Q: What would be your 5 favorite best of best stocks that you are buying and holding?
Clayton
Clayton
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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: Any chance that Real Matters is a buyout target for Constellation Software? Mark Leonard did say he is going after other "markets". Or maybe Real Matters cannot even past their internal hurdle rates.
Q: Just to clarify: Adrian Montgomery stepped down as director of the Bridging Finance family trust in Dec 2020, but is still EGLX CEO? Do you think any issues are already priced into this stock?
Q: I appreciate this is not a US/Cdn stock, but curious what your thoughts would be. The space they are in seems to be hot these days, but they are trading at almost a 12 month low. Results are supposed to be out in a few days, wondering if market is expecting mediocre?
Q: They have been performing well in the past year,
P/E ratio is high, analysts have diverging opinions.
What is 5i PRO's opinion for a buy (long term)
Thx
P/E ratio is high, analysts have diverging opinions.
What is 5i PRO's opinion for a buy (long term)
Thx
Q: Any thoughts on the earnings release this morning?
thank-you
thank-you
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Madison Square Garden Entertainment Corp. Class A (MSGE)
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Madison Square Garden Sports Corp. Class A (New) (MSGS)
Q: I see that you consider MSGE as potentially positive for a reopening play - do you view MSGS in a similar fashion?
Thank you as always...
Thank you as always...
Q: Hello 5i, I notice a lot of insider selling at around 15 to 16 dollars is this a sign of a problem. Could you comment on this company as an investment.
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Apple Inc. (AAPL)
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NVIDIA Corporation (NVDA)
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Constellation Software Inc. (CSU)
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Open Text Corporation (OTEX)
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The Trade Desk Inc. (TTD)
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Topicus.com Inc. (TOI)
Q: I am overweight in tech by about 10% in my portfolio and I should sell some positions to increase my exposure in other sectors. What is your conviction in order of preference on APPL, CSU, NVDA, OTEX, TTD and TOI if I need to sell some portions or all of any of these holdings?
Q: Please explain the difference between "risk-on" and "risk-off" with regards to buying and selling stocks.
Q: Wishpond released Q2 this morning. I've been following along and accumulating on weak stock price. They are still growing every quarter but I expect a decline in the stock price if they didn't meet expectations today. What are your thoughts on the quarter and going forward?
Q: Hi. Can I get your opinion on this company? Do you think this is investible with the play/discretionary portion of our funds or do you think it's an out-right gamble? Thank you.
Q: Could I please have your analysis of their earnings reported today? Their plant based products are needed to help our environment. Time to add to position?
Thanks
Dave.
Thanks
Dave.
Q: Hello Peter, Ryan and 5i Team,
I have held a small position in Crawford for a number of years, mainly for its dividend, low price/volatility, and as a hedge for extreme weather impacts due to climatic change. It tends to do well when there are events that trigger large volumes of insurance claims, as insurance companies can't handle enough claims with in-house staff and then outsource to Crawford & Co. Can I please get your take on this investment thesis and the company? Do you think it's a reasonable hold or do you have a better suggestion in the sector. Thank you.
I have held a small position in Crawford for a number of years, mainly for its dividend, low price/volatility, and as a hedge for extreme weather impacts due to climatic change. It tends to do well when there are events that trigger large volumes of insurance claims, as insurance companies can't handle enough claims with in-house staff and then outsource to Crawford & Co. Can I please get your take on this investment thesis and the company? Do you think it's a reasonable hold or do you have a better suggestion in the sector. Thank you.
Q: Noted in the past a lot of questions on growth potential of a company. Is it not troublesome to have a table of top ranked g.p. companies? It has been great benefit from your advice.
Q: Could you give me your thoughts on this company? Would you recommend a small position to start?
Q: Hello, are the distributions from ZWU taxed as a dividend or income? thank you.
Q: Is this a good stock to be held in a TFSA account. On the RBC Direct investment account it's listed as as Foreign Securities. (symbol BIP) With a yield of 3,59%. Is it subjected to a foreign withholding tax,
Q: Hi there,
I have been enjoying the run up in TOI and have been thinking of adding to my quarter position. I have been adding along the way and have a dollar cost average of about 93 bucks a share. I am debating whether I should add here, raising the per share cost - but it seems like a parabolic jump in price. Alternatively, I wonder whether I should wait for a dip. And if I do so, what is a fair value to buy at? It seems like TOI may go the way of CSU or SHOP longer term and I do have a window of about 5-10 years. For what it is worth, I still regret not buying shop at about two hundred dollars because I thought it was overvalued.
Thanks in advance for your thoughts on this.
I have been enjoying the run up in TOI and have been thinking of adding to my quarter position. I have been adding along the way and have a dollar cost average of about 93 bucks a share. I am debating whether I should add here, raising the per share cost - but it seems like a parabolic jump in price. Alternatively, I wonder whether I should wait for a dip. And if I do so, what is a fair value to buy at? It seems like TOI may go the way of CSU or SHOP longer term and I do have a window of about 5-10 years. For what it is worth, I still regret not buying shop at about two hundred dollars because I thought it was overvalued.
Thanks in advance for your thoughts on this.
Q: If the intention is to take this private, isn't then the goal to push it as low as possible so they don't have to pay as much in premium?