Q: hi, can I get your latest thoughts on Parex please? do you think this is a buy, sell or hold?
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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: what is the chance of a higher bid coming in?
Q: In response to a request to rank 14 prescribed stocks, you ranked KSI at the top of the list just behind SHOP, and both KSI and VHi ahead of LMN. Knowing your positive view of LMN, I would appreciate your rationale for rating the two health services stocks so highly. Was it the 3-4 year timeframe?
Thank you,
Thank you,
Q: 1. Could you please provide the link to the blog you recently wrote about CSU.
2. Looking at historical data, CSU was trading at a lower P/E a few years back and more recently hit 120 - double the historical standard of a few years back (prior to 2021). In fact, back in late 2021 the P/E of CSU hit approximately 120, only to return to its historical standard (before starting this new leg up). Is it possible that the stock is resetting itself? A P/E of 120 is fairly high for most companies and it still trades in mid 80s even after this recent drop. Thoughts? Does CSU deserve a P/E of about 120? I am trying to decide if I should add to this stock OR wait a little longer. Thanks.
2. Looking at historical data, CSU was trading at a lower P/E a few years back and more recently hit 120 - double the historical standard of a few years back (prior to 2021). In fact, back in late 2021 the P/E of CSU hit approximately 120, only to return to its historical standard (before starting this new leg up). Is it possible that the stock is resetting itself? A P/E of 120 is fairly high for most companies and it still trades in mid 80s even after this recent drop. Thoughts? Does CSU deserve a P/E of about 120? I am trying to decide if I should add to this stock OR wait a little longer. Thanks.
Q: Is Nvidia and PLG a buy?
Q: Good morning all at 5i: I need to invest more in utilities and my attention drawn to an article that says POR has been left behind in rally and has lots to offer in electricity demand. Your thought please or would IDU etf be a better trade. Many thanks as always. Barbara
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Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $170.25)
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Element Fleet Management Corp. (EFN $36.81)
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Enghouse Systems Limited (ENGH $20.90)
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TMX Group Limited (X $52.19)
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Toromont Industries Ltd. (TIH $157.34)
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TFI International Inc. (TFII $130.01)
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Alimentation Couche-Tard Inc. (ATD $73.27)
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goeasy Ltd. (GSY $164.99)
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TerraVest Industries Inc. (TVK $144.26)
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Propel Holdings Inc. (PRL $27.52)
Q: I need to raise some capital. Please advise in what order you would sell these equities. Are there some you would not sell? I am more of a income investor.
Q: Which of the two companies are you more bullish on? Mid - Long term hold in a tfsa.
A reason please. Thank you
A reason please. Thank you
Q: Why is VitalHub so weak?
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Santacruz Silver Mining Ltd. (SCZ $2.57)
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Aris Mining Corporation (ARIS $14.52)
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ESGold Corp. (ESAU $0.89)
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Allied Gold Corporation (AAUC $25.10)
Q: Hello. What are your top five high risk/high reward junior silver stocks?
What are your top five high risk/high reward junior gold stocks?
What are your top five high risk/high reward junior gold stocks?
Q: After a nice gain on OTEX would you see switching some or all to CSU as a good move in a non-taxable account?
Thanks.
Thanks.
Q: On Sep 23 there was a question from Patrick regarding ATS and CJT where you express concern on CJT debt level yet you don’t mention the debt level on ATS which is much higher (debt/ebita ratio). Are you not concerned about ATS debt?
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Intuit Inc. (INTU $670.09)
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Salesforce Inc. (CRM $245.78)
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Constellation Software Inc. (CSU $3,897.60)
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Descartes Systems Group Inc. (The) (DSG $131.98)
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ServiceNow Inc. (NOW $912.84)
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iShares Expanded Tech-Software Sector ETF (IGV $115.62)
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Topicus.com Inc. (TOI $143.64)
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Lumine Group Inc. (LMN $41.30)
Q: What are your thoughts on how overvalued AI stocks are and what factors we should be concerned about that could cause the bubble to burst?
What are some good ideas for relatively safe stocks and etfs to hedge against a AI and tech weighted portfolio?
What are some good ideas for relatively safe stocks and etfs to hedge against a AI and tech weighted portfolio?
Q: Thoughts on GEV ?
Is there a correlation with AI which will be more and more energy-intensive?Thank You
Is there a correlation with AI which will be more and more energy-intensive?Thank You
Q: ORC.B is stated to be trading ex-dividend today but has a TSXV ‘due bills’ clause attached to its $1.00 special dividend. Would you please clarify when exactly the stock trades ex- dividend for its regular 10cent dividend and for its $1.00 special dividend?
Many thanks for your great service.
Geoff
Many thanks for your great service.
Geoff
Q: Which for a growth orientated TFSA based on secular theme, current price , and expected growth. Thanks. Derek.
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Intact Financial Corporation (IFC $267.37)
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Blackline Safety Corp. (BLN $7.47)
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Tantalus Systems Holding Inc. (GRID $3.76)
Q: Somehow i missed the change you made in the Best Stock Ideas section. When did you guys make this change? Was there an announcement? Perhaps, you could consider recording the date change (with previous picks?)
Q: 1. About your ”best stock ideas” feature: how often are the ideas refreshed? Is there a specific day in the month that the renewal happens?
2 In view of recent developments, is Constellation Software still a best idea?
Thank you for your excellent service.
2 In view of recent developments, is Constellation Software still a best idea?
Thank you for your excellent service.
Q: Wishing Mark Leonard well in his recovery and the company as it transitions to somewhat new senior management. With the software challenges and change in management have any of the senior management including Mark sold Constellation shares in the last two months?
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Sun Life Financial Inc. (SLF $85.23)
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Brookfield Wealth Solutions Ltd. Class A Exchangeable Limited Voting Shares (BNT $94.98)
Q: Which of the above two companies would you prefer to hold for a long term conservative investor?