Q: Hello 5i team. What are your thoughts on this company?
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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: Any Idea what the Dye & Durham $500 Million Bought Deal Offering of Common Shares is for and why the stock is down more than 6%? I had a partial position in the company, would it be a good time to add today? End of January, you mentioned 37$ would be a nice price point to add... we're a bit far off but has your outlook increased a little bit with the recent quarter results? Thanks as always
Q: Hi, I'm looking for a solid growth company to invest in with the environmental theme. There are recent questions on this that have been helpful but valuations are shifting fast. Could you suggest some options that look good today, taking into account current prices?
For example, I was reading your helpful report on Xebec from December, and note the pencilled-in 5-year return is nearly achieved already (presumably due to ongoing ESG mania): "Using multiples of 3.5x sales and 28x EBITDA (still much lower than current multiples), we see room for potential upside of 50%+ over a five-year period. Certainly there are risks to owning shares in the short-term, but we see plenty of upside potential for long-term investors. "
For example, I was reading your helpful report on Xebec from December, and note the pencilled-in 5-year return is nearly achieved already (presumably due to ongoing ESG mania): "Using multiples of 3.5x sales and 28x EBITDA (still much lower than current multiples), we see room for potential upside of 50%+ over a five-year period. Certainly there are risks to owning shares in the short-term, but we see plenty of upside potential for long-term investors. "
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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Allied Properties Real Estate Investment Trust (AP.UN)
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Magellan Aerospace Corporation (MAL)
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Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: Are these two stocks able to make recoveries? Buy, sell, hold or forget about it. Value your input/replies.
Q: What's your view on Peller's earnings? I've been holding a long-term small core position and am thinking of doubling it based on what I thought was a decent looking quarter. The main issue seems to be one's faith in a post-pandemic hospitality industry resurgence. Would you buy in? Or is there a key metric I'm missing?
Q: Can you tell me what is going on with HMUS this morning. It has dropped 65% from previous day. Thanks
Q: Good morning,
Why has this new issue had such a huge jump in the last few trading sessions? I don't see much for news to account for this, I was buying it at lower levels 58-61 would like to get more but wondering if I should hold off? Time frame long held in TFSA. Thanks
Why has this new issue had such a huge jump in the last few trading sessions? I don't see much for news to account for this, I was buying it at lower levels 58-61 would like to get more but wondering if I should hold off? Time frame long held in TFSA. Thanks
Q: Hi Peter and Staff
Would your thesis on Palantir change for long term hold based on results today and forecast?
2nd part ......would you prefer it or TEAM today with long term view
Thanks and have a great day
Dennis
Would your thesis on Palantir change for long term hold based on results today and forecast?
2nd part ......would you prefer it or TEAM today with long term view
Thanks and have a great day
Dennis
Q: I hold Air Canada stock and purchased it at 49.55 back in 2019. Not sure if it will ever return as its been almost of a year and is just laying there.
It represents .75% of my portfolio.
What is some advice you could give me.
Thank you,
John G.
It represents .75% of my portfolio.
What is some advice you could give me.
Thank you,
John G.
Q: May I have your current opinion of $DOL.
Q: What do you make of this one? Nice divvy, but does it have some growth in it over the next 2-3 years or should one merely consider holding for income? If income only, I would imagine it falls in the category of higher risk income?
Thanks
Thanks
Q: AC or XBC: Which company has the best growth, long term and give some details on your preference, please. Risk is not a factor.
Thanks for your service
Thanks for your service
Q: Hi 5i team,
My understanding of momentum investing is to invest in stocks whose price is in a rising pattern in the recent past and to sell stocks that have a downward trend in price in the same period. So if the market switches from ‘growth’ to ‘value’ focused, would the momentum approach be a good choice to capture this change automatically when growth stocks fall and value stocks rise? Can you please expand and comment on the use of momentum investing strategy by ETFs? Please provide comments and thoughts on using this momentum strategy ZXM for asset allocation to Int’l developed markets. Many thanks.
My understanding of momentum investing is to invest in stocks whose price is in a rising pattern in the recent past and to sell stocks that have a downward trend in price in the same period. So if the market switches from ‘growth’ to ‘value’ focused, would the momentum approach be a good choice to capture this change automatically when growth stocks fall and value stocks rise? Can you please expand and comment on the use of momentum investing strategy by ETFs? Please provide comments and thoughts on using this momentum strategy ZXM for asset allocation to Int’l developed markets. Many thanks.
Q: Any thoughts on Bluesky Digital Assets. Looking for the next big hype on Crypto. I don't know where to look or if I have missed the Boat
Q: Hi, I would like your opinion about NPTN? Thanks.
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Cargojet Inc. 5.75% Listed Senior Unsecured Hybrid Debentures (CJT.DB.D)
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Constellation Software Inc. Unsecured Subordinated Floating Rate Debentures Series 1 (CSU.DB)
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Cargojet Inc. 5.75% Listed Senior Unsecured Hybrid Debentures due April 30 2025 (CJT.DB.E)
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ECN Capital Corp. 6.00% senior unsecured debentures due December 31 2025 (ECN.DB)
Q: Hi - I'm trying to beef up the fixed income side of my portfolio and non-convertible debentures such as the ones above look like a very interesting alternative to bonds. Their yields are >5.5% and CSU.DB even adjusts its distribution for inflation each year. What am I missing here? It seems like people should be all over these, but their prices don't reflect that.
Q: What are your thoughts on ITP, I'm up 50% and it seems to me its time to let it go and move on as it has been dropping since its high two months ago. This is my first question here after a year and a half of learning from all the great answers to others questions. Thanks for your great service.
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Hess Corporation (HES)
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Suncor Energy Inc. (SU)
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Tourmaline Oil Corp. (TOU)
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Parex Resources Inc. (PXT)
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Whitecap Resources Inc. (WCP)
Q: Appears this sector is staging a comeback has it staying power ?
i like to buy one or two preferably with good divdend.
TOU is one name i know .any other names
i like to buy one or two preferably with good divdend.
TOU is one name i know .any other names
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Photon Control Inc. (PHO)
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Shaw Communications Inc. Class B Non-voting Shares (SJR.B)
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Canadian Utilities Limited Class A Non-Voting Shares (CU)
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Seven Generations Energy Ltd. class A common shares (VII)
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Descartes Systems Group Inc. (The) (DSG)
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BRP Inc. Subordinate Voting Shares (DOO)
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Real Matters Inc. (REAL)
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Bank Of Montreal (BMO)
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Boyd Group Services Inc. (BYD)
Q: In a well diversified portfolio, I am considering selling BMO, CU, PHO, REAL, and SJR.B and buying AT, BYD, DOO, DSG and VII. Would you agree with this approach? What would be order to sell and order to buy?
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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH)
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Russel Metals Inc. (RUS)
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Fairfax India Holdings Corporation Subordinate Voting Shares (FIH.U)
Q: Can you please comment on these 3 companies and their prospects going forward. On on their recent earnings/conference calls that happened this week. Pros and cons. Thanks.