Q: Your take on the recent results, the significant spike in the stock price and then the settling back to a more modest rise in the price.
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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: Hi
Buy, sell, or hold?
It’s down a lot and I’m leaning to selling half.
Thanks
Buy, sell, or hold?
It’s down a lot and I’m leaning to selling half.
Thanks
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Kraken Robotics Inc. (PNG $7.99)
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Zedcor Inc. (ZDC $6.02)
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Boyd Group Services Inc. (BYD $228.73)
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Propel Holdings Inc. (PRL $25.07)
Q: Since 2021, I've owned Boyd Group Services shares, but I'm now exploring selling them to pursue investments with greater upside over the next five years. My current thinking is to allocate funds to two high-growth companies. I've been looking at Kraken Robotics, Zedcor, and Propel Holdings. I'd appreciate your insights on these, and I'm very open to alternative suggestions, including opportunities in the US market across small, mid, and large cap companies. Thank you.
Q: Any thoughts/insights on the current drop other than I recently acquired :)
Q: Good Morning
Would you sell a half or full position of BYD to buy a half or full position in CLS?
THks
Marcel
Would you sell a half or full position of BYD to buy a half or full position in CLS?
THks
Marcel
Q: Good Morning
Any idea why byd dropped so much today see no news other then a large number of trades happening?
Thks
Marcel
Any idea why byd dropped so much today see no news other then a large number of trades happening?
Thks
Marcel
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Enbridge Inc. (ENB $66.95)
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Fortis Inc. (FTS $73.07)
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Tourmaline Oil Corp. (TOU $61.24)
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Aritzia Inc. Subordinate Voting Shares (ATZ $114.48)
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Brookfield Renewable Partners L.P. Limited Partnership Units (BEP $30.46)
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Fairfax India Holdings Corp (FFXDF $17.40)
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Boyd Group Services Inc. (BYD $228.73)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $65.43)
Q: hi group please see attached lists of my \TSFA holdings in what order would you add to them or is there a better stock picks you would recommend instead Maybe 3 suggestions. thanks
ps how much cash are you recommending we hold thru these turbulent times as well as the market being way oversold (gold/metals and Tech seem to me the leaders
ps how much cash are you recommending we hold thru these turbulent times as well as the market being way oversold (gold/metals and Tech seem to me the leaders
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Descartes Systems Group Inc. (The) (DSG $91.53)
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Kinaxis Inc. (KXS $124.06)
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Kraken Robotics Inc. (PNG $7.99)
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Celestica Inc. (CLS $286.87)
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Valhi Inc. (VHI $14.31)
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Galaxy Digital Inc. Class A common stock (GLXY $30.84)
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The RealReal Inc. (REAL $14.77)
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Boyd Group Services Inc. (BYD $228.73)
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WisdomTree International Dividend Ex-Financials Fund (DOO)
Q: How would you rank the following for purchasing today? Are there any you would not purchase or would only purchase a portion of final holding?
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Kinaxis Inc. (KXS $124.06)
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Premium Brands Holdings Corporation (PBH $96.02)
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Savaria Corporation (SIS $24.50)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $188.22)
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WELL Health Technologies Corp. (WELL $3.92)
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CCL Industries Inc (CCLA)
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Boyd Group Services Inc. (BYD $228.73)
Q: I am considering consolidating some of the listed companies because I have small positions in them. Do you have 2 or 3 favorites for a long term hold.
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TFI International Inc. (TFII $160.66)
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Premium Brands Holdings Corporation (PBH $96.02)
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Savaria Corporation (SIS $24.50)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $188.22)
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CCL Industries Inc (CCLA)
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Boyd Group Services Inc. (BYD $228.73)
Q: Hi. Of the 6 listed companies, which 3 are your favorites for a long term hold. I am trying to consolidate smaller positions so that I have less stocks.
Q: Hi Peter & the 5i Team,
In your recent answer to Stephen, you stated that Boyd is in the Industrial Sector of the TSE. Actually, it's in the Consumer Discretionary Sector, as indicated on the TMX website and 5i's Portfolio Analytics.
