Q: Peter, I am interested in buying into Lightspeed and Boyd Group in 2 or 3 tranches. Both companies have earnings coming up in the next couple of weeks. What are the expectations and would you be comfortable buying at these levels, or prefer waiting until after earnings? Thanks so much.
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.
- Sangoma Technologies Corporation (STC)
- Photon Control Inc. (PHO)
- FLIR Systems Inc. (FLIR)
- Roper Technologies Inc. (ROP)
- Air Canada Voting and Variable Voting Shares (AC)
- CAE Inc. (CAE)
- BRP Inc. Subordinate Voting Shares (DOO)
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Exchange Income Corporation (EIF)
- Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
- Real Matters Inc. (REAL)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Boyd Group Services Inc. (BYD)
- RTX Corporation (RTX)
Q: Hi 5i,
Based on your input, I'm looking to stack up on Industrials, Tech, and C. Discretionary. I have a 5-10 year+ timeframe and have a huge focus on outsized YoY revenue growth / returns for my portfolio. I can tolerate a lot of volatility and risk.
1. For Canadian industrials, what would be your top growth picks? Also looking to get one aviation exposure, what would be the best one out of AC, CAE, EIF?
2. For Canadian Tech, I currently have SHOP, KXS, LSPD, REAL. As you can see I'm aiming for outsized YoY Revenue Growth. Can you suggest other names? How does PHO and STC compare with them?
3. I have BYD, DOO, and GOOS. Can you name two MUST HAVES for Consumer Discretionary/Cyclical in the US?
Please subtract credits as you find appropriate. Thanks!
Based on your input, I'm looking to stack up on Industrials, Tech, and C. Discretionary. I have a 5-10 year+ timeframe and have a huge focus on outsized YoY revenue growth / returns for my portfolio. I can tolerate a lot of volatility and risk.
1. For Canadian industrials, what would be your top growth picks? Also looking to get one aviation exposure, what would be the best one out of AC, CAE, EIF?
2. For Canadian Tech, I currently have SHOP, KXS, LSPD, REAL. As you can see I'm aiming for outsized YoY Revenue Growth. Can you suggest other names? How does PHO and STC compare with them?
3. I have BYD, DOO, and GOOS. Can you name two MUST HAVES for Consumer Discretionary/Cyclical in the US?
Please subtract credits as you find appropriate. Thanks!
Q: Hello 5i,
I currently hold BYD as a representative company of the Consumer Discretionary sector. I am looking to add another one in the same field.
Can you provide a list of companies in Consumer Discretionary that you like in order of preference?
Thank you
I currently hold BYD as a representative company of the Consumer Discretionary sector. I am looking to add another one in the same field.
Can you provide a list of companies in Consumer Discretionary that you like in order of preference?
Thank you
Q: I have checked the archives. I am asking for your reaction to the press release yesterday from the company. The last question about Boyd in the archive was April 9. The press release was April 28th.
- Enbridge Inc. (ENB)
- Constellation Software Inc. (CSU)
- Great Canadian Gaming Corporation (GC)
- Kinaxis Inc. (KXS)
- goeasy Ltd. (GSY)
- Boyd Group Services Inc. (BYD)
Q: At today's prices, what Canadian stocks look most attractive to you for a long-term hold?
- 3M Company (MMM)
- WSP Global Inc. (WSP)
- CAE Inc. (CAE)
- ATS Corporation (ATS)
- Great Canadian Gaming Corporation (GC)
- Kinaxis Inc. (KXS)
- Atlassian Corporation (TEAM)
- Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
- Rapid7 Inc. (RPD)
- Boyd Group Services Inc. (BYD)
- RTX Corporation (RTX)
Q: Hi Ryan and Peter.
The gov'ts are talking about reopening Economy soon. A lot of stocks (except for the high techs) are still 50% less than the recent highs. Which industries or companies do you think will benefit from the reopening? Can you please provide 2-3 names in the US and Canada? I would like to move some money into my TFSA.
Thank you,
Yiwen
The gov'ts are talking about reopening Economy soon. A lot of stocks (except for the high techs) are still 50% less than the recent highs. Which industries or companies do you think will benefit from the reopening? Can you please provide 2-3 names in the US and Canada? I would like to move some money into my TFSA.
Thank you,
Yiwen
Q: Can you comment on their preliminary results and the share issuance? When was the last time they issued shares and at what price? What’s your take on this?
Thanks
Thanks
- Restaurant Brands International Inc. (QSR)
- Descartes Systems Group Inc. (The) (DSG)
- Premium Brands Holdings Corporation (PBH)
- Boyd Group Services Inc. (BYD)
Q: Hi Peter, Ryan and team,
How would you rank BYD, PBH, QSR and DSG for an add on in a RESP? Time frame is 8 years. Would rankings change within a TFSA?
Is it possible to buy stocks for a child who is under 18? Or would the child have to wait until 19 to own stocks.?
Please charge however among of credit for the questions.
Thanks again for your your great service!
Marvin
How would you rank BYD, PBH, QSR and DSG for an add on in a RESP? Time frame is 8 years. Would rankings change within a TFSA?
Is it possible to buy stocks for a child who is under 18? Or would the child have to wait until 19 to own stocks.?
Please charge however among of credit for the questions.
Thanks again for your your great service!
Marvin
- Constellation Software Inc. (CSU)
- GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
- Boyd Group Services Inc. (BYD)
Q: Good Morning
What companies do you recommend and see being active in this environment on acquisitions. Or do you forecast a slow down on acquiring because of all the uncertainty.
Thank you
What companies do you recommend and see being active in this environment on acquisitions. Or do you forecast a slow down on acquiring because of all the uncertainty.
