Q: Given Lightspeed’s announcement of a 10% staff reduction and up to 10% share buyback, a Scotia analyst suggests it’s a buy, stating Canadian tech is quite undervalued. LSPD has lagged the tech rebound, and I’m interested in your take. Is Lightspeed doing enough to regain investor confidence such that we might see a material increase in the share price?
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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 do you think you will review the short report in detail and provide a full picture of its potential validity. You have indicated some initial thoughts but it sounds like you will conduct a more rigorous review of it. 5i has liked the stock in the past and it would be good to know if the report has changed your view/rating in any way and why.
Q: Can you please confirm insider ownership % for each company. In your reports, you have ~1% and 50% respectively.
Thank you.
Thank you.
Q: Hi 5i, pls provide your opinion, long term rating of Dollarama's results. I've had it as a core position for last several years and would like to know if the future still looks bright - future is 5+ years. Thx
Q: Hi Peter and 5i,
Who would you favor for growth over the next 5 years between TCS and Well?
Thanks you for your always awesome feedback.
Who would you favor for growth over the next 5 years between TCS and Well?
Thanks you for your always awesome feedback.
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $46.03)
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Lundin Mining Corporation (LUN $15.82)
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Capstone Copper Corp. (CS $9.76)
Q: Do you feel that copper stocks are a good investment at this time and if so what would be your top 3 picks. Thank You.
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Granite Real Estate Investment Trust (GRT.UN $78.44)
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Dream Industrial Real Estate Investment Trust (DIR.UN $12.10)
Q: If only one of the above Industrial REITs could be owned, which one would you choose and why? Thanks for your insight.
Q: Hi 5i
Given the announced deal setting the take over price at around $ 46 canadian, can you explain what is happening with the day to day sp fluctuations? Seems to be heading down with heavy volume.....seems strange......Other than opportunity cost of holding, in the short term, do you see this continue to slide lower?
Thx
Given the announced deal setting the take over price at around $ 46 canadian, can you explain what is happening with the day to day sp fluctuations? Seems to be heading down with heavy volume.....seems strange......Other than opportunity cost of holding, in the short term, do you see this continue to slide lower?
Thx
Q: pls comment on WSP short report
last 2 attacks on cdn stocks didn't go well for NUVI and LSPD
last 2 attacks on cdn stocks didn't go well for NUVI and LSPD
Q: I have a significant capital gain with WSP. Should I be concerned about this "Spruce Point" attack (known for targeting Canadian and Quebec-based companies)?
Thanks
Thanks
Q: Do you think now would be a good time to start a position in magna?
Q: hi and thanks
should one be concerned with the downturn ATD is going through right now? Is it maybe related to the outlook for energy and the transition from gasoline to electric? ATD is facing big costs going forward converting or adding charging stations.
thanks Joe
should one be concerned with the downturn ATD is going through right now? Is it maybe related to the outlook for energy and the transition from gasoline to electric? ATD is facing big costs going forward converting or adding charging stations.
thanks Joe
Q: Hi team,
What is your take on LMN’s aquisition news today from Casa systems? I see limited info from the press release and no numbers. Do you know the history of why casa went bankrupt and is it concerning for LMN at all being in the same industry? I can only assume LMN knows what they are doing in seeing value in these assets.
Thanks ,
Shane
What is your take on LMN’s aquisition news today from Casa systems? I see limited info from the press release and no numbers. Do you know the history of why casa went bankrupt and is it concerning for LMN at all being in the same industry? I can only assume LMN knows what they are doing in seeing value in these assets.
Thanks ,
Shane
Q: Good day guys ,
Finally pulled the trigger here with this name at 34 and change .. is this a good entry point ? That said Having this name in my tfsa for a long term hold , would u be comfortable dollar cost averaging here when funds are available and let this name ride for many years ..
thx
Mark
Finally pulled the trigger here with this name at 34 and change .. is this a good entry point ? That said Having this name in my tfsa for a long term hold , would u be comfortable dollar cost averaging here when funds are available and let this name ride for many years ..
thx
Mark
Q: G&M reported that Pride Trucking company has filed for creditor protection. The main reason is a “freight recession,” which means that the volume of goods getting shipped has plummeted. Are all trucking companies, including TFII, getting affected by the 'freight recession'?
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Descartes Systems Group Inc. (The) (DSG $135.53)
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goeasy Ltd. (GSY $210.31)
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TECSYS Inc. (TCS $36.60)
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Propel Holdings Inc. (PRL $32.76)
Q: In Chris's recent webinar he mentioned the similarities between TCS and DSG as well as the same between GSY and TCS.
Now my question here is if I was only to own one of each of the two which ones have the best opportunities for growth going forward and which meets Warren Buffets criteria most closely?
Thanks
Sheldon
Now my question here is if I was only to own one of each of the two which ones have the best opportunities for growth going forward and which meets Warren Buffets criteria most closely?
Thanks
Sheldon
Q: With the interest of Advent in Nuvei , would you sell now a before it all shakes out? What do you think a reasonable buying price per share might be?
Thanks
Katie
Thanks
Katie
Q: Dir.un is one of u favourites in the REIT sector.Mar 28 closed at $13.08,1yr H $15.13,1yr L 11.53.On Mar 27,A Moffs,real estate specialist, on Market Call picked it as a Top Pick,citing 27% discount to NAV,very low 36% debt/asset and strong growth etc.Please comment.Buy,Add or Hold. What is a good entry price?Txs for u usual great services & views.
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Intact Financial Corporation (IFC $272.32)
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Power Corporation of Canada Subordinate Voting Shares (POW $57.96)
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Trisura Group Ltd. (TSU $40.40)
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Definity Financial Corporation (DFY $68.89)
Q: Am considering taking a position in one of these companies that I believe are in similar type businesses. How would you rank them and why? And would you be a buyer now or prefer to wait based on recent earnings and current stock momentum?
Q: Thoughts on the volatility of these two companies share price?