Q: Is it time to add to infosys and/or magna? What about adding to ntr.
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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: The current price of GSY is tempting. Your market data shows a median target of $227 which is 33% over current. Earnings are expected to grow 20% next year ($20.28-16.91) which gives a forward P/E of 10 and that compares nicely to the 5 year low P/E of 7. Historically the stock has performed well, the 5 year CAGR for the stock price is 30% which doesn't include the dividend. While the numbers look tempting, the market is giving a big yawn and I wonder what I am missing that others aren't. Perhaps you could try to explain the yawn. Feel free to correct any of the numbers if Bloomberg is reporting something different.
Mike
Mike
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Parkland Corporation (PKI)
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North American Construction Group Ltd. (NOA)
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Redishred Capital Corp. (KUT)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Spartan Delta Corp. (SDE)
Q: Another Canadian company (KUT.v) taken private.
Looking in to your crystal ball, over the next 1-3 years what are some other Canadian companies that you consider prime candidates to be acquired?
Looking in to your crystal ball, over the next 1-3 years what are some other Canadian companies that you consider prime candidates to be acquired?
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Costco Wholesale Corporation (COST)
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O'Reilly Automotive Inc. (ORLY)
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AutoZone Inc. (AZO)
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Mastercard Incorporated (MA)
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NextEra Energy Inc. (NEE)
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UnitedHealth Group Incorporated (DE) (UNH)
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Visa Inc. (V)
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Walmart Inc. (WMT)
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Canadian National Railway Company (CNR)
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Canadian Pacific Kansas City Limited (CP)
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Dollarama Inc. (DOL)
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Intact Financial Corporation (IFC)
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Hydro One Limited (H)
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EQB Inc. (EQB)
Q: In your answer to Shirley on Nov. 22 you wrote, "We think investors can position a portfolio more conservatively by raising the allocation to defensive names that emphasize downside protection with good upside potential." Can you give a list of 5 CAD and 5 US stocks that you think would fall under that statement?
Thank you
Thank you
Q: Trying to understand analyst changes on SHOP. TD lists analyst 3 changes this week. One sell and 2 holds. On the surface, this could be interpreted as almost 3 sells. What indicators or factors might drive some analysts to come to this conclusion when others, including 5i, are much more upbeat, even bullish.
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
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Capstone Copper Corp. (CS)
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Southern Copper Corporation (SCCO)
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CopperCorp Resources Inc. (CPER)
Q: Hi 5iResearch Team,
I’m currently quite bullish on the copper industry and would appreciate your thoughts on the best way to invest in this space. Do you think CPER is a solid choice, or would you recommend looking at specific copper companies instead? If the latter, which copper companies do you have the most conviction in at the moment?
Thank you for your time and insights—I greatly appreciate your help.
I’m currently quite bullish on the copper industry and would appreciate your thoughts on the best way to invest in this space. Do you think CPER is a solid choice, or would you recommend looking at specific copper companies instead? If the latter, which copper companies do you have the most conviction in at the moment?
Thank you for your time and insights—I greatly appreciate your help.
Q: Hi, I see that you're big fans of TVK. It's skyrocketing. Is it too late to get in? Why is it skyrocketing and what might be a good entry price? Merci!
Q: Hi There,
Could you please comment on the differences between these 2 companies including software product/services, revenue and profit growth going forward, acquisition strategies, overall valuation.
Is it prudent to own both for growth in a diversified portfolio or too much overlap?
Ok thanks so much!
Could you please comment on the differences between these 2 companies including software product/services, revenue and profit growth going forward, acquisition strategies, overall valuation.
Is it prudent to own both for growth in a diversified portfolio or too much overlap?
Ok thanks so much!
Q: I'm trying to get my head around EQB . I've read 5i's analysis of the company but the part I don't understand is why would " Joe Sixpack " go to them for a car loan or to renew their mortgage rather than one of the big six ? ...... Not to mention I suspect " Joe Sixpack " has never heard of them . I also don't understand why or what a Credit Union would use them for ? ..... Could 5i explain just who their market is ? And why using EQB would be more attractive than a mainstream financial institution ? Thanks for your terrific service .......
