today's price seems a lot less risky with still upside potential in the company. Is this a buy at these low levels?
Q: I would appreciate your thoughts on QSR as a buy at current prices. Nearing 52 week lows.
Thank you
Thank you
Q: Hi 5i,
Question regarding Well. Do you possibly have any info. (or know where we could find any info) on how their purchase of CRH Medical is going?
It seems like CRH's CEO (Tushar Ramani) left the company last month (Dec). Is there any information explaining this and/or any information relating to their revenue trends?
Thanks very much!
Question regarding Well. Do you possibly have any info. (or know where we could find any info) on how their purchase of CRH Medical is going?
It seems like CRH's CEO (Tushar Ramani) left the company last month (Dec). Is there any information explaining this and/or any information relating to their revenue trends?
Thanks very much!
Q: GSY is one of my growth holdings still firmly in the green, although certainly down from its high. Is it time with the interest rate hike coming, to rotate out of this one for a while to preserve the gain?
Q: Will high oil prices and higher interest rates (perhaps recession) have significant negative impact on TFII stock?