Q: Could you please comment on the results and status of SBC. 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.
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Celestica Inc. (CLS)
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Kinaxis Inc. (KXS)
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TerraVest Industries Inc. (TVK)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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WELL Health Technologies Corp. (WELL)
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Topicus.com Inc. (TOI)
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Propel Holdings Inc. (PRL)
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Lumine Group Inc. (LMN)
Q: i hold a number of these small cap names. I do not hold CLS or TVK. At current pricing what order would you add to these names, what names do you think are very attractively priced right now?
Thanks
Tim
Thanks
Tim
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Celestica Inc. (CLS)
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Sleep Country Canada Holdings Inc. (ZZZ)
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TerraVest Industries Inc. (TVK)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
Q: If you owned sleep country shares would you sell now or continue to hold with the hope another company steps in with a higher offer than fairfax? If selling is the answer could you suggest some of your current top ideas for reinvesting? I’m a buy and hold for the long term investor with a moderate tolerance to risk and like to own high quality companies. Thank you
Q: I wonder if HPS' compensation policy includes SBC annually. If that's the case and we look at the stock's performance over the past 3 years, the stock was $12. in 2022. If the options are vested after 3 years as is often the case or worse if vested 5 years is'nt there a danger of putting a lid on the stock price until the options are totally vested and cashed? I'm worried that the money invested in the past year will be dead money no matter what PE shows. Right or wrong?
Q: Hi, Could you please provide street estimates for the upcoming quarter. Thank You
Q: Is this a good time to initiate a position. If not, what is a good entry price. It will be a long term hold.
Thank you
Thank you
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lululemon athletica inc. (LULU)
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EQB Inc. (EQB)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Crocs Inc. (CROX)
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Vertiv Holdings LLC Class A (VRT)
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Celsius Holdings Inc. (CELH)
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Propel Holdings Inc. (PRL)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Hi Team,
I was looking at adding to either Bn, PRL , Eqb, or HPS.A. Or possibly a new purchase of Lulu for a recovery play here . Could you please rank these names in order which you would prefer to buy today for long term capital appreciation? If you feel there are better opportunities you prefer buying today ideas would be appreciated . Thanks
Shane
I was looking at adding to either Bn, PRL , Eqb, or HPS.A. Or possibly a new purchase of Lulu for a recovery play here . Could you please rank these names in order which you would prefer to buy today for long term capital appreciation? If you feel there are better opportunities you prefer buying today ideas would be appreciated . Thanks
Shane
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CGI Inc. Class A Subordinate Voting Shares (GIB.A)
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Fortis Inc. (FTS)
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Restaurant Brands International Inc. (QSR)
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Celestica Inc. (CLS)
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Exchange Income Corporation (EIF)
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TerraVest Industries Inc. (TVK)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
Q: I was doing a high level look at my portfolio in terms of recent vs 3, 5, and 10 yr CAGR and saw what I expected from stellar performers like CSU, TRI, WSP, IFC and DSG. What surprised me was seemingly declining longer term performance (ie pre-dating interest rate changes) from FTS, QSR, GIB.A, and EIF. The balance of the portfolio is holding it’s own or is cyclical or I can see a path to renewed growth/performance. Are the four named really lagging or am I looking at the wrong metrics? If you agree they might be considered to be faltering versus past performance can you suggest “growthier” replacements without going too far out the risk scale? Thank you.
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WSP Global Inc. (WSP)
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TFI International Inc. (TFII)
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ATS Corporation (ATS)
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Thomson Reuters Corporation (TRI)
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Exchange Income Corporation (EIF)
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Cargojet Inc. Common and Variable Voting Shares (CJT)
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TerraVest Industries Inc. (TVK)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Carpenter Technology Corporation (CRS)
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Comfort Systems USA Inc. (FIX)
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ADF Group Inc. Subordinate Voting Shares (DRX)
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Trane Technologies plc (TT)
Q: Hello 5i...with respect to Cdn Industrials...I am looking to consolidate 9 positions into 6 to 7 holdings...thaey are ( largest to smaillest holding ) WSP, TFII, EIF, ATS, CJT, HPS.A, TRI, TVK, DRX, I am looking for some sort of combo of stable growth ( I have good gains in WSP and TFII and will hold, but could trim ) and potential exceptional growth. Would appreciate if you could rank based on growth and how you might see a consolidation effort for these.
