Q: Recent decent Q results & announcement of a possible spin off, prompted Bam.a reached a New High of $79.04,but has since dropped to current $67.91.Any reason(s)? Should I add to my position at this level or wait for market to settle down?Russia creating havoc with its latest aggressive action. Txs for u usual great views & services
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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 do you make of CTS's news release today,sounds like business is picking up!!
Q: Hi 5i Team, Have held WELL long enough to be down over 30% in a TFSA account. and am considering swapping it out for TOI on the recent pullback. I know you like both, so could I have your opinion on this move for a long term hold ?
Thanks, Gary
Thanks, Gary
Q: Why would GSY be down today instead of up? The results are seemingly stellar and the 38% increase in dividends should indicate the company is sound going forward. Please advise.
Q: Can I have your thoughts today on SLF.
Is it a buy at this price?
This would be going in my TFSA income portfolio.
Steve.
Is it a buy at this price?
This would be going in my TFSA income portfolio.
Steve.
Q: hi folks:
yikes, that's some value destruction
comments?
thx
yikes, that's some value destruction
comments?
thx
Q: Many of us have stuck with Shopify as it has been descending , only to suffer severe paper losses on the recent price collapse.
I "hung on" because of comments made by 5i about keeping invested . We incurred a similar situation with Lightspeed last year .
Many of us are risk takers, but we put a great deal of trust in your experience. When we are blind-sided like this , comments suggesting that the price will likely recover in 5 or 10 years aren't helpful ...
I "hung on" because of comments made by 5i about keeping invested . We incurred a similar situation with Lightspeed last year .
Many of us are risk takers, but we put a great deal of trust in your experience. When we are blind-sided like this , comments suggesting that the price will likely recover in 5 or 10 years aren't helpful ...
Q: would you buy shopify at these prices what is your outlook
Q: It feels like a gut punch. Down 20% today. Down 60% for 90 days ago. Sentiment is negative. It is now rated as Moderate Buy with 7 buy ratings and 5 hold (Tipranks).
A number of analysts have not rerated yet cause the earnings are so fresh.
The Balanced portfolio is now down +25% since inception of the position.
I am afraid (little late I guess) that the stock, not necessarily the company is broken.
I do not see a short to intermediate term catalyst that will turn this freight train around and just thinking, Where Are the Opportunities Now?
Sorry, still in a little daze about the drastic decline of this position. Not sure what to do at this point?
Sheldon
A number of analysts have not rerated yet cause the earnings are so fresh.
The Balanced portfolio is now down +25% since inception of the position.
I am afraid (little late I guess) that the stock, not necessarily the company is broken.
I do not see a short to intermediate term catalyst that will turn this freight train around and just thinking, Where Are the Opportunities Now?
Sorry, still in a little daze about the drastic decline of this position. Not sure what to do at this point?
Sheldon
Q: From the 5i balanced PF . . . If you were starting to build this PF today what would your first ten stocks be in order of preference and what % dollar wise allocation would you assign?
Q: Can you please comment on current valuation and backlog for WSP. What are the main reasons you like it as a long term hold? Thank you for the great service.
Q: How would you play Shopify after results and pullback. I have quite a large recent position. 5 -10 year hold.
Q: Hi Team,
Further on SHOP. Do you feel the action today is excessive? It seems like they are being slapped for investing in their future. Has your medium/long term outlook changed?
Thanks
Further on SHOP. Do you feel the action today is excessive? It seems like they are being slapped for investing in their future. Has your medium/long term outlook changed?
Thanks
Q: Please comment on earnings. Would you add to this name?
Q: Hi. Can you confirm consensus EPS estimates for this weeks release is $2.62? If so, why would the analysts forecast an increase of 17% vs. Q4 last year when it is growing earning at 35%+ AND reported $2.70 in the prior quarter. Do they know something the rest of us don’t?
Thanks for your service
Thanks for your service
Q: 5i:
Re: Your comment on STC
Sangoma Q2 revenue was $US54 million and not a miss but a beat. Also debt level does not seem high at all given the Adj. EBITDA coverage?
Re: Your comment on STC
Sangoma Q2 revenue was $US54 million and not a miss but a beat. Also debt level does not seem high at all given the Adj. EBITDA coverage?
Q: Hello,
What are your thoughts on SHOP results? Thanks. Shyam
What are your thoughts on SHOP results? Thanks. Shyam
Q: I realize the eps miss.
Is there anything besides supply chains which would be the main factor in the pre-market 10% drop ?
Would be grateful for a quick response if its possible.
Is there anything besides supply chains which would be the main factor in the pre-market 10% drop ?
Would be grateful for a quick response if its possible.
Q: Hi Peter and team,
I would appreciate your thoughts on GSY quarter earning. What is the estimated? What result will be good from your point of view? If you are going to buy more after the quarter earning, assuming you already have some positions, then what result would be?
Thanks,
James
I would appreciate your thoughts on GSY quarter earning. What is the estimated? What result will be good from your point of view? If you are going to buy more after the quarter earning, assuming you already have some positions, then what result would be?
Thanks,
James
Q: Management is considering a spin off. Ranges of values are provided. If they do this what would you expect the spin off to trade at and what would the trading value of BAM be after spin off. What % would the sum of the parts be above the current trading value of BAM pre spin off.