Q: Can you list some CAD companies that are down big right now and would be good long term positions?
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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: I'm down >50% on LMND in my TFSA account, and while the loss itself doesn't alarm me, I'm doubting the future potential of their business model - especially with rising rates. I'm considering selling this position and re-investing into another company that I'm also down significantly on (RDFN) but that I have higher conviction in. Would love to hear your thoughts? Thank you.
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Descartes Systems Group Inc. (The) (DSG $140.22)
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Magna International Inc. (MG $63.72)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.52)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.93)
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Topicus.com Inc. (TOI $175.88)
Q: Which 5 stocks from your growth portfolio and/or balanced portfolio would you start buying today for a TFSA for a five year hold (for an investor currently not owing any). Thanks.
Q: Whats you thoughts on Drone Delivery today?
Is Walmart making Drone Delivery wake up?
Is Walmart making Drone Delivery wake up?
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Freeport-McMoRan Inc. (FCX $43.28)
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Hess Corporation (HES)
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Exxon Mobil Corporation (XOM $111.28)
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Sun Life Financial Inc. (SLF $81.49)
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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,427.89)
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Tourmaline Oil Corp. (TOU $57.40)
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Agnico Eagle Mines Limited (AEM $189.83)
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Antero Resources Corporation (AR $30.85)
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Reliance Inc. (RS $294.54)
Q: On a question regarding WELL you indicated, the appetite for growth stocks driven by acquisition, with sub $700 million cap have just about 0% appetite right now. If you ture that around, what is there an appetite for now and please give me 5 examples of Canadian companies and American companies that meet those requirements. Thanks.
Q: Hi 5i
Aside from a better market backdrop, what will it take for SHOP to regain investor confidence? Is it similar to AMZN a few years ago, where AMZN ploughed all its cash flow into expanding its business, but at some point paused somewhat and showed some big profits?
Thanks
Aside from a better market backdrop, what will it take for SHOP to regain investor confidence? Is it similar to AMZN a few years ago, where AMZN ploughed all its cash flow into expanding its business, but at some point paused somewhat and showed some big profits?
Thanks
Q: I am currently down significantly on this company. I have a long term investment profile, and don't need the money anytime soon. However, I have noticed in your recent responses on this question you no longer add your disclaimer that 5i staff has a financial interest in it. Have you given up on this company? Is it time to put the remaining capital to work elsewhere, if so what are your current top recommendations as oversold. Thanks
Q: Since the market has no appetite for growth companies driven by acquisition, should we sell and invest in something else and wait for it to return.
Q: Hi 5i Team, and would appreciate your analysis of the just posted results from SentinelOne. Also, do you see any endearing qualities or strengths to the business as a long term opportunity in the cybersecurity sector, and how would you rank it as a buy with respect to the larger well-known names in the sector. Thanks from an appreciative member.
Q: Hey 5i Team,
There hasn't been a question in a while on TTCF. It's latest Q report May 9) showed pretty good growth, reiterated forecast, new product to be released soon (non-frozen foray) they are low on debt, price has been crushed from IPO, they're small so risky but, .... at this low point they look to be worth a punt - what are your thoughts on it?
There hasn't been a question in a while on TTCF. It's latest Q report May 9) showed pretty good growth, reiterated forecast, new product to be released soon (non-frozen foray) they are low on debt, price has been crushed from IPO, they're small so risky but, .... at this low point they look to be worth a punt - what are your thoughts on it?
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Amazon.com Inc. (AMZN $228.84)
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Alphabet Inc. (GOOG $206.72)
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Microsoft Corporation (MSFT $507.23)
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Sun Life Financial Inc. (SLF $81.49)
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Constellation Software Inc. (CSU $4,549.91)
Q: What 3 Canadian and U.S.A. large cap companies are great buys at their current level ?
Buying for core and long term holdings.
Buying for core and long term holdings.
Q: Gentlemen
What are your thoughts about the current quarter?
What are your thoughts about the current quarter?
