Q: I struggle with ATS and KXS whether to sell or continue to see drifting lower. I know you suggest selling if something fundamental has changed for the worse. People commonly thinking ATS is a growth name, but their backlog is shrinking, still a growth name? Fundamental changed? KXS's growth is declining as well....when it will resume their growth? If sell them, what to buy to replace? Can I have your thoughts? Thanks.
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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: Bit confused over 5i responses given on WELL yesterday. 5i initially said results were good and it appeared from answer that there were no negatives. But stock was taking a big hit. Then new questions came in and you responded that there were some negatives (eg decrease in margins, net income and , cash flow). Obviously these are important as sellers stepped in and continue today so far. Usually 5i provide good insight but I think you guys dropped the ball on this one. The initial response should have hi-lited both the good and the bad. And whether the stock had a good run leading up to earnings shouldn't affect your response. Again, I stress usually you give full and fair insight and assessment but not this time.
Q: Hi there, any further insight into WELL after the conference call?
Are they being unduly punished for any particular reasons after good results, and if so, can you explain why the markets are pushing the stock down so hard?
I'm confused as to why this stock keeps being held down with such good growth over the past few years!
Any further help would be greatly appreciated.
Thanks!
Are they being unduly punished for any particular reasons after good results, and if so, can you explain why the markets are pushing the stock down so hard?
I'm confused as to why this stock keeps being held down with such good growth over the past few years!
Any further help would be greatly appreciated.
Thanks!
Q: Hi, ATD stock is considered as One of the Best compounders in Canada and is strongly liked at 5i, for a long term ownership. Shares dropped sharply today after soft results, due to lower fuel margins ( It was expected and analysts believe these margins could be volatile and turn any time ) and sequentially lower SSSG, caused by reduced foot traffic ( Inflation impacting purchasing power of consumers ).
Do you believe that above issues could be resolved over time and the sell-off is presenting a buying opportunity to accumulate more shares ?
Thank You
Do you believe that above issues could be resolved over time and the sell-off is presenting a buying opportunity to accumulate more shares ?
Thank You
Q: Here is another take on WELL:
Adjusted gross margin 43.7 % down from 51.3%
Adjusted net income $52.4 million down from
$ 53.7 million
Adjusted free cash flow $42.4 million down from $ 48.9 million.
I am in the camp of Warren Buffet and Charlie Munger who dismiss EBITDA. If you’re going to give a financial number before interest , for instance, you may as well exclude salaries ( or anything else for that matter ) as well.
I own WELL but will keep a closer eye on it. Please shot holes in my thoughts. Thanks. Derek
Adjusted gross margin 43.7 % down from 51.3%
Adjusted net income $52.4 million down from
$ 53.7 million
Adjusted free cash flow $42.4 million down from $ 48.9 million.
I am in the camp of Warren Buffet and Charlie Munger who dismiss EBITDA. If you’re going to give a financial number before interest , for instance, you may as well exclude salaries ( or anything else for that matter ) as well.
I own WELL but will keep a closer eye on it. Please shot holes in my thoughts. Thanks. Derek
Q: I sold 1/2 of my ATD because it got to over 20%. Do you think a good replacement with the recent weakness would be BYD or do you view the risk as significantly higher? Do you think the selling on BYD after its Q release is over done? What would be a good entry point? Is there another stock you would consider a better replacement for ATD?
Thank you.
John
Thank you.
John
Q: Well is down following earnings report. Your thoughts please.
Q: Hi There Would there be any reason for the drop in Celestica shares lately . Could you comment on it going forward ? thanks Larry
Q: Where on the 5i web site can I find a sample portfolio(s) pls?
Q: Please comment on the latest results and guidance going forward.Txs for u usual great services & views
Q: Can you comment of report that SHOP CEO is up for a $200m stock bonus? The Globe mentions it may be based on performance of the stock price itself. Does the CEO need this type of incentive considering he already owns 40% of the company?
Q: Over a 3-5 year period which is better for growth, ATS or TVK?
Thank you.
Howard
Thank you.
Howard
Q: Hi there, todays news that CTS was awarded 2024 Nvidia Networking Partner of the Year as well as the Canadian Partner of the Year confirms they are deeply involved with Nvidia.
Does this really mean much? I'm sure it definitely brings more awareness of CTS.
But do these types of recognition awards increase business/sales, etc? Especially considering Nvidia is talked about everywhere and all the time now.
Thanks!
Does this really mean much? I'm sure it definitely brings more awareness of CTS.
But do these types of recognition awards increase business/sales, etc? Especially considering Nvidia is talked about everywhere and all the time now.
Thanks!
Q: Hi 5i
Given recent news and increase in share price would 5i continue to be holders or would they be sellers.... and why?
The sp decline last week was very discouraging but the sp pop monday was very encouraging..... However trying to capture a diminishing upside is a risk since as you say there are no guarantees... I believe your estimated upside was around $40 canadian... As investors how would 5i analyse this decision to reduce emotional element...
thx
Given recent news and increase in share price would 5i continue to be holders or would they be sellers.... and why?
The sp decline last week was very discouraging but the sp pop monday was very encouraging..... However trying to capture a diminishing upside is a risk since as you say there are no guarantees... I believe your estimated upside was around $40 canadian... As investors how would 5i analyse this decision to reduce emotional element...
thx
Q: Hi Everyone at 5i!!
What are your thoughts on Galaxy Digital? Their earnings report is coming out on Mar26th. Would you happen to know what the earnings potentials may be going forward?
Cheers,
Tamara
What are your thoughts on Galaxy Digital? Their earnings report is coming out on Mar26th. Would you happen to know what the earnings potentials may be going forward?
Cheers,
Tamara
Q: Boyd results appear to be quite good. I would like to hear your opinion of their last quarter.
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Constellation Software Inc. (CSU)
- Descartes Systems Group Inc. (The) (DSG)
- Open Text Corporation (OTEX)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
Q: In your opinion, which five(5) Canadian companies are best positioned to increase their net value because of Ai? Thank you!
- goeasy Ltd. (GSY)
- TerraVest Industries Inc. (TVK)
- EQB Inc. (EQB)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- TECSYS Inc. (TCS)
- Vitalhub Corp. (VHI)
- WELL Health Technologies Corp. (WELL)
- Converge Technology Solutions Corp. (CTS)
- Docebo Inc. (DCBO)
Q: WELL has required a lot of patience. I know you still like it, but is there another smallish cap you would select over it? I own TSU, LMN, SIS, and SYZ.
Q: Peter; Not sure if you’re aware that PKI is running an ad here (BC) asking for bids on 157 of their convenience/gas stores across Canada. Maybe ATD is weak because they’re planning a bid and might need to raise money.
Rod
Rod
Q: DOO is down 18% in my portfolio. I expect(ed?) to hold it for 6-8 years. I am considering increasing position size (portfolio decision). How does 5i view such a move?
Thank you
Thank you