Q: Results out this morning. I know this is one for our "grandchildren) but I've been patient for over 4 years ... time to move on ??
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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.
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Restaurant Brands International Inc. (QSR $87.61)
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Open Text Corporation (OTEX $45.15)
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Exchange Income Corporation (EIF $73.55)
Q: Greetings:
These three companies have not fared well over the past 12 months and I wonder about company specific issues? If I I look at other companies in the same sectors AW.UN for instance it has done pretty well compared to Restaurant Brands over the same period, and CGI hasn’t performed nearly as poorly as Open Text as another example. Do you see any changes in fundamentals for these three that concern you going forward?
Thanks,
These three companies have not fared well over the past 12 months and I wonder about company specific issues? If I I look at other companies in the same sectors AW.UN for instance it has done pretty well compared to Restaurant Brands over the same period, and CGI hasn’t performed nearly as poorly as Open Text as another example. Do you see any changes in fundamentals for these three that concern you going forward?
Thanks,
Q: As a 5 year investment, how would you assess its strengths and weaknesses as a business, recognizing it is early days. Where does it sit from a competitive standpoint? Are its financials sound? What indicators to look for to assess if it is on track?
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Apple Inc. (AAPL $227.76)
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Costco Wholesale Corporation (COST $958.54)
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Alphabet Inc. (GOOG $206.72)
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Microsoft Corporation (MSFT $507.23)
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Visa Inc. (V $350.04)
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Constellation Software Inc. (CSU $4,549.91)
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Dollarama Inc. (DOL $193.35)
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WSP Global Inc. (WSP $285.87)
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Kinaxis Inc. (KXS $194.59)
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Savaria Corporation (SIS $21.15)
Q: What is a solid level of free cash flow a company should deliver and what are your favoured 5 stocks in each of Canada and the US with high free cash flow? Thank you.
Q: I own Dollarama shares.
If China in sanctioned by the West for supporting Russia would this leave companies like Dollarama vulnerable, as they source lots of Chinese products for their stores?
Thanks
Kim
If China in sanctioned by the West for supporting Russia would this leave companies like Dollarama vulnerable, as they source lots of Chinese products for their stores?
Thanks
Kim
Q: What is your view on Verisk (VRSK)
Q: Could you give me your opinion on the 2 stocks mentioned above. If picking one of the two, which would you prefer?
Thanks.
Thanks.
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Meta Platforms Inc. (META $754.79)
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Magna International Inc. (MG $63.72)
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Roku Inc. (ROKU $94.22)
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Shopify Inc. (SHOP $142.11)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.93)
Q: Hi Peter,
Your thoughts on FB or Shop at these levels?
Any other beat down names with a strong upside ?
Thanks
Harry
Your thoughts on FB or Shop at these levels?
Any other beat down names with a strong upside ?
Thanks
Harry
Q: Can you comment on earnings ?
Is there compelling value here to initiate a position? If yes, how compelling would you rate it on a scale of 1 to 10 ( 10 being lost)
If you prefer other US non tech names trading at a discount, please offer your suggestions.
Thank you
Is there compelling value here to initiate a position? If yes, how compelling would you rate it on a scale of 1 to 10 ( 10 being lost)
If you prefer other US non tech names trading at a discount, please offer your suggestions.
Thank you
Q: Any comments on K-Bro's 2021 results?
Thanks!
Thanks!
Q: Thanks for the recent report on FSV. I am attracted to this name, but could never persuade myself to buy because of valuation. I am hopeful that one day I'll pull the trigger.
However, two risks that you mention - somewhat slim margins and low barriers to entry - make me hesitate a bit. In a prolonged bear-market / struggling economy, how would you see FSV perform compared to the competition? Would margins compress even more in that situation, and maybe risk losing major contracts? Or are their competitors weaker in that environment, and perhaps this would provide FSV with an advantage ? Any thoughts on this ?
