Q: Could you comment on the bidding for VNE and consequences of QCOM vs MG win?
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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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Apple Inc. (AAPL $254.92)
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Meta Platforms Inc. (META $715.65)
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Alphabet Inc. (GOOG $243.69)
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Microsoft Corporation (MSFT $520.47)
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The Walt Disney Company (DIS $112.31)
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Manulife Financial Corporation (MFC $45.02)
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Canadian Natural Resources Limited (CNQ $46.18)
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Descartes Systems Group Inc. (The) (DSG $135.04)
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Magna International Inc. (MG $63.40)
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Open Text Corporation (OTEX $54.01)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $230.21)
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Brookfield Infrastructure Partners L.P. (BIP.UN $48.03)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.47)
Q: Hello, a great service and learning lots from the Q&A. I have a small Canadian portfolio with MG, OTEX, CNQ, BIP.UN and MFC. And also DIS from US side. I am looking to charge it up with some growth performers over the next 5 years. How do these holdings rate and any suggestions on additions? Would you replace any of these?
Thanks for the feedback. Have a great day.
Thanks for the feedback. Have a great day.
Q: Good morning,
I would like your opinion on why this company doesn't seem to get any love from investors.? The most recent Q results look good, great insider ownership.
Sales increased 78% excluding foreign exchange impact
EBITDA growth of 225% to $15.2 million
EBITDA margin of 13.2% compared to 6.6% prior year
EPS of $0.22 compared to ($0.02) prior year
Targets annual EPS of $1.90 by F2026
Quarterly dividend of $0.10 per common share
I would like your opinion on why this company doesn't seem to get any love from investors.? The most recent Q results look good, great insider ownership.
Sales increased 78% excluding foreign exchange impact
EBITDA growth of 225% to $15.2 million
EBITDA margin of 13.2% compared to 6.6% prior year
EPS of $0.22 compared to ($0.02) prior year
Targets annual EPS of $1.90 by F2026
Quarterly dividend of $0.10 per common share
Q: thoughts on the qyarter please
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Pembina Pipeline Corporation (PPL $56.77)
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Brookfield Renewable Partners L.P. (BEP.UN $38.93)
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Magna International Inc. (MG $63.40)
Q: Hi Team,
I am currently holding PPL in a cash account for energy exposure and as one of my few dividend plays. I like the company, but I am also looking at buying either of or all 3 of MG, BAM, BEP but I would need to raise cash to do so. Over the long term (10yrs), even though PPL div is much higher, which of the names listed do you believe to have the highest potential total return? Would it be advisable to sell some PPl and diversify into one of the other names listed? If so which would you buy today, or all of them? Thanks again
I am currently holding PPL in a cash account for energy exposure and as one of my few dividend plays. I like the company, but I am also looking at buying either of or all 3 of MG, BAM, BEP but I would need to raise cash to do so. Over the long term (10yrs), even though PPL div is much higher, which of the names listed do you believe to have the highest potential total return? Would it be advisable to sell some PPl and diversify into one of the other names listed? If so which would you buy today, or all of them? Thanks again
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WSP Global Inc. (WSP $278.33)
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TFI International Inc. (TFII $128.16)
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Magna International Inc. (MG $63.40)
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Aritzia Inc. Subordinate Voting Shares (ATZ $81.19)
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Roku Inc. (ROKU $100.46)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.47)
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Topicus.com Inc. (TOI $141.49)
Q: Please rank the following for growth 10+ year investment in a TFSA.
Please include risk involved, 10 being high risk.
ATZ, LSPD, ROKU, TOI, MG, WSP, TFII
Also, would you avoid investing in LSPD if one already owned SHOP?
Thank you
Please include risk involved, 10 being high risk.
ATZ, LSPD, ROKU, TOI, MG, WSP, TFII
Also, would you avoid investing in LSPD if one already owned SHOP?
Thank you
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Dollarama Inc. (DOL $175.88)
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BRP Inc. Subordinate Voting Shares (DOO $93.35)
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Magna International Inc. (MG $63.40)
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Aritzia Inc. Subordinate Voting Shares (ATZ $81.19)
Q: Good day! Looking to add a growth position in Consumer Cyclical with either of DOO or DOL or any other you may suggest. Already own MG and ATZ. Which do you suggest and why. Thank you!
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Enbridge Inc. (ENB $67.71)
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Sun Life Financial Inc. (SLF $85.84)
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Constellation Software Inc. (CSU $3,878.27)
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Magna International Inc. (MG $63.40)
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goeasy Ltd. (GSY $161.25)
Q: Hello,
Could you please recommend a few 'set and forget' high growth stocks which would be a good fit for a RESP for the next 15-ish years?
Thanks
Could you please recommend a few 'set and forget' high growth stocks which would be a good fit for a RESP for the next 15-ish years?
Thanks
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Suncor Energy Inc. (SU $57.55)
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Enbridge Inc. (ENB $67.71)
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Tourmaline Oil Corp. (TOU $61.79)
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WSP Global Inc. (WSP $278.33)
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $61.26)
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TFI International Inc. (TFII $128.16)
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ATS Corporation (ATS $36.73)
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BRP Inc. Subordinate Voting Shares (DOO $93.35)
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Magna International Inc. (MG $63.40)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $230.21)
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Kirkland Lake Gold Ltd. (KL $49.71)
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Aritzia Inc. Subordinate Voting Shares (ATZ $81.19)
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CCL Industries Inc. Unlimited Class A Voting Shares (CCL.A $77.29)
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Topicus.com Inc. (TOI $141.49)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.24)
Q: Assuming a deflationary scenario and a continuing low interest rate environment for the next 18-24 months or so, what are your top five sectors and the top three picks within those sectors.
