Q: Hi 5i Team - Could you provide an update on Unity Software including its cash on hand and debt as well as other fundamentals, insider ownership and trading, ability to weather a recession, and prospects for growth. Thanks.
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Hi everyone at 5i!!
I bought this stock prior to the market drop and am now 47% in the hole with it. I can either sell it and take a loss and buy it back later, or keep it for the next 5 years in hopes it will rebound. In these situations I sometimes don’t know what to do. I don’t need the money at the moment and having owned the stock before and done well with it I think it should do well again. Your musings would be welcome ! Cheers, Tamara
I bought this stock prior to the market drop and am now 47% in the hole with it. I can either sell it and take a loss and buy it back later, or keep it for the next 5 years in hopes it will rebound. In these situations I sometimes don’t know what to do. I don’t need the money at the moment and having owned the stock before and done well with it I think it should do well again. Your musings would be welcome ! Cheers, Tamara
-
Descartes Systems Group Inc. (The) (DSG $147.02)
-
Kinaxis Inc. (KXS $199.67)
-
TECSYS Inc. (TCS $39.51)
-
Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.15)
-
Topicus.com Inc. (TOI $183.80)
-
D2L Inc. Subordinate Voting Shares (DTOL $16.01)
Q: Hi 5i, today you replied to Warren's question on DTOL, "and we would be comfortable letting this one go given the comparable attractive buying opportunities right now in the tech space. ".
Please provide 3 to 5 companies that meet the above response, thx.
Please provide 3 to 5 companies that meet the above response, thx.
Q: I have a small position (,7%) of INE in my cash account with a decent profit. Comments in a recent question paint a bit of a concerning view of INE. Would YOU replace it with another renewable and if so which one?
Q: Please comments on Krr and Wdo, hold or sell? Thanks
-
Miscellaneous (MISC)
-
Aritzia Inc. Subordinate Voting Shares (ATZ $73.07)
-
Five Below Inc. (FIVE $135.30)
-
Crocs Inc. (CROX $103.95)
-
Fox Factory Holding Corp. (FOXF $29.40)
-
Pool Corporation (POOL $309.55)
-
TopBuild Corp. (BLD $408.64)
Q: Hello 5i,
Continuing on Pietro’s question posted on Oct 31, 2022, please recommend a few (3 to 6 companies) good buying opportunities in the cyclical sector.
Thanks,
Roger
Continuing on Pietro’s question posted on Oct 31, 2022, please recommend a few (3 to 6 companies) good buying opportunities in the cyclical sector.
Thanks,
Roger
Q: I like this company but I am down right now. Would you recommend a tax loss sell and buy it back in 30
Q: When you last commented on PDI you said "Okay with". Noting the one year return on fund value is minus 15% but the long term returns seem to be in the 8-10% range. I am in it for the dividend (I'm retired). Do you think the ~ 13% dividend is safe long term ? And how much of that 13% is ROC ? What are your overall thoughts on this one ??
Q: I note you last commented a few months back. QTIP is close to a 52 week low. How safe is the ~ $ 10% dividend and what are your thoughts on this for the next 2-3 years. Should I continue to hold (I'm down about 8% since I purchased).
Q: When looking at dividend ETF performance, are reinvested dividends included, or is the stated performance capital appreciation only, e.g. Morningstar performance for CDZ shows a 3.5% dividend and a 5 year total return of 6%.
Thanks Peter
Thanks Peter
Q: Could you provide an update on A&W?
I bought it for income, your rating and the news that it had acquired the Canadian rights to Pret a Manger. I was recently in London, and Pret is a very strong brand, with outlets much expanded from several years ago.
I bought it for income, your rating and the news that it had acquired the Canadian rights to Pret a Manger. I was recently in London, and Pret is a very strong brand, with outlets much expanded from several years ago.
-
Purpose High Interest Savings Fund (PSA $50.03)
-
Purpose US Cash Fund (PSU.U $100.09)
-
CI High Interest Savings ETF (CSAV $50.05)
-
Global X Cash Maximizer Corporate Class ETF (HSAV $116.17)
-
Global X High Interest Savings ETF (CASH $50.02)
Q: I hope to retire in about a year. I'll have a comfortable defined benefit, I've used the portfolio analysis to diversify my investments. I have a sizeable cash amount earning nearly nothing at a bank. I have contemplated GIC's but don't like the idea of having my funds locked up in the event I would like to direct it to a project or investment .
Would there be a ETF /bond that would be relatively safe that would mirror the GIC returns?
Would there be a ETF /bond that would be relatively safe that would mirror the GIC returns?
Q: ,After the 2 divestments in a few weeks DOC have recouped 9M$. Were those divisions cash flow positive? Will this new intake of cash help them navigate through this bad period and until the stock moves up before they have to issue stock. What would be their cash burn rate after the sale of these 2 divisions? I assume those were net positives for the company.
DEEEEEP under water, I don't expect to ever get back in the money unless I keep the stock several years if they make it there. In a registered account there is no point for tax selling. Bad investment, bad timing. Do you have an answer that can make me smile again? LOL LOL
Thank you
Yves
DEEEEEP under water, I don't expect to ever get back in the money unless I keep the stock several years if they make it there. In a registered account there is no point for tax selling. Bad investment, bad timing. Do you have an answer that can make me smile again? LOL LOL
Thank you
Yves
Q: What are your thoughts on the divestment of pharmacies to Neighbourly? Do you see reasonable upside in the company with this injection of cash?
Q: Your thoughts regarding their latest results. Thanks. Not private.
Q: Which sector would you say has the biggest upside going forward? I would appreciate your recommendation of 2 or 3 specific companies in this sector.
Thank you.
Thank you.
Q: Your last direct response on FLGT was Nov, 2021. Could you update your opinion on a value/growth basis, with a focus on "core genetic" testing elements rather than Covid testing. It seems to be growing nicely in core businesses, e.g., cancer NGS, has a very strong cash horde (from covid work) and, to me, ticks both value and growth boxes.
Thx, John
Thx, John
Q: I like the company, but the share price has crashed. To me the story hasn't changed and is getting better. I know they have to show progress towards profitability. Does 5I agree. If so why is there hesitation in your answers to buy this stock. At this price it only has to go up 9 cents for a 10% return.
-
Alphabet Inc. (GOOG $196.53)
-
Salesforce Inc. (CRM $247.81)
-
goeasy Ltd. (GSY $186.09)
-
Aritzia Inc. Subordinate Voting Shares (ATZ $73.07)
-
DexCom Inc. (DXCM $75.61)
-
Lantheus Holdings Inc. (LNTH $51.36)
Q: I retired last year and then setup a consulting company which keeps me busy less than half time. My accountant advised that setup an investment portfolio within the business banking account. I am looking at one CND bank ETF (25%), One dividend ETF (40%), and one growth ETF. (25%) I would like to add one or two CDN or US growth stocks representing 10% of the portfolio. Can you please give me some choices for the one or two growth stocks? Thanks again!
Q: Good afternoon,
Looking to understand the relationship, if any, between these two companies, and if you deem either an interesting speculative prospect?
Thank you
Looking to understand the relationship, if any, between these two companies, and if you deem either an interesting speculative prospect?
Thank you