One option being considered is to move completely out of CJT and /or ATS to US industrials and looking at potentials FIX or TT... would like your opinion on this move and if you have preference for one or another suggested potential US industrial ( I already hold AXON )
thanks/Art
One option being considered is to move completely out of CJT and /or ATS to US industrials and looking at potentials FIX or TT... would like your opinion on this move and if you have preference for one or another suggested potential US industrial ( I already hold AXON )
thanks/Art
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Celestica Inc. (CLS)
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TerraVest Industries Inc. (TVK)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Crocs Inc. (CROX)
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Celsius Holdings Inc. (CELH)
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Cellebrite DI Ltd. (CLBT)
Q: If you believe there is a rotation happening in the market from mega caps and the direction of interest rates is lower (speculation US rate cute in september), what are your favorite CDN and US names (2-3 names each) that may outperform in that environment?
Thanks as always,
Dave
Thanks as always,
Dave
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Celestica Inc. (CLS)
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Precision Drilling Corporation (PD)
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Calfrac Well Services Ltd. (CFW)
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TerraVest Industries Inc. (TVK)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
Q: Calfrac Well Services crossed my screen. Can you give me an in depth analysis in this stock, insider buying, financial ratios, management , and industry. Will it ever catch up to Precision Drilling’s success? what do you like or dislike about it ? Buy , sell or hold?
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ATS Corporation (ATS)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Docebo Inc. (DCBO)
Q: I am down on these 3 stocks. Do you see a positive future on them anytime soon?
Q: Going into earnings do you think that Hammond Power solutions is a safe hold.
I recently hold a 5% position at 103.00.
Thanks
I recently hold a 5% position at 103.00.
Thanks
Q: Hello, I've been keeping an eye on hps.a for a while now and I'm considering getting in. With its earnings report approaching on the 25th, I'm wondering if I should wait until after the report is released before making a move. Would appreciate any advice you can offer. Thank you!
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Eaton Corporation PLC (ETN)
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Rockwell Automation Inc. (ROK)
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Enbridge Inc. (ENB)
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Brookfield Renewable Partners L.P. (BEP.UN)
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Hydro One Limited (H)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Hammond Manufacturing Company Limited Class A Subordinate Voting Shares (HMM.A)
Q: Electrification seems to be a big theme going forward. Can you suggest some companies, large and small cap, and any utilities that stand to benefit the most from this . I would assume Hammond would be a beneficiary.
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Topicus.com Inc. (TOI)
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Lumine Group Inc. (LMN)
Q: Please comment on the recent big price swing in SHOP , HPS . I want to add either LMN or TOI , which one offer better return ? Thanks for your excellent service.
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Constellation Software Inc. (CSU)
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Intact Financial Corporation (IFC)
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Stella-Jones Inc. (SJ)
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Celestica Inc. (CLS)
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Descartes Systems Group Inc. (The) (DSG)
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BRP Inc. Subordinate Voting Shares (DOO)
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Thomson Reuters Corporation (TRI)
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EQB Inc. (EQB)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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ADF Group Inc. Subordinate Voting Shares (DRX)
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Topicus.com Inc. (TOI)
Q: I have a large (15-20%) holding in CSU, as it has grown really well. They say to keep running with your winners; as I continue investing, would it be better to continue slowly adding to my CSU position, or to work on diversifying my portfolio? If diversify, I am obviously looking for other stocks that will compound at a high level over the long term. At today's valuations, in which order would 5i recommend buying these other stocks? Similarly, to diversify, does it make sense to sell some CSU to reinvest in any of these other stocks? Thank you so much!
Q: Recently wide fluctutions.SBCseems to be main issue.What is a good price to start a position Or better to wait till Q report. Txs for U usual geart sevce & opinions
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Hammond Manufacturing Company Limited Class A Subordinate Voting Shares (HMM.A)
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ADF Group Inc. Subordinate Voting Shares (DRX)
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Boyd Group Services Inc. (BYD)
Q: I have narrowed down 4 choices of Industrials to add to my portfolio: DRX, HMM.A, HPS.A and BYD. The reason is they are all currently under valued compared to fair value according to Morningstar.
Please rate these 4 in descending order of confidence. Preference is growth in the next 3-5 years. And also please include suggested entry price. Thank you very much.
Please rate these 4 in descending order of confidence. Preference is growth in the next 3-5 years. And also please include suggested entry price. Thank you very much.
Q: Follow up on your SBC comment on HPS:
there is nothing in the SBC situation that should be of any surprise here. If options are granted then there are consequences.
My point is: management is fully aware already of SBC impact so why would they wait for quarterly results with disclosure?
Don’t they have a duty to disclose material information impact ahead of the results?
there is nothing in the SBC situation that should be of any surprise here. If options are granted then there are consequences.
My point is: management is fully aware already of SBC impact so why would they wait for quarterly results with disclosure?
Don’t they have a duty to disclose material information impact ahead of the results?