Q: Peter; Could you update your comments on GTLB? Seems like other techs,taken a beating - anything new that catches your eye or interest? Thanks. Rod
Q: Hi 5i,
What would be a reasonable PE and growth rate for MAGT?
What do you think would be a very attractive price to pay for MAGT?
Is there a different readily available valuation ratio one might use for MAGT?
If so, please suggest the ratio and the recommended value.
thanks
What would be a reasonable PE and growth rate for MAGT?
What do you think would be a very attractive price to pay for MAGT?
Is there a different readily available valuation ratio one might use for MAGT?
If so, please suggest the ratio and the recommended value.
thanks
Q: hi,
looking at recent earnings reports ( last was final year 2021/fourth quarter 2021 march 23,2022 release ), CPLF looks pretty good to me. it has growing revenue, profit, EBITDA, as well as a significant decreasing net loss. it seems to be in a business that is not going away, even with current economic conditions. it is extremely under the radar. it has positive cash balance. it is way down in price. do you think this is a good time to nibble away and add to a position? what are your current thoughts on this one? why do you think there is no coverage of this one in any investing/business media? cheers, chris
looking at recent earnings reports ( last was final year 2021/fourth quarter 2021 march 23,2022 release ), CPLF looks pretty good to me. it has growing revenue, profit, EBITDA, as well as a significant decreasing net loss. it seems to be in a business that is not going away, even with current economic conditions. it is extremely under the radar. it has positive cash balance. it is way down in price. do you think this is a good time to nibble away and add to a position? what are your current thoughts on this one? why do you think there is no coverage of this one in any investing/business media? cheers, chris
Q: Hi,
Your analysis of Wecommerce's recent quaterly results ?
Thanks
Your analysis of Wecommerce's recent quaterly results ?
Thanks
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CarGurus Inc. (CARG $34.18)
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MEDIFAST INC (MED $14.29)
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Digital Turbine Inc. (APPS $4.23)
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Onto Innovation Inc. (ONTO $108.50)
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eXp World Holdings Inc. (EXPI $11.01)
Q: You recently quoted some growth stocks at 18 x earnings with net cash on hand.
A. Are you insinuating that there is a "value" aspect to growth stocks?
B. Please name your top 5 growth stocks as defined
thanks
Ernie
A. Are you insinuating that there is a "value" aspect to growth stocks?
B. Please name your top 5 growth stocks as defined
thanks
Ernie
Q: Hello 5i, With the current share price for Canopy Growth do you think that Constellation Brands may takeover WEED and take it private?
Or some other company taking it private.
Or some other company taking it private.
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Amazon.com Inc. (AMZN $228.84)
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Alphabet Inc. (GOOG $206.72)
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Microsoft Corporation (MSFT $507.23)
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Constellation Software Inc. (CSU $4,549.91)
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Aritzia Inc. Subordinate Voting Shares (ATZ $79.41)
Q: What are your 3 "table pounding" buys (3 US & 3 CDN) across any sector that you would be adding to your hypothetical portfolio today in this much lower market? I understand the markets could fall much more but if you were deploying today what your top picks be? Thx
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Enghouse Systems Limited (ENGH $22.78)
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Alimentation Couche-Tard Inc. (ATD $69.70)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $27.30)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $47.31)
Q: I know you rate this stock as an A and according to your report, think quite highly of it.
Well I've held this stock for 4 years and it is at the same level today as it was Jan 2019. It's down approx 40% since Jan 22.
Basically dead money. Other than the 2% dividend, I could have done as well in a 5 year GIC.
Is it time to throw in the towel. I believe I am a patient investor, but like you patience does run out.
If your answer is yes what is your top TSX listed NON TECH suggestion to replace it.
If your answer is no, why?
Thanks
Sheldon
Well I've held this stock for 4 years and it is at the same level today as it was Jan 2019. It's down approx 40% since Jan 22.
Basically dead money. Other than the 2% dividend, I could have done as well in a 5 year GIC.
Is it time to throw in the towel. I believe I am a patient investor, but like you patience does run out.
If your answer is yes what is your top TSX listed NON TECH suggestion to replace it.
If your answer is no, why?
Thanks
Sheldon