Q: Please analyze this one. I'm in the lucky position, having it long enough, that I'm still decently positive but questioning it's future. Worth holding for awhile or moving on? Thank you.
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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: Your comments please regarding Altus Group Ltd.
Thanks.
Thanks.
Q: Can please comment on their Q2 2023 financial results? Stock popped on the news even though revenue, EBIDTA, EPS were all down y/y. Why?
Q: At today’s prices, which of ILLM and AIF would you prefer as a long term investment for quality and growth?
Q: I have a question about Altus Group Limited. In February 2022 you said “we think it is attractive in the low $50s.”. Is it even more attractive now it’s in the low $40s? If not, why not?
- Sylogist Ltd. (SYZ)
- Enghouse Systems Limited (ENGH)
- Open Text Corporation (OTEX)
- Altus Group Limited (AIF)
- TECSYS Inc. (TCS)
- Real Matters Inc. (REAL)
Q: I use my TFSA to buy and hold low-debt, cash flow positive, technology companies with good long-term growth prospects. My TFSA holdings (ENGH, OTEX, SYZ, TCS, AIF, REAL and AT, ranked by weight) total about 8% of my overall portfolio. My holdings in AT and REAL have fallen to about 1% of my overall portfolio, because of their poor performance, versus 2.5% average holding for each stock in the overall portfolio. I am considering the following options:
1. Keep both AT and REAL for a long term (10+ year) hold (i.e. do nothing)
2. Sell one and consolidate into the other for a long term hold (but which one to keep?)
3. Sell both and consolidate into my other TFSA holdings (which one(s)?)
I would welcome your thoughts with respect to each option, given there is no tax loss selling benefit in a TFSA. Thanks!
1. Keep both AT and REAL for a long term (10+ year) hold (i.e. do nothing)
2. Sell one and consolidate into the other for a long term hold (but which one to keep?)
3. Sell both and consolidate into my other TFSA holdings (which one(s)?)
I would welcome your thoughts with respect to each option, given there is no tax loss selling benefit in a TFSA. Thanks!
Q: Altus has been picking up steam lately and I am considering adding to my small holding. Do you suggest this is a good time seeing that there is some upward growth and the new CEO is relatively established? Or is there still significant risks?
- Sylogist Ltd. (SYZ)
- Enghouse Systems Limited (ENGH)
- Altus Group Limited (AIF)
- TECSYS Inc. (TCS)
- Real Matters Inc. (REAL)
Q: These six companies comprise my “Small Cap Canadian Technology” holdings. As I like their long term prospects, I am content to hold all of them for their recovery potential over the next few years. However, I would like a second opinion from you: would you agree they are all good companies worth holding, or would you switch any of them out for better quality names? If so, what would be your suggested replacements and why?
Q: What are your thoughts on ceo departure.
Q: Why the big drop? What is an attractive level to enter this one or just stay away?
- FirstService Corporation (FSV)
- TFI International Inc. (TFII)
- goeasy Ltd. (GSY)
- Altus Group Limited (AIF)
- Boyd Group Services Inc. (BYD)
Q: All five are poised for future growth via acquisitions and organic growth. I don't have a position in any. How would you rank them if you had new money to put to work for buy and hold for next 5 years for the growth part of my portfolio.
- First Capital Realty Inc. (FCR)
- Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
- Artis Real Estate Investment Trust (AX.UN)
- Crombie Real Estate Investment Trust (CRR.UN)
- Granite Real Estate Investment Trust (GRT.UN)
- InterRent Real Estate Investment Trust (IIP.UN)
- NorthWest Healthcare Properties Real Estate Investment Trust (NWH.UN)
- Summit Industrial Income REIT (SMU.UN)
- BTB Real Estate Investment Trust (BTB.UN)
- Altus Group Limited (AIF)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
- Inovalis Real Estate Investment Trust (INO.UN)
- European Residential Real Estate Investment Trust (ERE.UN)
Q: Would appreciate it very much ranking the above based on your expectation of total return over 3 to 5 years period. I wish to consolidate these number into less positions. In particular I am thinking of selling FCR at a loss and perhaps add to GRT.un or one of the others,
Thanks
Thanks
Q: AIF is at its highest and has seen a significant increase of the last few months. What's causing this? Is it at risk of being overvalued and would you recommend selling, or is it a still a strong long-term hold?
Q: How would you compare Altus vs Real? Is any one preferable over the other or better to hold both? How would you compare their respective risk profile, valuation, etc ?
Many thanks
Many thanks
Q: hello 5i Research team, AIF sold its investment in REAL at 5ish dollars less than two years ago while they were insiders and had a representative one REAL’s board. Now that we know what happen since then. What can that tell you about AIF? Lack of vision? Certainly not a desperate need for cash. Do you « downgrade » AIF management for this?Thank you for your collaboration, Eric
Q: Is it possible that the lowering of rates will fuel values in the real estate market. What securities should be looking at if this were to be true?
Q: With Altus separating the losing Geomatics from the company this should help the bottom line I assume.Jim
Q: Can you please compare these 2 company. Which one you would prefer for a long term holding.
Thank you,
Thank you,
Q: your opinion wd be appreciated
Q: everyday i look at stocks hitting 52 week highs, and most of what i own comes from this list, 2 that have appeared lately have been altus group and home capital, what is your opinion of these 2, would you own them. dave