Q: By my calculations, OTEX is trading at 8X forward earnings and 10% FCF yield. At current price it has a 3.5% dividend yield. According to TD Cowen's analysis the stock could see a 33% return over the next 12 months if it meets the low end of its forecast. So why are all the buy side analysts downgrading the stock or maintaining their hold rating? Isn’t it time to buy when there's blood on the street and you feel sick in your stomach? Has anything changed in its business fundamentals?
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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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Hemisphere Energy Corporation (HME)
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Imperial Oil Limited (IMO)
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Canadian Natural Resources Limited (CNQ)
Q: Our 3 OG names; how were the earnings and guidance from CNQ & IMO; just 1 day but IMO took a hit on Friday after anouncing #s that seemed to be good. Thank you.
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WSP Global Inc. (WSP)
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TFI International Inc. (TFII)
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Thomson Reuters Corporation (TRI)
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Axon Enterprise Inc. (AXON)
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Jacobs Solutions Inc. (J)
Q: I'm looking to close a gap in my non-registered portfolio in the Industrial Sector. I'm not too concerned about industry. I'm looking for some reasonably priced options that you guys like that have good growth potential, but also pay a (growing) dividend. My intention is a long-term buy and hold. Would you please recommend your top 3 Cdn and top 3 US "likes" and rank order purchase preference from 1 to 6 (with 1 being your top pick) and any rationale for your choices that you think might be helpful to my decision making process. Thank you and thanks (yet) again for your excellent service.
Q: Hi Team,
I am watching BKNG sail up into that stratosphere...kicking myself for not buying this name long ago. Would you wait for a pullback here? I am hesitant because it seems so many "consumer" names are screaming "weakness" in the consumer spending lately. But yet it seems BKNG is bucking this trend. What's your take on this? I am afraid one of these quarters the rug will be pulled out from underneath if consumer stops travelling so much (similar to a airline). Or do you think BKNG and it's business is structured strong enough to avoid such a drop and their is still considerable upside despite it's already large size?
Thanks
Shane.
I am watching BKNG sail up into that stratosphere...kicking myself for not buying this name long ago. Would you wait for a pullback here? I am hesitant because it seems so many "consumer" names are screaming "weakness" in the consumer spending lately. But yet it seems BKNG is bucking this trend. What's your take on this? I am afraid one of these quarters the rug will be pulled out from underneath if consumer stops travelling so much (similar to a airline). Or do you think BKNG and it's business is structured strong enough to avoid such a drop and their is still considerable upside despite it's already large size?
Thanks
Shane.
Q: Dear 5i team.
The common theory of interest rates decling was long bonds would benifit most. This does not appear to be the case currently, and I've seen some not so clear responses thus far in the Q+A. Please explain in further detial, why long bonds have not performed to this expectation thus far, and what you see as a catalyst for long bonds to perform as expected with possible future declining interest rates..
Many thanks for your help.
The common theory of interest rates decling was long bonds would benifit most. This does not appear to be the case currently, and I've seen some not so clear responses thus far in the Q+A. Please explain in further detial, why long bonds have not performed to this expectation thus far, and what you see as a catalyst for long bonds to perform as expected with possible future declining interest rates..
Many thanks for your help.
Q: I tend to be a dividend growth type and depending on a businesses dependability, dividend income orientated Is BCE a hold or would it be time to move on? I find it crazy that they have made such a big purchase without giving the market some notice.
Q: If not owned would you buy any on the weakness or is it a falling knife?
Thx
Thx
Q: Given the news today and the share drop, would you be a buyer of Bell today?
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CGI Inc. Class A Subordinate Voting Shares (GIB.A)
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Celestica Inc. (CLS)
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EQB Inc. (EQB)
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Docebo Inc. (DCBO)
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Propel Holdings Inc. (PRL)
Q: Hello,
My son has saved a bit of money and expressed an interest in equity investing.
He does not value, yet, the value of "paid for" advice and has selected 5 stocks his friends have suggested.
I would appreciate the names of 4 or 5 stocks from the growth portfolio that are currently out of favor or have significant runway.
Thank you
My son has saved a bit of money and expressed an interest in equity investing.
He does not value, yet, the value of "paid for" advice and has selected 5 stocks his friends have suggested.
I would appreciate the names of 4 or 5 stocks from the growth portfolio that are currently out of favor or have significant runway.
Thank you
Q: Hello Peter,
Unless i misunderstood, the results for Topicus were good when compared to Lumine Group, yet Topicus barely moved a needle and Lumine Group actually went up .. Could this be due to Topicus European focus and investors are not as comfortable with European markets? Thanks very much
Unless i misunderstood, the results for Topicus were good when compared to Lumine Group, yet Topicus barely moved a needle and Lumine Group actually went up .. Could this be due to Topicus European focus and investors are not as comfortable with European markets? Thanks very much
Q: I have read many times in the past that it was not a good idea to buy mutual funds late in the year. Probably because of taxable distributions. Would you agree with this?
Q: If the S&P were to drop 5-7% as Fund Strat is suggesting between now and the end of November, are there any specific stocks or sectors that 5i thinks would be hurt the most.
FS has an enviable record of calling market trends accurately. And not being doom and gloomers. In fact they are still calling for further upside in total out to the end of the year.
Of course no one is right all the time. But I have been looking to raise some cash and this might be a good time to do so.
Thank you for your help.
FS has an enviable record of calling market trends accurately. And not being doom and gloomers. In fact they are still calling for further upside in total out to the end of the year.
Of course no one is right all the time. But I have been looking to raise some cash and this might be a good time to do so.
Thank you for your help.
Q: Would you buy sell or hold McCormick & Co?
Q: Hello Peter,
I hold Berkshire in my rrsp and in the sad event Warren Buffet passes away, i do not see any tax implications (assuming the company splits or has spinoffs) until i withdraw money from the RRSP. I am thinking of investing in the CDR for Berkshire class B shares in my TFSA, Would there be any tax implications if the company structure changed? Thanks very much.
I hold Berkshire in my rrsp and in the sad event Warren Buffet passes away, i do not see any tax implications (assuming the company splits or has spinoffs) until i withdraw money from the RRSP. I am thinking of investing in the CDR for Berkshire class B shares in my TFSA, Would there be any tax implications if the company structure changed? Thanks very much.
Q: BRK.B What did you think of the quarterly earnings and what would you consider a good entry price?
Q: How were the recent earnings? Do you see these 2 becoming trillion dollar market caps over the next 8-10 years? No matter the time period you look at 1 month, 1 year, 5 year or longer its always up and to the right.
Q: Good day guys ..
appears the market is content with their latest results . U mentioned hold after the release . Are u very comfortable “ long term “ . If so .. why not just buy and not hold . Dollar cost averaging would be a logical here would it not ?
Thx
Mark
appears the market is content with their latest results . U mentioned hold after the release . Are u very comfortable “ long term “ . If so .. why not just buy and not hold . Dollar cost averaging would be a logical here would it not ?
Thx
Mark
Q: Are their earnings report, why is LMN up?
Q: If you were starting a new position in Alphabet today, would you buy GOOG or GOOGL?
Thanks as always
Thanks as always
Q: what do you make of bce stating that it will not raise its dividend in 2025 but goes and buys a company for 5 billion dollars instead of working on debt repayment.
do you think this is a good idea?
do you think this is a good idea?