Q: Hi Peter, What's your opinion of the all cash offer from MKS?
$387M seems low for a company in a growth industry with no debt & $44.2M cash
$387M seems low for a company in a growth industry with no debt & $44.2M cash
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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 follow the Balanced Portfolio & am wondering why you continue to hold GUD in the portfolio. In the portfolio it is down 47%, since Dec 2020 the price has remained at its low & the stock pays no dividend. Does 5iResearch see a favourable turn around in the near future.
Thanks … Cal
Thanks … Cal
Q: Wondering when it will be determined whether the majority of the short positions will have been successful or not? If the short positions are largely successful does that bode poorly for the stock and its share price would continue to decline? What share price would largely support the short positions?
Q: thoughts on the quarter please?
Q: What are your thoughts on the last quarter for AC? Is this still a buy or hold if already owned? Looking at adding more as only 1% of the portfolio.
Thanks
Thanks
Q: hi. looking to add a name for income ( and hopefully some capital gain ). long term hold scenario. are you still ok with fiera? thoughts on dividend sustainability in rising interest rate market, and are rising rates good, bad, or neutral for fiera overall ?
Q: What do you think of this?
Shopify Takes $193 Million Pre-IPO Stake in Partner Global-E
Shopify Takes $193 Million Pre-IPO Stake in Partner Global-E
Q: I am wondering about the level of acquisitions by Topicus. $20 million (Canadian) seems like not enough for the last quarter for a $12 billion dollar company. Do you have any info on how much was spent on acquisitions in the last couple of years? How does this amount compare relative to Topicus’ size with respect to Constellation Software?
Q: Dear 5i,
I originally bought this for around $49; then the company adjusted when the split for BEPC occurred. Some time later, I thought it ok to sell them at around $70. How do I figure out if a re-entry point for BEP.UN is good today at around $45, given that if I look at my brokerage graph the historical value of what I paid at $49 then, appears as around $25 now ie the graph has changed because of the split?
If it is tough to calculate/compare history, could you advise if today is a good price - thinking this time I should hold them a longer 7+ years.
Thank you for helping me,
Hilary
I originally bought this for around $49; then the company adjusted when the split for BEPC occurred. Some time later, I thought it ok to sell them at around $70. How do I figure out if a re-entry point for BEP.UN is good today at around $45, given that if I look at my brokerage graph the historical value of what I paid at $49 then, appears as around $25 now ie the graph has changed because of the split?
If it is tough to calculate/compare history, could you advise if today is a good price - thinking this time I should hold them a longer 7+ years.
Thank you for helping me,
Hilary
Q: Any idea what is happening with BEPC? The stock has gone down 15% in the last 3 weeks. Is this just a good buying opportunity?
Q: thoughts on the quarter please?
Q: Your thoughts on their 1/4 and future, Thanks
Q: Does the current outlook for interest rates still bode well for ECN or is it maxed out? Chart looks good, suggesting a breakout.
Q: Hi Peter and Team,
Do you think it is ok to add at this price?
Your opinion is much appreciated!
James
Do you think it is ok to add at this price?
Your opinion is much appreciated!
James
Q: Can you explain how the preference shares affect earnings and debt levels going forward. Is the paying of interest on these a detriment compared to Constellation, which has no preference shares? Does is become a drag on the company’s finances in certain situations, or is it a neutral or beneficial effect? Thanks.
Q: Would like your opinion on Kinaxis. Is it a buy at today’s price? What contributed to the drop in share price? Can we expect better growth in the coming months? Should I sell or buy more shares at this time? Thanks for you response!
Rossana..
Rossana..
Q: Hi, I hold a full position in WELL and a small position in TOI. Would it be
timely to sell some WELL to buy TOI? Thanks!
timely to sell some WELL to buy TOI? Thanks!
Q: you make reference of points to address in your answer about CSU earnings what might these points be? Thx
Q: Can you please comment on the big drop in LSPD today.
Q: How did earnings look?