Q: Can you comment on ECN earnings and the deal announced today. How does a $7.50 special dividend make sense for a $10.65 stock? Will the stock price spike and then drop after it goes ex-dividend?
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Hi 5i team,
On Aug 9th, Bmo capital markets raised it's outlook on price for GSY to 207$. When an analyst raises it's price for a stock, what is the time frame they believe it will hit that mark?
Thank you
On Aug 9th, Bmo capital markets raised it's outlook on price for GSY to 207$. When an analyst raises it's price for a stock, what is the time frame they believe it will hit that mark?
Thank you
Q: An article in today's TorStar indicated that the company will sell 7.7 million shares at a price of $93per share. The underwriters have been granted an over allotment option up to 1.155 million shares.
It's not clear that the dollars quoted were in U.S. or Cdn dollars. If it's in Cdn. then the Monday closing price of $116.57 is within range. Can you confirm? Thanks.
It's not clear that the dollars quoted were in U.S. or Cdn dollars. If it's in Cdn. then the Monday closing price of $116.57 is within range. Can you confirm? Thanks.
Q: Hi 5i,
Can you clarify the logic in having a portion of the portfolio in cash? I have seen in past questions you reference a lean stance on cash still being around 7%.
Can you clarify the logic in having a portion of the portfolio in cash? I have seen in past questions you reference a lean stance on cash still being around 7%.
Q: Would you buy it now?
Q: I own the above three and and all having trouble getting some traction---now down 13-5 and 15% respectivily.Should I hold or add to them?I assumme you wouldnt suggest sell.
Thanks
Peter
Thanks
Peter
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Constellation Software Inc. (CSU $3,396.27)
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Kinaxis Inc. (KXS $179.62)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.67)
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Topicus.com Inc. (TOI $125.74)
Q: Good morning 5i
My tech sector within a RRIF is over 20% of CSU, LSPD, TOI, and KXS. KXS has been at a loss until today. Would this be an opportunity to trim back and what other sectors would you consider as buy opportunities going forward next 3-5 years. The RRIF is otherwise well balanced after following your growth and balanced portfolios.
Thanks for all the excellent advice.
My tech sector within a RRIF is over 20% of CSU, LSPD, TOI, and KXS. KXS has been at a loss until today. Would this be an opportunity to trim back and what other sectors would you consider as buy opportunities going forward next 3-5 years. The RRIF is otherwise well balanced after following your growth and balanced portfolios.
Thanks for all the excellent advice.
Q: Hi Team,
Can you comment on Acuityds Holding symbol AT in toronto and ATY Nasdaq .
Thanks as always,
Tak
Can you comment on Acuityds Holding symbol AT in toronto and ATY Nasdaq .
Thanks as always,
Tak
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ATS Corporation (ATS $35.29)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $28.44)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.07)
Q: I would like to add a new position in my TFSA. Please comment on the above equities. Outlook for the next 4 years. What would be your preference.
Thank you!
Thank you!
Q: I'm not seeing the pricing in their press release, do you have something?
Q: Lightspeed’s big drop after it’s Public Offering much of a surprise? What do you think of the timing?
Thanks
Thanks
Q: Any comments on KXS ? What does 5I make of the apparent shift in their revenue stream?
Thank You
Clarence
Thank You
Clarence
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TFI International Inc. (TFII $121.22)
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Kinaxis Inc. (KXS $179.62)
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Premium Brands Holdings Corporation (PBH $94.81)
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Savaria Corporation (SIS $21.52)
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Balanced Equity Portfolio (BEPORT)
Q: Hi 5i Team,
I have been trying to manage close to the BE Portfolio since the start of 5i and I want to continue.
I have some weightings I could top up now and I want to check if we should be adding to these today given recent run ups or if there are other names in the BE portfolio you would suggest as better adds today?
The names I was looking at first were PBH, TFII, KXS, and SIS but would like to hear if there's other names in the BE Portfolio we should be more excited about for new money today?
I have been trying to manage close to the BE Portfolio since the start of 5i and I want to continue.
I have some weightings I could top up now and I want to check if we should be adding to these today given recent run ups or if there are other names in the BE portfolio you would suggest as better adds today?
The names I was looking at first were PBH, TFII, KXS, and SIS but would like to hear if there's other names in the BE Portfolio we should be more excited about for new money today?
Q: Could you comment on the bidding for VNE and consequences of QCOM vs MG win?
Q: When does xbc next report and what are analysts' expectations? Is this a buy, hold or sell and why.
Q: Hi,
Can you please tell me the expected earning results for Acuityads next week on 10th
Can you please tell me the expected earning results for Acuityads next week on 10th
Q: Hi, Please correct me if I am wrong. 5i completely eliminated SHOP holding from all its portfolios, a little while ago and has never bought it back. I know, Shopify is among your Top favorite names and will check all the boxes for the Growth Portfolio. Could you please help me understand. Thanks
Q: Hi, Topicus stock has been on a tear this week, specially, during past 2 days. What are the factors, contributing to this remarkable performance, in your view. Is this the scarcity value, excellent results or the “ Mini - CSU” effect? We are quite happy to hold a decent position ( A Big Thank you for your valuable guidance, in absence of any analyst coverage) wondering, should we wait to add and what would be an attractive entry point. Thank you
Q: I bought GUD as a long term investment. It worries me when you say you are losing patience with it and I suspect you will take it out of the portfolio if you find a very compelling replacement for that sector. But has anything fundamentally changed from when you included it in the portfiloio besides the time it is taking to spend the horde of cash?
Q: thoughts on the quarter? Thx