Q: Can you discuss why these two keep dropping and projections for the future. Many thanks.
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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: Pinterest and Docusign have recently replaced CEOs suggesting a need to change strategies. They, and companies like Enghouse seems to be facing uphill battles to regain the positive outlook they had a couple of years ago.
Is it worth sticking with these companies to see if they improve, or is it wiser to take my lumps in small positions in these companies and consolidate into bigger positions in companies that offer more promise going forward like GOOG and BAM?
Is it worth sticking with these companies to see if they improve, or is it wiser to take my lumps in small positions in these companies and consolidate into bigger positions in companies that offer more promise going forward like GOOG and BAM?
Q: Dear 5i,
I am thinking of eventually purchasing ENGH in the next couple of months for a 2% position in my TFSA.
Can you comment on their balance sheet. Are they pretty much debt free?
Can you see them continuing to increase the dividend every year?
Do they have significant insider ownership and are they buying back stock?
Is the recent price of $28.43 dirt cheap?
This stock will be a good test of my patience if I purchase it.
thanks
I am thinking of eventually purchasing ENGH in the next couple of months for a 2% position in my TFSA.
Can you comment on their balance sheet. Are they pretty much debt free?
Can you see them continuing to increase the dividend every year?
Do they have significant insider ownership and are they buying back stock?
Is the recent price of $28.43 dirt cheap?
This stock will be a good test of my patience if I purchase it.
thanks
Q: On Jun 28 ATD"s Q Rev & Eps beat estimates. Jun 29 & 30,4 analysts set price target at $58,59,60 & 77.Please help me understand why price is declining. Txs for u usual great services & views
Q: Would it be a fair assessment that most insiders have only excercised stock options and sold their shares and really have none of their own skin in the "game".Thoughts
Thx
Thx
Q: Is it time to get rid of this stock?
Q: Hi Guys
With everyone saying they don't understand their financial statements isn't this a red flag?.Also when everyone loves a stock,this to can be a cause for pause...remember Nortel Networks..
Assets are like 9.5x the total shareholders value of this company, isn't this a recipe for disaster in a rising interest rate world?
Thanks Gord
With everyone saying they don't understand their financial statements isn't this a red flag?.Also when everyone loves a stock,this to can be a cause for pause...remember Nortel Networks..
Assets are like 9.5x the total shareholders value of this company, isn't this a recipe for disaster in a rising interest rate world?
Thanks Gord
Q: Hi Team,
Have you had a chance to look into GSY's deal with Canada Drives? It seems like a good move to me by the company. How successful is "Canada drives" with sales? I have never heard of them until now but apparantly they are Canadas largest online car sales platform.The stock didn't seem to get any big love from the announcement. On another note...GSY continues to amaze me how this company is not worth so much more. P/e shows 10.6 on my platform, growth has been solid and proven for many years now and the loan book growth is now going parabolic the last year or 2 as it reaches scale it seems. Dividend growth has been stellar. Yet...I rarely hear it talked about by analysts on bnn or elsewhere. Do you feel it is still relatively "unknown?" Or is the company just being given a cold shoulder by many that view it as a predatory lender? To me the company checks all the boxes a person should be looking for, especially in the inflation environment when it comes to valuation and dividend growth, earnings growth. People can say what they want about recession scares with this name, but they have been there and done that have they not? 2020 they proved their business is resiliant. Your comments on all this would be appreciated. Thanks!
Shane.
Have you had a chance to look into GSY's deal with Canada Drives? It seems like a good move to me by the company. How successful is "Canada drives" with sales? I have never heard of them until now but apparantly they are Canadas largest online car sales platform.The stock didn't seem to get any big love from the announcement. On another note...GSY continues to amaze me how this company is not worth so much more. P/e shows 10.6 on my platform, growth has been solid and proven for many years now and the loan book growth is now going parabolic the last year or 2 as it reaches scale it seems. Dividend growth has been stellar. Yet...I rarely hear it talked about by analysts on bnn or elsewhere. Do you feel it is still relatively "unknown?" Or is the company just being given a cold shoulder by many that view it as a predatory lender? To me the company checks all the boxes a person should be looking for, especially in the inflation environment when it comes to valuation and dividend growth, earnings growth. People can say what they want about recession scares with this name, but they have been there and done that have they not? 2020 they proved their business is resiliant. Your comments on all this would be appreciated. Thanks!
