Q: I have owned DOO for over a year but thinking it’s losing steam. I may sell it after this week’s quarterly result comes out. Considering buying BYD with the proceeds for more growth. Thoughts?
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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.
- Nike Inc. (NKE)
- BRP Inc. Subordinate Voting Shares (DOO)
- Magna International Inc. (MG)
- Savaria Corporation (SIS)
- lululemon athletica inc. (LULU)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
- Boyd Group Services Inc. (BYD)
- Trane Technologies plc (TT)
Q: Hello guys,
I was hoping you could rate the current buy-ability of these industrial discretionary companies (byd,doo,mg,tt,sis) and of these clothing discretionary companies (goos, lulu,nke, atz) with 10 being a great buy, for new money. Any concerns, and is there anything similar that you like better?
Thanks,
Peter
I was hoping you could rate the current buy-ability of these industrial discretionary companies (byd,doo,mg,tt,sis) and of these clothing discretionary companies (goos, lulu,nke, atz) with 10 being a great buy, for new money. Any concerns, and is there anything similar that you like better?
Thanks,
Peter
Q: Do the above Cdn companies have U.S. listings,if not do you think they will in the next few years?i
Q: can you tell me a good entry price for BYD?
Given that it just missed earnings, how long should i wait to start a position?
thanks for all your help
Given that it just missed earnings, how long should i wait to start a position?
thanks for all your help
- Sangoma Technologies Corporation (STC)
- Constellation Software Inc. (CSU)
- Enghouse Systems Limited (ENGH)
- BRP Inc. Subordinate Voting Shares (DOO)
- Premium Brands Holdings Corporation (PBH)
- Leon's Furniture Limited (LNF)
- Real Matters Inc. (REAL)
- Converge Technology Solutions Corp. (CTS)
- Boyd Group Services Inc. (BYD)
- Dye & Durham Limited (DND)
Q: As I write this, Friday mid afternoon, all of the markets are sharply higher. Gains seem to be pretty much across the board. I like to look at outliers that are bucking the trend. There are a few stocks that you have been optimistic about that are actually down today. Wondering if any of these are not as favoured by the market, given their performance today. Perhaps issues with recent results. Understanding that you can't read too much into one day's trading, but several of these have dropped quite a bit lately, and I'm wondering what your current feelings would be on buying these today for a long term hold in a diversified portfolio. Would you give each a rating from 1 to 10 as to how strongly you would want each of these in a portfolio? BYD, CSU, CTS, DOO, DND, ENGH, LNF, PBH, REAL, STC.
Q: Hi guys,
I have held BYD for a long time, is it time to move on to something like TFII inside a growth/balance portfolio?
Thanks
Jim
I have held BYD for a long time, is it time to move on to something like TFII inside a growth/balance portfolio?
Thanks
Jim
Q: Hello 5i Research
What are your thoughts on Byd on it’s forecast going forward.Would you consider it a buy or sell.
Thanks
What are your thoughts on Byd on it’s forecast going forward.Would you consider it a buy or sell.
Thanks
Q: Please comment on earnings
Q: Where would you put $2,000 to a small TFSA account for growth? Own currently KXS, QST, TIXT, XBC, WELL with losses, and GSY with profit. Thank you
Q: Good morning 5i,
In a bout of enthusiasm I bought Alimentation Couche Tarde. I know it is not bad, But, I am wondering whether there might be something more promising. Not considering sector etc, how would you rank these three?
thanks for the excellent service as usual
In a bout of enthusiasm I bought Alimentation Couche Tarde. I know it is not bad, But, I am wondering whether there might be something more promising. Not considering sector etc, how would you rank these three?
thanks for the excellent service as usual
- Alimentation Couche-Tard Inc. (ATD)
- Boyd Group Services Inc. (BYD)
- Absolute Software Corporation (ABST)
Q: I need to raise some cash by selling a portion of one of the following investments: ATD.B, BYD or ABST. Please rank which have the best upside at this time.
Thank you for your help!
Albert
Thank you for your help!
Albert
- Photon Control Inc. (PHO)
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- ATS Corporation (ATS)
- Savaria Corporation (SIS)
- WELL Health Technologies Corp. (WELL)
- Boyd Group Services Inc. (BYD)
Q: In a growth portfolio, which two of the above would you add to today?
Thanks for your opinion.
Thanks for your opinion.
- Park Lawn Corporation (PLC)
- Costco Wholesale Corporation (COST)
- Booking Holdings Inc. (BKNG)
- Home Depot Inc. (The) (HD)
- TJX Companies Inc. (The) (TJX)
- BRP Inc. Subordinate Voting Shares (DOO)
- Primo Water Corporation (PRMW)
- Magna International Inc. (MG)
- Alimentation Couche-Tard Inc. (ATD)
- Premium Brands Holdings Corporation (PBH)
- Leon's Furniture Limited (LNF)
- lululemon athletica inc. (LULU)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Boyd Group Services Inc. (BYD)
Q: Hello 5i team,
According to portfolio analytics, I am underweight in Consumer Staples and Consumer Discretionary as well as US exposure. I am a growth investor with a long-term horizon. This is for a TFSA.
