Investment Q&A

Q: Hi 5i,

I've owned Kinaxis (KXS) for a long time (2% of portfolio) but I'm considering selling it and buying Celistica (CLS). Could you please comment on the pros and cons of each stock and which one you would prefer at this time for a long term hold?

Thanks!

Q: Is DOL over valued today and still riding the pandemic spending tail wind in your view? Any idea of a “true” price today?

Q: Greetings,

My first purchase of CCL.B in May 2017 was just before the stock split. At the time it was $63.3 per share. I have earned approx $1200 in dividends and am currently down around $600 based on current share price, and up $600 overall. Can you please remind me why I should continue to hold this stock. My patience is beginning to wear thin. Many thanks and my apologies if my expectations are not reasonable.

Q: Is DOO a buy at today's price (approx $86) or is this a value trap? Thx.

Q: Any reason for the big decline this morning ( Tuesday ) ? Good time to add ? Thanks a million.

Q: It's been a while since we asked about SLP. Share price is largely sideways for the past year. What is your assessment of SLP and are we buyers here? I see a debt free company with next year sales and EPS growth of 12% and 21% and average price target ~40% higher than it is now.

What does the market not like?

I'm looking to add a new industrial and BYD and SLP are being considered. Where does your money go?

Q: Gentlemen;

Thoughts on the announced of a significant jump in cashflow and debt reduction?

This is a public question

Q: JPM has had a decent run but I'm thinking of swapping it for Mastercard. Can I get your thoughts please?

Palo Alto has also been terrific, but I'm trying to add more AI into my portfolio. I'd like to sell it and find a new name, CDN or US. I own MSFT, AAPL, Salesforce, GOOG, Meta, NVDA, Constellation, Shopify and Kinaxis. I was thinking of Taiwan Semi, AMD or Broadcom, but can I get your thoughts please?

Q: Any reason you are aware of for the drop in gsy?

Thks
Marcel

Q: These are in my TFSA at red ATZ AEM, BNS, CCL.B, GSY SIS, and these are at green BYD, CSU, LMN, SHOP, WSP, and TFII. Very close to my cost are BN, ENB, MG, DSG. Would you suggest anything for cleaning up or any new addition(s). Please deduct as many points as required.
Thank you

Q: Hello team,

Your opinion please on the temporary shut down of processing
operations at its refinery.

Thanx!

Q: Good Morning

Your thoughts on WELL’s transaction with Healwell please.

Thank you

Q: Savaria having a great Week. Overall what do you see and what do you think about the upcoming Year on SIS. Thanks. Barry

Q: I was wondering if you could provide an update with regards to Chartwell. Should we expect much growth. Has made a nice move but should I consider moving on. Difficult sector? Thinking of moving to Manulife.

Thanks

Dave.

Q: Good day, 5i - May I please have your opinion of Capstone Copper. Thank you.

Q: Any thoughts on today's news from the company?

Q: I expect many will ask but I'll join the crowd anyways- what do you folks think about the release today? They seem to be doing, "well." I thought the organic growth was a good sign...

Q: Hi folks, how significant is the announced partnership between Nuvei & Adobe...markets liked the news with 6% pop...is this a "new" partnership for Nuvei??, and if so, what future potential could come the way to Nuvei...I believe they recently hooked up with Microsoft in similar payments process (albeit relatively small)...after disasterous Q2...is there light at the end of the tunnel????....thanks as always for great service, jb Piedmont QC

Q: GSY has been dropping the last 2 days. Is there any negative report that has been released on it? Thanks

Q: Hi, Would you have any thoughts on how HPS.a stock traded today, touching an all time high of $96.75 at the open and then reverse course to close 5% down from previous day's close, with momentum on the downside, for most part of the day ? This, of course, followed stock price going up almost everyday in a straight line for past couple of months.

Does it indicate a near term term Top in the stock ( at least between now and the results in early March ) ? Also, do you think, it could simply be profit taking after an incredible 300% run over past 12 months, and there has been no adverse or material change, specific to the company and the industry ( demand related to transformers/electrification/grids , competition etc). Noted that company weight was bumped up to 3%, in your model Portfolio, last week, so 5i, likely has strong conviction in Hammond Power and comfort at current levels. Thank You