Q: Just announced their results. At first glance seems to be promising. Your thoughts and perspective on where the share price might be in 6 months?
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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: What is the current forward PE for SHOP this year and guidance years if any provided. In a normal environment where inflation is in check and rates normalized what multiple would you put on SHOP ?
Thanks for your great service.
Thanks for your great service.
Q: Could you give us your thoughts on Alaris's 1/4
Thanks You
Thanks You
Q: Could you give us your thoughts on WSP's 1/4 please.
Q: Do you think this would be a good entry point for PBH ?
Or would you prefer buying ATD.A ?
I am a long term investor.
Thank you
Or would you prefer buying ATD.A ?
I am a long term investor.
Thank you
Q: Looking at these for my TFSA and for me it’s a tough call. GSY is getting more reasonable price wise but could rising interest rates hurt it ? MG is
cheap but supply chains are clogged and materials getting scarcer and more expensive.
Which would be your pick and why ?
Thanks. Derek
cheap but supply chains are clogged and materials getting scarcer and more expensive.
Which would be your pick and why ?
Thanks. Derek
Q: Hi, I see the demand case for PBH.to. But I'm cautious on the company because I don't understand how inflation might eat their lunch (bad pun). Do they have any fingers in the food production, or are they just a taker of input prices? If so aren't their margins going to get squeezed here as meat and grain input costs rise? I'm guessing there is a limit to how much they can raise their prices to stores before the demand side?
Q: I am new to 5i and signed up for a trial membership. Looking at your various portfolios, there is a note at the top which show changes - x% added to ABC, My question is where is the money for that purchase coming from? Is it supposed to be new cash deployed or selling an existing holding for new purchases. Please elaborate.
Basically, I want to know if I have to keep in sync with a recommended portfolio, how do I go about it on an ongoing basis.
Do you send an update via email when a change happens?
Basically, I want to know if I have to keep in sync with a recommended portfolio, how do I go about it on an ongoing basis.
Do you send an update via email when a change happens?
Q: August 2020 Gold hit $2034 / ounce. Agnico Eagle traded at $110.
Today Gold hits $2014 and Agnico Eagle is trading around $75.
Fundamentally, is the company stronger or weaker when comparing these two prices in time. Or is the disconnect in price more just market sentiment about gold vs crypto etc? I loved Kirkland Lake so the merger should be viewed as a positive.
Today Gold hits $2014 and Agnico Eagle is trading around $75.
Fundamentally, is the company stronger or weaker when comparing these two prices in time. Or is the disconnect in price more just market sentiment about gold vs crypto etc? I loved Kirkland Lake so the merger should be viewed as a positive.
Q: HI 5I - I have a question about SHOP - It's hard to imagine how far it's come down - in your opinion will it be able to get back to where it was or is it continuing to go down.
Buy - Sell or Hold?
Thx - doug
Buy - Sell or Hold?
Thx - doug
Q: Hello 5i, I am up $7000 with WSP. Is there more room for growth or should it be replaced with SIS as I am basically a value investor with some growth.
Thank you for your terrific service,
Stanley
Thank you for your terrific service,
Stanley
Q: What % of business is done in Russia?
Thanks
Sheldon
Thanks
Sheldon
Q: A short time ago you mentioned a stink bid of $800.00 on shopify. Where do you see the price settling in now.?
Thanks
Rick
Thanks
Rick
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goeasy Ltd. (GSY $158.29)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.46)
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Boyd Group Services Inc. (BYD $219.07)
Q: I have 1/2 position in these names and down. I recall you generally don't recommend averaging down. Would you add here for the long term?
Specifically about LSPD, has anything changed at the company except for the CEO?
Thank you,
Specifically about LSPD, has anything changed at the company except for the CEO?
Thank you,
Q: Is approx $25 below its Feb high.
It has just hit an 8 month low. Whats happening here?
Thanks
Sheldon
It has just hit an 8 month low. Whats happening here?
Thanks
Sheldon
Q: Any idea why this stock is down 16% in the past month? Would this be a good buying opportunity?
Thanks
Thanks
Q: Hello 5i,
Is it too late to buy Tamarack? It’s had a nice run.
Thanks for the advice.
Marc
Is it too late to buy Tamarack? It’s had a nice run.
Thanks for the advice.
Marc
Q: In the last 3 or 4 days DSG has been up approx 15%. Any reason that you see?
Sheldon
Sheldon
Q: Of the 2 mentioned above , would you own both or prefer one over the other? (please explain why)
Thank you.
Thank you.
Q: Hello,
I'm a long-term, buy-and-hold type but, like most everyone else, I'm losing patience with GUD, which I started accumulating in 2016.
If there's anything good to say about it, it is that its share price has held up fairly well during recent upheavals and overall market declines.
With that in mind, I'm considering pulling the trigger to raise funds, as I see other buying opportunities coming in to view and the opportunity cost to continue holding seems ever more painful.
Speaking of painful, I'll take a 30% hit, but doing so will free up decent funds for other purchases (likely TOI).
Is there a compelling argument to be made to continue holding GUD?
Appreciate your insights as always.
Marc.
I'm a long-term, buy-and-hold type but, like most everyone else, I'm losing patience with GUD, which I started accumulating in 2016.
If there's anything good to say about it, it is that its share price has held up fairly well during recent upheavals and overall market declines.
With that in mind, I'm considering pulling the trigger to raise funds, as I see other buying opportunities coming in to view and the opportunity cost to continue holding seems ever more painful.
Speaking of painful, I'll take a 30% hit, but doing so will free up decent funds for other purchases (likely TOI).
Is there a compelling argument to be made to continue holding GUD?
Appreciate your insights as always.
Marc.