Q: I have a stake in one of these companies. Is it prudent to ad at this time and to what one and why. Also, I am starting to think that market timing is everything. You must time your investments and get out at times and maybe get back in at certain times. I think that not just buy and hold until you get Killed any more. I would appreciate tour thoughts and opinions. Thanks James
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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.
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
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Topicus.com Inc. (TOI)
Q: Hi 5I, I currently own Topicus,Lspd and Shop. Down on all 3 and am considering taking a loss on 1. Any preference on which one? Am thinking of replacing one of the 3 with NVEI. Thoughts and if your wouldn’t mind ranking. Thanks
Q: If a person owns a house, should they have any real estate stocks in their investment portfolio?
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iShares Convertible Bond Index ETF (CVD)
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CI Canadian Convertible Bond ETF (CXF)
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iShares Convertible Bond ETF (ICVT)
Q: Do you have a proxy for CVD? It can be stock or ETF. The reason I ask is it is thinly traded and my purchase exceeds the average daily volume. I’d rather not pick away at small lots to reach my position, or is that what I should actually do?
Thx.
Thx.
Q: Bank has a long long holding time if you can help me for last settlement date for August.
Q: I have a sizeable position in XYL which has had a barely adequate return over the years. I am considering reducing this position and investing the proceeds in another water stock such as American Water Works or an alternate in either the USA or Canada.
May I have your opinion of XYL and possibly replacing part of my holding with a different water stock of your choice?
With appreciation,
Ed
May I have your opinion of XYL and possibly replacing part of my holding with a different water stock of your choice?
With appreciation,
Ed
Q: Does this company have any decent long term potential or is it not too interesting?
Q: Which of these is the better buy at current levels? Cash flows seem wildly different between the two, can you help me understand the difference? I like the MFC buybacks and higher dividend. Will increasing interest rates benefit both of these companies equally? How long do you expect it to take for higher rates to filter through to the bottom line? Please deduct as many credits as necessary. Thank you.
Q: In your answer to Ken on Aug 25, you state that DND is trading at 7X earnings. I haven’t been able to verify that anywhere.
They are certainly not trading 7X TTM or 2022 earnings. The highest analyst estimate for 2023 I see is for about $1.20 . That would imply a forward PE closer to 14X. I would note also that DND doesn’t have a great record recently at living up to analysts expectations. Is 7X based on 2024 estimates?
They are certainly not trading 7X TTM or 2022 earnings. The highest analyst estimate for 2023 I see is for about $1.20 . That would imply a forward PE closer to 14X. I would note also that DND doesn’t have a great record recently at living up to analysts expectations. Is 7X based on 2024 estimates?
Q: Mr. Market didn't like ECN during their last spin off and I ended up getting the rest of the company for $2.50 a share { after the special dividend } .... Mr. Market doesn't seem to care for this spin off either ..... I tend to have more faith in ECN management than I do in Mr. Market and am looking at increasing my position toward the larger end of my small cap comfort level ..... What is 5I's opinion on Mr. Market versus ECN management ?
Q: If you were to pick 3 cdn stocks to be overweight on in today’s market what would they be ? 2-3 year hold. Assume good diversification rest of portfolio. Thx
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Analog Devices Inc. (ADI)
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Applied Materials Inc. (AMAT)
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Intel Corporation (INTC)
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KLA Corporation (KLAC)
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Lam Research Corporation (LRCX)
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Qorvo Inc. (QRVO)
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Texas Instruments Incorporated (TXN)
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STMicroelectronics N.V. (STM)
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ASML Holding N.V. (ASML)
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United Microelectronics Corporation (NEW) (UMC)
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GlobalFoundries Inc. (GFS)
Q: How about buying chips making companies? Which one do you like?
Lorraine
Thank you
Be happy.
Lorraine
Thank you
Be happy.
Q: I would like to start a position in one of these two companies. Which one do you think has better upside potential?
Thanks
Thanks
Q: I buying this one in stead of the buying individual bank stocks given our uncertain environment. Any reason why this covered called ETF might not be good for a full weighting at this time?
Q: Hello,
Would like your opinion on the proposed merger of TGL and VAALCO Energy. As a current holder of TGL, I'm wondering what I should do? I've done quite well with this company and it pays an attractive dividend. Would you sell at this point, or have your shares converted to VAALCO... if in fact the merger does take place.
Appreciate your input. Thank you,
Tom
Would like your opinion on the proposed merger of TGL and VAALCO Energy. As a current holder of TGL, I'm wondering what I should do? I've done quite well with this company and it pays an attractive dividend. Would you sell at this point, or have your shares converted to VAALCO... if in fact the merger does take place.
Appreciate your input. Thank you,
Tom
Q: Is it time to reduce BTB.UN holdings or should I hang in there for future gains. Why is it not recovering ? Thanks for your counsel.
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: What do you think about buying these two stocks today as a long term hold? Have they been beaten enough?
Q: What would it take for 5i Research to buy CSU-T , See how market re-acts to Fed Powell speech?... Thanks for response keep up great work...
Q: Can I get your view on Superior Plus. Is it worth hanging on too?
Q: Can you please comment on NVDA latest earnings released yesterday. Was there anything of particular interest to note from the call this morning (either good or bad)?
Thanks for the amazing job 5i does!
Thanks for the amazing job 5i does!