Q: What looks most attractive to you today (whenever you get to this question!) in the growth portfolio? Happy new year to the whole 5i team. Thanks for all your hard work.
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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: I have had a good run with ATD over the last couple years. Do you still see a strong growth or is there a better place to put my money for quicker growth. Realizing ATD still has a future.
Regards
Regards
Q: Hi Folks,
I am looking to add BAM.A to my TFSA for 2022 - I was wondering though, if higher interest rates and inflation could have a negative affect on the company. Appreciate your comments.
Thanks
I am looking to add BAM.A to my TFSA for 2022 - I was wondering though, if higher interest rates and inflation could have a negative affect on the company. Appreciate your comments.
Thanks
Q: Hi 5i team,
I have a 2% position in ATZ and 1.5% in BYD. Both did well, but I'm thinking of more concentrated names in my portfolio. Considering that they are both in the same sector, would it be a good move to have all allocation in ATZ?
Happy holidays!
Matt
I have a 2% position in ATZ and 1.5% in BYD. Both did well, but I'm thinking of more concentrated names in my portfolio. Considering that they are both in the same sector, would it be a good move to have all allocation in ATZ?
Happy holidays!
Matt
Q: dont really get why tax loss sellers wait until last day to sell acuity.
assuming analyst is right and it is too cheap too ignore along with 5i, by the time the sellers can buy it back 30 days later the january bounce will be long over, does not make sense.
can you comment
assuming analyst is right and it is too cheap too ignore along with 5i, by the time the sellers can buy it back 30 days later the january bounce will be long over, does not make sense.
can you comment
Q: Good morning, I currently have a position in STC inside TFSA. Can I get your current view on the stock? Would you consider this to be a good opportunity to top up? Appreciate your insight!
Q: Hi 5i TEAM,
I have watched GoEasy for while and wondering if it's good time to get in on its recently pull back. Also, will raising interest rate benefit the company as well？
Thanks,
I have watched GoEasy for while and wondering if it's good time to get in on its recently pull back. Also, will raising interest rate benefit the company as well？
Thanks,
Q: Can I get a detailed account on the ECN dividend and return of capital. Stock is really hit hard today (12-23-2021, Noon) @ $5.26.
Thanks.
Thanks.
Q: If one were to start to purchase the model portfolio at this time are there any stocks you would start with or any you would wait to purchase. Are there any changes to the portfolio expected in the near term? If yes any hints?
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Constellation Software Inc. (CSU)
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Enghouse Systems Limited (ENGH)
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Boyd Group Services Inc. (BYD)
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Topicus.com Inc. (TOI)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: These names have A to A- ratings in your reports over the past 1 year.
Looking for good upside for small position in TFSA with lowish risk of downside for 3 to 5 year hold. Which of these would be your first and second top picks?
Thanks so much.
Best of the season to all at 5i and all my 5i co-clients.
Tulio
Looking for good upside for small position in TFSA with lowish risk of downside for 3 to 5 year hold. Which of these would be your first and second top picks?
Thanks so much.
Best of the season to all at 5i and all my 5i co-clients.
Tulio
Q: Hello 5i Team
Is there any news on Toi that would cause the stock to out perform the market the last 2 days ?
Thanks
Is there any news on Toi that would cause the stock to out perform the market the last 2 days ?
Thanks
Q: Could you comment on DND's latest acquisition of Link Group? 3.2 Billion dollar deal. Thanks.
Q: Peter;;What do you make of the voting today (Dec21) re refusal,on the 600k options plus weak votes for certain directors- will institutions sell on this ? Rod
Q: Hi, have room for one, which one will perform the best in your opinion. Thanks and Greetings, Peter.
Q: With all clouds hanging over stock what is risk reward, would you start position now tax lost selling as subsided,Thanks Happy Holidays
Q: Hello, Kinaxis is down by about 25% from a month ago. Is there someting new to worry about (lawsuit)? Is it because of a short attack or/and tax loss selling? Thank you
Q: A big question for this one...LSPD has traditionally used it's stock as currency to fund it's growth by acquisition strategy. By nature of it's recent huge decline from it's highs, does this not now make any new growth very expensive and far more dilutive to current shareholders?
When the company is not making a profit and it's acquisition currency (stock) just took about $115.00 share haircut off it's highs, what's this going to do to it's ability to meet growth expectations?
Won't they either have to make smaller acquisitions which won't move the needle as much for growth rate OR have to issue more stock at lower prices, thereby further reducing the current value of the stock (dilutive to current shareholders) and does this not change the fundamentals of the story?
Do we know what they are doing to generate growth organically and what their expected growth rate would be organically (ie without acquisitions) until they can streamline their operations and hopefully become profitable? Would you add to this now, sell or hold?
When the company is not making a profit and it's acquisition currency (stock) just took about $115.00 share haircut off it's highs, what's this going to do to it's ability to meet growth expectations?
Won't they either have to make smaller acquisitions which won't move the needle as much for growth rate OR have to issue more stock at lower prices, thereby further reducing the current value of the stock (dilutive to current shareholders) and does this not change the fundamentals of the story?
Do we know what they are doing to generate growth organically and what their expected growth rate would be organically (ie without acquisitions) until they can streamline their operations and hopefully become profitable? Would you add to this now, sell or hold?
Q: Any reason for today's pop? I can't find any news.
Q: Hi, I got in to this at approx $45 with a half a position, so down 18%. It appears to be fairly priced now at $40. Just wondering if I should/could top up my posn now or wait a bit for a better price around 29 December.
Thanks
Thanks
Q: Everyone.
I am looking for the current number of shares held by institutions and insiders. I can find data to the end of September or some in October. When does insiders and institutions report the number of shares they hold on LSPD?
Clayton
I am looking for the current number of shares held by institutions and insiders. I can find data to the end of September or some in October. When does insiders and institutions report the number of shares they hold on LSPD?
Clayton