Q: Currently hold Airboss and am down 57% since purchase. Do you see any hope for this company in the next 12 -24 months or is it better to sell and move on to better candidates? Hard to watch this one continue melting away.
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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: Hi 5i - Exco just reported their quarter and have some noise because of discontinued operations in Bulgaria with ALC. (impairment charge) - I think its a wise move given the loss in those operations. Adjusted earnings look decent and the board raised the dividend 6% - whats your team's take on the quarter and going forward business plus valuation ?
Respect, Patrick
Respect, Patrick
Q: Abt
Excellent results by Absolute, new management is doing a great job.....and then the news of a big contract with a very large US schooldistrict.
Everything is lining up for a takeover here.....I am convinced that this will happen sooner than later.
Stadium Capital has a 15% stake and the new CEO sold a company to BlackBerry before.
Is there a chance that ABT comes back in your portfolio?
Excellent results by Absolute, new management is doing a great job.....and then the news of a big contract with a very large US schooldistrict.
Everything is lining up for a takeover here.....I am convinced that this will happen sooner than later.
Stadium Capital has a 15% stake and the new CEO sold a company to BlackBerry before.
Is there a chance that ABT comes back in your portfolio?
Q: The market does not like these securities. 5i does like these securities. There must be better stocks on the Canadian market that you could replace these with. Thank you. Dennis
Q: Hi 5i - can you see a total return of 10% per year over 5-10 years on BEP.UN (currently yields 7%)? Thanks, Neil
Q: I bought Fiera some time ago and am at a loss, but, do appreciate the dividend being paid. I am a senior, very conservative investor and a "buy and hold" investor to a serious fault. Please advise if the dividend is sustainable. Should this be sold or can I buy more to bring my cost down? I know you are not a fan of averaging down. Please suggest other stocks that provide a good dividend and have a favourable outlook.
Thank you for your great service.
Thank you for your great service.
Q: Can you provide the short interest on TSGI from last July, 1 month ago & now. Thanks
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Sylogist Ltd. (SYZ)
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Descartes Systems Group Inc. (The) (DSG)
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Enghouse Systems Limited (ENGH)
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Kinaxis Inc. (KXS)
Q: Of the companies listed,SYZ has been declining while the others have been rising.It is now below its’ 150 DayMAvg.Is the price drop due to lower liquidity as SYZ has a much lower volume than the others?
Q: I have noticed that there hasn't been much news regarding GSY lately. Do you still think it is a solid company? You don't seem to be recommending it anymore as you seem to like companies like SIS, PBH, TOY, and KXS. What would you be expecting for earnings in the quarter?
Q: Can you please provide specific reasons why you like this stock? Starting to lose patience and believing I can reallocate it to more productive names. Thx
Q: Hello,
Would this be a good time to initiate a position in WSP, or did the tide already rise? Thanks
Would this be a good time to initiate a position in WSP, or did the tide already rise? Thanks
Q: I currently hold toy in an unregistered account and am down slightly. I would like to move it into my TFSA. What would you recommend?
1. Buy in the TFSA first and wait 30 days
2. Sell in the unregistered account and wait 30 days to buy in the TFSA
3. Or transfer into the TFSA and forego the tax loss
4. Wait for Toy to reach cost and then transfer into TFSA
Thx,
Kc
1. Buy in the TFSA first and wait 30 days
2. Sell in the unregistered account and wait 30 days to buy in the TFSA
3. Or transfer into the TFSA and forego the tax loss
4. Wait for Toy to reach cost and then transfer into TFSA
Thx,
Kc
Q: I am looking to recession-proof my TFSA with stable companies like Chartwell Retirement Residences and Park Lawn Corp. But my stock chart shows Chartwell collapsing from $14 to $4 in 2008/9, taking until 2016 to recover. Park Lawn doesn't seem to be listed that far back (but I note your report describes it as "recession-proof." Would you recommend Chartwell despite the 08/9 numbers and does your assessment of PLC mean that it would be relatively unaffected by a similar market meltdown?
Q: Morning 5i, Can I get your opinion on these companies. Would you recommend alternative stocks ? or stay put!
thanks.
thanks.
Q: Hello 5i,
Stars group continues to be one of your favorite higher risk growth stocks. I personally have the same view. However, it appears the market continues to beat this company down.
Please explain what are the top 3 reasons (other than the high debt) that you believe is causing this stock to currently continue to move down and please detail (debt reduction, revenue beats, acquisitions etc..) what will have to occur in the mid-term in order to drive this stock higher and make an u-turn. Finally, what should the minimum time horizon be if one is currently holding this security. What are the top downside risks (Including: Regulatory, political, execution etc..) and to what degree is each of these risks going to impact this company on the downside.
Thank you,
Joseph
Stars group continues to be one of your favorite higher risk growth stocks. I personally have the same view. However, it appears the market continues to beat this company down.
Please explain what are the top 3 reasons (other than the high debt) that you believe is causing this stock to currently continue to move down and please detail (debt reduction, revenue beats, acquisitions etc..) what will have to occur in the mid-term in order to drive this stock higher and make an u-turn. Finally, what should the minimum time horizon be if one is currently holding this security. What are the top downside risks (Including: Regulatory, political, execution etc..) and to what degree is each of these risks going to impact this company on the downside.
Thank you,
Joseph
Q: What do you think about buying some shares of CSU now, or is it too late? Or wait for a better entry, in that case what is a better entry point?
Margita
Margita
Q: What sector would you put Park Lawn Corporation? Also, what is an appropriate percentage allocation for each sector
Q: anything to account for the pop in price today? Thx
Q: I am underwater with this one for about 32%. While I understand the long term story on this stock, would it be unreasonable to sell it and go to a growth name during this market downturn? Any suggestion for a replacement? or I should be patient to wait for a rebound. NFI is not a large position in my portfolio.
Q: The quarterly results for CGI today struck me as positive and yet the market thought otherwise. Do you have an explanation for the sizeable drop in the share price this morning?