Q: Earlier you answered a question about Crox vs BYD, and you mentioned the valuations were 8x vs 44x. Just curious what metric you are using there (P/E?), and what is the most commonly accepted metric when discussing the high level valuation of a company and if its cheap or expensive? Thx
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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.
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Constellation Software Inc. (CSU)
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Alimentation Couche-Tard Inc. (ATD)
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TerraVest Industries Inc. (TVK)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Boyd Group Services Inc. (BYD)
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Lumine Group Inc. (LMN)
Q: If you were to pick quality compounders in the small cap space (US or Canada) like 3 mentioned, can you suggest a couple of good ones. I generally prefer long term horizon. Thanks. Shyam
Q: I have owned BYD for several years, and although I am not unhappy with it, I wonder if other discretionary stocks might have more growth in the future. I am thinking specifically of CROX and/or DOO. BRD strikes me as the less volatile pick but I am willing to take on more risk if the growth profile is greater. How would 5i rank these stocks for a long-term hold?
Appreciate your insight.
Paul F.
Appreciate your insight.
Paul F.
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WSP Global Inc. (WSP)
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Stantec Inc. (STN)
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TFI International Inc. (TFII)
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Primo Water Corporation (PRMW)
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Premium Brands Holdings Corporation (PBH)
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Savaria Corporation (SIS)
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Exchange Income Corporation (EIF)
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Boyd Group Services Inc. (BYD)
Q: Hi. I'm currently over weight in Consumer Defensives (BYD, PBH & PRWM) and under weight in Industrials (WSP, TFII, STN & SIS).
I'm thinking of selling PRMW and buying EIF. Based on future prospects do you think this trade makes sense. I intend to hold for a few years. Thanks!
I'm thinking of selling PRMW and buying EIF. Based on future prospects do you think this trade makes sense. I intend to hold for a few years. Thanks!
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AbbVie Inc. (ABBV)
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Abbott Laboratories (ABT)
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Danaher Corporation (DHR)
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Eli Lilly and Company (LLY)
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UnitedHealth Group Incorporated (DE) (UNH)
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WSP Global Inc. (WSP)
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TFI International Inc. (TFII)
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Novo Nordisk A/S (NVO)
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WELL Health Technologies Corp. (WELL)
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Heico Corporation (HEI)
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Boyd Group Services Inc. (BYD)
Q: hi, can I get your best CDN and US ideas in the industrials and healthcare sectors right now, for long term investment. cheers, chris
Q: Is there a problem with BYD? Why has it become a HOLD???
Many thanks.
Connie
Many thanks.
Connie
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WSP Global Inc. (WSP)
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Alimentation Couche-Tard Inc. (ATD)
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Premium Brands Holdings Corporation (PBH)
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Boyd Group Services Inc. (BYD)
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Nuvei Corporation (NVEI)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: I need to liquidate some equities to be able to pay out my RMD. I am inclined to sell the above 2 stock (NVEI and PBH), seeing only downward momentum compared to the other equities (above) I have that show steady or upward momentum. Might you agree?
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WSP Global Inc. (WSP)
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Toromont Industries Ltd. (TIH)
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ATS Corporation (ATS)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
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Boyd Group Services Inc. (BYD)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: What are your thoughts on GDI? I've been holding in my TFSA for around 3 years and up 12%. They made a purchase last week which looks good. Its more or less been flat and slightly down for the last little while. I know you like it and still hold but I'm looking to high grade this stock for a better alternative if there is one. Looking at total return 5+ yrs, what small/mid cap stocks would you rank above this one currently that I could swap with? Some names that come to mind are TVK (not held) and HPS.A (holding already). So I would sell GDI and buy one of the others, which do you like currently that have greater growth potential? If any others in Cad or US, please offer your suggestions.
Also quick thoughts on NVEI (held in TFSA), time to cut it loose? Thanks!
Also quick thoughts on NVEI (held in TFSA), time to cut it loose? Thanks!
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Sylogist Ltd. (SYZ)
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Constellation Software Inc. (CSU)
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Descartes Systems Group Inc. (The) (DSG)
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Kinaxis Inc. (KXS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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goeasy Ltd. (GSY)
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EQB Inc. (EQB)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Docebo Inc. (DCBO)
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Boyd Group Services Inc. (BYD)
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Lumine Group Inc. (LMN)
Q: I just visited your subscription website. 5i rightfully touts the outstanding returns on these BEST PERFORMERS since inception.
I have benefited immensely from those picks BUT bailed at the wrong time and now only hold GSY.
Would you still recommend Csu,byd and syz at current prices or are there new potential multi baggers that you prefer
Thanks for your help…. and looking forward to seeing share prices increase and have the patience and wisdom…and courage to hold on ……
I have benefited immensely from those picks BUT bailed at the wrong time and now only hold GSY.
Would you still recommend Csu,byd and syz at current prices or are there new potential multi baggers that you prefer
Thanks for your help…. and looking forward to seeing share prices increase and have the patience and wisdom…and courage to hold on ……
Q: I am contemplating adding to my 1/2 position in BYD. What would you consider to be a good price for adding to this position? Or are there other stocks in the same sector that you would favor over BYD at this time? thanks, J
Q: I am thinking of entering into a position in Boyd. Thoughts on this as an entry point
and how does it compare with the prospects of the industry as a whole?
and how does it compare with the prospects of the industry as a whole?
