Q: Hi 5i, may I have your thoughts on the quarter and forward guidance. I've been waiting patiently, as have you, for their capital spending to see results. Thx.
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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: Hi team,
Can you comment on Gsy earnings. What was expected for numbers? It seems revenue growth was much slower than normal here for these guys. Concerning?
Thanks ,
Shane
Can you comment on Gsy earnings. What was expected for numbers? It seems revenue growth was much slower than normal here for these guys. Concerning?
Thanks ,
Shane
Q: Could you please comment on Topicus results. Thank You
Q: Can you please give me a brief fundamental analysis of DSG at this point in time (last report update was about last June). I don’t really understand technical analysis but do you see any signals technically? It is off quite a bit year to date, would you be adding here?
Q: It is difficult for a "non-expert" to invest and follow large tech stocks ,plus the fact that the choice is very limited in CDA in my view .Do you believe that CSU is the safest and most promising "large Canadian tech stock" , if yes ,what would be a great entry point, if not ,any other choice ?
Q: Could you please comments on the results and dividend raise.
Do you think, this earnings report is good enough to remove the recent overhang on the stock ?
Thank You
Do you think, this earnings report is good enough to remove the recent overhang on the stock ?
Thank You
Q: A recent question asked for a suggested entry stock price for TOI. Your answer was $154. Today (May 12) TOI closed at $159.52. That is a difference of $5. My question is what parameters & technique did you use to determine that $154 could be an entry price. Thanks … Cal
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Expedia Group Inc. (EXPE $214.81)
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United Rentals Inc. (URI $929.95)
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Celestica Inc. (CLS $261.42)
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Shift4 Payments Inc. Class A (FOUR $91.13)
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Propel Holdings Inc. (PRL $32.76)
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D2L Inc. Subordinate Voting Shares (DTOL $16.53)
Q: Hi guys....great service....just wondering if you have 2-3 names on both sides of the border...undervalued and you think are great opportunities for bounceback over the next 6-12 months...
Q: Why would I want to hold these in the current economic conditions? If things change can they reach highs again or do you predict further downward movement? Appreciate your insight.
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Toronto-Dominion Bank (The) (TD $102.88)
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Bank of Nova Scotia (The) (BNS $79.70)
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Canadian National Railway Company (CNR $132.58)
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Bank of Montreal (BMO $158.68)
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Fortis Inc. (FTS $70.05)
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First Capital Realty Inc. (FCR)
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Lumine Group Inc. (LMN $48.74)
Q: Hi Peter, I would like to get your opinion regarding a TFSA income portfolio with a bit of growth coming from Lumine. Can you give me your thoughts on dividend safety and dividend growth of the following. The objective is to use income in retirement and have a bit of growth. Dividends have been targeted at 4-5% as an average.
thank you in advance
thank you in advance
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Sea Limited American Depositary Shares each representing one Class A (SE $185.53)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.52)
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MercadoLibre Inc. (MELI $2,430.62)
Q: I want to like SHOP but get put-off by the (forward) P/E. MELI scores better on P/E and RoE and appears to have momentum. Then there's SE, which shares MELI's P/E but shows better RoE growth; OTOH, it's somewhat more opaque.
I can see how SHOP might stand out on the basis of its global reach (i.e., which offsets possible weakness in North America), but have to wonder if, in the new world order, SouthEast Asia is the territory for e-commerce growth; ideas?
I can see how SHOP might stand out on the basis of its global reach (i.e., which offsets possible weakness in North America), but have to wonder if, in the new world order, SouthEast Asia is the territory for e-commerce growth; ideas?
Q: Hi team,
What’s your take on Lmn’s quarterly results tonight ?
Thanks,
Shane
What’s your take on Lmn’s quarterly results tonight ?
Thanks,
Shane
Q: Hello Peter,
I am undecided over how to handle my Constellation software holding. I have done well with it and it is 15% of my portfolio. I am vacillating between trimming some and letting it ride until there is a threat from a black swan event. You must have encountered such situations before and your opinion and reasoning may help me take a decision.
Regards
Rajiv
I am undecided over how to handle my Constellation software holding. I have done well with it and it is 15% of my portfolio. I am vacillating between trimming some and letting it ride until there is a threat from a black swan event. You must have encountered such situations before and your opinion and reasoning may help me take a decision.
