Q: Hammond getting whacked again after earnings. Is it because of the lower backlog, share based comp, lower gross margins? All of the above? What are your thoughts going forward? Its had a nice run since the April lows. Would you add here or wait? Have a 2.15% position in the name after the drop today. Thanks!
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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: Hi 5i, this stock always trades the same, slow escalator up, earning release: "Net earnings of $13.4 million in the quarter, significantly impacted by share-based compensation.", and then it takes the elevator down.
Please provide review of results and whether it is still holdable or are there better options.
Thx
Please provide review of results and whether it is still holdable or are there better options.
Thx
Q: What are the estimates for upcoming Q on July 24.Despite not u style,is it buyable prior to Q release?.Also what is a good entry point? Txs for u usual great services & advices
Q: Any thought on the negative momentum of Late? Any concerns? Thanks Larry
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Celestica Inc. (CLS $233.29)
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TerraVest Industries Inc. (TVK $166.75)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $115.57)
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Vitalhub Corp. (VHI $13.21)
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EnerSys (ENS $94.05)
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Lumina Gold Corp. (LUM $1.26)
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DigitalOcean Holdings Inc. (DOCN $28.80)
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Cellebrite DI Ltd. (CLBT $14.32)
Q: Terravest, Celestica, Lumine, Vitalhub, Hammond power solutions and several other stocks have already been discovered by the market, with their share prices reflecting that momentum over time. In your opinion, could you name 2-3 stocks US and CAN that are still under the radar and have strong potential to surge once they're discovered by the broader market? Thank you for your excellent service and insightful guidance.
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $138.53)
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Dollarama Inc. (DOL $186.59)
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WSP Global Inc. (WSP $287.34)
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Descartes Systems Group Inc. (The) (DSG $147.48)
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FirstService Corporation (FSV $274.26)
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TFI International Inc. (TFII $128.13)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $115.57)
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Brookfield Corporation Class A Limited Voting Shares (BN $92.66)
Q: Good morning, These stocks have shown strong returns over the past 5 and 10 years. In your opinion, and looking ahead at the next 3-5+ years, which order might you choose to buy today? Please also indicate if any of these might still be a 'hold' for now.
Thank you for the service!
Thank you for the service!
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Dollarama Inc. (DOL $186.59)
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goeasy Ltd. (GSY $184.40)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $115.57)
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Zedcor Inc. (ZDC $4.16)
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kneat.com inc. (KSI $5.60)
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WELL Health Technologies Corp. (WELL $4.68)
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Celestica Inc. (CLS $170.22)
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Galaxy Digital Inc. Class A common stock (GLXY $41.93)
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Propel Holdings Inc. (PRL $36.34)
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D2L Inc. Subordinate Voting Shares (DTOL $15.17)
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Brookfield Corporation Class A Limited Voting Shares (BN $92.66)
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Luca Mining Corp. (LUCA $1.61)
Q: April 28th you answered Kevin ranking these stocks in this order, there has been news on some, any changes you'd make to your guess?
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $115.57)
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Kraken Robotics Inc. (PNG $3.49)
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kneat.com inc. (KSI $5.60)
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MDA Space Ltd. (MDA $41.04)
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Lumine Group Inc. (LMN $54.26)
Q: Dear 5i
Which one of the above five stocks would be your preference for in a TFSA account ?
What would be your overall order of preference ?
Thanks
Bill C
Which one of the above five stocks would be your preference for in a TFSA account ?
What would be your overall order of preference ?
Thanks
Bill C
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goeasy Ltd. (GSY $184.40)
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Enterprise Group Inc. (E $1.70)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $115.57)
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Zedcor Inc. (ZDC $4.16)
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Vitalhub Corp. (VHI $13.21)
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Galaxy Digital Inc. Class A common stock (GLXY $41.93)
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Cellebrite DI Ltd. (CLBT $14.32)
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Propel Holdings Inc. (PRL $36.34)
Q: I hold positions in all of these companies and I have some money to put into the market. Could you rate these in terms of which positions you would add to given the potential for total rate of returns given their current stock price, business model tailwinds, risk vs reward etc.
Conversely, if you would rate these as a hold then feel free to mention that as well. Thx.
Conversely, if you would rate these as a hold then feel free to mention that as well. Thx.
Q: Team; HPS.A has finally gathered some price momentum, would you consider this stock a buy at current prices?
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Kinaxis Inc. (KXS $208.47)
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Premium Brands Holdings Corporation (PBH $89.02)
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Savaria Corporation (SIS $19.75)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $115.57)
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WELL Health Technologies Corp. (WELL $4.68)
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CCL Industries Inc (CCLA)
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Boyd Group Services Inc. (BYD $197.12)
Q: I am considering consolidating some of the listed companies because I have small positions in them. Do you have 2 or 3 favorites for a long term hold.
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TFI International Inc. (TFII $128.13)
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Premium Brands Holdings Corporation (PBH $89.02)
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Savaria Corporation (SIS $19.75)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $115.57)
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CCL Industries Inc (CCLA)
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Boyd Group Services Inc. (BYD $197.12)
Q: Hi. Of the 6 listed companies, which 3 are your favorites for a long term hold. I am trying to consolidate smaller positions so that I have less stocks.
