Q: The offering was supposed to close on June 3 but I haven't seen any news on the closing?
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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: Hello 5i
Seems this company is having trouble regaining its money making status despite showing growth in assets.
Consolidated Net Income is way below prior year and barely dribbling higher quarter over quarter. Are they poor operators and more of this can be expected?
What are your thoughts on this investment and how much more time do you think is required until they can get it in gear?
Thanks
Seems this company is having trouble regaining its money making status despite showing growth in assets.
Consolidated Net Income is way below prior year and barely dribbling higher quarter over quarter. Are they poor operators and more of this can be expected?
What are your thoughts on this investment and how much more time do you think is required until they can get it in gear?
Thanks
Q: Hi 5i,
What are your thoughts of the quarter? Would you hold / add / sell?
Thanks,
Kyle
What are your thoughts of the quarter? Would you hold / add / sell?
Thanks,
Kyle
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Galaxy Digital Inc. Class A common stock (GLXY $28.26)
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Applied Digital Corp. (APLD $33.55)
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CoreWeave Inc. (CRWV $119.01)
Q: Does the deal CRWV signed yesterday with Applied Digital have any negative implications for GLXY ? Is CRWV the only client using Helios Data Centre? Curious why CRWV signs these long terms leases and if they will continue to "rent" between having NVDA backing and there stock going to the moon, why not build their own data centres?
Q: Sorry, still trying to figure out if Today's $10 drop presents an opportunity to add some shares.
In your view, today's sell off is not acquisition related. If so, why would stock be down a bunch, in an otherwise stable market, when its peers, which are also up YTD as well over 12 months, are trading as if business is usual. It looks weird !!
Would you have an idea, what is the cost of the Lexica deal and if there is a possibility that WSP may be considering a secondary offering to finance the deal ?
Thank You
In your view, today's sell off is not acquisition related. If so, why would stock be down a bunch, in an otherwise stable market, when its peers, which are also up YTD as well over 12 months, are trading as if business is usual. It looks weird !!
Would you have an idea, what is the cost of the Lexica deal and if there is a possibility that WSP may be considering a secondary offering to finance the deal ?
Thank You
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Toronto-Dominion Bank (The) (TD $145.84)
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Bank of Nova Scotia (The) (BNS $106.05)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $90.41)
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Constellation Software Inc. (CSU $2,441.95)
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Dollarama Inc. (DOL $174.00)
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Intact Financial Corporation (IFC $261.66)
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WSP Global Inc. (WSP $227.03)
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Stantec Inc. (STN $124.29)
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Descartes Systems Group Inc. (The) (DSG $99.45)
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FirstService Corporation (FSV $179.90)
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Toromont Industries Ltd. (TIH $217.38)
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Thomson Reuters Corporation (TRI $128.18)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $173.48)
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goeasy Ltd. (GSY $32.54)
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EQB Inc. (EQB $124.17)
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Propel Holdings Inc. (PRL $21.41)
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Brookfield Corporation Class A Limited Voting Shares (BN $61.48)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $65.23)
Q: Which names in the Growth and Balanced portfolios respectively do feel best about currently for a 3-5 year hold? Any related sector comments?
With thanks.
With thanks.
Q: Hello Team, CSU - Any idea what cause the spike 3X volume into the close on Friday? I don't see any news. Repositioning for month end? Doubt it was shorts, covering.
Any thoughts? Thanks for your excellent service. Gord
Any thoughts? Thanks for your excellent service. Gord
Q: Hi,
Following up on the Q&A re: Magellan Aerospace Corporation, can you please provide a sense of the pros and cons of this company as a long-term investment? Does it have any moat features? What are the risks and potential rewards going forward? What about position size - is a full position justified?
Thank you so much, Michael
Following up on the Q&A re: Magellan Aerospace Corporation, can you please provide a sense of the pros and cons of this company as a long-term investment? Does it have any moat features? What are the risks and potential rewards going forward? What about position size - is a full position justified?
Thank you so much, Michael
Q: Hello Team,
I'm interested in these two companies after going through most of the questions here, there seems to be a change in your preference. Why is D2L a more prefer investment NOW compare to DCBO. What has cause you to change your opinion on them. Thank You
I'm interested in these two companies after going through most of the questions here, there seems to be a change in your preference. Why is D2L a more prefer investment NOW compare to DCBO. What has cause you to change your opinion on them. Thank You
Q: Hi,
Your views on the company. Does the company's business model is turning weak based on profitability and ROIC? Had the company lost its business mojo?
Thanks
Piyush
Your views on the company. Does the company's business model is turning weak based on profitability and ROIC? Had the company lost its business mojo?
Thanks
Piyush
Q: SHOP seemed to catch a bid in anticipation of its addition to US indexes and then has drifted down, wondering what a decent entry point might be?
Q: Would this be a good entry point ?
Q: Greetings 5i, which of these would you add to today? Please provide reasons and if neither please indicate. This is a TFSA. Thanks.
Q: Hi,
Last week it reported Q1-2025 earnings. It missed its EPS and revenue also come lower but from the share price movement this news is considered as positive as share price reached 12 month high. Can you please give your analysis on this kind of scenario? Is this considered as selling opportunity to take advantage of rally or there is some positive news under the numbers which normal investor did not see?
Piyush
Last week it reported Q1-2025 earnings. It missed its EPS and revenue also come lower but from the share price movement this news is considered as positive as share price reached 12 month high. Can you please give your analysis on this kind of scenario? Is this considered as selling opportunity to take advantage of rally or there is some positive news under the numbers which normal investor did not see?
Piyush
Q: Has there been any suggestion/inkling of another spinout from Constellation? If so what division or location would make to you and a timeline.
Thank you
Thank you
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Salesforce Inc. (CRM $183.82)
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Oracle Corporation (ORCL $171.83)
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Descartes Systems Group Inc. (The) (DSG $99.45)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $173.48)
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TECSYS Inc. (TCS $36.33)
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ServiceNow Inc. (NOW $91.16)
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Qualys Inc. (QLYS $88.53)
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Synopsys Inc. (SNPS $489.02)
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Galaxy Digital Inc. Class A common stock (GLXY $28.26)
Q: Hi,
In your answer to Neil yesterday, you said that there are numerous high growth software companies that remain down 20%.+ Could you name several you like, both US and Canadian? Thank you Mike.
In your answer to Neil yesterday, you said that there are numerous high growth software companies that remain down 20%.+ Could you name several you like, both US and Canadian? Thank you Mike.
Q: I am up 140% on GLXY. Thank you.
I believe the strong recent performance is due to its NAXDAQ listing.
If this is the main reason it is up in a few days/week this news will be old and it will most likely pull back.
It's RSI is overbought and CCI is bearish.
What is your take on this? Has it hit a short term peak and will pull back shortly?
Sheldon
I believe the strong recent performance is due to its NAXDAQ listing.
If this is the main reason it is up in a few days/week this news will be old and it will most likely pull back.
It's RSI is overbought and CCI is bearish.
What is your take on this? Has it hit a short term peak and will pull back shortly?
Sheldon
Q: For the long term what are your top 4 Canadian picks excluding Tech & commodities?
Q: Have there been any recent upgrades or downgrades on this company in the last 60 days
Q: Your thoughts please on the quarter?
Thx
Thx