Q: Would you continue to hold Macro? Please comment on their earnings report and their future prospects. Thank you for your service. Stella
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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.
I bought GSY last year March - April when “the baby was being thrown out with the bath water”. My average cost was about $30. I sold at around $100. After I sold , I realized I did the most foolish thing. I didn’t need to sell , so why did I, was the question that kept bugging me. I sometimes can’t fathom why I do foolish things with my stocks. I told myself it’s not the end of the world and I can still buy the stock at around $127.( today’s price-April 9th). This time i Intend to hold for at least 5 years, or even longer. What are your thoughts on GSY over the next 3-5 years?
Thanks ,
I bought GSY last year March - April when “the baby was being thrown out with the bath water”. My average cost was about $30. I sold at around $100. After I sold , I realized I did the most foolish thing. I didn’t need to sell , so why did I, was the question that kept bugging me. I sometimes can’t fathom why I do foolish things with my stocks. I told myself it’s not the end of the world and I can still buy the stock at around $127.( today’s price-April 9th). This time i Intend to hold for at least 5 years, or even longer. What are your thoughts on GSY over the next 3-5 years?
Thanks ,
Q: What would you think a top price should be paid at this time???
Q: Please comment on yet another acquisition by Well. Txs for u usual great services & views
Q: I have 15K to put to work in my TFSA. Which one would be your preference for short term growth. As usual thanks for the great service and thoughtful advice! Dan
Q: thoughts on Ian Mackinnon a CSU BOD joining SYZ. Might CSU be interested in SYZ. Thx
Q: Looks like the Dollarama boys are selling again. The insider selling is now a consistent theme, even the son Neil (President) participates each round. I understand they still own a lot of stock but this constant selling doesn't give me a warm and fuzzy feeling particularly when coupled with its anemic performance over the last 3 years. I've enjoyed holding thru the last 7 or 8 years but I'm now selling the same % they do each round and adding to my long term positions in COST and HD. Is 5i still positive on Dollarama?
Q: Any news on the welcomed sharp rally the last few days the last few days,Txs for u usual great services & views
Q: Please comment on the Bought Deal at $39.40 & its impact..Thanks for U usual great services & views.
Q: Hello, we have a 1.5% position in Topicus ( spin off shares and some addition around $62 ). Share price has shot up, almost every day, in your words, the scarcity value being one of the reasons. What would be a reasonable price range to add, on a pull back, if it ever happens, in near term ? Thank You
Q: Hi 5i,
Are the skies starting to clear for Air Canada? The one remaining cloud that I can see is the potential Fed bailout? I don’t hear much about it anymore. I am thinking that the Feds don’t want to bail out the airlines but hope they make it to the other side with the vaccines rolling out. I think the trade-off was a full refund of fares, which the airlines have resisted so far. What are your thoughts on this for AC? I have some shares but am wondering if this will be a catalyst or not?
Thanks again.
Dave
Are the skies starting to clear for Air Canada? The one remaining cloud that I can see is the potential Fed bailout? I don’t hear much about it anymore. I am thinking that the Feds don’t want to bail out the airlines but hope they make it to the other side with the vaccines rolling out. I think the trade-off was a full refund of fares, which the airlines have resisted so far. What are your thoughts on this for AC? I have some shares but am wondering if this will be a catalyst or not?
Thanks again.
Dave
Q: CSU seems to be an excellent company in terms of revenue growth through M&A, but there seems to be no organic revenue growth (even negative sometimes). Is there any concern about how sustainable their acquisition strategy is without organic growth of the companies they acquire.
Q: What are yours thoughts on LNF now? Stock has been going down this past week! Is the stock still good for income? Thanks! Rossana-
Q: I am trying to decide between these two companies for increased positions today. Which do you prefer today and please elaborated on why. Many thanks
al
al
Q: Current thoughts on well and eglx. Are they buyable today?
Q: What are 5i's current 5 or 6 highest-conviction multi-year multi-baggers that we can add to here and consistently overtime (quality long-term growing businesses/compounders). (i.e. a SHOP - wish I had got into this one).
Please rank from highest conviction to lowest. Feel free to diversify sectors.
Please rank from highest conviction to lowest. Feel free to diversify sectors.
Q: There seem to have insider buying. What do you think?
Q: With MRS the revenue growth is impressive. But I wonder how much of these new revenues are covid related (steralizing, cleaning, etc) and will dry up after covid issues subside? Any insight into how revenues are broken out among their offerings?
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Constellation Software Inc. (CSU $3,936.19)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $211.39)
Q: At one time I owned CSU (bought at $110 and sold at $600) and regretted the decision ever since. The money was needed for a real estate purchase in Toronto. I purchased SHOP at $40 and I have not sold any shares. I was considering selling 50% of my SHOP and buying CSU for a long term hold.
Many thanks for your comments.
Clayton
Many thanks for your comments.
Clayton
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Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A $4.99)
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Corby Spirit and Wine Limited Unlimited Non Voting Class B Common Shrs (CSW.B $13.27)
Q: ADW vs CSW? When I review past questions-answers and each of their metrics, I would lean towards ADW over CSW. What would be your choice?
Thanks...Steve
Thanks...Steve