Investment Q&A

Q: Why is this down so much today?

Upvote 0

Read Answer Asked by adam on December 12, 2022

• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
  • View CTS Profile
  • View Questions on CTS

Q: Converge Technology Solutions Corp. Announces Houlihan Lokey Capital, Inc and Canaccord Genuity Corp as Co-financial Advisors. Does this strongly point to a deal being considered or just part of the strategic review process.

Upvote 0

Read Answer Asked by Steve on December 12, 2022

• Brookfield Asset Management Inc Class A Limited (BAM $61.72)
  • $61.72 P/E (TTM): 45.45X Cap: $98.23B
  • View BAM Profile
  • View Questions on BAM

Q: Brookfield is being pounded today.Any idea why ?The combined companies post split are down 10%?

Upvote 0

Read Answer Asked by Kim on December 12, 2022

• Dye & Durham Limited (DND $10.72)
  • $10.72 Cap: $707M
  • View DND Profile
  • View Questions on DND
  • View Reports on DND

Q: Hello 5i,

In a December 7 question, you include DND in a list of stocks of which you write: We believe these companies fit the description of simple, predictable, strong financial position and undervalued companies: BAM.A, BNS, TFII, CSU, DND, QSR. I have a small position in DND and for me, (aside from the undervaluation) I don't feel like it fits that definition well. There is definitely something I am missing. Can you enlighten me on your logic?

Thanks

Upvote 0

Read Answer Asked by Charles on December 12, 2022

• Largo Inc. (LGO $1.83)
  • $1.83 Cap: $115M
  • View LGO Profile
  • View Questions on LGO

Q: hi,
thoughts on LGO as an investment?
cheers, chris

Upvote 0

Read Answer Asked by chris on December 12, 2022

• Karora Resources Inc. (KRR $6.70)
  • $6.70 P/E (TTM): 85.51X Cap: $1.19B
  • View KRR Profile
  • View Questions on KRR

Q: Karora down almost 10% today. Any idea why? I know it can be a higher beta stock but this is a bit much for them.

Upvote 0

Read Answer Asked by John on December 12, 2022

• Brookfield Asset Management Reinsurance Partners Ltd. Class A Exchangeable Limited Voting Shares (BAMR)
  • P/E (TTM): 3.7X Cap: $2.09B
  • View BAMR Profile
  • View Questions on BAMR

Q: What's up with BAMR today ... dropping like a stone. Think this is a buying opportunity ??

Upvote 0

Read Answer Asked by Randy on December 12, 2022

Q: Does any one able to explain the current prices of these new shares. The value of BN shares make sense but the NEW BAM shares . Maybe my math is wrong but can you explain?

Upvote 0

Read Answer Asked by Michael on December 12, 2022

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC
• iShares Core Canadian Long Term Bond Index ETF (XLB $18.64)
  • $18.64 Cap: $828M
  • View XLB Profile
  • View Questions on XLB

Q: if you would buy one bond etf in canada for growth, growth being the key word which one would it be. dave

Upvote 0

Read Answer Asked by david on December 12, 2022

• Brookfield Renewable Partners L.P. (BEP.UN $34.49)
  • $34.49 Cap: $22.96B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN

Q: Can you give any reason for this stock to be making 52 week lows? I realize that interest rates have risen but I would have thought that Brookfield could finance debt internally. Thank you for your attention.

Upvote 0

Read Answer Asked by Steven on December 12, 2022

• Anaergia Inc. (ANRG $1.34)
  • $1.34 Cap: $231M
  • View ANRG Profile
  • View Questions on ANRG

Q: What is your view of the company after the latest results. The market appeared to like it.
Appreciate your insight, Peter

Upvote 0

Read Answer Asked by Peter on December 12, 2022

• Saputo Inc. (SAP $31.33)
  • $31.33 Cap: $12.46B
  • View SAP Profile
  • View Questions on SAP

Q: Further to your answer today to my question, given the valuation, do you think SAP is a sell?

Thanks,

Upvote 0

Read Answer Asked by Liping on December 12, 2022

• Insperity Inc. (NSP $53.13)
  • $53.13 P/E (TTM): 29.88X Cap: $1.69B
  • View NSP Profile
  • View Questions on NSP
• Crocs Inc. (CROX $74.62)
  • $74.62 P/E (TTM): 6.44X Cap: $4.17B
  • View CROX Profile
  • View Questions on CROX
• Axon Enterprise Inc. (AXON $856.69)
  • $856.69 P/E (TTM): 208.91X Cap: $68.37B
  • View AXON Profile
  • View Questions on AXON
• MEDIFAST INC (MED $12.82)
  • $12.82 Cap: $140M
  • View MED Profile
  • View Questions on MED
• InMode Ltd. (INMD $14.10)
  • $14.10 Cap: $999M
  • View INMD Profile
  • View Questions on INMD
• Digital Turbine Inc. (APPS $4.36)
  • $4.36 Cap: $508M
  • View APPS Profile
  • View Questions on APPS
• Lantheus Holdings Inc. (LNTH $54.45)
  • $54.45 P/E (TTM): 14.78X Cap: $3.73B
  • View LNTH Profile
  • View Questions on LNTH
• Sensus Healthcare Inc. (SRTS $3.34)
  • $3.34 P/E (TTM): 51.25X Cap: $87M
  • View SRTS Profile
  • View Questions on SRTS
• Shoals Technologies Group Inc. (SHLS $4.81)
  • $4.81 P/E (TTM): 39.15X Cap: $791M
  • View SHLS Profile
  • View Questions on SHLS

Q: Hello 5i,

Can you please recommend 5 US small Caps other than Apps or Inmode for a January bounce?

