Q: Just beginning to learn about Sylogist, and have a quick question. Why does it, a smallish tech company, with presumably an intention to grow, pay such a large dividend? None of the big Canadian tech names pay anything close to that (if at all). Thanks.
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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: Volaris Group, a Constellation Software Company, Enters into Agreement to Acquire SSP Limited
Little info on the deal as usual but looks like a great acquisition as SaaS is right in their wheel house. SSP Ltd is among Top 500 cloud software vendors according to the google search I did. What does 5i think of this deal?
Thanks
Dave
Little info on the deal as usual but looks like a great acquisition as SaaS is right in their wheel house. SSP Ltd is among Top 500 cloud software vendors according to the google search I did. What does 5i think of this deal?
Thanks
Dave
Q: Did not see the financing coming. My take is that they might be close to a deal and want to be able to act quickly. Perhaps impatient optimism? Your thoughts?
Q: Any reason for the recent slide from $197.71 H to current $177.81. Is it timely to buy /add? Txs for U usual great services & views
Q: Why PhO price still kept so low while nearly all the semi related companies price have increased to all time high? Do you know if there are any financial or internal problems for PHO?
Is there a Canadian dollar ETF you can introduce that tracks Semiconductor industry like SMH ?
Thanks
Is there a Canadian dollar ETF you can introduce that tracks Semiconductor industry like SMH ?
Thanks
Q: Down 30% . Bought in September because of strong Real Estate market. Good financials of the company.
Reasons for market sell-off: My assumptions are that people are taking profits, some are selling into tax loss season and others over fear of the raging pandemic south of the border and what that might do to the US economy for the next year or so.
Finally there is perhaps, a few dollars of downside left to go including any chance for a Santa Clause rally before any chance of recovery.
What is your educated estimate of the situation and likely future scenario? Sorry for being long-winded. Stephen S
Reasons for market sell-off: My assumptions are that people are taking profits, some are selling into tax loss season and others over fear of the raging pandemic south of the border and what that might do to the US economy for the next year or so.
Finally there is perhaps, a few dollars of downside left to go including any chance for a Santa Clause rally before any chance of recovery.
What is your educated estimate of the situation and likely future scenario? Sorry for being long-winded. Stephen S
Q: Your comments on ENBs results please. Energy services which comprises a significant portion of earnings and cash flow took a significant hit? Thanks.
Q: Hi team,
Real has been a falling knife since the last earnings release. I own it in 2 different accounts and are down 20-30% on them.Should I continue to hold out for better days, or should I sell one of my positions and replace it with something else? My plan was to hold for long term as it seems like a good company with good growth prospects. If you do suggest selling part of my position , what would be your top stock to buy today either US or cnd for growth to replace it with ? Thanks
Shane
Real has been a falling knife since the last earnings release. I own it in 2 different accounts and are down 20-30% on them.Should I continue to hold out for better days, or should I sell one of my positions and replace it with something else? My plan was to hold for long term as it seems like a good company with good growth prospects. If you do suggest selling part of my position , what would be your top stock to buy today either US or cnd for growth to replace it with ? Thanks
Shane
Q: Can you get into a bit more detail on their latest earnings? I feel the stock is getting down to a more interesting entry level...thanks!
Q: Hi Peter, re: your reply to Jamie re: GUD; why will earnings fall next year ? Aren't they currently close to zero ? Shouldn't the new mfg ability increase earnings ?
This is currently the sole loser in my portfolio (as I'm getting good at cutting losses before they get worse) but like many I've held on it to doggedly for years despite its chart since I really want Jonathan G to do well. There's definitely a lesson in that. Thanks, Paul
This is currently the sole loser in my portfolio (as I'm getting good at cutting losses before they get worse) but like many I've held on it to doggedly for years despite its chart since I really want Jonathan G to do well. There's definitely a lesson in that. Thanks, Paul
Q: Hi 5i
Current thoughts on Toy ? They seem to be a long way from where they used to be with hottest products at Christmas (thinking Hatchimals), but now having less impact on parents pocketbooks.
Is that a fair assessment or am I misjudging their potential?
Thanks
Mike
Current thoughts on Toy ? They seem to be a long way from where they used to be with hottest products at Christmas (thinking Hatchimals), but now having less impact on parents pocketbooks.
Is that a fair assessment or am I misjudging their potential?
Thanks
Mike
Q: Any comment on People’s three acquisitions, and your outlook on the company going forward?
Q: Hi Gents,
Wondering if you could speak to the value of GUD shares.
My calculations are that there is $3.31/sh in cash, which at Friday's price of $5.29, leaves $1.98 for the rest of company.
At $1.98 the company ex cash is worth about $260M. My modeling shows a forward P/E ex cash below 8x. Plus you get the potential of another game-changing acquisition which would likely be very accretive.
What am I missing here at $5.30/sh??
Wondering if you could speak to the value of GUD shares.
My calculations are that there is $3.31/sh in cash, which at Friday's price of $5.29, leaves $1.98 for the rest of company.
At $1.98 the company ex cash is worth about $260M. My modeling shows a forward P/E ex cash below 8x. Plus you get the potential of another game-changing acquisition which would likely be very accretive.
What am I missing here at $5.30/sh??
Q: Hi all:
Can you recommend a Canadian infrastructure
stock (other than Brookfield Infrastructure) that
has U.S. exposure.
Thank you: Jerry
Can you recommend a Canadian infrastructure
stock (other than Brookfield Infrastructure) that
has U.S. exposure.
Thank you: Jerry
Q: NFI closed up $2 last Friday. Is there a reason for this ? Joe
Q: Recently in a trading range. After strong Q,it went up sharply,but dropped back almost the same amount the next day.Any reasons? Is it timely to start a position? Txs for u usual great services & advices,
Q: I hold CSU shares in a taxable account at a purchase cost of $80 per share ( Thank you 5i ). Will the spin off of Tropicus shares be deemed as a disposition by the CRA and subject to capital gains tax ?
Thanks, Tim.
Thanks, Tim.
Q: Thank you for this recommendation years ago. Stay safe
Q: One of your portfolio stocks I do not own. I am impressed with their purchase and the possibilities as a result. I am mostly comfortable with the price but looking for a little reassurance, or not, as to buying a half position today.
Thanks
Thanks
Q: Can you help to explain the news yesterday of "BloombergSen Inc. Files Early Warning Report in Respect of Great Canadian Gaming Corporation" , How will it impact the acquisition of GC and to the stock price overall?
Thanks,
Thanks,