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Apple Inc. (AAPL)
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Amazon.com Inc. (AMZN)
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Costco Wholesale Corporation (COST)
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Alphabet Inc. (GOOGL)
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Intel Corporation (INTC)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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McDonald's Corporation (MCD)
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Visa Inc. (V)
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Walmart Inc. (WMT)
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Constellation Software Inc. (CSU)
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Tourmaline Oil Corp. (TOU)
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WSP Global Inc. (WSP)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Tesla Inc. (TSLA)
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Advanced Micro Devices Inc. (AMD)
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Sprott Physical Gold Trust (PHYS)
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Baytex Energy Corp (BTE)
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Boyd Group Services Inc. (BYD)
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Topicus.com Inc. (TOI)
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Lumine Group Inc. (LMN)
Q: Hi group please indicate in what order and at what entry price would you add to the above stocks. Only comment on the top 10 out of above list (i have a 100k to spend would you go all in now or wait until markets settle Thanks for your help with this decision
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Moody's Corporation (MCO)
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Roper Technologies Inc. (ROP)
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TFI International Inc. (TFII)
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Thomson Reuters Corporation (TRI)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
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S&P Global Inc. (SPGI)
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MSCI Inc. (MSCI)
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Old Dominion Freight Line Inc. (ODFL)
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Waste Connections Inc. (WCN)
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Jacobs Solutions Inc. (J)
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Boyd Group Services Inc. (BYD)
Q: I would like to build a position in the industrial services sub-sector. Could you identify your favs [CAD/US] for 3-5 year hold [I have named a few, but look to you for those in which you have the most conviction] and rank according to (a) safety in a recession and (b) compounders for long-term growth. What makes them stand out?
Thank you..
Thank you..
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Canadian Natural Resources Limited (CNQ)
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Loblaw Companies Limited (L)
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Cenovus Energy Inc. (CVE)
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Constellation Software Inc. (CSU)
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Intact Financial Corporation (IFC)
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Tourmaline Oil Corp. (TOU)
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Stantec Inc. (STN)
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Descartes Systems Group Inc. (The) (DSG)
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FirstService Corporation (FSV)
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Thomson Reuters Corporation (TRI)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Boyd Group Services Inc. (BYD)
Q: I identified 9 companies that out performed the TSX 60 plus 3 energy companies that I believe have a bright future. All 12 failed the MACD. 5 are trading at double digit discounts to their 52 week highs; dsg,shop,l,tou and cve. P/E range from 85 to 6 etc, etc. Please pick your diversified top 6 for a 5 year hold, with consistent profitability, no crazy volatility and suggest a great entry price. Thank you
Q: Hi,
What do you think of this assessment and it's impact on the stock long term?
Tim Shufelt's opinion:"management’s assessment that insurance premium increases must perforce catch up with costs, allowing carriers to fund labour rate increases over the long term, and even though labour rates are not directly tied to written premiums over the short term, political action to curb the magnitude of premium hikes represents a growing risk in our view.”
Quoted from TD Waterhouse citing the GLOBE AND MAIL
Thanks
What do you think of this assessment and it's impact on the stock long term?
Tim Shufelt's opinion:"management’s assessment that insurance premium increases must perforce catch up with costs, allowing carriers to fund labour rate increases over the long term, and even though labour rates are not directly tied to written premiums over the short term, political action to curb the magnitude of premium hikes represents a growing risk in our view.”
Quoted from TD Waterhouse citing the GLOBE AND MAIL
Thanks
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Magna International Inc. (MG)
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Premium Brands Holdings Corporation (PBH)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Boyd Group Services Inc. (BYD)
Q: I would like to add to one of the above as a new position.
Please indicate your preference and possibly the position size. Are there any I should stay away from/
Thank you for your info.
Albert
Please indicate your preference and possibly the position size. Are there any I should stay away from/
Thank you for your info.
Albert
Q: Which company do you have more confidence in for capital preservation? thanks.
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AMETEK Inc. (AME)
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WSP Global Inc. (WSP)
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TFI International Inc. (TFII)
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ATS Corporation (ATS)
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Comfort Systems USA Inc. (FIX)
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Heico Corporation (HEI)
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Boyd Group Services Inc. (BYD)
Q: Hi 5i
I'd like to address my low level of industrials (as pointed out by your analytics). Could you provide a top/favourite 3-5 list (either US or CDN) given current market conditions please.
Thank you
I'd like to address my low level of industrials (as pointed out by your analytics). Could you provide a top/favourite 3-5 list (either US or CDN) given current market conditions please.
Thank you
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Constellation Software Inc. (CSU)
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Brookfield Renewable Partners L.P. (BEP.UN)
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WSP Global Inc. (WSP)
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Stantec Inc. (STN)
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Descartes Systems Group Inc. (The) (DSG)
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FirstService Corporation (FSV)
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TMX Group Limited (X)
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TFI International Inc. (TFII)
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ATS Corporation (ATS)
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Kinaxis Inc. (KXS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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goeasy Ltd. (GSY)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
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EQB Inc. (EQB)
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Trisura Group Ltd. (TSU)
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WELL Health Technologies Corp. (WELL)
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Boyd Group Services Inc. (BYD)
Q: Please list companies in your portfolios that have returned in excess of 100% over the last 5 years.
Please also show their % returns.
Thank you.
Please also show their % returns.
Thank you.
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Dollarama Inc. (DOL)
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BRP Inc. Subordinate Voting Shares (DOO)
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Alimentation Couche-Tard Inc. (ATD)
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Premium Brands Holdings Corporation (PBH)
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Boyd Group Services Inc. (BYD)
Q: For a retired conservative investor:
1. Please rank DOO, ATD, & BYD for safety first and total return second.
2. Please rank PBH & DOL for safety first and total return second.
Thank you
1. Please rank DOO, ATD, & BYD for safety first and total return second.
2. Please rank PBH & DOL for safety first and total return second.
Thank you