Thank you
- People Corporation (PEO)
- WSP Global Inc. (WSP)
- CAE Inc. (CAE)
- Kinaxis Inc. (KXS)
- Alimentation Couche-Tard Inc. (ATD)
- Premium Brands Holdings Corporation (PBH)
- goeasy Ltd. (GSY)
- Boyd Group Services Inc. (BYD)
Q: Morning:
I own equal weightings of these equities in my TFSA. I have some cash to invest, which one of these would you buy more of at their current market valuations? Looking for capital appreciation over the next 8 to 10 years. Thanks!
I own equal weightings of these equities in my TFSA. I have some cash to invest, which one of these would you buy more of at their current market valuations? Looking for capital appreciation over the next 8 to 10 years. Thanks!
- Constellation Software Inc. (CSU)
- Descartes Systems Group Inc. (The) (DSG)
- Kinaxis Inc. (KXS)
- Boyd Group Services Inc. (BYD)
Q: Hi guys,
In today's environment, would you be more inclined to let these names grow a little larger than normal ie: instead of selling the stock when it grows to 7% (back to 4%) of your portfolio, let it get to 10%.
Thanks
Jim
In today's environment, would you be more inclined to let these names grow a little larger than normal ie: instead of selling the stock when it grows to 7% (back to 4%) of your portfolio, let it get to 10%.
Thanks
Jim
- Sun Life Financial Inc. (SLF)
- Constellation Software Inc. (CSU)
- IGM Financial Inc. (IGM)
- Descartes Systems Group Inc. (The) (DSG)
- Kinaxis Inc. (KXS)
- Boyd Group Services Inc. (BYD)
Q: I hold 2 % weighting of this company and am a little nervous about the Covid effect going forward for IGM. I am down 30 % on it. What might be a better company, in any sector going forward to recover the 30 % ?
Q: hi folks:
understanding that byd is well run, i wonder why it has held up so well
logically it seems that they will likely be a year (possibly more) till they return to full capacity; given the volume of people that will not be driving
do they have the balance sheet to take advantage of the fire sale that surely will be coming in 'mom and pop' panel beater co's; allowing them to buy more assets at fire sale prices?
is byd just getting a bid from the safety trade as it 'appears' (ok, to me) that there is no solid reason for it to have recovered so well?
thanks
understanding that byd is well run, i wonder why it has held up so well
logically it seems that they will likely be a year (possibly more) till they return to full capacity; given the volume of people that will not be driving
do they have the balance sheet to take advantage of the fire sale that surely will be coming in 'mom and pop' panel beater co's; allowing them to buy more assets at fire sale prices?
is byd just getting a bid from the safety trade as it 'appears' (ok, to me) that there is no solid reason for it to have recovered so well?
thanks
Q: When does Byd.un.ca report earnings for the current quarter?
You mentioned earlier they could be horrible, or is that already priced in?
Thanks again for all your help.
You mentioned earlier they could be horrible, or is that already priced in?
Thanks again for all your help.
- CAE Inc. (CAE)
- Descartes Systems Group Inc. (The) (DSG)
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Atlassian Corporation (TEAM)
- Roku Inc. (ROKU)
- Rapid7 Inc. (RPD)
- DocuSign Inc. (DOCU)
- Alteryx Inc. Class A (AYX)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Boyd Group Services Inc. (BYD)
Q: I recently sold Shopify at a huge gain, as it had become more than 30% of my portfolio. Thank you for the recommendation. It was in my non-registered account, so I have a substantial capital gain. I have a lot of room in my TFSA, so I am going to move a majority of the proceeds there to avoid future capital gains. I will buy back into Shopify if the price retreats. Can you recommend any stocks, understanding that there is higher risk, that have a similar potential to Shopify? Can be Canadian or US. I have some Lightspeed already. Also, for future reference, did I make a reasonable move or should I have taken a different approach? Thanks
Q: How would you rank these 3, considering growth potential and risk?
thanks,
Mark
thanks,
Mark
- Park Lawn Corporation (PLC)
- Sun Life Financial Inc. (SLF)
- Constellation Software Inc. (CSU)
- CAE Inc. (CAE)
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
- Real Matters Inc. (REAL)
- Boyd Group Services Inc. (BYD)
Q: Hello 5i team,
I greatly enjoyed your report on Covid 19 and investment themes. I have a pretty good idea as to 10 to 20 names of stocks that could fit into those themes.
Could you name just 10; I'd be curious to see how close I am.
Thanks,
Antoine
I greatly enjoyed your report on Covid 19 and investment themes. I have a pretty good idea as to 10 to 20 names of stocks that could fit into those themes.
Could you name just 10; I'd be curious to see how close I am.
Thanks,
Antoine
Q: You've mentioned Boyd as one of your favorites a number of times lately, and I'd like your reasoning. This doesn't appear to be a cheap stock, by any means, with a forward PE of 96 (G&M). Moreover it's in the business of servicing cars which are mostly in their garages and parking spots these days. Is this a forward view to next year, because I am expecting its next quarterly report to be absolutely dreadful.
Q: Hi group first question if you were to pick one US and one Canadian stock for capital appreciation with the least risk what would the names be bases on todays environment . 2 nd question I got stopped out of BYD (Stopped out @140) and CSU (stopped out at $1180) in the recent downturn what strategy would you use for re-entry? ( have been waiting for significant pull backs that have not materialized at this present time in the cycle please give me you thought's on strategy to reenter these names Thanks for your thoughts
Q: Thoughts on how the emergence of electric vehicles, self driving and otherwise, will impact PKI and BYD. What providers of electric power in Toronto and Vancouver area will likely benefit from increased electricity demand? Thanks