Q: Absolute has doubled to 7% of my portfolio. Do I sell half or wait a few more months, see what happens?
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Is there any indication that LSPD is diversifing toward Businesses not so impacted by Covid 19 . Heard this weekend its been 6 months since 1st Covid case in Canada ( Officially) . Hoping they can Pivot and change to other customers as I am sure demand is huge . Thoughts ?
Many Thanks,
Greg
Many Thanks,
Greg
Q: Hello. I have a two 'DSG questions':
Given KXS is currently 4.5% of my portfolio - would you add some DSG... or is this an unnecessary overlap?
Why do you think KXS has significantly outperformed DSG since March?
Thanks!
Given KXS is currently 4.5% of my portfolio - would you add some DSG... or is this an unnecessary overlap?
Why do you think KXS has significantly outperformed DSG since March?
Thanks!
-
Photon Control Inc. (PHO)
-
Constellation Software Inc. (CSU)
-
Descartes Systems Group Inc. (The) (DSG)
-
Badger Infrastructure Solutions Ltd. (BDGI)
-
Kinaxis Inc. (KXS)
-
Premium Brands Holdings Corporation (PBH)
-
Aritzia Inc. Subordinate Voting Shares (ATZ)
-
Boyd Group Services Inc. (BYD)
Q: What are the prospects for badger daylighting in the next year? What companies in your balanced equity portfolio do you predict will have solid growth over the next Couple years?
Also your outlook for pho over the next year?
Also your outlook for pho over the next year?
Q: What is going on with GUD in your opinion? The market is not liking it too much.
Q: Recently selling by 2 directors & Ceo ranging $74.97 to $78.50 recent record $78.50 H ,$72.335 current price) Please comment.Is this opportunity to start a position in view of above & sell off of the Tech sector the last 2weeks after superior performance. Txs for u usual grest services & views
Q: Hi, Any comments or read into the 4 large block trades/cross with a total of 759,700 shares by Acumen Capital, Thursday ? On Wednesday also, there was a large trade of 34,200 shares. For a thin trader like Sylogist, it's a bit out of norm. Someone, building a large position or NCIB buybacks by the company ? Thanks
Q: Do you consider their high P/E and low profits an issue or is this common for a company who is cery active in acquisitions? Thanks
Q: Can you please give me the bull and bear case for cpx
Q: i have owned Magna for some years. i know 5I likes it. it is slowly moving up from the lows it felll for no good reason
Do you believe it will move up and not down in the coming months
Do you believe it will move up and not down in the coming months
Q: How would you compare Altus vs Real? Is any one preferable over the other or better to hold both? How would you compare their respective risk profile, valuation, etc ?
Many thanks
Many thanks
Q: Is it too late to add this to my portfolio based on its hugh run up.
-
Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
-
Boardwalk Real Estate Investment Trust (BEI.UN)
-
Northview Apartment Real Estate Investment Trust Trust Units (NVU.UN)
-
InterRent Real Estate Investment Trust (IIP.UN)
-
Killam Apartment Real Estate Investment Trust (KMP.UN)
-
Morguard North American Residential Real Estate Investment Trust (MRG.UN)
-
Minto Apartment Real Estate Investment Trust (MI.UN)
Q: Hello 5i Team
Thank you for the new update on Interrent REIT.
Reviewing the new report on Interrent REIT, the Peer Relative Evaluation section compares Interrent against ten REITs, however only two of the ten REITs (CAR.UN & NVU.UN) are in the residential apartment sector.
1 - Please comment on how companies are selected for the Peer Relative Evaluation section.
2 - Would it be more appropriate to compare Interrent against the major residential apartment REITs (BEI.UN, CAR.UN, KMP.UN, MI.UN, MRG.UN, NVU.UN) than to the Office, Industrial, Retail REIT section?
3 - Also given NVU.UN is subject to a takeover, is this a reasonable comparison?
Thanks
Thank you for the new update on Interrent REIT.
Reviewing the new report on Interrent REIT, the Peer Relative Evaluation section compares Interrent against ten REITs, however only two of the ten REITs (CAR.UN & NVU.UN) are in the residential apartment sector.
1 - Please comment on how companies are selected for the Peer Relative Evaluation section.
2 - Would it be more appropriate to compare Interrent against the major residential apartment REITs (BEI.UN, CAR.UN, KMP.UN, MI.UN, MRG.UN, NVU.UN) than to the Office, Industrial, Retail REIT section?
3 - Also given NVU.UN is subject to a takeover, is this a reasonable comparison?
Thanks
Q: Hi 5i team, I understand that you do not take target price seriously but what do you make of recent shopify case, ranging 1100 to 280. Is there any accountability for those analyst making such prediction? Thanks.
Q: Please comment on earnings. Thank you.
Q: How significant is the announced strategic partnership this morning?
Thanks
Dave.
Thanks
Dave.
Q: What are the tax implications of owning bep.un in Canada?
Q: I am thinking of adding to SYZ after their recent credit facility announcement. Talking about having 80 million available for aquisitions (40 from the credit facility with good terms). This seemed to be a past knock on the company (not as much top line growth and not putting cash to work). What do you think? Thanks
Q: Regarding the recent issue of shares and debentures, which closed July 16 - what does this do for the balance sheet… or for any other aspects of PBH you feel is relevant?
Thanks!
From the press release:
The Company intends to use the net proceeds of the Offering and the Concurrent Private Placement to reduce existing indebtedness under one of its revolving credit facilities (the "Credit Facility"), thereby increasing the amount available to be drawn under such Credit Facility, as required, to fund future potential strategic acquisitions and capital projects that may arise.
Thanks!
From the press release:
The Company intends to use the net proceeds of the Offering and the Concurrent Private Placement to reduce existing indebtedness under one of its revolving credit facilities (the "Credit Facility"), thereby increasing the amount available to be drawn under such Credit Facility, as required, to fund future potential strategic acquisitions and capital projects that may arise.
-
Constellation Software Inc. (CSU)
-
Descartes Systems Group Inc. (The) (DSG)
-
Kinaxis Inc. (KXS)
-
Xebec Adsorption Inc. (XBC)
Q: Hi Team
I have a corporate non-registered account I have started 4 months ago with a time frame of 5 years. Not worried about risk / sector (fairly diversified already) even though it is a corporate account (I keep enough cash in the account if needed so would not have to withdrawal). Looking to add 2 of the above stocks now. I will be adding every 4 - 6 months or so moving forward so I could add the others later. Do you have an order of preference.
I have a corporate non-registered account I have started 4 months ago with a time frame of 5 years. Not worried about risk / sector (fairly diversified already) even though it is a corporate account (I keep enough cash in the account if needed so would not have to withdrawal). Looking to add 2 of the above stocks now. I will be adding every 4 - 6 months or so moving forward so I could add the others later. Do you have an order of preference.