Q: Your thoughts on STC (Sangoma) results on their recent quarter. Thanks for your investing support.
Robert
Robert
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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: I would like to have your thoughts on CSU. Is it a good long term hold ?
How do you see the company's future growth ?
Can I get Constellation Software valuation and at what price would you consider a good entry point.
Thank you
How do you see the company's future growth ?
Can I get Constellation Software valuation and at what price would you consider a good entry point.
Thank you
Q: Anything to add after the call?
Q: On your latest report on Tricon you mention an NAV of 478 M, or 2.83 per share. I am a little puzzled, on their Q2 report they report a net equity of USD of just over 2B for just over 200M shares, wouldn't that make a NAV of aprox. US $10. Please help me understand this.
Thank you.
Thank you.
Q: Good Morning,
I see this morning they had a bit of a dividend increase, is this the best use of capital for them at this point? The yield is already sitting at just under 8% ? Maybe pay down some debt or buy back some shares if they are so cheap? The higher yield is nice but doesn't really seem to attract new shareholders or move the needle for them.
thanks
I see this morning they had a bit of a dividend increase, is this the best use of capital for them at this point? The yield is already sitting at just under 8% ? Maybe pay down some debt or buy back some shares if they are so cheap? The higher yield is nice but doesn't really seem to attract new shareholders or move the needle for them.
thanks
Q: Please comment on Knight's quarter released this morning. Thanks.
Q: Thoughts on XBC earnings and what they mean going forward.
Q: thoughts on the quarter please?
Thx
Thx
Q: Hi Peter. Your team's thoughts on Savaria - they just reported but looks like they missed the EPS expectations - explanation was inflationary pressure which looks like they are not able to pass off to customers - your thoughts on the performance and going forward...... thank you.
Q: RBC Paul Treiber has put a $2700 target on CSU. Do you look at other analyst reports? and if so do you agree with the thesis?
Thx
Thx
Q: Thoughts on recent quarter and future. Thanks.
robert
robert
Q: Hi Guys,
I now have a 5% weighting of Lightspeed in my portfolio.
With the recent sell off and possibly the likelihood of increasing inflation should I reduce my weighting?
What would you suggest ?
Peter
I now have a 5% weighting of Lightspeed in my portfolio.
With the recent sell off and possibly the likelihood of increasing inflation should I reduce my weighting?
What would you suggest ?
Peter
Q: Hello 5i
Please let us know what the market is objecting to on BYDs report.
Many thanks,
Please let us know what the market is objecting to on BYDs report.
Many thanks,
Q: Hi Peter, Ryan, and Team
Re: Cheryl's question -- Could you please post a link showing your comments on Boyd's earnings? I searched and can't find it.
Thanks!
Re: Cheryl's question -- Could you please post a link showing your comments on Boyd's earnings? I searched and can't find it.
Thanks!
Q: Please comment on earnings
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Suncor Energy Inc. (SU $55.28)
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Enbridge Inc. (ENB $66.77)
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Air Canada Voting and Variable Voting Shares (AC $18.06)
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ATS Corporation (ATS $35.56)
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Magna International Inc. (MG $60.97)
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Premium Brands Holdings Corporation (PBH $95.79)
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Savaria Corporation (SIS $21.34)
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goeasy Ltd. (GSY $158.29)
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Boyd Group Services Inc. (BYD $219.07)
Q: Can you suggest some Canadian companies, other than in technology, utilities or finance, that you currently consider to be undervalued and worthy of consideration for a long term investor. I've done very well with your suggestions of MG, WELL, ATA, TFII, EIF, PBH, GSY. I don't mind adding to any of the latter but would like to know if you see value ( or at least promising growth from today's prices) Thanks and best wishes always - Al
Q: Can you comment on earnings. How did they do compared to expectations? What do you see going forward? Would you complete a position at this time?
Q: Your comments on Absolute Software's results ?
Thanks
Thanks
Q: hello 5i Research team,
When you answer that Magna be among the companies that will benefit from the increase trend toward sales of EV: can you elaborate on how and why, and also which of MG reporting segments (body exteriors & structures; power & vision; seating systems; complete vehicles) will benefit and especially how will it benefit. I cannot specifically identify a winner. My intuition says « power & vison » will probably loose from the transition out of oil (it represents about 30% of sales: which is about appropriate for an entier vehicle). Therefore if I am correct, there is no specific advantage for MG from the transition to EV. Please enlighten me. Thank you for your collaboration, Eric
When you answer that Magna be among the companies that will benefit from the increase trend toward sales of EV: can you elaborate on how and why, and also which of MG reporting segments (body exteriors & structures; power & vision; seating systems; complete vehicles) will benefit and especially how will it benefit. I cannot specifically identify a winner. My intuition says « power & vison » will probably loose from the transition out of oil (it represents about 30% of sales: which is about appropriate for an entier vehicle). Therefore if I am correct, there is no specific advantage for MG from the transition to EV. Please enlighten me. Thank you for your collaboration, Eric
Q: Hello, Can I get your assessment on this company, its valuation and growth prospects. I currently hold a position and would like to add to the position, but wondering if now is a good time. Thanks