Thank you
Debbie and Jerry

Upvote 0

Read Answer Asked by Jerry on December 12, 2022

• Costco Wholesale Corporation (COST $982.51)
  • $982.51 P/E (TTM): 56.57X Cap: $433.47B
  • View COST Profile
  • View Questions on COST
• Microsoft Corporation (MSFT $521.36)
  • $521.36 P/E (TTM): 40.6X Cap: $3.87T
  • View MSFT Profile
  • View Questions on MSFT
• Visa Inc. (V $333.84)
  • $333.84 P/E (TTM): 34.14X Cap: $644.23B
  • View V Profile
  • View Questions on V
• Constellation Software Inc. (CSU $4,715.00)
  • $4,715.00 P/E (TTM): 98.64X Cap: $98.54B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Thomson Reuters Corporation (TRI $251.25)
  • $251.25 P/E (TTM): 37.78X Cap: $112.48B
  • View TRI Profile
  • View Questions on TRI
• Vanguard All-Equity ETF Portfolio (VEQT $49.56)
  • $49.56 P/E (TTM): 4.23X Cap: $7.94B
  • View VEQT Profile
  • View Questions on VEQT
• Brookfield Asset Management Inc Class A Limited (BAM $61.72)
  • $61.72 P/E (TTM): 45.45X Cap: $98.23B
  • View BAM Profile
  • View Questions on BAM

Q: I am looking recommendation for a solid long term Canadian growth stock, that one can largely purchase and forget it. This is for my grandchildren's portfolios which currently have a core holding of VEQT and small satellite positions in MICROSOFT, COSTCO and Visa. The portfolios are expected to be held for a very long time. I do monitor the positions currently on a quarterly basis.

Any thoughts on this approach and possible securities that would fit the bill?

Upvote 0

Read Answer Asked by Terry on December 12, 2022

• Stantec Inc. (STN $150.95)
  • $150.95 P/E (TTM): 45.31X Cap: $17.05B
  • View STN Profile
  • View Questions on STN
  • View Reports on STN
• Colliers International Group Inc. Subordinate Voting Shares (CIGI $217.07)
  • $217.07 P/E (TTM): 55.1X Cap: $10.85B
  • View CIGI Profile
  • View Questions on CIGI
• FirstService Corporation (FSV $272.55)
  • $272.55 P/E (TTM): 63.19X Cap: $12.42B
  • View FSV Profile
  • View Questions on FSV
  • View Reports on FSV
• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
  • View TCN Profile
  • View Questions on TCN
  • View Reports on TCN
• goeasy Ltd. (GSY $199.47)
  • $199.47 P/E (TTM): 12.23X Cap: $3.35B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Real Matters Inc. (REAL $5.47)
  • $5.47 P/E (TTM): 203.33X Cap: $405M
  • View REAL Profile
  • View Questions on REAL
  • View Reports on REAL
• Trisura Group Ltd. (TSU $42.92)
  • $42.92 P/E (TTM): 18.21X Cap: $1.97B
  • View TSU Profile
  • View Questions on TSU
  • View Reports on TSU

Q: I have REAL in both my TSFA and non-registered accounts. I would like to get rid of it from my non-registered account. Could you suggest a replacement (I do not plan to repurchase it? Do you suggest selling it from the TFSA or waiting for it to turn around a bit?

Upvote 0

Read Answer Asked by Mary on December 12, 2022

Q: Please explain "the Santa Claus Rally" and the period of time it generally occurs.

Upvote 0

Read Answer Asked by Del on December 12, 2022

• Terran Orbital Corporation (LLAP)
  • Cap: $51M
  • View LLAP Profile
  • View Questions on LLAP

Q: Hi guys
Could you give me run down on this co. I bought high in my tfsa, down a lot, in your opinion would this co. possible be a hold .what do think could be bottom price for the stock price
Bob

Upvote 0

Read Answer Asked by bob on December 12, 2022

• PagerDuty Inc. (PD $15.28)
  • $15.28 Cap: $1.43B
  • View PD Profile
  • View Questions on PD

Q: Can I get your analysis of PagerDuty? Is it a buy at these levels? Thank-you.

Upvote 0

Read Answer Asked by Antonio on December 12, 2022

• Enthusiast Gaming Holdings Inc. (EGLX $0.13)
  • $0.13 Cap: $19M
  • View EGLX Profile
  • View Questions on EGLX
  • View Reports on EGLX

Q: Hello 5i Team
I have a same position in the above stock do you recommend that I hold on to them or move to something else. Where is there more upside in 2023 ?
Thanks

Upvote 0

Read Answer Asked by claudio on December 12, 2022

• Starbucks Corporation (SBUX $91.40)
  • $91.40 P/E (TTM): 32.24X Cap: $103.46B
  • View SBUX Profile
  • View Questions on SBUX
• Flow Beverage Corp. Subordinate Voting Shares (FLOW $0.06)
  • $0.06 Cap: $4M
  • View FLOW Profile
  • View Questions on FLOW

Q: FLOW What is your assessment of this company. Does it have potential at these levels?

Upvote 0

Read Answer Asked by Marie on December 12, 2022