Q: Please comment on Q1 results. Assuming mid $70 oil are you able to project free cash in Q3 with all other things constant(capital investment, no other M&A etc)? Thanks as always.
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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: please comment on recent quarter and 3 - 5 year hold.
Q: With the apparent impending credit tightening (particularly in the U.S.). It seems to me that this presents a great opportunity for alternative lenders to attract new business at better margins. What do you think? What "push back" do you have here other than the fact that these company's own access to capital may be constrained themselves. I have mentioned 2 companies above here, but feel free to comment on others if you have any advice on other opportunities. Thanks
Q: Hi There, could you give a brief update on MDI and whether you thinks it’s still a buy at the current price or should one wait for their next earnings report in June?
Thank you!
Thank you!
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Constellation Software Inc. (CSU)
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Descartes Systems Group Inc. (The) (DSG)
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Enghouse Systems Limited (ENGH)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
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TerraVest Industries Inc. (TVK)
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Topicus.com Inc. (TOI)
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Lumine Group Inc. (LMN)
Q: Hi Peter and Team,
I have had ENGH for awhile and while having the dividend has been nice the performance over the last bit has been flat. What are potential replacements for it, regardless of sector.
Thanks.
I have had ENGH for awhile and while having the dividend has been nice the performance over the last bit has been flat. What are potential replacements for it, regardless of sector.
Thanks.
Q: Hi team,
Can you provide your thoughts on the quarter?
Thanks!
Can you provide your thoughts on the quarter?
Thanks!
Q: Looking for some suggesting for a quality consumer cyclical company in Canada or US. Maybe a growth company or two and an established company with great financial metrics but not growing as much.
Look forward to your suggestions. My time frame is irrelevant - just want good co’s
Look forward to your suggestions. My time frame is irrelevant - just want good co’s
Q: Hi guys
Any of your thoughts on the Edenbrook Capital, LLC would be appreciated. As the biggest shareholder of Absolute they seem to saying management is giving the company away at the agreed takeover price.
Does this make a higher offer likely? Or a vote against the takeover.
Thanks Stuart
Any of your thoughts on the Edenbrook Capital, LLC would be appreciated. As the biggest shareholder of Absolute they seem to saying management is giving the company away at the agreed takeover price.
Does this make a higher offer likely? Or a vote against the takeover.
Thanks Stuart
Q: Peter; Someone step on Crox this am? Thanks.rod
Q: Hey guys, my dad is 78, what would be your top 3 Vanguard’s value ETF recommendations ?
thank you !
thank you !
Q: A general question.
What happens if shareholders don't vote in the annual meeting's voting ballot that we receive from companies in our mail?
Mostly it's about board elections, approving executive pays, approving the auditing company and a few other shareholder proposals that we are not fully aware of and it consumes quiet a bit of our time on voting as sometimes there are 15 or more questions.
If we don't submit our vote is it considered as voted as per management recommendations or management gets to vote on our behalf or its considered abstain ?
What happens if shareholders don't vote in the annual meeting's voting ballot that we receive from companies in our mail?
Mostly it's about board elections, approving executive pays, approving the auditing company and a few other shareholder proposals that we are not fully aware of and it consumes quiet a bit of our time on voting as sometimes there are 15 or more questions.
If we don't submit our vote is it considered as voted as per management recommendations or management gets to vote on our behalf or its considered abstain ?
Q: Pfizer Inc is planning to raise $31 billion through its largest debt offering to finance its proposed acquisition of Seagen Inc, the drugmaker said late on Tuesday.
Could I get your opinion? Lot of money.
Could I get your opinion? Lot of money.
Q: HI 5i ,
I ama DYI retired investor, looking to add a few covered call ETF's to my TFSA, do you have a favorite what are your thoughts in this realm for added dividend income?
Thanks P
I ama DYI retired investor, looking to add a few covered call ETF's to my TFSA, do you have a favorite what are your thoughts in this realm for added dividend income?
Thanks P
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Hi 5i,
what Brookfield entity has the largest exposure to Oaktree?
Is it BAM or BN or something else?
With credit markets tightening would you consider Mr. Marks skills as an incredible advantage for Brookfield?
thanks
what Brookfield entity has the largest exposure to Oaktree?
Is it BAM or BN or something else?
With credit markets tightening would you consider Mr. Marks skills as an incredible advantage for Brookfield?
thanks
Q: I would like to increase my health care sector and am considering adding to ABBV or start a new position in PFE. The valuation of PFE looks good in comparison. For a long term hold in a LIF, which one would you select? Thanks
Gary
Gary
Q: WHAT INVESTMENTS CANNOT BE BOUGHT FOR THE TAX FREE SAVINGS ACCOUNT (TFSA) ?
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Alphabet Inc. (GOOG)
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NVIDIA Corporation (NVDA)
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The Walt Disney Company (DIS)
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The Trade Desk Inc. (TTD)
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Zscaler Inc. (ZS)
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CrowdStrike Holdings Inc. (CRWD)
Q: Hi 5i team,
I’m thinking of selling a few stocks at a loss to balance out capital gains (I trimmed NVDA since my stock position got too high). I can cover an equivalent loss by selling two (or a combination of all 3) of the following stocks: DIS, TTD and CRWD. I bought all 3 at a much higher price. CRWD and TTD have had a nice bounce and I’m thinking that the near term environment of debt ceiling and sell in May could be a good time to take losses. I’m wondering if you have other items I should consider related to selling now versus later this year? If later, what would be a good time to consider?
I have other similar tech stocks such as GOOG and ZS and I’m wondering if I should consider another proxy for any or not bother? And I’m also wondering about re-buying at a reasonable entry point after 30 days for any of the 3 or simply move on?
I’d appreciate any insights you could provide.
Thanks as always,
Lisa
I’m thinking of selling a few stocks at a loss to balance out capital gains (I trimmed NVDA since my stock position got too high). I can cover an equivalent loss by selling two (or a combination of all 3) of the following stocks: DIS, TTD and CRWD. I bought all 3 at a much higher price. CRWD and TTD have had a nice bounce and I’m thinking that the near term environment of debt ceiling and sell in May could be a good time to take losses. I’m wondering if you have other items I should consider related to selling now versus later this year? If later, what would be a good time to consider?
I have other similar tech stocks such as GOOG and ZS and I’m wondering if I should consider another proxy for any or not bother? And I’m also wondering about re-buying at a reasonable entry point after 30 days for any of the 3 or simply move on?
I’d appreciate any insights you could provide.
Thanks as always,
Lisa
Q: Why is this preferred share index trading at 52 wk lows ? I believe interest rates are nearing their peak and when the numbers begin to show the recession spreading though out the economy ( rising unemployment etc.), feds may begin to ease.
Q: Can you comment on iFabric's recent financial results and business developments?
Q: current top picks in the oil and gas sector. Thanks!