Q: I’m getting a bit Descartes valuation. P/E of around 80 for 20-25% earnings growth going forward. Am I better to switch to Google for a five year hold, just in terms of share price gain potential? 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: Hi Peter/Ryan if you could only buy 1 of these due to limited cash available which one would it be as an overall better pick for a TFSA. Thanks
Q: Would you endorse selling VQS and buying back in 30 days?
Thanks for your service?
Thanks for your service?
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $78.13)
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Magna International Inc. (MG $58.52)
Q: Hi Peter, Ryan, and Team,
I’m overweight in Consumer Cyclical, and need to raise some cash for an underweight sector. Between CCL.B and MG, please rank them in order to sell a partial position. I like them both, so this is a tough decision! Thanks in advance for your assistance.
I’m overweight in Consumer Cyclical, and need to raise some cash for an underweight sector. Between CCL.B and MG, please rank them in order to sell a partial position. I like them both, so this is a tough decision! Thanks in advance for your assistance.
Q: Between these two which might offer the best opportunity for growth over the next 5 years or so
gm
gm
Q: Earnings beat but MITK has sold off... buying opportunity or is there something in the earnings report that says caution?
Q: Hi 5i
As the banks increase their dividends will ZEB automatically increase the monthly payout? Thanks
As the banks increase their dividends will ZEB automatically increase the monthly payout? Thanks
Q: With a capitalization of approximately $400m , would $100 of this be cash?
If so , in your opinion, does this make it attractive as a takeover candidate?
Roy
If so , in your opinion, does this make it attractive as a takeover candidate?
Roy
Q: Hello 5i team!
Kindly provide your analysis of recent earnings results and management commentary?
To what do you attribute the stock price drop?
You have previously mentioned an overhang in relation to unresolved legal dispute. What is the issue? Was there any reference to it in the earnings release or management commentary?
At this time what is your 1 to 3 year medium for this stock price?
Thank you for your helpful and knowledgeable analysis and opinions.
SG
Kindly provide your analysis of recent earnings results and management commentary?
To what do you attribute the stock price drop?
You have previously mentioned an overhang in relation to unresolved legal dispute. What is the issue? Was there any reference to it in the earnings release or management commentary?
At this time what is your 1 to 3 year medium for this stock price?
Thank you for your helpful and knowledgeable analysis and opinions.
SG
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BRP Inc. Subordinate Voting Shares (DOO $70.80)
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goeasy Ltd. (GSY $203.82)
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lululemon athletica inc. (LULU $191.14)
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Aritzia Inc. Subordinate Voting Shares (ATZ $72.80)
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Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $15.71)
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NV5 Global Inc. (NVEE $22.56)
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MEDIFAST INC (MED $12.74)
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Brookfield Asset Management Inc Class A Limited (BAM $60.92)
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Trane Technologies plc (TT $428.11)
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Celsius Holdings Inc. (CELH $50.12)
Q: What are your 5 favourite growth stocks in the US and CDN outside of Tech?
Thanks
Thanks
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Cameco Corporation (CCO $105.01)
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Denison Mines Corp. (DML $3.08)
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Sprott Physical Uranium Trust (U.UN $22.50)
Q: please advise your top 2-3 choices for a uranium / nuclear energy etf .
Q: What would you recommend be the weightings for a particular stock, what is half and full positions referred in some of the questions.
Q: Hi 5i Team; Would you please give your outlook on First Mining Gold, and their Springpole project? I am interested in finding a gold investment that may help during the current inflationary times (Other ideas welcome). Also, is there anything significant about the large amount of shares outstanding?
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Park Lawn Corporation (PLC $26.48)
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Costco Wholesale Corporation (COST $977.45)
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Morgan Stanley (MS $140.92)
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Royal Bank of Canada (RY $182.12)
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Sun Life Financial Inc. (SLF $84.57)
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TMX Group Limited (X $57.75)
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BRP Inc. Subordinate Voting Shares (DOO $70.80)
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Magna International Inc. (MG $58.52)
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lululemon athletica inc. (LULU $191.14)
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Aritzia Inc. Subordinate Voting Shares (ATZ $72.80)
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Cencora Inc. (COR $278.40)
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Trisura Group Ltd. (TSU $41.36)
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Celsius Holdings Inc. (CELH $50.12)
Q: Hi there, I am looking to pick up a few positions. I am underweight in consumer cyclical, real estate, financials, energy, and US. I have no holding outside N.America. My investment profile is Balanced to growth-oriented.
I currently own the following in those categories:
ATZ, BRP, CELPH. COST, LULU, MG, PLC, TSU, X, RY, SLF
What stocks would you buy today?
As a side note, Is there a publication or investment service you would recommend, for US and international holdings?
Thanks for your advice.
I currently own the following in those categories:
ATZ, BRP, CELPH. COST, LULU, MG, PLC, TSU, X, RY, SLF
What stocks would you buy today?
As a side note, Is there a publication or investment service you would recommend, for US and international holdings?
Thanks for your advice.
Q: Now that Trane has reported. Do you have any thoughts on the supply chain issue and whether the company would be worth adding to at this time.
Thanks
Mike
Thanks
Mike
Q: Any comments on recent news? Is this still a good hold?
Q: Good Morning 5i
Would appreciate your analysis of Trisura Results please.
Thanks
Would appreciate your analysis of Trisura Results please.
Thanks
Q: The quarter looks like a blowout to me with 147% rise in earnings! Thanks for this pick and well done again. Your thoughts on the quarter and a question: does Brookfield have anything to do with this anymore in terms of management? I know it was spun out but I wonder if Brookfield still makes up a good part of the board.
Q: Do you have any information on the most recent drop in ATVI. Are there bigger issues other than recent employee/management problems. Would you recommend it as a purchase at this time. Thanks
Q: What is your opinion of WEF's quarterly numbers? Down from Q2 but still pretty healthy? Market doesn't seem to like it even though the company appears to have net cash on the balance sheet, is buying back shares and pays a small dividend? Guess it is better to buy a company that is only a concept and has steady losses and MAY make money some day in the future!!