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Toronto-Dominion Bank (The) (TD)
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Constellation Software Inc. (CSU)
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Wheaton Precious Metals Corp. (WPM)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Hydro One Limited (H)
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EQB Inc. (EQB)
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Galaxy Digital Holdings Ltd. ordinary shares (GLXY)
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Propel Holdings Inc. (PRL)
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A & W Food Services of Canada Inc. (AW)
Q: Good morning, I have some new cash to invest in all of my accounts. Could you give me the three stocks that you would add to first in all three of your portfolios?
Thanks, Rod
Thanks, Rod
Q: Hi 5i,
Could you elaborate further on Davids question concerning the $300 M private notes issuing and how it affects the share price. I do not really understand how the notes work and would appreciate it if you could provide a short laymans explanation. Not sure if I am asking this question correctly but Does it set a specific share price that these note holders can acquire shares at... ?
thx
Could you elaborate further on Davids question concerning the $300 M private notes issuing and how it affects the share price. I do not really understand how the notes work and would appreciate it if you could provide a short laymans explanation. Not sure if I am asking this question correctly but Does it set a specific share price that these note holders can acquire shares at... ?
thx
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Booking Holdings Inc. (BKNG)
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Canadian National Railway Company (CNR)
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Canadian Pacific Kansas City Limited (CP)
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Constellation Software Inc. (CSU)
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Restaurant Brands International Inc. (QSR)
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Celestica Inc. (CLS)
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Alimentation Couche-Tard Inc. (ATD)
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Premium Brands Holdings Corporation (PBH)
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TerraVest Industries Inc. (TVK)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Ulta Beauty Inc. (ULTA)
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Vitalhub Corp. (VHI)
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Construction Partners Inc. (ROAD)
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LendingTree Inc. (TREE)
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Uber Technologies Inc. (UBER)
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Vertiv Holdings LLC Class A (VRT)
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Airbnb Inc. (ABNB)
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Cellebrite DI Ltd. (CLBT)
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AppFolio Inc. (APPF)
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UFP Technologies Inc. (UFPT)
Q: What are your current top 5 US and Canadian growth and value stocks to purchase for long term?
Thanks
Thanks
Q: Now that the dust settled after Q results and SHOP drifted a bit lower would you view it as a good entry point? Would you expect it to grow faster then the Amazon stock?
There was very positive Barron’s article on Nov 12th.
There was very positive Barron’s article on Nov 12th.
Q: BNS seems to be getting some upgrades before its next quarter. What do you think of it currently?
Thx
Thx
Q: Galaxy Announces Private Offering of $300 Million Exchangeable Senior Notes due 2029. Thoughts? Market doesn't seem to like it.
Q: Expected EPS for 2024, 2025 & 2026.
Thanks
Thanks
Q: In an answer early this month when reviewing BYD's last quarter's results, you said "BYD notes that negative trends are continuing into the Q4, and it is still looking at ways to reduce costs. Certainly these are not great numbers, and the trend here is becoming somewhat concerning."
However, in some recent answers where members were asking for potential stocks to consider, including in the industrial space, BYD has been recommended. Why is it being recommended, given your assessment of the last quarter's results. Many thanks.
However, in some recent answers where members were asking for potential stocks to consider, including in the industrial space, BYD has been recommended. Why is it being recommended, given your assessment of the last quarter's results. Many thanks.
Q: Hi, my question is a bit specific but also more general. I'm about 25% down on this stock. When I read, it seems that it's solid enough long-term, but it's not going to rise 25% for quite some time. As a non-resident, I cannot sell for harvesting tax losses, but I wonder if selling at a loss and putting the remaining money into something faster growing would be a good idea? Again, part of the question is about this specific stock, and part is a general query. I'm curious about your answer! Thanks!
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Celestica Inc. (CLS)
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TerraVest Industries Inc. (TVK)
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EQB Inc. (EQB)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Propel Holdings Inc. (PRL)
Q: Could I have your top 5 small to mid cap growth stocks. Please rank them. Thanks Steve
Q: Hi Team,
What are your thoughts on this company's current valuation and long term growth prospects?
What would be your best estimate as to longer term ROE outlook?
What are your thoughts on this company's current valuation and long term growth prospects?
What would be your best estimate as to longer term ROE outlook?