Many thanks for your most helpful advice.
John
Many thanks for your most helpful advice.
John
Q: I purchased Magna a few months ago based on 5i’s comments of the company. I’m down 17% in favourable market conditions. Why?
What has changed? I appreciate your service.
What has changed? I appreciate your service.
Q: Please comment on Magna's acquisition announcement today.
Thanks
Thanks
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Constellation Software Inc. (CSU $3,878.27)
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TFI International Inc. (TFII $128.16)
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Magna International Inc. (MG $63.40)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $230.21)
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goeasy Ltd. (GSY $161.25)
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Boyd Group Services Inc. (BYD $221.00)
Q: Hi 5I
We all know the importance of well managed companies and how it plays into long term success.
CSU has been one of the companies that has displayed a gold standard to this success.
In your professional opinions which other 5 companies show best management qualities for success for the long term? Regardless of sector. I'm not sure if you will be able to answer this question but thought it would be interesting even if some of the evidence is anecdotal.
Thanks
Cal
We all know the importance of well managed companies and how it plays into long term success.
CSU has been one of the companies that has displayed a gold standard to this success.
In your professional opinions which other 5 companies show best management qualities for success for the long term? Regardless of sector. I'm not sure if you will be able to answer this question but thought it would be interesting even if some of the evidence is anecdotal.
Thanks
Cal
Q: Which stock would you add new money to. Both are down recently
Q: In my TFSA, which one would you suggest for long term growth.
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Constellation Software Inc. (CSU $3,878.27)
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Brookfield Renewable Partners L.P. (BEP.UN $38.93)
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WSP Global Inc. (WSP $278.33)
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TFI International Inc. (TFII $128.16)
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Magna International Inc. (MG $63.40)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.47)
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Boyd Group Services Inc. (BYD $221.00)
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Dye & Durham Limited (DND $7.63)
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Topicus.com Inc. (TOI $141.49)
Q: In a registered account I own CSU, DND, LSPD, BEP.UN, MG, BYD, TFII, TOI and WSP. FI am looking for 3 new companies for a TFSA. Ideally not a company listed above. Moderate risk and a 10 year outlook.
Thanks in advance!
Thanks in advance!
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Starbucks Corporation (SBUX $79.63)
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The Walt Disney Company (DIS $112.31)
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Dollarama Inc. (DOL $175.88)
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Restaurant Brands International Inc. (QSR $94.05)
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Magna International Inc. (MG $63.40)
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Aritzia Inc. Subordinate Voting Shares (ATZ $81.19)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.47)
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Boyd Group Services Inc. (BYD $221.00)
Q: Hi Guys....great service. Looking for an undervalued stock that you think could have a big rebound in the next 6 months to 1 year...do you have a few on your radar?(US or Canada)….thinking of something at least mid-cap....thx
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Magna International Inc. (MG $63.40)
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Tesla Inc. (TSLA $429.44)
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BYD Co - Class H (BYDDF $14.03)
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NIO Inc. American depositary shares each representing one Class A (NIO $7.53)
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Blink Charging Co. (BLNK $2.35)
Q: Hi, What is your recommend for 5 stocks for EV or supplier for Electrical Vehicle?
thanks. Jean Guy
thanks. Jean Guy
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Enbridge Inc. (ENB $67.71)
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Sun Life Financial Inc. (SLF $85.84)
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Stella-Jones Inc. (SJ $80.93)
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TMX Group Limited (X $50.99)
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Magna International Inc. (MG $63.40)
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goeasy Ltd. (GSY $161.25)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $28.56)
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Enthusiast Gaming Holdings Inc. (EGLX $0.08)
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Topicus.com Inc. (TOI $141.49)
Q: Of the listed which 2 would you think have the greatest growth potential for a TFSA account over the next 5 years ? Could you suggest list any two others which you might think have better potential irrespective of sector.
Thanks
Jeff
Thanks
Jeff
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SNC-Lavalin Group Inc. (SNC)
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WSP Global Inc. (WSP $278.33)
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Magna International Inc. (MG $63.40)
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Brookfield Infrastructure Partners L.P. (BIP.UN $48.03)
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iShares Global Infrastructure Index ETF (CIF $58.61)
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Global X U.S. Infrastructure Development ETF (PAVE $48.00)
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iShares U.S. Infrastructure ETF (IFRA $53.46)
Q: I am looking for an etf or stock that might run with Biden’s infrastructure deal. I found PAVE but it seems to have already run up a lot. Do you think it has more room to run? Any other suggestions for ETFs or stocks - maybe BIP.un?
Thanks for your great service
Thanks for your great service
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Freeport-McMoRan Inc. (FCX $44.07)
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $76.76)
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Magna International Inc. (MG $63.40)
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Materials Select Sector SPDR (XLB $89.83)
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Boyd Group Services Inc. (BYD $221.00)
Q: Hi Peter, Ryan, and Team,
Portfolio Analytics indicates that we're overexposed to the Consumer Cyclical Sector. Please rank the above three stocks from "sell some shares first" to "sell some shares last" so that we can free up some cash to put in the Materials sector, which is presently underrepresented. What are your favourites in the Materials sector? (Either stocks or ETFs in Canada or the US.) Thanks as always.
Portfolio Analytics indicates that we're overexposed to the Consumer Cyclical Sector. Please rank the above three stocks from "sell some shares first" to "sell some shares last" so that we can free up some cash to put in the Materials sector, which is presently underrepresented. What are your favourites in the Materials sector? (Either stocks or ETFs in Canada or the US.) Thanks as always.