Q: Thanks to you Peter, I purchased Winpak (a co I'd never heard of) when I first joined 5i over 5 years ago. and am up about 75%. That said, it's been flat for the past 3 years and, since it's now in my TFSA, I'm wondering if it's time to sell for either a growthier or a higher-dividend paying company. I'm prepared to be patient, but if you see WPK as having a low dividend and slow growth future, perhaps it's not an ideal TFSA holding. Your thoughts appreciated.
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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: I am a conservative, retired, dividend-income investor. I normally save up to 5% "full positions" for typical blue chip stocks, like the telecoms, pipelines, banks, etc.
I have partial positions in Leon's (2% position), Magna (2%) and Nutrien (1.5%). Would you add to any or all of these? At this stage in the market cycle, would you favour one over the rest...please rank.
Thanks...your guidance throughout 2019 was much appreciated...love the service.
Steve
I have partial positions in Leon's (2% position), Magna (2%) and Nutrien (1.5%). Would you add to any or all of these? At this stage in the market cycle, would you favour one over the rest...please rank.
Thanks...your guidance throughout 2019 was much appreciated...love the service.
Steve
Q: Can you please comment on their acquisition announced this morning? What do you think about issuing stock to make it?Thanks
Q: I had a good year with Enghouse and am considering selling and moving to Descartes.
Thoughts please?
Thoughts please?
Q: What does the early warning report issued by AW mean to stock holders and the stock Price?
Q: I'd like your comments on Stella Jones, including the latest financial results, its outlook for the future and the new management team. Do you maintain the A- rating? Much appreciated.
Q: Can you please tell me the upcoming lock-up expiration dates for LSPD and where I can find these dates in the future.
Thank you for the excellent service.
Marcia
Thank you for the excellent service.
Marcia
Q: All the best 5i for a great stock year. When will my shares of Boyd Group Income Fund be converted to Boyd Group Services? Thanks. Lorraine
Q: I note that while you and others have highlighted pressures on NFI (pre mid Dec) the news flow of orders appears to have improved of late and there has been a concurrent effort by NFI to maintain a professional approach to their business prospects. I guess the question is does the hesitancy with respect to their prospects, and particularly their share price, still apply and are the new orders significant or already factored in. Thanks.
Q: Another occurrence yesterday of out-sized volume on this normally illiquid stock.
Any insight into what was transpiring and what, if any , significance ?
Thank-you
Any insight into what was transpiring and what, if any , significance ?
Thank-you
Q: This stock is off - perhaps year end tax loss selling played into this? With things supposedly improving with USA vs China...could it be a moderate buy?
Q: CSU has seemed to have taken a hit the last few trading days. Is there any information on the company that would cause this? Thanks.
Q: Hello 5I: Just a miscellaneous query. BYD.UN has recently reorganized and has become BYD. Someone here threw out the idea that this company might want to list in the USA and you answered saying there are no such plans known. But if they ever did want to list in the USA, what would they trade under....there already is a USA company with that ticker, "BYD", (Boyd Gaming Corp). Would they have to use a different ticker there? would that cause confusion?
Thank you for your excellent service.
Thank you for your excellent service.
Q: What is the outlook for pho this year. As well what do l do about tsgi considering the merger?
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Alimentation Couche-Tard Inc. (ATD)
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Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A)
Q: I have some additional funds to add to one of the above companies. Which one seems better and why?
Much appreciated as usual. RAM
Much appreciated as usual. RAM
Q: My question is about GC. Am reviewing my TFSA positions and am trying to decide whether to continue to hold or move on to something else. Short term seems to be "dead money" but longer term may see return to good growth. I am okay waiting for 3-5 yrs, but not if there is little growth over that time frame. What level of comfort do you have with the management team's near term execution and capex returns? The money laundering issues have seemed to die down somewhat. Do you think that there could be a take-over because of the current valuation?
Thanks
Thanks
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Gildan Activewear Inc. (GIL)
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Descartes Systems Group Inc. (The) (DSG)
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Badger Infrastructure Solutions Ltd. (BDGI)
Q: Happy New Year. What do you expect from bad and gil in the coming year? Are you ok with starting a position in bam and dsg today or would you wait for a pullback? T Steve
Q: BNN just had an analyst on who is shorting LSPD because of another round of insider selling coming up near future he also stated that LSPD is vastly overpriced and is high risk. Are you still recommending this stock if so why?
Q: I currently hold TFII in my portfolio and am considering a switch to SIS for a long term hold. Which of the these two look best over the next 2 or 3 years to you? Is it worth a change?
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Descartes Systems Group Inc. (The) (DSG)
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Kinaxis Inc. (KXS)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: Which of the three do you prefer for a long term hold? Can you justify changing from one to the other?