Q: I've owned GLXY for a while. The last time Bitcoin was at the $50K level, GLXY was significantly higher (roughly $26-27). Any reasons why there is such a difference in the performance given where bitcoin is today? Given the halving is occuring in April, which is typically positive for the price of bitcoin, I would have expected a higher SP. Perhaps there's a catchup trade in the future?
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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: Thoughts on quarter please. Have owned for just over 5 years and sitting at a loss, losing patience. Thx
Q: Good afternoon 5i
I am thinking of selling Park Lawn for a tax loss. I believe you mentioned that it would likely need interest rate cuts to find some traction. I plan to buy it back. But, i was wondering whether you see any catalysts that might resurrect it within thirty days?
Thanks as always for this excellent service.
I am thinking of selling Park Lawn for a tax loss. I believe you mentioned that it would likely need interest rate cuts to find some traction. I plan to buy it back. But, i was wondering whether you see any catalysts that might resurrect it within thirty days?
Thanks as always for this excellent service.
Q: Thoughts on the quarter. What is the new forward PE and how does that compare to the historical PE range?
Also, they increased the dividend for 10th consecutive year. What is the dividend growth rate over that time frame?
Thanks Rob
Also, they increased the dividend for 10th consecutive year. What is the dividend growth rate over that time frame?
Thanks Rob
Q: I have to say, having been investing in the market since 1980 I don’t recall any company increasing its dividend by 22% in a year
What are your thoughts on the Q and year
Annual Dividend per Share Increased to $4.68, up 22% from $3.84
What are your thoughts on the Q and year
Annual Dividend per Share Increased to $4.68, up 22% from $3.84
Q: SHOP is really getting cleaned out today. How do you see the stock moving in the next few days. How serious is the lighter guidance they offered? Thinking of adding some to position. Are these good prices or best to wait to see where it goes first?
Q: Thanks for quick response to my earlier question on earnings. Can you add comments after the earnings call?
Q: How would you digest SHOP earnings? How did they do on key metrics? What do you see happening to stock going forward over the next 6 months and longer? Is the story still intact and moving in the right direction?
Q: KXS shares are basically flat over that past four years. Yet the company continues to grow nicely quarter after quarter and the balance sheet is strong. So the fundamentals look really good. This would imply major valuation compression. Can you please comment on the valuation four years ago compared to today? How does the current valuation compare to their industry and software sector?
Thanks.
Thanks.
Q: On Sept 28,2023 Chris White did a blog post titled " Enbridge (ENB) Makes a Major Move in the US Gas Market".
Did this transaction go through? And if so how is it working out? If not why not?
Thanks
John
Did this transaction go through? And if so how is it working out? If not why not?
Thanks
John
Q: After reading your response to earnings, I was surprised by the sell off. Things looked pretty good but I guess the market wants more, and quicker. What's your take on things after the sell off? Was the size of it justified? Buy, hold or sell?
Q: HI Guys
I know you were asked a recent question about Arcadian Timber but Just wanted some clarity. On the recent question you said " In the last year, ADN saw it's price see a slight drawdown, but total return was up by 3%. ADN continues to be a solid dividend payer with a yield of 7.14% while payout ratio is quite good at 37.36%. "
Today with their earning report they stated the dividend payout ratio for the year ending December 2023 was 132%, but 99% with the DRIP. and "Adjusted EBITDA for the year was $20.6 million, compared to $18.2 million in 2022. Acadian generated $15.0 million of Free Cash Flow during the year, compared to $12.2 million in 2022, and declared dividends of $19.8 million or $1.16 per share to our shareholders. Acadian's balance sheet remains solid with $14.8 million of net liquidity as at December 31, 2023, which includes funds available under our credit facilities."
So just wondering about how much extra funds they generate/accumulate beyond the dividend and the security of the dividend going forward. Aren't they at a level that is somewhat worrying if there was a further downturn in the lumber industry?
By the way I am a long time holder of this stock.
Thanks so much
Stuart
I know you were asked a recent question about Arcadian Timber but Just wanted some clarity. On the recent question you said " In the last year, ADN saw it's price see a slight drawdown, but total return was up by 3%. ADN continues to be a solid dividend payer with a yield of 7.14% while payout ratio is quite good at 37.36%. "
Today with their earning report they stated the dividend payout ratio for the year ending December 2023 was 132%, but 99% with the DRIP. and "Adjusted EBITDA for the year was $20.6 million, compared to $18.2 million in 2022. Acadian generated $15.0 million of Free Cash Flow during the year, compared to $12.2 million in 2022, and declared dividends of $19.8 million or $1.16 per share to our shareholders. Acadian's balance sheet remains solid with $14.8 million of net liquidity as at December 31, 2023, which includes funds available under our credit facilities."
So just wondering about how much extra funds they generate/accumulate beyond the dividend and the security of the dividend going forward. Aren't they at a level that is somewhat worrying if there was a further downturn in the lumber industry?
By the way I am a long time holder of this stock.
Thanks so much
Stuart
Q: your thoughts on Celestica. In my daughters TFSA account up 435%.. 15% of her holdings.. thank you..
Q: Why does XPO have such out performance over TFII, is TFII undervalued?
Thanks Again
Thanks Again
Q: Comments on recent quarter? Are things turning around here?
Thanks
Thanks
Q: Hello 5i Team,
I see Propel raised its dividend by 14% today. I'm thinking about trimming 1/2 of my GoEasy and adding to my Propel holding. Thesis: management owns 56% of Propel and they are playing in a bigger sandbox in the US. What are your thoughts?
Thanks,
Brent
I see Propel raised its dividend by 14% today. I'm thinking about trimming 1/2 of my GoEasy and adding to my Propel holding. Thesis: management owns 56% of Propel and they are playing in a bigger sandbox in the US. What are your thoughts?
Thanks,
Brent
Q: Hi, Constellation Software stock has been in an uptrend and rising steadily to new highs, recently, without any significant resistance along the way. After a $200 pullback this week with no news, do you consider it a good opportunity to add to an existing position ? Thanks
Q: Any news for the big price surge today ( Tuesday) ? Thanks a million.
Q: hi,
im seeing a very high P/E on CSU right now. can you compare the current P/E and the forward P/E with historical averages. If possible can you include the ranges for these ( ie highest and lowest historically). can you comment on your thoughts about the current and future P/E being reasonable or not, and why? finally, are you comfortable punching shares at this price?
cheers, Chris
im seeing a very high P/E on CSU right now. can you compare the current P/E and the forward P/E with historical averages. If possible can you include the ranges for these ( ie highest and lowest historically). can you comment on your thoughts about the current and future P/E being reasonable or not, and why? finally, are you comfortable punching shares at this price?
cheers, Chris
Q: Any reason for the 100+ point drop?
Sheldon
Sheldon