However, two risks that you mention - somewhat slim margins and low barriers to entry - make me hesitate a bit. In a prolonged bear-market / struggling economy, how would you see FSV perform compared to the competition? Would margins compress even more in that situation, and maybe risk losing major contracts? Or are their competitors weaker in that environment, and perhaps this would provide FSV with an advantage ? Any thoughts on this ?
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dentalcorp Holdings Ltd. Subordinate Voting Shares (DNTL $8.24)
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Neighbourly Pharmacy Inc. (NBLY $18.60)
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Pet Valu Holdings Ltd. (PET $38.33)
Q: Could you please compare these 3 stocks and would you rank them for. a 3 to 5 year hold? Thank you.
Q: What is your opinion on Sentinel's earnings? I already own CRWD, I'm thinking of starting a small position in S as well. What do you think? Better to own both, or just stick with CRWD, your favourite.
Thanks
Thanks
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.
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PRO Real Estate Investment Trust (PRV.UN $5.92)
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Intel Corporation (INTC $24.80)
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Microsoft Corporation (MSFT $507.23)
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QUALCOMM Incorporated (QCOM $158.01)
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Oracle Corporation (ORCL $236.37)
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CI Financial Corp. (CIX $31.99)
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Dream Office Real Estate Investment Trust (D.UN $17.20)
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Whitecap Resources Inc. (WCP $10.20)
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goeasy Ltd. (GSY $209.13)
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Harvest Healthcare Leaders Income ETF (HHL $7.37)
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MCAN Mortgage Corporation (MKP $21.53)
Q: Hi Peter
What is your opinion on the following stocks as part of my income portfolio HHL,MKP ,PRV,CIX, WCP and GSY .
do you have any additional suggestions for high tech for an income portfolio
Thank you
Howard
What is your opinion on the following stocks as part of my income portfolio HHL,MKP ,PRV,CIX, WCP and GSY .
do you have any additional suggestions for high tech for an income portfolio
Thank you
Howard
Q: would like your view on transcontinental tcl.a
many thanks
many thanks
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Apple Inc. (AAPL $227.76)
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Meta Platforms Inc. (META $754.79)
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Alphabet Inc. (GOOG $206.72)
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Booking Holdings Inc. (BKNG $5,720.87)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.52)
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DexCom Inc. (DXCM $82.26)
Q: Good day team, I was wondering if you could provide some growth stocks either in the US and Can that have very little to no debt.
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Amazon.com Inc. (AMZN $228.84)
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Meta Platforms Inc. (META $754.79)
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Alphabet Inc. (GOOG $206.72)
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Microsoft Corporation (MSFT $507.23)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.52)
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Crocs Inc. (CROX $86.56)
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Digital Turbine Inc. (APPS $4.23)
Q: Hi,
I'm looking for 5 or so US companies who will recover very quickly once we hit bottom. My plan is to do a little gambling and buy long term calls.
Thanks for all the help over the years.
Jerry
I'm looking for 5 or so US companies who will recover very quickly once we hit bottom. My plan is to do a little gambling and buy long term calls.
Thanks for all the help over the years.
Jerry
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Alphabet Inc. (GOOG $206.72)
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NVIDIA Corporation (NVDA $177.99)
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Constellation Software Inc. (CSU $4,549.91)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.52)
Q: I have $35,000 CAD to invest in a non registered account. Can you suggest a couple of names worth looking at (US/Can)and why? I have a 7 year time horizon.
Thoughts on how you might deploy? Buy now, in thirds over the next few months or wait?
Thanks
Thoughts on how you might deploy? Buy now, in thirds over the next few months or wait?
Thanks
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.52)
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Ballard Power Systems Inc. (BLDP $2.79)
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Greenlane Renewables Inc. (GRN $0.23)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
Q: Hello Peter and team
What are the PE ratios for Nuvei and Shopify? Could you please provide your view on Greenlane Renewables and Ballard Powers recent results?
What are the PE ratios for Nuvei and Shopify? Could you please provide your view on Greenlane Renewables and Ballard Powers recent results?