Q: Hi, I see that you're big fans of TVK. It's skyrocketing. Is it too late to get in? Why is it skyrocketing and what might be a good entry price? Merci!
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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 There,
Could you please comment on the differences between these 2 companies including software product/services, revenue and profit growth going forward, acquisition strategies, overall valuation.
Is it prudent to own both for growth in a diversified portfolio or too much overlap?
Ok thanks so much!
Could you please comment on the differences between these 2 companies including software product/services, revenue and profit growth going forward, acquisition strategies, overall valuation.
Is it prudent to own both for growth in a diversified portfolio or too much overlap?
Ok thanks so much!
Q: I'm trying to get my head around EQB . I've read 5i's analysis of the company but the part I don't understand is why would " Joe Sixpack " go to them for a car loan or to renew their mortgage rather than one of the big six ? ...... Not to mention I suspect " Joe Sixpack " has never heard of them . I also don't understand why or what a Credit Union would use them for ? ..... Could 5i explain just who their market is ? And why using EQB would be more attractive than a mainstream financial institution ? Thanks for your terrific service .......
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Toronto-Dominion Bank (The) (TD)
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Constellation Software Inc. (CSU)
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Wheaton Precious Metals Corp. (WPM)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Hydro One Limited (H)
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EQB Inc. (EQB)
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Galaxy Digital Holdings Ltd. ordinary shares (GLXY)
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Propel Holdings Inc. (PRL)
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A & W Food Services of Canada Inc. (AW)
Q: Good morning, I have some new cash to invest in all of my accounts. Could you give me the three stocks that you would add to first in all three of your portfolios?
Thanks, Rod
Thanks, Rod
Q: Hi 5i,
Could you elaborate further on Davids question concerning the $300 M private notes issuing and how it affects the share price. I do not really understand how the notes work and would appreciate it if you could provide a short laymans explanation. Not sure if I am asking this question correctly but Does it set a specific share price that these note holders can acquire shares at... ?
thx
Could you elaborate further on Davids question concerning the $300 M private notes issuing and how it affects the share price. I do not really understand how the notes work and would appreciate it if you could provide a short laymans explanation. Not sure if I am asking this question correctly but Does it set a specific share price that these note holders can acquire shares at... ?
thx
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Booking Holdings Inc. (BKNG)
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Canadian National Railway Company (CNR)
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Canadian Pacific Kansas City Limited (CP)
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Constellation Software Inc. (CSU)
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Restaurant Brands International Inc. (QSR)
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Celestica Inc. (CLS)
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Alimentation Couche-Tard Inc. (ATD)
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Premium Brands Holdings Corporation (PBH)
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TerraVest Industries Inc. (TVK)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Ulta Beauty Inc. (ULTA)
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Vitalhub Corp. (VHI)
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Construction Partners Inc. (ROAD)
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LendingTree Inc. (TREE)
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Uber Technologies Inc. (UBER)
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Vertiv Holdings LLC Class A (VRT)
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Airbnb Inc. (ABNB)
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Cellebrite DI Ltd. (CLBT)
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AppFolio Inc. (APPF)
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UFP Technologies Inc. (UFPT)
Q: What are your current top 5 US and Canadian growth and value stocks to purchase for long term?
Thanks
Thanks
Q: Now that the dust settled after Q results and SHOP drifted a bit lower would you view it as a good entry point? Would you expect it to grow faster then the Amazon stock?
There was very positive Barron’s article on Nov 12th.
There was very positive Barron’s article on Nov 12th.
Q: BNS seems to be getting some upgrades before its next quarter. What do you think of it currently?
Thx
Thx
Q: Galaxy Announces Private Offering of $300 Million Exchangeable Senior Notes due 2029. Thoughts? Market doesn't seem to like it.
Q: In an answer early this month when reviewing BYD's last quarter's results, you said "BYD notes that negative trends are continuing into the Q4, and it is still looking at ways to reduce costs. Certainly these are not great numbers, and the trend here is becoming somewhat concerning."
However, in some recent answers where members were asking for potential stocks to consider, including in the industrial space, BYD has been recommended. Why is it being recommended, given your assessment of the last quarter's results. Many thanks.
