Q: thoughts on the quarter? Thx
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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.
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Aritzia Inc. Subordinate Voting Shares (ATZ $108.23)
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Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $18.17)
Q: Hi 5iTeam - There seems to have been a substantial amount of insider selling in both of these companies over the past few months. Could you please comment on this as well as the overall insider holdings in each of the two companies. It looks like both companies are quite similar in their business model. Could you please let me know if this is an accurate assessment. Also if you were to choose one or the other for an investment which one would it be or are they relatively equal. Thank you.
Q: Could I please have your thoughts on the quarter results.
Q: I have a question about 1037 .
Would you expect increase in this stock value along with the infrastructure bill passage in US. It has a significant presence in US.
Would it be treated as US company for the infrastructure projects in US despite domiciled originally in Canada? Or the directive buy US would be a problem for this company?
Thank you,
Would you expect increase in this stock value along with the infrastructure bill passage in US. It has a significant presence in US.
Would it be treated as US company for the infrastructure projects in US despite domiciled originally in Canada? Or the directive buy US would be a problem for this company?
Thank you,
Q: Hi,
Your thought on Absolute Software recent results ?
Thanks
Your thought on Absolute Software recent results ?
Thanks
Q: Bep.un dropped from its peak of some $63 in Jan 2021 to May & since then has been trading in a range. Is this sector related rather than company specific? Txs for u usual great services & views
Q: Hi 5i team,
On Aug 9th, Bmo capital markets raised it's outlook on price for GSY to 207$. When an analyst raises it's price for a stock, what is the time frame they believe it will hit that mark?
Thank you
On Aug 9th, Bmo capital markets raised it's outlook on price for GSY to 207$. When an analyst raises it's price for a stock, what is the time frame they believe it will hit that mark?
Thank you
Q: An article in today's TorStar indicated that the company will sell 7.7 million shares at a price of $93per share. The underwriters have been granted an over allotment option up to 1.155 million shares.
It's not clear that the dollars quoted were in U.S. or Cdn dollars. If it's in Cdn. then the Monday closing price of $116.57 is within range. Can you confirm? Thanks.
It's not clear that the dollars quoted were in U.S. or Cdn dollars. If it's in Cdn. then the Monday closing price of $116.57 is within range. Can you confirm? Thanks.
Q: Would you buy it now?
Q: Just a follow-up to the question I just posed. Own SYZ for several months now and down 23%. Should I keep it going forward. Like other tech holdings - in total represent a small fraction of total assets owned.
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Constellation Software Inc. (CSU $3,382.96)
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Kinaxis Inc. (KXS $175.83)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.37)
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Topicus.com Inc. (TOI $125.34)
Q: Good morning 5i
My tech sector within a RRIF is over 20% of CSU, LSPD, TOI, and KXS. KXS has been at a loss until today. Would this be an opportunity to trim back and what other sectors would you consider as buy opportunities going forward next 3-5 years. The RRIF is otherwise well balanced after following your growth and balanced portfolios.
Thanks for all the excellent advice.
My tech sector within a RRIF is over 20% of CSU, LSPD, TOI, and KXS. KXS has been at a loss until today. Would this be an opportunity to trim back and what other sectors would you consider as buy opportunities going forward next 3-5 years. The RRIF is otherwise well balanced after following your growth and balanced portfolios.
Thanks for all the excellent advice.
Q: Can you think of a rational reason in why CJT's SP has been range bounded for close to a year? I thought the strong results just released this week should allow CJT's SP to move forward, but only to see the sell off day after day. This is most perplexing? What's your take on CJT? Thanks.
Q: I'm not seeing the pricing in their press release, do you have something?
Q: Lightspeed’s big drop after it’s Public Offering much of a surprise? What do you think of the timing?
Thanks
Thanks
Q: Any comments on KXS ? What does 5I make of the apparent shift in their revenue stream?
Thank You
Clarence
Thank You
Clarence
Q: Could you comment on the bidding for VNE and consequences of QCOM vs MG win?
Q: When does xbc next report and what are analysts' expectations? Is this a buy, hold or sell and why.
Q: Hi, Topicus stock has been on a tear this week, specially, during past 2 days. What are the factors, contributing to this remarkable performance, in your view. Is this the scarcity value, excellent results or the “ Mini - CSU” effect? We are quite happy to hold a decent position ( A Big Thank you for your valuable guidance, in absence of any analyst coverage) wondering, should we wait to add and what would be an attractive entry point. Thank you
Q: I bought GUD as a long term investment. It worries me when you say you are losing patience with it and I suspect you will take it out of the portfolio if you find a very compelling replacement for that sector. But has anything fundamentally changed from when you included it in the portfiloio besides the time it is taking to spend the horde of cash?
Q: thoughts on the quarter? Thx