Q: All three companies reported yesterday. Can you review results for each with special attention to any strengths/weaknesses? Any surprises? Outlook for stock performance going forward? How strong is 5i's conviction in each (rate out of 10).
Q: Tapping into your experience and expertise. TFII is down $31 at this moment. Over the next week or so, how low do you think it might go? And then over the next few months, what type of movement might it have? I'm sure it will recover some. So what price is good to buy a few shares? I realize there are many factors at work but if you were looking at TFII for yourself, what would you do?
Q: Noticed your Report on Real Matters and liked the looks of basing pattern on the Chart.
I already own Costar but would like to add a Real Matters Position .. wondering if their businesses’ have similarities?
Additionally would like to ask if your warming up to this area would infer you are likewise warming up to the ‘out of favor’ reit sector and if so your #1 choice in the reit area today for Capital Gain potential over a 2-3 Year time horizon.
Q: Propel stock had, lately been doing well, hitting a high of $42, late January, after an analyst upgrade. Today, a month later, it has done full circle, back to $34.50, where, it was trading since October, 2024.
Is this just profit taking or a shadow of the big brother GSY ( just reported ), in your view, or something has changed ( Trump jitters ) ?
Do you still continue to expect excellent growth ( UK acquisition etc ) and would be comfortable adding after this pullback ?
Q: I own TOU and TPZ and like them both for long term holds. TOU was recently added to the 5i income portfolio. Why go with TOU as apposed to TPZ, which is more of an income structured investment. Do you feel that TOU will offer a better total long term return both with respect to their dividend and capital appreciation?
Q: Long term owner of KXS. Happy to be a patient long term investor as long as the investment thesis is not deteriorating. Are you seeing any signs in their numbers that KXS business is deteriorating or getting disrupted? Revenue growth, margins, new customers, any other metrics that you feel are relevant to the question.
Q: Comments please on recent results and valuation, in particular current PS. A number of financial sites are showing a PS near 2.2x but (Market Cap / Revenue) looks more like 0.6x in which case the market is undervaluing the growth in revenue.
What are your thoughts at this time on International Petroleum? With its sustained share buyback program the outstanding float is being constantly reduced. Would this factor make it a compelling investment?
Is there a material total returns benefit over one year of switching from Sunlife to Intact Financial, if there are no tax considerations?
Regards
Rajiv
Wondering what your thoughts were on Russel Metals recent earning report. Also for a long term hold would you prefer Richelieu Hardware or Russel Metals?
Q: Hi 5i Team - When searching the symbol DEFI I get two results for Defi Technologies, one in Canada and one in the U.S. Does the one in Canada trade on the OTC and therefore would it be preferable to buy it on the U.S. exchange. There seems to be very little info on this company. Could you provide a summary of its operations and fundamentals including your opinion of its potential.
Q: SHOP was all over the map yesterday. Started premarket at $US 123, then down to 109 after results released, then rose through afternoon and closed at 123 on HUGE volume. I see this morning on TD there have been 14 analysts weighing in this week with 9 buys and 5 holds. Can you parse through all this and provide what you feel is happening now and will happen going forward. There is no doubt SHOP is the real thing but how does this translate to stock performance?
Q: I'm looking to add a dividend growth stock to my portfolio and considering DOL, TRI, STN, GSY, WCN. What are your views on these stocks and please rank given current market conditions and price. I hold others such as BN, TFII, CSU, and ATD. Others to consider?