Regards
Rajiv
Q: Saw the news that GLXY is listing on the NASDAQ and read the FAQ document they prepared.
Any benefit to converting shares to the NASDAQ? if yes, should I Sell and repurchase or have broker transfer the shares?
OR do nothing and leave in my CAD account as TSX shares?
Any benefit to converting shares to the NASDAQ? if yes, should I Sell and repurchase or have broker transfer the shares?
OR do nothing and leave in my CAD account as TSX shares?
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Bank of Nova Scotia (The) (BNS $79.70)
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Canadian Natural Resources Limited (CNQ $43.07)
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Great-West Lifeco Inc. (GWO $55.23)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $134.08)
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Constellation Software Inc. (CSU $4,549.91)
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Intact Financial Corporation (IFC $279.49)
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Canadian Utilities Limited Class A Non-Voting Shares (CU $38.55)
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Peyto Exploration & Development Corp. (PEY $19.02)
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WSP Global Inc. (WSP $285.87)
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Northland Power Inc. (NPI $22.28)
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FirstService Corporation (FSV $276.50)
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Toromont Industries Ltd. (TIH $144.71)
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Birchcliff Energy Ltd. (BIR $6.30)
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Thomson Reuters Corporation (TRI $246.86)
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Alimentation Couche-Tard Inc. (ATD $69.70)
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EQB Inc. (EQB $101.38)
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Olympia Financial Group Inc. (OLY $131.00)
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GFL Environmental Inc. subordinate voting shares (GFL $70.56)
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Topaz Energy Corp. (TPZ $25.31)
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Topicus.com Inc. (TOI $175.88)
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Propel Holdings Inc. (PRL $32.76)
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Brookfield Corporation Class A Limited Voting Shares (BN $91.16)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $84.47)
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Lumine Group Inc. (LMN $48.74)
Q: Hit "enter" to fast on my last question. Looking for some ideas with the understanding you can't offer direct recommendations. I have 40 K to add to my non-reg account. I have full positions in all the pipelines, OLY, GWO, BNS, CU, NPI, BIR, PEY, TPZ, CNQ, PRL and BMO. I have no need for any income for at least five years, not opposed to going overweight if necessary, have lots of higher yielders so would perhaps benefit from some choices with capital gain and dividend growth potential versus just high yield.
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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,427.89)
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Intact Financial Corporation (IFC $279.49)
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Trisura Group Ltd. (TSU $41.10)
Q: Hi,
What is you insight on TSU-T? Is it a good and better risk and reward pick after it fall from the highs of C$40 in Insurance business? Is there major problem with its business? Will it recover or its better to go with Intact IFC:T or Fairfax FFH-T?
Thanks
Piyush
What is you insight on TSU-T? Is it a good and better risk and reward pick after it fall from the highs of C$40 in Insurance business? Is there major problem with its business? Will it recover or its better to go with Intact IFC:T or Fairfax FFH-T?
Thanks
Piyush
Q: PNG reported early this morning. Seems good. Can you assess things after call and provide how things shape for the future. Is this a good time to complete a position? What range might the stock be in a year out from now?
Q: Announced yesterday that a large holder of WSP is divesting a significant chunk of shares but will still hold a very large position. This is probably rebalancing their portfolio but what impact if any will this have going forward. Price today is down $9.
Q: I was expecting TFII to have a rough day today after missing their target numbers. But it's up (nice surprise), What's happening? How did the call go. Were there some encouraging developments discussed?
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Fortis Inc. (FTS $70.05)
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Brookfield Renewable Partners L.P. (BEP.UN $35.16)
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Emera Incorporated (EMA $66.33)
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Brookfield Infrastructure Partners L.P. (BIP.UN $42.37)
Q: Hi Peter & 5i Team,
I'm looking at the 3 month, 6 month and year-to-date charts of BIP.UN and BEP.UN compared to their peers (EMA and FTS). What would you attribute the reasons for their underperfmance? The 3 year chart for both of these Brookfield entities isn't exactly stellar as well.
As always, your comments and insights are highly valued.
I'm looking at the 3 month, 6 month and year-to-date charts of BIP.UN and BEP.UN compared to their peers (EMA and FTS). What would you attribute the reasons for their underperfmance? The 3 year chart for both of these Brookfield entities isn't exactly stellar as well.
As always, your comments and insights are highly valued.