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Salesforce Inc. (CRM $269.11)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $115.57)
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ServiceNow Inc. (NOW $968.79)
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kneat.com inc. (KSI $5.60)
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Vitalhub Corp. (VHI $13.21)
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Construction Partners Inc. (ROAD $105.44)
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Synopsys Inc. (SNPS $601.55)
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Galaxy Digital Inc. Class A common stock (GLXY $41.93)
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Shift4 Payments Inc. Class A (FOUR $106.81)
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Genius Sports Limited (GENI $10.64)
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Cellebrite DI Ltd. (CLBT $14.32)
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Sportradar Group AG (SRAD $28.51)
Q: How would you rate these for holding in the SMID Growth section of a portfolio (A couple may not be SMID, which means they just may not be forever keepers for me) - I hold all except SNPS and NOW, which I've been watching, and I’m thinking of consolidating into 6-8 positions, but could keep more. I'm considering 3-4 for shorter-term growth, 1-3 years, 3-4 for longer-term growth, 5-10 years. Please order from most conviction to least with a preference to Shorter (S) or longer(L) or either (E). Thanks!
SNPS, NOW, GLXY, KSI, FOUR, ROAD, CLBT, CRM, HPS.A, VHI, GENI, SRAD
SNPS, NOW, GLXY, KSI, FOUR, ROAD, CLBT, CRM, HPS.A, VHI, GENI, SRAD
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $115.57)
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Hammond Manufacturing Company Limited Class A Subordinate Voting Shares (HMM.A $9.70)
Q: Your opinion and recommendations on these Hammond companies, please.
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Amazon.com Inc. (AMZN $231.44)
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Alphabet Inc. (GOOG $194.08)
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Salesforce Inc. (CRM $269.11)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $115.57)
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Celestica Inc. (CLS $170.22)
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Construction Partners Inc. (ROAD $105.44)
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Valhi Inc. (VHI $17.75)
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Galaxy Digital Inc. Class A common stock (GLXY $41.93)
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Shift4 Payments Inc. Class A (FOUR $106.81)
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Cellebrite DI Ltd. (CLBT $14.32)
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Propel Holdings Inc. (PRL $36.34)
Q: How would you rate buying these growth stocks today for a 3 -year hold?
Amzn, goog, VHI, PRL, CLS , HPS.a , GLXY, VHI, FOUR, ROAD , CRM, CLBT
Amzn, goog, VHI, PRL, CLS , HPS.a , GLXY, VHI, FOUR, ROAD , CRM, CLBT
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Firan Technology Group Corporation (FTG $11.70)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $115.57)
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Kraken Robotics Inc. (PNG $3.49)
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Zedcor Inc. (ZDC $4.16)
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kneat.com inc. (KSI $5.60)
Q: For fun, a year from now what order will these stocks be in based on price appreciation, would your answer change if it was a 3 year term?
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Sylogist Ltd. (SYZ $9.81)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $115.57)
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kneat.com inc. (KSI $5.60)
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Goosehead Insurance Inc. (GSHD $87.62)
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Galaxy Digital Inc. Class A common stock (GLXY $41.93)
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Shift4 Payments Inc. Class A (FOUR $106.81)
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Palantir Technologies Inc. (PLTR $158.80)
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Applovin Corporation (APP $364.14)
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Cantaloupe Inc. (CTLP $11.08)
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Genius Sports Limited (GENI $10.64)
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Sportradar Group AG (SRAD $28.51)
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D2L Inc. Subordinate Voting Shares (DTOL $15.17)
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Symbotic Inc. (SYM $52.99)
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Nebius Group N.V. (NBIS $51.37)
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DeFi Technologies Inc. (DEFI)
Q: Please rank the following US and CAN names in order of preference today for a growth oriented investor.
US: NBIS, GSHD, SYM, CTLP, FOUR, SRAD, PLTR, APP, GENI
CAN: KSI, HPS.A, GLXY, DTOL, SYZ, DEFI
Thank you!
US: NBIS, GSHD, SYM, CTLP, FOUR, SRAD, PLTR, APP, GENI
CAN: KSI, HPS.A, GLXY, DTOL, SYZ, DEFI
Thank you!
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NexGen Energy Ltd. (NXE $10.01)
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Alphabet Inc. (GOOG $194.08)
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NVIDIA Corporation (NVDA $173.50)
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Sea Limited American Depositary Shares each representing one Class A (SE $157.71)
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Celestica Inc. (CLS $233.29)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $170.62)
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goeasy Ltd. (GSY $184.40)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $115.57)
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Vitalhub Corp. (VHI $13.21)
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Topicus.com Inc. (TOI $192.57)
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Propel Holdings Inc. (PRL $36.34)
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Lumine Group Inc. (LMN $54.26)
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Nebius Group N.V. (NBIS $51.37)
Q: Good Morning,
For a three year hold and potential share price appreciation through growth, in which order might you prefer to purchase the following stocks today: Nvidia, Goog, Nebius, Lumine, Topicus, Vitalhub, SE, Shop, Celestica, Propel, Goeasy, Nexgen, Hammond Power. Thank you. Brad
For a three year hold and potential share price appreciation through growth, in which order might you prefer to purchase the following stocks today: Nvidia, Goog, Nebius, Lumine, Topicus, Vitalhub, SE, Shop, Celestica, Propel, Goeasy, Nexgen, Hammond Power. Thank you. Brad
Q: Hi 5i, thoughts on yesterday's quarter and forward looking estimates? Would you be a buyer at these levels and have any analyst estimates changed? Also could you provide updated valuation metrics that you like or didn’t like. Thx.
Q: Good Morning
Your opinion please on Hammond’s lates test quarter and the ongoing issue of share based compensation.
Thank you
Your opinion please on Hammond’s lates test quarter and the ongoing issue of share based compensation.
Thank you