Q: CSU has outperformed TOI over this past year. The trading of shares (CSU to TOI) has proven unprofitable. Given where they are, does this represent the relative bargain between the two? Would you trade CSU for the other today?
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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: Can you address the lack of performance by Topicus?I know it’s venture listed…no analyst coverage….etc etc.Why doesn’t the company recognize this and change that?It supposedly has this great CSU leadership
Q: What are you expecting to see from Nuvei before you would consider adding to your position in the Growth Portfolio. Thanks.
Q: I have ~$10,000 in ATS Automation. Do you think I’m better off to apply that money to a LOC charging a floating interest rate currently around 7%?
In general would I be better off doing this with all my un-registered stock holdings?
In general would I be better off doing this with all my un-registered stock holdings?
Q: You mentioned in an earlier answer that the time to buy is when things are bad which, in context, is now. Can you suggest some Canadian companies which deserve to be purchased about this time? Growth, value, doesn't matter. I have done well in the past by familiarizing myself with your daily answers. No one expects perfection but my 5i compass serves me well. Thanks
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Suncor Energy Inc. (SU $86.90)
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Dollarama Inc. (DOL $183.57)
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $83.00)
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Tourmaline Oil Corp. (TOU $69.47)
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TFI International Inc. (TFII $135.12)
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ATS Corporation (ATS $42.35)
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Kelt Exploration Ltd. (KEL $9.35)
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Kinaxis Inc. (KXS $135.38)
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Agnico Eagle Mines Limited (AEM $249.29)
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Maverix Metals Inc. (MMX)
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WELL Health Technologies Corp. (WELL $4.14)
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Boyd Group Services Inc. (BYD $190.81)
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Dye & Durham Limited (DND $4.15)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.07)
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Anaergia Inc. (ANRG $2.23)
Q: Without concern for sector or diversification what would be your top 2 choices of the above names for long term (10+ yrs) growth potential for TFSA? Of those 2 choices what is a good entry point??
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Constellation Software Inc. (CSU $2,489.98)
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Dollarama Inc. (DOL $183.57)
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Descartes Systems Group Inc. (The) (DSG $98.72)
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North West Company Inc. (The) (NWC $52.93)
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Alimentation Couche-Tard Inc. (ATD $76.29)
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A&W Revenue Royalties Income Fund (AW.UN $36.93)
Q: My son has saved up for a bit and has a decent amount of capital for his age. He has a TFSA but his investments are varied and not the best for a long term portfolio. We recently sat down and planned out a long term portfolio that would less risky for long term holdings. Would you guys change/swap, remove or add any from this portfolio of Canadian Stocks? TD, MG, BAM.A, ENB, SLF, FSV, T, FTS, CNR and TRI. Is the market also in a comfortable position to currently make a large investment of capital? Thanks.
Q: Any comment on earnings and how would a company get into a position to have to reinstate financial statements
Q: Thanks for your Aug 4 response to this issue. I note from co. statements that the change in revenues etc. appears only to apply to future BOO projects and that there would be no change in profitability, which seems to be implied by their recent message. Is this correct or are the adjustments you have noted required to asses the consequences of this change in accounting practice. Thanks
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Parex Resources Inc. (PXT $27.60)
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Whitecap Resources Inc. (WCP $14.97)
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Kelt Exploration Ltd. (KEL $9.35)
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Tamarack Valley Energy Ltd. (TVE $11.19)
Q: What are your top 3-5 of picks in small/mid cap Canadian O&G stocks? I'd also appreciate your thoughts on holding periods.
(Eric Nuttal seems to think they will do well for quite a while yet, though he seems to always be bullish - or maybe just talks his book...)
(Eric Nuttal seems to think they will do well for quite a while yet, though he seems to always be bullish - or maybe just talks his book...)
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Toronto-Dominion Bank (The) (TD $128.10)
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goeasy Ltd. (GSY $35.79)
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Aritzia Inc. Subordinate Voting Shares (ATZ $109.43)
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ECN Capital Corp. (ECN $3.07)
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Trisura Group Ltd. (TSU $43.08)
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WELL Health Technologies Corp. (WELL $4.14)
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Converge Technology Solutions Corp. (CTS $5.99)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.08)
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Topicus.com Inc. (TOI $96.31)
Q: What 4-5 Cdn Companies would go good with this group if looking to balance things out a bit (more growth focus vs income). A couple of stocks I had in mine include: BAM.A, DOO, MG, DOL. Do any of these stocks seem like they w/b a good fit/mix or our there others that you think would be better choices?
Q: I've held this for 5 years and done OK, i.e. as in a safe dividend payer. Does this new offering weaken them? What are your thoughts on management? Thanks
Q: TFII has jumped significantly in the last 6 weeks or so. Do you think this current momentum will continue or time to trim? Thank you for your excellent service.
Q: Everyone, appreciate your comments on the latest Toast quarter and also how it relates to LSPD. Clayton
Q: Did Leon's recently report and if so, what were the results and did you think them favourable? Not all that long ago, the company was buying its stock back at $25; did they value their stock at the time? If they were reasonably accurate, why would you not expect the stock to return to that level? Thank you for your excellent service.
Q: Greetings I purchased 200 shares of ANRG about 6 months ago and have watched them go down ever since. The principals of this firm having been sucessful previously in Canada made it an easy buy for me and their apparent order backlog did as well. Does 5i have any hope for this firm?
Q: Hi Guys
According to an update i received from Simply Wall St.
12 analysts covering this stock no longer expect the company to break even in the near future.
* They were expected to make a profit of 5.23 million in 2023.
* New consensus forecast suggests the company will make a Loss of 8.75 million in 2023
This doesn't sound very encouraging. What are your views?
Thanks Gord
According to an update i received from Simply Wall St.
12 analysts covering this stock no longer expect the company to break even in the near future.
* They were expected to make a profit of 5.23 million in 2023.
* New consensus forecast suggests the company will make a Loss of 8.75 million in 2023
This doesn't sound very encouraging. What are your views?
Thanks Gord
Q: Please comment on latest Q & going forward. It is at a all time high and pays a 4.9% Div.Thanks for u usual great views & services
Q: Hello 5I,
Just wondering if you would buy in here? Is it cheap? And could you give a “simple” explanation of there business?
Thanks
Just wondering if you would buy in here? Is it cheap? And could you give a “simple” explanation of there business?
Thanks
Q: Stock has popped...would you wait for a pullback, enter half position now and see what happens, or comfortable going in with full position. In other words, is it ahead of itself or does current price fairly reflect results and projections?