In Consumer Staples I hold ATD.B and PBH and was thinking of adding COST.US.
In Consumer Discretionary I have ATZ, BOYD, DOO, LULU.US and was thinking of adding MG and possibly LNF.
Could you suggest some Canadian and US names for both Staples and Discretionary that would compliment my existing holdings?
Thanks for your advice.
According to portfolio analytics, I am underweight in Consumer Staples and Consumer Discretionary as well as US exposure. I am a growth investor with a long-term horizon. This is for a TFSA.
In Consumer Staples I hold ATD.B and PBH and was thinking of adding COST.US.
In Consumer Discretionary I have ATZ, BOYD, DOO, LULU.US and was thinking of adding MG and possibly LNF.
Could you suggest some Canadian and US names for both Staples and Discretionary that would compliment my existing holdings?
Thanks for your advice.
Q: Good morning,
With the recent pullback in WELL, do you believe now is a good time to take a position? Alternatively, I have been considering BYD. Of the two, which would you recommend today?
Thank You
With the recent pullback in WELL, do you believe now is a good time to take a position? Alternatively, I have been considering BYD. Of the two, which would you recommend today?
Thank You
- FirstService Corporation (FSV)
- TFI International Inc. (TFII)
- goeasy Ltd. (GSY)
- Altus Group Limited (AIF)
- Boyd Group Services Inc. (BYD)
Q: All five are poised for future growth via acquisitions and organic growth. I don't have a position in any. How would you rank them if you had new money to put to work for buy and hold for next 5 years for the growth part of my portfolio.
- Constellation Software Inc. (CSU)
- Nova Leap Health Corp. (NLH)
- Boyd Group Services Inc. (BYD)
- Premier Health of America Inc. (PHA)
Q: Roll-up companies can be amazing wealth compounders over time (CSU and BYD, for example). Do you have any tips on how to spot a good roll-up oriented company during the early stages of their development? Were there any specific catalysts or metrics you looked for when initiating coverage of CSU and BYD?
Two examples of roll-up companies I am looking into are PHA and NLH, which operate in the health care space. I know these two companies are probably too small for 5i to cover currently (but CSU and BYD were also small once-upon-a-time), but I am wondering what I should look out for when evaluating these two companies.
Two examples of roll-up companies I am looking into are PHA and NLH, which operate in the health care space. I know these two companies are probably too small for 5i to cover currently (but CSU and BYD were also small once-upon-a-time), but I am wondering what I should look out for when evaluating these two companies.
- Alphabet Inc. (GOOG)
- NVIDIA Corporation (NVDA)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Roku Inc. (ROKU)
- Boyd Group Services Inc. (BYD)
- Topicus.com Inc. (TOI)
Q: Hi.
Could you name 3 Canadian and 3 US stocks that have a very high growth profile irrespective of sector, for a 2-5 year time frame .
Thanks
Could you name 3 Canadian and 3 US stocks that have a very high growth profile irrespective of sector, for a 2-5 year time frame .
Thanks
Q: Happy Easter to 5 iresearch team!
For long hold and after Covid 19 return to normal investments, which ones you would pick and why?
Copart "services include online seller access, salvage estimation services, estimating services, end-of-life vehicle processing, virtual insured exchange, ...."
Boyd Group Services, Inc. engages in the provision of automotive collision; and glass repair and related services.
Both focus in car services after accident, Copart in buying and selling on-line end-of-life cars with international reach thru online platform and Boyd in extending cars life after an accident.
Thank you!
For long hold and after Covid 19 return to normal investments, which ones you would pick and why?
Copart "services include online seller access, salvage estimation services, estimating services, end-of-life vehicle processing, virtual insured exchange, ...."
Boyd Group Services, Inc. engages in the provision of automotive collision; and glass repair and related services.
Both focus in car services after accident, Copart in buying and selling on-line end-of-life cars with international reach thru online platform and Boyd in extending cars life after an accident.
Thank you!
Q: I've done well with Boyd and am reluctant to sell, however the recent share price has been flat to down. Can you elaborate on growth drivers for this company. Considering swapping for CP for growth and slightly higher dividend or is more patience required.
Thanks
Thanks
- Amazon.com Inc. (AMZN)
- BRP Inc. Subordinate Voting Shares (DOO)
- Magna International Inc. (MG)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Boyd Group Services Inc. (BYD)
Q: I currently have Aritzia, BRP, Magna, and Boyd Group in my consumer cyclicals. Would you replace any of them with Amazon, or do you think my current picks are better? Thanks