Q: Can you please give me a brief fundamental analysis of DSG at this point in time (last report update was about last June). I don’t really understand technical analysis but do you see any signals technically? It is off quite a bit year to date, would you be adding here?
Q: A recent question asked for a suggested entry stock price for TOI. Your answer was $154. Today (May 12) TOI closed at $159.52. That is a difference of $5. My question is what parameters & technique did you use to determine that $154 could be an entry price. Thanks … Cal
Q: Hi guys....great service....just wondering if you have 2-3 names on both sides of the border...undervalued and you think are great opportunities for bounceback over the next 6-12 months...
Q: Why would I want to hold these in the current economic conditions? If things change can they reach highs again or do you predict further downward movement? Appreciate your insight.
Q: Hi Peter, I would like to get your opinion regarding a TFSA income portfolio with a bit of growth coming from Lumine. Can you give me your thoughts on dividend safety and dividend growth of the following. The objective is to use income in retirement and have a bit of growth. Dividends have been targeted at 4-5% as an average.
thank you in advance
Q: I want to like SHOP but get put-off by the (forward) P/E. MELI scores better on P/E and RoE and appears to have momentum. Then there's SE, which shares MELI's P/E but shows better RoE growth; OTOH, it's somewhat more opaque.
I can see how SHOP might stand out on the basis of its global reach (i.e., which offsets possible weakness in North America), but have to wonder if, in the new world order, SouthEast Asia is the territory for e-commerce growth; ideas?
Q: Hit "enter" to fast on my last question. Looking for some ideas with the understanding you can't offer direct recommendations. I have 40 K to add to my non-reg account. I have full positions in all the pipelines, OLY, GWO, BNS, CU, NPI, BIR, PEY, TPZ, CNQ, PRL and BMO. I have no need for any income for at least five years, not opposed to going overweight if necessary, have lots of higher yielders so would perhaps benefit from some choices with capital gain and dividend growth potential versus just high yield.
Q: Hi,
What is you insight on TSU-T? Is it a good and better risk and reward pick after it fall from the highs of C$40 in Insurance business? Is there major problem with its business? Will it recover or its better to go with Intact IFC:T or Fairfax FFH-T?
Thanks
Piyush
Q: PNG reported early this morning. Seems good. Can you assess things after call and provide how things shape for the future. Is this a good time to complete a position? What range might the stock be in a year out from now?
I'm looking at the 3 month, 6 month and year-to-date charts of BIP.UN and BEP.UN compared to their peers (EMA and FTS). What would you attribute the reasons for their underperfmance? The 3 year chart for both of these Brookfield entities isn't exactly stellar as well.
As always, your comments and insights are highly valued.
Q: Please help me out. One of the metrics I find very important is ROE or return on equity. When I look this up look this up on 5i’s site under profile I get an ROE of 128% however when I look at the April 25/24 report it shows 2%? The current Morningstar Quant Report shows 3.99%. So 1st. question is does 5i consider ROE to be an important metric?
Secondly how can I get an accurate measurement?
Thanks
Q: According to Yahoo Finance average vulume for Canada is 1.2 million shares and for the US IT IS 5.5 million shares per day. Where did 5i get your numbers from?
Q: Celestica trades up to 25% of its outstanding shares on a weekly basis and up to 50% some weeks lately. Any thoughts as to the turnover of shares? Could this be hedge funds churning the stock ?
Q: I am up 103% up on Galaxy digital. I am thinking of taking the money and running . But before I do, what do you foresee ( in your crystal ball) the future of this stock? My experience is that I sometimes sell too early.
Cheers,
Tamara
1. In buying and selling stocks how much weight one should place on technical analysis ?
With respect to BAM, a broker's technical analysis section indicated, on March 7/2025, that this security could drop to a range of 50-54. The event on March 7/2025 was described as "Megaphone Top".
2. Is there any explanation as to why BAM dropped 23% from its peak while the TSX dropped only 7% as of today ? Do you recommend adding at this level or holding ?
I will appreciate as always your insight.
Q: SHOP has received some so-so analyst ratings recently. Some are buys and some are hold and sell. I know 5i likes SHOP. But if you had to put a bad report together on SHOP, what would be the negatives that would result in a poor rating. I guess I'm asking what does one have to worry about specifically with SHOP?
Q: HI Peter,
Would you continue to dollar cost average into Dollarama at $164+? Or do you think it's fully valued? The investing site I use for company historical data shows the current PE as 38.3 (high) and in between the 38.3 and 20.9 for the last 10 years. The forward PE for the next 2 years as 36.3 and 32.5. We've been slowly DCAing and it's worked out OK thus far. Thanks for stellar advice during these tumultuous times.
Q: Is it reasonabl buy some Well before its Q after market close as appears to be very oversold on the delay of filing Q report .Txs for u usual great services & views