Investment Q&A

Q: Have held KXS for several years.. I’m wanting to replace it with better growth…already hold CSU, TOI, LMN, SHOP, DSG, GSY, WSP…

Q: Buy or Hold or Sell? With a few comments. Thanks. ram

Q: What are your top buys (3) right now if you were investing in a mix of growth, quality, and somewhat reasonable valuation? With your answer/explanation can you include fwd p/e or whatever relevant metrics vs peers?

Also, what's a quality stock or two you'd like to buy but would want to see come down a bit/something you'd be looking to pick up in a broad market selloff?

Q: Wanting to sell one of these to deploy cash to deploy elsewhere. Which of these two has the best pathway forward for a 2 to 3 year hold and which might you recommend to sell and why? Thank you.

Q: I have a position in TOI and with the recent run, have some decent profit. You have mentioned a few times that TOI is expensive. Does it make sense to sell half my position and purchase LMN or do you think there is some positive momentum here and let TOI run a little more?

Q: Hi Team,
This is more of a general comment , discussion on Gsy valuation. Is it just me or the earnings growth this company is putting out in relation to its p/e seems incredibly cheap. Looking at their history , quarter after quarter continues to be record and shows the most stable growth out of any of my holdings on a long term basis. The ceo really seems to know what he’s doing here. I think this should be a $1000 stock within 8-10yrs of growth remains as is and they are given a fair multiple in the market. Am I crazy to think this ? This isn’t even accounting for their new growth initiatives such as the credit cards they are going to probably be rolling out, or expansion into the US. Just looking for your thoughts on this and what might prompt the market to start recognizing the stock fairly in regards to valuation ? Thanks

Shane

Q: I am a very patient investor and want to add to my WSP holdings.

What do you think would be a realistic but very favorable price to leave my bid at.

Thanks


Sheldon

Q: I am up about 40% on GSY (thanks 5i). Weighting overall in the portfolio is still okay. At what point would you suggest trimming. Or in other words, where do you think it might be a year from now? Thanks.

Q: Please comment on earning report. Why big drop ? Thanks a million.

Q: Hello Peter,
What is happening to Ivanhoe electric? It is on a downward trend. I am thinking of selling my toi, and lmn, to invest in CSU as everyday i see csu ticking higher. Does this strategy makes sense? Also, with nice dividend history of fortis, why is it still so low whereas hydro one seems to be ticking higher. thanks very much

Q: Good afternoon,

Looking for a list of companies with safe , growing dividends and potential for some capital gain - Cdn or American.

Thank you,
Brad

Q: Which Canadian bank has been the worse performer in the last cycle?

Danny

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?

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.

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

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

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?