Investment Q&A

Q: Down for a long time.

Keep or sell and replace with most promising
Canadian growth company

Q: Why has Well dropped so much recently and would you say it is a buy, sell or hold at this time? I have no CDN healthcare at all and I'm looking for options?

Q: What do you make of the price action of tve over the last couple of days?

Q: Hi,
I'm trying to figure out why WSP's price seems to keep taking larger than expected dips after having good earnings, a long list of projects and is what appears to be a fundamentally sound company. Since the large sale back in April, it hasn't seemed to have regained solid footing from a technical aspect, and the momentum is slowing, leaving me to wonder if it is time to lock in what are fairly substantial profits? This is when I question whether or not a company's fundamentals have much effect when 'Wall St' loses interest in an equity.
Dawn

Q: TFSA losers . ET down 27%, RMO 42%, RHC 37%, TCS 55%, FSZ 47%. Are any of these worth keeping? I thank you for your guidance,

Q: Hello 5i, I am thinking of buying Granite Real State Investment Trust. Before I do so I would like your opinion on the company's debt compared to other major Canadian REITs? I am somewhat concerned about the following excerpt from the company profile "Granite derives nearly all of its revenue in the form of rental income from its properties. The company's largest tenant is Magna International, an automotive parts and systems manufacturer, which accounts for the majority of Granite's lease income." This is as if most of their income depends on Magna only, is that a concern to you? Thank you

Q: They have continued to struggle and are issuing new debts at 8.25% - is this a good risk /reward play? I assume a divy cut is in the cards

Q: Gentlemen;

Can I have your opinion on NBLY results released today?

Q: Hello, Shopify stock dropped almost 7%, in Today's trading. Partly it could be attributed to decline in most Technology stocks. But, I was wondering if the patent infringement suit pending in a Texas court also played a part. It was also reported today that Shopify has filed a motion to force Lower 48 IPPLC, to reveal its backers/fund, as this company has a history of such filings against prominent companies with the intention of extorting money for their group.(Last one filed by this co against INTEL was eventually dropped in a similar situation). Not sure, I have all the facts.

If you think, it's only short term noise, does the price drop present a buying opportunity ?

Thank You

Q: Largest drop I've seen in the stock in a long time. any idea why?


Sheldon

Q: Looked promising for a while, then it corrected. Below IPO pricing. What is driving the negative momentum? Seeing other names gain without fundamentals close to NVEI.

Q: PINE, excepting its relatively small size, seems to have very interesting numbers. How does it match up to such REITs as DIR.un, etc.?

Q: I know that 5i has huge respect for a company like CSU. What would be an equivalent stock in the US markets?

Q: Thoughts on NAT over the next 2-3 years?

Q: CTS's deletion from the TSE index was announced last week. Do index funds hold a significant quantity of cts shares that they now have to sell? Would these funds already have sold in anticipation? Is deletion likely to affect cts share prices and, if so, for how long a period?

Jack

Q: Hello,

Is it just me or is Trisura starting to have better price momentum? If the economy turns down in the second half, how much of an impact would it have on TSU’s incredible growth rate that they’ve had or are they largely immune?

Q: Your thoughts on their 1/4 please.

Thanks

Q: Gentlemen

BRP reported earning today, can I have your opinion on the report?

Q: “Has sold shares in company.
Company has too much retail orientation (very hard business).
Auto-body shops require large capital investments.
Strong franchise - but would wait for shares to fall before investing. “

This is what a recent guest on bnn said about Boyd recently. I have to say that I am quite surprised and pleased with the way Boyd has risen from the ashes in the past year. But, like the above mentioned guest, i wonder if it is in a bit of a hard business. It is difficult for me to really judge, though, so i thought that I would lean on your wonderful slogan that diy investing doesn’t mean you have to be on your own, and so i ask your opinion on this.
Thanks as always

Q: Hi 5i,
I don't know much about these names but am thinking about investing in one or both, so a few questions to get me started and please deduct as you see fit.
You were asked this morning if SHOP's entry into the POS arena would affect LSPD, and I have the same question, but with respect to NVEI - will SHOP be competing with NVEI in that area?
I think tech may be getting ready for a turn around. Do you think that conclusion is justified by the facts on the ground so far as they are known and, if so, are either or both of SHOP and NVEI likely to benefit given their current prices or, put another way, are they at good entry points?
Does it make sense to own both, or better to take the $$ that would be split between them and go all in on one? If so, which one?
Thanks.
Peter