If one wanted to sell BYD but remain in the Consumer Discretionary Sector, what would be your three best Canadian stocks to consider?
Thanks as always for your assistance.
In your recent answer to Stephen, you stated that Boyd is in the Industrial Sector of the TSE. Actually, it's in the Consumer Discretionary Sector, as indicated on the TMX website and 5i's Portfolio Analytics.
If one wanted to sell BYD but remain in the Consumer Discretionary Sector, what would be your three best Canadian stocks to consider?
Thanks as always for your assistance.
Q: Byd continues to fall. Its P/E is high and EPS low. Is there a better stock out there in the same sector that you are more comfortable with or do you see a turn around soon? T Steve
Q: Long time holder of BYD. Currently have BYD at 1.9% and CPRT at 1%. CPRT has really outperformed BYD over many timeframes. BYD is consumer cycl. and CPRT is industrial. I'm up 20% on BYD and 39% on CPRT. BYD has been a frustrating stock over the past few years but CPRT has shown resiliency and stable compounding growth. Thoughts on the BYD earnings and both companies going forward? Continue to hold both or I was thinking of selling BYD and adding to my CPRT. Thoughts? Thanks!
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $188.22)
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Boyd Group Services Inc. (BYD $228.73)
Q: I know they are different industries but which would you prefer for a 3 year hold?
Q: I’ve held BYD for a number of years and have tried to be patient recently, but I’m wondering with its significant headwinds if it’s time to move on. What are your thoughts on BYD going forward, and do you have better suggestions for another consumer discretionary or consumer defensive stock?
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Eli Lilly and Company (LLY $1,024.33)
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Walmart Inc. (WMT $127.23)
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Enbridge Inc. (ENB $66.95)
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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,252.23)
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Brookfield Renewable Partners L.P. (BEP.UN $41.58)
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ARC Resources Ltd. (ARX $25.15)
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Tourmaline Oil Corp. (TOU $61.24)
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WSP Global Inc. (WSP $272.32)
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Pan American Silver Corp. (PAAS $76.93)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $165.24)
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goeasy Ltd. (GSY $126.80)
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TerraVest Industries Inc. (TVK $148.62)
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Aritzia Inc. Subordinate Voting Shares (ATZ $114.48)
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WELL Health Technologies Corp. (WELL $3.92)
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Fortis Inc. (FTS $53.54)
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Boyd Group Services Inc. (BYD $228.73)
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VanEck Junior Gold Miners ETF (GDXJ $130.20)
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Ninepoint Energy Income FUnd (NRGI)
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Brookfield Corporation Class A Limited Voting Shares (BN $61.31)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $65.43)
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Costco CDR (CAD Hedged) (COST $44.19)
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Microsoft CDR (CAD Hedged) (MSFT $29.33)
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Alphabet CDR (CAD Hedged) (GOOG $55.74)
Q: Hi group i own the above stocks and have some cash to deploy. pick out 10 core holdings c/w with order to buy and entry price. I am in no rush but want the buy list ready for any opportunity that pops up. Thanks for your help
Q: Based on the recent quarter results and comments going to 2029, would you switch to Copart for the long term?
Q: Do you see BYD as useful to hold going forward/doesn have a valuable growth and risk-weighted profile at the moment?
Q: Q (Private): They just released their updated plan (until 2029); what are your thoughts on what they have proposed in terms of revenue / margin growth along with the strategy.
This stock has been painful to own over the last couple of years so not sure if this is a needle mover or more consistent w/ their past performance.
Didn't seem like a big catalyst.....
This stock has been painful to own over the last couple of years so not sure if this is a needle mover or more consistent w/ their past performance.
Didn't seem like a big catalyst.....
Q: Good Morning
What are your thoughts on BYD new 5 year goal to 2029 for more rapid growth?
Thks
Marcel
What are your thoughts on BYD new 5 year goal to 2029 for more rapid growth?
Thks
Marcel