Q: 5i
Are you still recommending BAM even though it has a P/E of 606.
Thanks
Bill C
Are you still recommending BAM even though it has a P/E of 606.
Thanks
Bill C
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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: I am up about 40% on GSY (thanks 5i). Weighting overall in the portfolio is still okay. At what point would you suggest trimming. Or in other words, where do you think it might be a year from now? Thanks.
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Constellation Software Inc. (CSU $3,402.22)
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Fortis Inc. (FTS $72.95)
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Hydro One Limited (H $55.31)
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Topicus.com Inc. (TOI $126.14)
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Ivanhoe Electric Inc. (IE $17.65)
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Lumine Group Inc. (LMN $28.70)
Q: Hello Peter,
What is happening to Ivanhoe electric? It is on a downward trend. I am thinking of selling my toi, and lmn, to invest in CSU as everyday i see csu ticking higher. Does this strategy makes sense? Also, with nice dividend history of fortis, why is it still so low whereas hydro one seems to be ticking higher. thanks very much
What is happening to Ivanhoe electric? It is on a downward trend. I am thinking of selling my toi, and lmn, to invest in CSU as everyday i see csu ticking higher. Does this strategy makes sense? Also, with nice dividend history of fortis, why is it still so low whereas hydro one seems to be ticking higher. thanks very much
Q: on sept 5 you upgraded ATS to Bplus since that time the shares have dropped over 16 percent 1. what has caused the drop 2. would you buy at todays price 3. what 3 current metrics do you use to value ATS and how do they compare to ATS.s historical 3 year metrics thanks Richard
Q: Please comment on big jump on Wednesday.
Thanks
Sheldon
Thanks
Sheldon
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Enbridge Inc. (ENB $67.21)
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Fortis Inc. (FTS $72.95)
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Restaurant Brands International Inc. (QSR $102.02)
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Brookfield Renewable Partners L.P. (BEP.UN $40.25)
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TMX Group Limited (X $51.51)
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Thomson Reuters Corporation (TRI $188.52)
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Leon's Furniture Limited (LNF $28.05)
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Hydro One Limited (H $55.31)
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Dream Industrial Real Estate Investment Trust (DIR.UN $12.42)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $72.00)
Q: Good afternoon,
Looking for a list of companies with safe , growing dividends and potential for some capital gain - Cdn or American.
Thank you,
Brad
Looking for a list of companies with safe , growing dividends and potential for some capital gain - Cdn or American.
Thank you,
Brad
Q: What are the leading blockchain ETFs or companies? I'm more interested in focusing on the blockchain technology and blockchain applications used by numerous industries (financial, shipping, government, etc.) rather than focusing on any specific cryptocurrency like Bitcoin. Thanks.
Q: Which Canadian bank has been the worse performer in the last cycle?
Danny
Danny
Q: I've owned GLXY for a while. The last time Bitcoin was at the $50K level, GLXY was significantly higher (roughly $26-27). Any reasons why there is such a difference in the performance given where bitcoin is today? Given the halving is occuring in April, which is typically positive for the price of bitcoin, I would have expected a higher SP. Perhaps there's a catchup trade in the future?
Q: Thoughts on quarter please. Have owned for just over 5 years and sitting at a loss, losing patience. Thx
Q: Good afternoon 5i
I am thinking of selling Park Lawn for a tax loss. I believe you mentioned that it would likely need interest rate cuts to find some traction. I plan to buy it back. But, i was wondering whether you see any catalysts that might resurrect it within thirty days?
Thanks as always for this excellent service.
I am thinking of selling Park Lawn for a tax loss. I believe you mentioned that it would likely need interest rate cuts to find some traction. I plan to buy it back. But, i was wondering whether you see any catalysts that might resurrect it within thirty days?
Thanks as always for this excellent service.
Q: Thoughts on the quarter. What is the new forward PE and how does that compare to the historical PE range?
Also, they increased the dividend for 10th consecutive year. What is the dividend growth rate over that time frame?
Thanks Rob
Also, they increased the dividend for 10th consecutive year. What is the dividend growth rate over that time frame?
Thanks Rob
Q: I have to say, having been investing in the market since 1980 I don’t recall any company increasing its dividend by 22% in a year
What are your thoughts on the Q and year
Annual Dividend per Share Increased to $4.68, up 22% from $3.84
What are your thoughts on the Q and year
Annual Dividend per Share Increased to $4.68, up 22% from $3.84
Q: Hi Would appreciate comments on Topicus earnings. Is the stock priced well for adding at this level, in view of the results ? Thank You
Q: Hi, Just to clarify, do you adjust the "purchase/start price" of a stock added during any month while updating the Portfolios. So, the Monthly, YTD and Since inception returns, are based on the Start price or the actual ACB for each such stock, in a portfolio ? ACB of a holding will change with no of shares added and closing price on that day, in order to determine an accurate return. Not sure, if it was only the month of January, as IFC and LMN, which were added during the month, had the same Start price as before. Thank You
Q: I have held a full position in TRI for a short period of time only since Nov. 2020. When I bought it I thought with 3-5 % revenue growth and a growing dividend I would see @ 10% return over time. Since that time it has doubled in share price. Can you help me account for the difference.
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $163.18)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
Q: Hi Team,
I continue to hold Nvei with big losses. Would you endorse a switch into HPS.A today? Which stock/ company do you see having more potential say 3-5yrs down the road when comparing the two? Also, do you know the earnings dates for both?
Thanks,
Shane.
I continue to hold Nvei with big losses. Would you endorse a switch into HPS.A today? Which stock/ company do you see having more potential say 3-5yrs down the road when comparing the two? Also, do you know the earnings dates for both?
Thanks,
Shane.
Q: SHOP is really getting cleaned out today. How do you see the stock moving in the next few days. How serious is the lighter guidance they offered? Thinking of adding some to position. Are these good prices or best to wait to see where it goes first?
Q: Thanks for quick response to my earlier question on earnings. Can you add comments after the earnings call?
Q: How would you digest SHOP earnings? How did they do on key metrics? What do you see happening to stock going forward over the next 6 months and longer? Is the story still intact and moving in the right direction?