Q: Hi 5i, today you replied to Warren's question on DTOL, "and we would be comfortable letting this one go given the comparable attractive buying opportunities right now in the tech space. ".
Please provide 3 to 5 companies that meet the above response, thx.
Q: Could you provide an update on A&W?
I bought it for income, your rating and the news that it had acquired the Canadian rights to Pret a Manger. I was recently in London, and Pret is a very strong brand, with outlets much expanded from several years ago.
Q: With the addition of my late husband's TFSA, CSU, which I also hold, has become close to 10% of my portfolio. I am several years into retirement. I have 2 questions: Is this a reasonable stock to hold when one is well into retirement? If I keep it, should I reduce it by half? this stock, a long term hold for both of us, has done so well for me I'm reluctant to let go of any of it!
Q: Downward trend continues for PLC and I am considering tax loss sale. Do you have some level of confidence that it remains a good business and can recover in an improving economy?
Thanks
Q: Hi Everyone at 5i!!!
First, I would like to thank everyone for your support and hand holding in these trying market times!! You have helped me keep panic and the temptation of emotional selling at bay. My question: I am building TFSA’s for my kids . Could you please give me 5 long term holds either US or Canadian which you think hold decent growth prospects for the future for them . I understand that you do not have a manic crystal ball . Cheers, Tamara
Q: I am having a hard time seeing a path to profitability for LSPD. I get that their product offers client service management, however there are tons of different point of sales systems/payment providers. Much of their growth has come from acquisitions, with a tight capital environment I not sure that is a good plan going forward. Why buy this?
Q: I have PBH in my TFSA and don’t need the money for a decade or more. It just seems to keep going down, seldom catching a bounce as the market does from time to time.
Is there a fundamental problem or good time to average in for long term growth?
Q: Your recent report on LNF didn't mention anything about the land they own. In the past, you have commented that the real estate could be used to unearth (no pun intended) value in the company. I realize this might not be the best time to look to real estate for additional value but is some type of land deal be something you would ultimately expect to happen?
Q: shop reports this week. as one of your favourite growth picks, can you tell us what YOU think shop will report. will they beat estimates. if not, why is it still a pick. what do you think you know that makes it a buy
Q: globe story saturday about shop and churn rate. story claims retention rate is lower that rivals and getting worse. as you continually rate shop as a top growth pick, what do you make of globe story. any concerns? is shop still a top pick.