Q: Could I get your opinion on E/V maker NIO I know they recently got financing from a Chineeses group that included TENCENT, do you know their burn rate and any sales info,or projections and how far they might be from profitability ...thanks
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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: I own a fair number of the stocks in your portfolios. Given that there may be an upcoming rotation from the hot Tech sector into more value oriented stocks, what are some beaten up value names in your portfolios that you would be comfortable holding a 3% position in? I am still 30% cash and I am trying to wait until second quarter carnage is in and then buy value names. What are your thoughts on this?
Thank You for your support in these times.
Clarence
Thank You for your support in these times.
Clarence
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Constellation Software Inc. (CSU $4,681.20)
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Brookfield Renewable Partners L.P. (BEP.UN $34.05)
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Algonquin Power & Utilities Corp. (AQN $7.92)
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CAE Inc. (CAE $40.80)
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Capital Power Corporation (CPX $60.59)
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Descartes Systems Group Inc. (The) (DSG $136.98)
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Kinaxis Inc. (KXS $197.91)
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goeasy Ltd. (GSY $210.01)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.60)
Q: Hello team,
I have the above companies in a TFSA. I have some cash. Could you recommend and rank three new positions as well as three existing positions to add to?
Thank you so much,
I have the above companies in a TFSA. I have some cash. Could you recommend and rank three new positions as well as three existing positions to add to?
Thank you so much,
Q: Do you think Descartes will take a hit today?
They did not meet the revenue estimated but eps were in line. Assessment please of earnings.
Thanks.
They did not meet the revenue estimated but eps were in line. Assessment please of earnings.
Thanks.
Q: Hello,
Read your article about the economy is not the market and vice versa, you said “just remember that 46% of companies in the Russell 2000 and 35% on the TSX are down over 30% this year”. I was wondering if you had any insight into the real bargains of those stocks that are down in those two indices. Thanks, Rick
Read your article about the economy is not the market and vice versa, you said “just remember that 46% of companies in the Russell 2000 and 35% on the TSX are down over 30% this year”. I was wondering if you had any insight into the real bargains of those stocks that are down in those two indices. Thanks, Rick
Q: Hello team,
Has GE bottomed? Do you think the worst is REALLY over? Would you buy at these levels given its over all balance sheet and future potential?
I guess I am asking you to elaborate on the pros and cons of this dog from here on?
Thanks a lot!
Has GE bottomed? Do you think the worst is REALLY over? Would you buy at these levels given its over all balance sheet and future potential?
I guess I am asking you to elaborate on the pros and cons of this dog from here on?
Thanks a lot!
Q: Just trying to understand the short term effect on the market of the 10 million units in the secondary offering. I read that the underwriters committed to selling the shares for $48.85 USD. Does this mean selling in the open market or do they typically have buyers of big blocks lined up to soak up the units? I'm assuming that, if the units are to be sold in the open market, this will put a ceiling on the SP for quite a while since the 20 day avg volume of the US and Canadian markets is about 600,000 units.
Q: Roi just reported is it a buy sell or hold in your opinion and why Thanks
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H&R Real Estate Investment Trust (HR.UN $11.69)
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SmartCentres Real Estate Investment Trust (SRU.UN $25.97)
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Morguard North American Residential Real Estate Investment Trust (MRG.UN $17.83)
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True North Commercial Real Estate Investment Trust (TNT.UN $9.38)
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First Capital Real Estate Investment Trust (FCR.UN $18.83)
Q: What is your opinion and outlook on the above noted REITs? Is now a good time to buy? If you where to get into REITs now what order would you put the above companies in?
Q: Please comment on recent earning. Does insider own a lots of shares?
Thank you,
Thank you,
Q: Good morning 5i team,
What is you opinion of the sale of Torstar for .63 /share. It appears to be below cash on hand and below book value of the company. Only Vertical Scope has BV of $115.3 million . Why would Fairfax support the deal when they paid a much higher price for their 40% and be willing to take a massive loss ?? Something does not feel right about this transaction.
Thanks,
George
George
What is you opinion of the sale of Torstar for .63 /share. It appears to be below cash on hand and below book value of the company. Only Vertical Scope has BV of $115.3 million . Why would Fairfax support the deal when they paid a much higher price for their 40% and be willing to take a massive loss ?? Something does not feel right about this transaction.
Thanks,
George
George
Q: Can you see any insider buys since the stock went down since March? Thx
Q: Hi 5i.
Thanks in advance love you guys! Recommend you to everyone I know. :) For RRSP if youcould buy one US stock which would it be?
I am well diversified, just have cash to dispence.
THansk P
Thanks in advance love you guys! Recommend you to everyone I know. :) For RRSP if youcould buy one US stock which would it be?
I am well diversified, just have cash to dispence.
THansk P
Q: Hi 5i
What will Sanofi’s sale of its’ stake in Regeneron do to the price of regeneron? What is the $$ value and % of the REGN market cap? (about $12b?) Will Sanofi keep any of its regeneron interests). 5i pls look at the technicals and suggest an entry point? As the sale is to be completed by December (or the lock up) should one wait?
Many thanks,
What will Sanofi’s sale of its’ stake in Regeneron do to the price of regeneron? What is the $$ value and % of the REGN market cap? (about $12b?) Will Sanofi keep any of its regeneron interests). 5i pls look at the technicals and suggest an entry point? As the sale is to be completed by December (or the lock up) should one wait?
Many thanks,
Q: Frontline is a shadow of its former self a decade ago. It has finally shown some signs of life in the last year: shows a 34% dividend. The fact that it actually still has a dividend seems remarkable.
Is this company buyable here? Is it better managed and is that dividend likely to continue. Was the dividend cut over the last 10 year or eliminated at all during this time/
Thanks for your insights here.
Is this company buyable here? Is it better managed and is that dividend likely to continue. Was the dividend cut over the last 10 year or eliminated at all during this time/
Thanks for your insights here.
Q: Do you have an opinion on management? As a shareholder, I was very disappointed to see that one of its homes, Altamont, was called out among the 5 Ontario homes where conditions are deplorable.
Q: What are some good companies to buy now with a dividend of over 6%. For context I'm in my 20s and have been investing mainly for growth but I'd like to add some more yield to my overall portfolio so safety is not a huge concern.
Q: Could you please comment on their outlook. What is their balance sheet?
Would you buy it today?
Thanks,
Milan
Would you buy it today?
Thanks,
Milan
Q: Could you update on FEC, do they have debt issues.
Thanks
Thanks
Q: Could you please comment on their results and outlook.
Thanks,
Milan
Thanks,
Milan