Q: Please comment on earning. Thanks for your excellent service .
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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: When 5i wrote the report on PRL the share price was $15.65 ..... Today it is $23.60 . Which is a considerable rise since the report was written ...... Could 5i plug in the current share price into the section titled " Valuation " and calculate and reassess the same statements using the current share price ? ....... This will help me make a decision regarding a purchase at the current share price .... Thanks as always for your valuable analysis .....
Q: With the “missed” earnings, if there was a sharp pullback tomorrow, at what price range would you be a buyer? Aggressive buyer? Would you wait a few days or weeks for it to settle before buying? Avg cost is $50 so I’m still nicely up but would like to add more to my position for a long term investment. Assuming you still the long term thesis on this story? Thanks!
Q: Trying to understand recent moves of TFII. It continues to drift lower but analysts are posting reports with buy recommendations well over current price. Can you shed light on what, if any relationship, there is between stock price and analyst recommendations and target prices? I know its not a linear relationship but what?
Q: Could I have your assessment of Hammond Power Solution's 1st quarter report that was released last night? I am not sure what is meant by "earnings per share significantly impacted by share-based compensation".
Thanks 5i.
Thanks 5i.
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Toronto-Dominion Bank (The) (TD)
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Enbridge Inc. (ENB)
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Intact Financial Corporation (IFC)
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Hydro One Limited (H)
Q: Hi 5i,
I am slowly converting my TSFA to income. A model holding for me is BNS-T (Bank of Nova Scotia). A +6% dividend and good growth potential. Thank you 5i for the recommendation. Can you. recommend, "as of the prices today" 3-4 more companies that you would add. I do have access to your income portfolio of course, but I am seeking good entry positions for your current "fav's". Thank you.
I am slowly converting my TSFA to income. A model holding for me is BNS-T (Bank of Nova Scotia). A +6% dividend and good growth potential. Thank you 5i for the recommendation. Can you. recommend, "as of the prices today" 3-4 more companies that you would add. I do have access to your income portfolio of course, but I am seeking good entry positions for your current "fav's". Thank you.
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BCE Inc. (BCE)
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Enbridge Inc. (ENB)
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TC Energy Corporation (TRP)
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JPMorgan Equity Premium Income ETF (JEPI)
Q: Could you please suggest 3-5 of the 'safest' products that provide a 7% yield. They could be stocks, preferred shares, corporate bonds, GICs... whatever. No specific time horizon. Could you please list them in order of safety. Thank you very much.
Q: Sunlife seems to have had a bad past 30 days, maybe worse than the overall market? It has had a great run since 2012, but when you look back to 2007 “yikes”. I know there was the big financial crisis, but it looks like the share price was cut by 2/3? Can you provide some colour commentary? Thanks.
Q: Hello,
What key valuation metrics is Hammond Power trading at (PE, FCF yield, etc). What are the metrics after this huge run and will the growth ahead meet expectations?
Do you consider it a buy here after hitting its 50 day?
What key valuation metrics is Hammond Power trading at (PE, FCF yield, etc). What are the metrics after this huge run and will the growth ahead meet expectations?
Do you consider it a buy here after hitting its 50 day?
Q: After a strong quarter the weakness seems strange in a strong market for tech. Was there something in the conferance call? I realize it's only a few trading days, but I'm a relatively new shareholder and dont like that ugly red color on my screen when most everything else in tech is a beautiful green color.
Q: Can you please let me know what the 2025 consensus EPS is on your systems? I see its $12.67 on Yahoo finance and curious to see the comparison.
Are you able share what the average PE multiple TFII historically trades at?
thank you!
Are you able share what the average PE multiple TFII historically trades at?
thank you!
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Constellation Software Inc. (CSU)
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Intact Financial Corporation (IFC)
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WSP Global Inc. (WSP)
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Agnico Eagle Mines Limited (AEM)
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Alimentation Couche-Tard Inc. (ATD)
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Balanced Equity Portfolio (BEPORT)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Lumine Group Inc. (LMN)
Q: Weightings and portfolio considerations aside, what BE stocks would you be most inclined to add to today? Thanks!
Q: Just read your special report on small caps specifically Go Easy where you cite a growth rate of 17% mainly organically . Could you explain how this growth is accomplished ? To my albeit simple mind the sub prime lending market is something I wouldn't expect to expand unless economic times became perilous as well ..... A brief explanation of how this growth is accomplished across the three sectors of its' business model would be appreciated ? .....
Also between GSY and PRL at current stock prices which do you favour today ? .......Thankyou for your always sound council .....
Also between GSY and PRL at current stock prices which do you favour today ? .......Thankyou for your always sound council .....
Q: Your thoughts on earnings. Tough trucking conditions but Tfii seemed to do reasonably ok but missed estimates. How will market view things? Would you top up position now or wait?
Q: Hi, Boyd Group stock has been declining after its recent earnings. The company is one of the favourites with 5i. Do you believe that the issues highlighted by the management in the last earnings report are transitory and company's long term growth profile is intact ? If so, would you start a new position at current levels and at what price stock would be Extremely Attractive ? Thank You
Q: Would you wait to initiate a position in these stocks? Or do you feel this is a good entry point?
Q: Astera Labs (ALAB) sounds like an interesting software company with a focus on making computer systems more interoperable. What are 5i thoughts? and how would you compare to LMN. Thanks a ton for your valued thoughts.
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CGI Inc. Class A Subordinate Voting Shares (GIB.A)
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Constellation Software Inc. (CSU)
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Celestica Inc. (CLS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Docebo Inc. (DCBO)
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Propel Holdings Inc. (PRL)
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Lumine Group Inc. (LMN)
Q: Hi 5i: I have a small position in LMN. I will add PRL with a pullback??? I would like to add a 3rd Canadian from the tech space.
I would appreciate your recommendation for this addition. Thank you for you your suggestion.
Tom
I would appreciate your recommendation for this addition. Thank you for you your suggestion.
Tom
Q: comment on Celestica's results vs estimates, please.
Thx
Thx
Q: TFII reports tomorrow. What do you expect the numbers to be? The stock has been sluggish since US carriers announced poor results. Do you see this continuing to affect TFII?