Q: i believe that lightspeed is coming out with their quarter report on August 4, do you expect lightspeed to meet their target with their report on August 4. Thanks again guy's for the advises you are great.
Q: Assuming a deflationary scenario and a continuing low interest rate environment for the next 18-24 months or so, what are your top five sectors and the top three picks within those sectors.
Many thanks for your most helpful advice.
John
Q: Good Morning Peter, Ryan, and 5i Team.
My question is regarding position weightings. I have trimmed TFII once since I have owned it but it continues to run and now represents about 8% of the account it is in. (Thank you so much for the original recommendation) I have owned CSU since $88 (Thanks again) and trimmed it along the way as well. After the last time I trimmed CSU I vowed to never trim it again unless Mark Leonard sells out or the wheels really fall off. How do you approach position weightings when the trend is your friend ? Thank you for your ongoing help. DL
I have an aggressive portfolio and have a high tolerance for risk. My minimum time frame is 3 - 5 years.
I was looking at adding "Real Matters" to my portfolio.
Do you still have a positive outlook on the company?
Thanks,
Q: I purchased Magna a few months ago based on 5i’s comments of the company. I’m down 17% in favourable market conditions. Why?
What has changed? I appreciate your service.
Q: As of today, what would be your top 10 most stable Canadian companies, or ETF's, to invest in. Stable meaning those best able to ride out any market or economic downturn. Dividends are always nice but not essential. Thanks as always.
Q: As a Covid recovery stock I tend to agree with Mr Branson's philosophy on airlines { AC } . " The best way to become a millionaire is to invest $2.5 billion in an airline " . And Mr. Buffet " Hi my name is Warren and I'm an airoholic . Please talk to me until the urge to buy an airline passes " ...... So I am more inclined to go with someone who services them like CAE or MAL . Though the difference in market cap is huge I'm leaning toward MAL based on current valuation, a juicy dividend, and it doesn't appear particularly volatile .....I know 5I likes both but if you were going to give the edge to one today which one would it be and why ? Also when does each one next report earnings ?
Q: Hi 5I
We all know the importance of well managed companies and how it plays into long term success.
CSU has been one of the companies that has displayed a gold standard to this success.
In your professional opinions which other 5 companies show best management qualities for success for the long term? Regardless of sector. I'm not sure if you will be able to answer this question but thought it would be interesting even if some of the evidence is anecdotal.
Thanks
Cal