Q: Hey team 5i: I’ve paid the price for hanging on to my Lightspeed LSPD shares. I bought into the company in the Spring of 2020, watched it reach its peak of $160.00 plus, per share and yes; was foolish enough to keep the shares during its massive decline, thinking the Company could fight off the Shorts, in much the same way Shopify did a couple of years prior. Anyway, I wish I could say you live and learn, but I just can’t seem to grasp that skill of when to sell! I’m encouraged with the recent change of leadership, but not all that confident that Dax Dasilva can make the changes necessary to bring the stock price back to where it once was! / I’ve been watching Vitalhub Corp (VHI) over the past # of weeks and note the positive commentary as it relates to it being a stock to watch! / Would it be a wise decision to sell my LSPD shares and buy into VHI? / Thank You in advance. I appreciate your great service. Stan.
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: Please comments on Q released after close today,& going forward.Txs for u usual great services & views
Q: Thanks for your report on TVK. I've liked the company for a while now but I've hesitated because I believed it was heavily correlated to the Oil and gas industry. Do you know what percentage of its business is tied to o&g and would likely be heavily impacted in the next oil downturn? Thx
-
Toronto-Dominion Bank (The) (TD $102.88)
-
Bank of Nova Scotia (The) (BNS $79.70)
-
goeasy Ltd. (GSY $209.13)
Q: What is your outlook for GSY, is there any upside left for it or do you think I should hop off here and go to a bank? ..........I would also like to know which bank would be your favourite, even if you recommend keeping GSY.
Q: Do you see any catalyst that will move this stock higher? Is time on our side?
Q: Hi Peter,
What are Earnings (total $ amount and $/share estimates) and Revenue $ amount for Well in Q4.
Thank you
What are Earnings (total $ amount and $/share estimates) and Revenue $ amount for Well in Q4.
Thank you
Q: Hi, Celestica shares pulled back, over past 2-3 days, along with most AI related stocks. However, most of these names including CLS nicely bounced back today. I managed to start a small 1% position, yesterday at $59. Based on your favourable comments ( also in 5i Growth Portfolio), and as a strong beneficiary of the AI related future growth, I would be inclined to hold on to this as a core position and may be add more, over time. What is your view on its current valuation and where do you see the stock in, say 18-24 months from now ? Thanks
Q: On March 4 you wrote, "We do like the outlook for REITs and think that as rates stabilize and even decline, the sector should benefit. Out of the two REITs mentioned we like XRE better due to the bigger size and slightly lower expense ratio."
On January 12 you wrote, "HCRE is an equal-weight REIT ETF, which has a small AUM of $48.3M, a relatively low MER of 0.33%, and a yield of 5.9%.
ZRE is also an equal-weight REIT ETF, but has a much larger AUM of $583.7M, an MER of 0.61%, and a yield of 5.1%. XRE is not equal-weight, has a large AUM of $1.0B, a yield of 5.4%, and an MER of 0.61%.
ZRE has outperformed XRE over a long period of time, and thus we like the equal-weight approach."
Can you please clarify your preference for either XRE or ZRE and the main reason for that preference? I gather your preference is for ZRE given it is part of one of your portfolios. It is just that your March 4 response has led me to wonder.
Thanks as always for your expertise.
On January 12 you wrote, "HCRE is an equal-weight REIT ETF, which has a small AUM of $48.3M, a relatively low MER of 0.33%, and a yield of 5.9%.
ZRE is also an equal-weight REIT ETF, but has a much larger AUM of $583.7M, an MER of 0.61%, and a yield of 5.1%. XRE is not equal-weight, has a large AUM of $1.0B, a yield of 5.4%, and an MER of 0.61%.
ZRE has outperformed XRE over a long period of time, and thus we like the equal-weight approach."
Can you please clarify your preference for either XRE or ZRE and the main reason for that preference? I gather your preference is for ZRE given it is part of one of your portfolios. It is just that your March 4 response has led me to wonder.
Thanks as always for your expertise.
Q: Your comments please on their quarterly results and outlook moving forward. Thanks.
Q: I was just looking at VBNK. The company's performance data looks extremely compelling, And also company insider buying is extensive ; more than what I ever recall seeing on any of the companies I follow. Could you please provide me with an analysis of the investment merits of the company. Also could you compare this company for potential purchase with EQB. What would be your preference, or would a position in both be advisable? Thanks.
Q: Hi team,
Otex seems to have found support around the 200 day, is trading at approximately 8pe and has a +2% dividend.
Is there anything to like about this name and if so, when would you step in?
Otex seems to have found support around the 200 day, is trading at approximately 8pe and has a +2% dividend.
Is there anything to like about this name and if so, when would you step in?
Q: Hi Team,
Please help me understand why the special dividend and spin out of preferreds would cause an overhang to the stock?
Also, how long would said “overhang” (implying sideways if not downward momentum) last?
Please help me understand why the special dividend and spin out of preferreds would cause an overhang to the stock?
Also, how long would said “overhang” (implying sideways if not downward momentum) last?
Q: Please comment on earnings and future prospects. It is down by over 5 percent today?
Thanks
Thanks
Q: Are you still a buyer at these price levels? Good Q report! 20/20: I should have bought more :-)
Q: Can I please have your thoughts on Descartes recently announced earnings, your overall thoughts on the company and any comments you have. I have owned this security for some time and am very happy with its past performance.
Q: Hello 5i team; Would like your take on savaria's recent quarter outlook going forward Tia Mike
-
CGI Inc. Class A Subordinate Voting Shares (GIB.A $134.08)
-
Constellation Software Inc. (CSU $4,549.91)
-
Dollarama Inc. (DOL $193.35)
-
Thomson Reuters Corporation (TRI $246.86)
-
BMO Equal Weight Banks Index ETF (ZEB $48.43)
-
EQB Inc. (EQB $101.38)
-
Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $119.88)
-
Hamilton Enhanced Canadian Bank ETF (HCAL $29.05)
Q: I currently have HCAL in a growth orientated TFSA and I don't think this is a good fit.
Currently, I hold Goog, SHOP, LMN & CLS. Do have a few ideas for a stock that could replace the HCAL ETF?
Currently, I hold Goog, SHOP, LMN & CLS. Do have a few ideas for a stock that could replace the HCAL ETF?
-
Franco-Nevada Corporation (FNV $255.86)
-
Barrick Mining Corporation (ABX $36.25)
-
Agnico Eagle Mines Limited (AEM $189.83)
Q: Gold stocks seem to be coming back to life on concerns over US debt. Do you see an opportunity here with any large players and if so which ones.
Q: Can I please have your comments on Constelllation's earnings. Still a top recommendation?
Q: I own STN. No complaints but would appreciate your opinion/comparison of these three companies.
Thank you..
Mike
Thank you..
Mike