Q: Hi 5i Team - This question has likely been asked before. Is it possible or probable that CSU would do a stock split. It is now over $4000 per share which makes it difficult for some smaller portfolios to take a partial position or increase/decrease partial positions. Thanks.
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: Hello 5i team,
I am curious about your thoughts on Premium brand holdings (PBH). I entered a position around $86 and the stock has gone down in the past 2 years from a high of $110. I was wondering if you are still confident in the company? The BE portfolio entered at ~$56.
I think this is a slow growth company organically, do you stay with a holding as long as it is well above the entry point or is there a point were you may say that a company has run out of room and is time to exit?
Thank You,
Andrew
I am curious about your thoughts on Premium brand holdings (PBH). I entered a position around $86 and the stock has gone down in the past 2 years from a high of $110. I was wondering if you are still confident in the company? The BE portfolio entered at ~$56.
I think this is a slow growth company organically, do you stay with a holding as long as it is well above the entry point or is there a point were you may say that a company has run out of room and is time to exit?
Thank You,
Andrew
-
Stantec Inc. (STN $153.23)
-
Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $77.11)
Q: For a long term hold 10-15 years in a registered account with DRIP on which of these do you see returning better? I already own some BN in an unregistered account but I am not afraid of being concentrated. Thanks
Q: Is CTS still a favourite 5i small cap pick?
Q: Going into earnings do you think that Hammond Power solutions is a safe hold.
I recently hold a 5% position at 103.00.
Thanks
I recently hold a 5% position at 103.00.
Thanks
Q: What will the effect of an interest rate lowering cycle be on Propel Holding’s earnings?
Q: What does the launch of the Omegro organization mean for CSU
Thx
Thx
-
NVIDIA Corporation (NVDA $183.16)
-
O'Reilly Automotive Inc. (ORLY $102.15)
-
Northrop Grumman Corporation (NOC $623.49)
-
Cameco Corporation (CCO $121.35)
-
Tourmaline Oil Corp. (TOU $59.67)
-
Agnico Eagle Mines Limited (AEM $230.16)
-
Lithium Americas Corp. (LAC $10.52)
-
IonQ Inc. (IONQ $70.65)
Q: What are the best companies in the following sectors you would invest in for maximum profits.
Thank you.
Chipmakers
Lithium
Uranium
Canadian gold mining
Arms Manufacturers
Auto Parts
Energy
Quantum Computing
Thank you.
Chipmakers
Lithium
Uranium
Canadian gold mining
Arms Manufacturers
Auto Parts
Energy
Quantum Computing
Q: Peter & 5iTeam,
Would you start a new position in EQB or add to IFC for a long term hold?
Thanks,
Gary
Would you start a new position in EQB or add to IFC for a long term hold?
Thanks,
Gary
Q: Paul asked today if PRL's dividend has been increasing in proportion to its income increases, or are they increasing the payout ratio. In your answer, you mentioned the dividend is up by 30% compared to last year at this time, but you didn't compare this to the income increase. PRL had an 84% income increase in 2023 compared to 2022, and in Q1 of 2024, the income was up 77%, so in fact they have been DECREASING the payout ratio, as the income has been increasing at a much faster rate than the dividend.
-
Ascot Resources Ltd. (AOT $0.06)
-
Alamos Gold Inc. (AGI $46.25)
-
Agnico Eagle Mines Limited (AEM $230.16)
-
Karora Resources Inc. (KRR $6.70)
Q: What are your current thoughts on AOT?
Q: Given that Propel has been increasing its dividend at a rapid clip the past few quarters, are they increasing their dividend in proportion to increasing profits per share OR are they simply increasing the dividend payout ratio?
Q: Any thoughts on OTCM (OTC Markets Group)? Trading around its 52-week low but it has been a solid compounder over the years. Is this a buying opportunity for long-term hold?
-
Franco-Nevada Corporation (FNV $286.16)
-
Alamos Gold Inc. (AGI $46.25)
-
Agnico Eagle Mines Limited (AEM $230.16)
-
Karora Resources Inc. (KRR $6.70)
Q: What are your current favourite growth stocks in gold industry? Looking at something of quality that may have upside potential to complement larger cap AEM holding.
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP $211.39)
-
Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $127.37)
-
Topicus.com Inc. (TOI $140.00)
-
Lumine Group Inc. (LMN $37.83)
Q: Please comment on the recent big price swing in SHOP , HPS . I want to add either LMN or TOI , which one offer better return ? Thanks for your excellent service.
Q: The Go Easy stock has see close to a 12% drop following the announced CEO transition which has been viewed as negative due to uncertainty in the succession.
Do you expect the stock to fall any further as the transition for Jason Mullins (the CEO) is not expected until the end of the year and Jason will then still have a presence on the Board of Directors?
Do you believe the reaction to the news has had an exaggerated impact on the Stock valuation.
Do you expect the stock to fall any further as the transition for Jason Mullins (the CEO) is not expected until the end of the year and Jason will then still have a presence on the Board of Directors?
Do you believe the reaction to the news has had an exaggerated impact on the Stock valuation.
Q: Is the selloff of GSY a little overdone given the transition timeline and the ongoing input from the CEO? If so, is it in bargain territory?
With appreciation,
Ed
With appreciation,
Ed
Q: CEO stepped down and stock drops around 8%
sounds like a problem somewhere
sounds like a problem somewhere
-
Magna International Inc. (MG $60.97)
-
Open Text Corporation (OTEX $54.04)
-
Richelieu Hardware Ltd. (RCH $35.50)
-
Nutrien Ltd. (NTR $83.84)
Q: Hi,
Long time subscriber and was curious as to the weightings of these four stocks in the BP. ranging from 1.15% to 1.76%. Conventional wisdom is that as weightings get closer to 1%, any movement has less effect on the overall portfolio.
What does one look for to justify holding on to these smaller holdings? I have a long time frame, and I know three of the four are recent additions, with OTEX being increased once.
Just looking for my held to be held, I suppose.
Thanks in advance.
Long time subscriber and was curious as to the weightings of these four stocks in the BP. ranging from 1.15% to 1.76%. Conventional wisdom is that as weightings get closer to 1%, any movement has less effect on the overall portfolio.
What does one look for to justify holding on to these smaller holdings? I have a long time frame, and I know three of the four are recent additions, with OTEX being increased once.
Just looking for my held to be held, I suppose.
Thanks in advance.
Q: Hello,
I would like a comparison analysis of these two companies on their business and which one do you think is a better business to hold for 5-10 Years?
I would like a comparison analysis of these two companies on their business and which one do you think is a better business to hold for 5-10 Years?