However, in some recent answers where members were asking for potential stocks to consider, including in the industrial space, BYD has been recommended. Why is it being recommended, given your assessment of the last quarter's results. Many thanks.
Q: Hi, my question is a bit specific but also more general. I'm about 25% down on this stock. When I read, it seems that it's solid enough long-term, but it's not going to rise 25% for quite some time. As a non-resident, I cannot sell for harvesting tax losses, but I wonder if selling at a loss and putting the remaining money into something faster growing would be a good idea? Again, part of the question is about this specific stock, and part is a general query. I'm curious about your answer! Thanks!
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Celestica Inc. (CLS)
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TerraVest Industries Inc. (TVK)
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EQB Inc. (EQB)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Propel Holdings Inc. (PRL)
Q: Could I have your top 5 small to mid cap growth stocks. Please rank them. Thanks Steve
Q: Hi Team,
What are your thoughts on this company's current valuation and long term growth prospects?
What would be your best estimate as to longer term ROE outlook?
What are your thoughts on this company's current valuation and long term growth prospects?
What would be your best estimate as to longer term ROE outlook?
Q: Hello,
Could you comment on now that Ontario has partnered with Elon, how does the provincial subsidization of fixed costs for installation of internet, etc. bode for BCE, Telus and other "hardwire" "maybe "fiber optic" providers?
I frequently drive along Hwy 7 and see trees fallen down on the Bell lines - so maintaining this lower margin asset is not a top priority.
How much of a moat is fibre optic vs Starlink?
Elon's satellites have a lot of operating leverage vs copper or fibre optic installation.
Thank you
Could you comment on now that Ontario has partnered with Elon, how does the provincial subsidization of fixed costs for installation of internet, etc. bode for BCE, Telus and other "hardwire" "maybe "fiber optic" providers?
I frequently drive along Hwy 7 and see trees fallen down on the Bell lines - so maintaining this lower margin asset is not a top priority.
How much of a moat is fibre optic vs Starlink?
Elon's satellites have a lot of operating leverage vs copper or fibre optic installation.
Thank you
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Toronto-Dominion Bank (The) (TD)
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Bank of Nova Scotia (The) (BNS)
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Canadian National Railway Company (CNR)
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Canadian Pacific Kansas City Limited (CP)
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Sun Life Financial Inc. (SLF)
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WSP Global Inc. (WSP)
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TMX Group Limited (X)
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Toromont Industries Ltd. (TIH)
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TFI International Inc. (TFII)
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EQB Inc. (EQB)
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Boyd Group Services Inc. (BYD)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Good afternoon. I'm wondering what your top five picks would be for both industrial and financial stocks. I'm looking for 10-15 year growth with medium risk.
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Philip Morris International Inc (PM)
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Loblaw Companies Limited (L)
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Metro Inc. (MRU)
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Alimentation Couche-Tard Inc. (ATD)
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British American Tobacco p.l.c. (BTI)
Q: I am currently a bit underweight consumer staples and would also like to tilt my portfolio a little bit defensive. My only holdings in the sector are ATD and PBH. Other than these, what would be your two top picks both in Canada and the US for new buying at this time in the sector.
Q: Hello team,
Can you comment on Zedcor's results please and is it still a buy? Also, how is vitalhub's valuation to its peers and is it a buy as well? Thanks very much.
Can you comment on Zedcor's results please and is it still a buy? Also, how is vitalhub's valuation to its peers and is it a buy as well? Thanks very much.
Q: Hi folks, loved the report on DOCCKS with stats...just wondering how OTEX/t got added as you show 1 year Rev E at -8%, & 1 year EPS E is -12%....been a choppy 2024 & few years for Open Text, with regularly missing Q estimates....what did 5i like about Otex to include it in Canada's version of "Mag 7"....thanks, jb
Q: comment on earnings please.
Q: Could I please have your analysis of their quarterly earnings. Everything seemed good but was expecting some pop in the stock? Buy more, sell or hold?
Thanks Dave.
Thanks Dave.