Shane.
Q: Can you speak to GSY financial stability and how a struggling economy could effect them / how much of a concern is defaults.
Q: EGLX is seeing Greywood Investments , their largest shareholder taking steps to replace virtually all current directors with a slate of their preferred people at their July AGM. EGLX responded with new appointees, none from the Greywood list.
Would you provide your thoughts on this matter ? Also, how would you expect the different scenarios to affect the share price ? Thanks.
Derek
Would you provide your thoughts on this matter ? Also, how would you expect the different scenarios to affect the share price ? Thanks.
Derek
Q: Hi folks
If not owned anymore, should one re enter the stock now or before the split on the 29th? What weighting would an investor with an appetite for growth as part of a balanced portfolio start at? Or should we wait for the dust to settle?
Should we buy in US or Canadian?
I did very very well with SHOP in the past....thanks to you.
If not owned anymore, should one re enter the stock now or before the split on the 29th? What weighting would an investor with an appetite for growth as part of a balanced portfolio start at? Or should we wait for the dust to settle?
Should we buy in US or Canadian?
I did very very well with SHOP in the past....thanks to you.
Q: Today CIBC downgraded DSG to neutral. Do you agree/disagree with their reasons for down grading.
Sheldon
Sheldon
Q: Hi Peter
In May, 5i sold 1% of ZRE from the income portfolio. Is there a specific reason for this sale ? ZRE dropped significantly in the few months. Is the sale linked to the drop in value ? Do you still recommend purchasing ZRE ?
In May, 5i sold 1% of ZRE from the income portfolio. Is there a specific reason for this sale ? ZRE dropped significantly in the few months. Is the sale linked to the drop in value ? Do you still recommend purchasing ZRE ?
Q: A question on ATZ from the 5i Balanced Portfolio. Winnipeg-based portfolio manager Jamie Murray had an interview published in the GAM on June 25 and he said ATZ has no debt and is buying back stock. Can you please comment on ATZ's debt and are they actively buying back stock?
Thanks!
Thanks!
Q: Based solely on fundamentals what price should this be trading at and what metric do you like to use.
Q: Bam.a is now down 27%plus ytd.Are their any catalysts on the horizon ?What needs to happen to see something positive happen with this share price.
Q: Since the announcement of accounting changes this year for insurance contracts, it seems to have accelerated the downward movement of this stock's price. I'm trying to understand if this is a short term impact, or ongoing.
Will there be a point where the (theoretical) positive impact of rising interest rates put the brakes on the decline?
In the past I've heard the narrative on insurance companies that they can simply keep raising their premiums when business is negatively impacted. Not sure if you agree with that. I am a long term holder and am trying to decide whether or not to bring my weighting of this company back to 5% after its recent decline.
Will there be a point where the (theoretical) positive impact of rising interest rates put the brakes on the decline?
In the past I've heard the narrative on insurance companies that they can simply keep raising their premiums when business is negatively impacted. Not sure if you agree with that. I am a long term holder and am trying to decide whether or not to bring my weighting of this company back to 5% after its recent decline.
Q: Good Morning 5i Team,
I hold TOI, CTS, ENGH in one account as my small cap technology allocation. Price action of course has been brutal since last fall. Would you continue to hold all three names or would you recommend getting rid of one or more ?? Would you add to any ?? Do you have any alternatives that may have better risk / reward in an eventual tech recovery ?? Thanks very much for your help. DL
I hold TOI, CTS, ENGH in one account as my small cap technology allocation. Price action of course has been brutal since last fall. Would you continue to hold all three names or would you recommend getting rid of one or more ?? Would you add to any ?? Do you have any alternatives that may have better risk / reward in an eventual tech recovery ?? Thanks very much for your help. DL
Q: I purchase this stock in 2019 for 50.00 a share. It just keeps dropping and dropping.
With it now around 17.00 per share, is it finally a sell?
If so, is there another stock that could be purchased to hopefully make up some of the losses.
Thank you,
John G.
With it now around 17.00 per share, is it finally a sell?
If so, is there another stock that could be purchased to hopefully make up some of the losses.
Thank you,
John G.
Q: Would you recommend holding REIT's or insurance companies such as IFC in a rising rate environment?