Q: What do you think of the bought deal and the merits of an IFP investment moving forward? Shares look pretty cheap, debt notwithstanding. Thx
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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: UCU has had a strong run. With its critical mineral focus, apparently unique RapidSX technology, its build out in Louisiana, and funding support from the US Army, how does it look to 5i's for future stock appreciation? Fundamentals? Would 5i's consider it a worthy investment or is the stock more likely to crash after its 1000%+ climb this past year?
Many thanks.
Many thanks.
Q: Hi gang,
Would like to initiate 2-3%in okta your thought please. Would you be a buyer at this price? Or what price would you buy in. ?
Thanks. Alnoor
Would like to initiate 2-3%in okta your thought please. Would you be a buyer at this price? Or what price would you buy in. ?
Thanks. Alnoor
Q: Hi gang,
Your thoughts on happy belly. Would you be a buyer for a long term. What would be a good entry point?
Thanks. Alnoor
Your thoughts on happy belly. Would you be a buyer for a long term. What would be a good entry point?
Thanks. Alnoor
Q: Good morning,
What is your opinion please.
Thank you
What is your opinion please.
Thank you
Q: I am looking to start a full position in Brookfield Corporation before the stock split.
What price would you be comfortable buying in at?
What price would you be comfortable buying in at?
Q: If you owned MEG, what would you do? Accept offer from Strathcona or one of the offers from Cenovus? Please provide your rationale.
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Royal Bank of Canada (RY $204.70)
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Toronto-Dominion Bank (The) (TD $111.11)
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Bank of Nova Scotia (The) (BNS $90.20)
Q: I have noticed that a number of the large banks have had a big rise recently. I am wondering about the reason for this. Specifically, is this a flight to safety going on in the background? Or is it the interest rate reduction or something else?
Thanks
Thanks
Q: Hi 5i
Current holding 1/4 position in AYA.....How do you view the recent short report on AYA? would you continue to hold or exit.
Thx
Current holding 1/4 position in AYA.....How do you view the recent short report on AYA? would you continue to hold or exit.
Thx
Q: Are you comfortable buying PNG at current price? If not, what would be your target to buy? Looking to start a position.
There has been a couple questions lately regarding GSY and PRL. In one question, you answer PRL over GSY. And then the next day, you indicate GSY over PRL. Which do you consider a better buy for growth, and why? I think also you mentioned there was going to be a follow up report on PRL. Is that still the case?
Thanks!
There has been a couple questions lately regarding GSY and PRL. In one question, you answer PRL over GSY. And then the next day, you indicate GSY over PRL. Which do you consider a better buy for growth, and why? I think also you mentioned there was going to be a follow up report on PRL. Is that still the case?
Thanks!
Q: Is there any way to determine how "pure a play" L is as a consumer defensive vs MRU? What I am trying to get at is that there are a lot of consumer discretionary type items sold at Shoppers (probably the majority of the revenue?). Even Loblaw stores sell clothes. Metro seems to me more a defensive name in terms of groceries. Are there any publicly disclosed facts to prove or disprove this thesis? Thanks as always for your thoughts.
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GE Aerospace (GE $293.63)
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Walmart Inc. (WMT $103.08)
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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,417.66)
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Constellation Software Inc. (CSU $3,766.74)
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ARC Resources Ltd. (ARX $25.76)
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WSP Global Inc. (WSP $270.77)
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goeasy Ltd. (GSY $172.94)
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Brookfield Corporation CLASS A PREFERENCE SHARES SERIES 13 (BN.PR.K $12.62)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $81.11)
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GE Vernova Inc. (GEV $602.43)
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Costco CDR (CAD Hedged) (COST $41.61)
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Microsoft CDR (CAD Hedged) (MSFT $36.92)
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Alphabet CDR (CAD Hedged) (GOOG $39.78)
Q: I am up on all the above listed stocks however down on AC, LMN, BCE, WELL, LLY, my question is should i sell some losers as well as some winners to shore up CSU (presently own 9 shares in my TSFA. Do you sees this as once in a lifetime opportunity to load up on arguably the best managed company in Canada i am leaning towards selling WMT and FFH in the winners column (both consist of 8% each of my portfolio what losers would you sell if wanted more exposure to CSU....your thought on this strategy please ps am 74 yrs old and a conserved investor
Q: hi, can I get your latest thoughts on Parex please? do you think this is a buy, sell or hold?
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 $165.04)
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Element Fleet Management Corp. (EFN $35.91)
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Enghouse Systems Limited (ENGH $20.80)
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TMX Group Limited (X $52.48)
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Toromont Industries Ltd. (TIH $154.34)
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TFI International Inc. (TFII $124.43)
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Alimentation Couche-Tard Inc. (ATD $73.75)
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goeasy Ltd. (GSY $172.94)
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TerraVest Industries Inc. (TVK $139.04)
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Propel Holdings Inc. (PRL $30.62)
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