Q: Engine Capital bought into PKI and did wonders for the stock price Now they bought a 5.3% holding in DND. What do you think of the transaction? Can I hope for similiar results to PKI?
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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: Please comment on DND-T quarteral results. Thank you.
Q: hi 5i
With reference to my earlier question you mention there are better names, could you please advise a few of those names .
thx
With reference to my earlier question you mention there are better names, could you please advise a few of those names .
thx
Q: Hi 5i
How were DND earnings and how do you view the current outlook/share price....Current share holder , outlook is 1 to 2 years , does it have any legs left?
Thx
How were DND earnings and how do you view the current outlook/share price....Current share holder , outlook is 1 to 2 years , does it have any legs left?
Thx
- Descartes Systems Group Inc. (The) (DSG)
- TFI International Inc. (TFII)
- ATS Corporation (ATS)
- BRP Inc. Subordinate Voting Shares (DOO)
- Kinaxis Inc. (KXS)
- TerraVest Industries Inc. (TVK)
- EQB Inc. (EQB)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Richelieu Hardware Ltd. (RCH)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Trisura Group Ltd. (TSU)
- WELL Health Technologies Corp. (WELL)
- Docebo Inc. (DCBO)
- Dye & Durham Limited (DND)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- Topicus.com Inc. (TOI)
- Lumine Group Inc. (LMN)
Q: I am considering starting new positions or adding to existing positions in a number of these companies. In What order would you purchase these companies, from first to last? Is there any of these companies you would not currently buy? Looking at 3 to 5 year timeline..
Apologies for number of companies!! Please deduct appropriately.
Thanks
Tim
Apologies for number of companies!! Please deduct appropriately.
Thanks
Tim
- FirstService Corporation (FSV)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
- Real Matters Inc. (REAL)
- Dye & Durham Limited (DND)
Q: Hi 5i,
I currently hold DND and REAL, which I had purchased approx. 1year ago. My Thesis for both of these stocks is that once interest rates begin to fall both stocks both could experience positive stock movement to the upside given the current need for housing and all the pent up demand in the US/Canada.
I have read your report on dropping coverage of DND and your answers to questions on REAL. It would appear that your main concern is on their debt levels and that there are better opportunities elsewhere for an investors capital. Is that correct?
Do you have any actual concerns with the business models of both these companies itself? What are your views on the real estate market in general?
Apologize for the multiple questions. Please deduct as many credits as needed.
Thanks in advance!
Greg C.
I currently hold DND and REAL, which I had purchased approx. 1year ago. My Thesis for both of these stocks is that once interest rates begin to fall both stocks both could experience positive stock movement to the upside given the current need for housing and all the pent up demand in the US/Canada.
I have read your report on dropping coverage of DND and your answers to questions on REAL. It would appear that your main concern is on their debt levels and that there are better opportunities elsewhere for an investors capital. Is that correct?
Do you have any actual concerns with the business models of both these companies itself? What are your views on the real estate market in general?
Apologize for the multiple questions. Please deduct as many credits as needed.
Thanks in advance!
Greg C.
Q: Based on you dropping coverage of DND I think it's time to cut my losses and move on as well. Can you please recommend potential replacements? Would DCBO be one or are there others that would be better from a risk/total return perspective over a 5 year time horizon?
- Sangoma Technologies Corporation (STC)
- Alimentation Couche-Tard Inc. (ATD)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- WELL Health Technologies Corp. (WELL)
- Armor Minerals Inc. (A)
- BlackBerry Limited 3.75% Convertible Unsecured Debentures (Quoted in US Funds) (BB.DB.V)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Dye & Durham Limited (DND)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: These all in my RESP, most of them under water except ATD and BAM. Please advise what should I buy to add 10k to it for 2 years hold. Also any thing need to be cleaned up in this list.
Thank you
Thank you
- Sylogist Ltd. (SYZ)
- Algonquin Power & Utilities Corp. (AQN)
- Enghouse Systems Limited (ENGH)
- Knight Therapeutics Inc. (GUD)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Dynamic Active Global Dividend ETF (DXG)
- Real Matters Inc. (REAL)
- Xebec Adsorption Inc. (XBC)
- Enthusiast Gaming Holdings Inc. (EGLX)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Dye & Durham Limited (DND)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- BBTV Holdings Inc. Subordinate Voting Shares (BBTV)
- AbCellera Biologics Inc. (ABCL)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
- illumin Holdings Inc. (ILLM)
Q: Hi Peter, Hi have listed my big loosers and will appreciate you opinion for clean up purpose. 1. Can go right away 2. There is some hope so hold on 3. add more
- Park Lawn Corporation (PLC)
- Cenovus Energy Inc. (CVE)
- Precision Drilling Corporation (PD)
- Brookfield Infrastructure Partners L.P. (BIP.UN)
- GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
- Cargojet Inc. Common and Variable Voting Shares (CJT)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Real Matters Inc. (REAL)
- Trisura Group Ltd. (TSU)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Dye & Durham Limited (DND)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: I'm down a fair amount in registered plans after holding each of the 13 listed stocks for some time. Please rate in terms those that are worth keeping as the prospects are good vs those where it's probably time to cut losses and move on. Timeframe of 5 years before starting to draw down from portfolio.
- Real Matters Inc. (REAL)
- Converge Technology Solutions Corp. (CTS)
- Galaxy Digital Holdings Ltd. ordinary shares (GLXY)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Dye & Durham Limited (DND)
Q: Everyone, I am interested in a small cap growth stock with big upside - high risk - what would you suggest? With the understanding that I could lose everything. I have a small position in cash and I don’t like having cash. Clayton
Q: One of my advisory services informed me that Plantro bout $7,500,000 worth of DND stock last week. It already seems to own 10% so it's ownership will be pretty substantial.
Who are they and what do you think about that purchase?
Thanks
Sheldon
Who are they and what do you think about that purchase?
Thanks
Sheldon
Q: Referring to your rather positive response to Gregory on DND results.
Wondering why you suggested removing it from the portfolio just before earnings when it was down -60% YTD already.
It was a 50/50 chance of being a good report.
Sheldon
Wondering why you suggested removing it from the portfolio just before earnings when it was down -60% YTD already.
It was a 50/50 chance of being a good report.
Sheldon
Q: Hi 5i,
Could I please get your thoughts on DND recent earnings?
Thank you,
Greg C.
Could I please get your thoughts on DND recent earnings?
Thank you,
Greg C.
- Park Lawn Corporation (PLC)
- Kinaxis Inc. (KXS)
- goeasy Ltd. (GSY)
- Trisura Group Ltd. (TSU)
- WELL Health Technologies Corp. (WELL)
- Galaxy Digital Holdings Ltd. ordinary shares (GLXY)
- Docebo Inc. (DCBO)
- Dye & Durham Limited (DND)
Q: When the "take it private" chatter was happening I ended up with too large of a DND position which I have been (too) patient with as I understand that the macro economics involved are challenging and until that changes there is little to do but wait. But it is getting a little crazy at this point (even dead cats should bounce).
If I wanted to hedge my bet and sell some are there few other beat up names that you feel have a similar or better recovery potential?
If I wanted to hedge my bet and sell some are there few other beat up names that you feel have a similar or better recovery potential?
Q: Would you consider the company a buy at today's close or simply a value trap?
Q: Can you comment on DND's financing announcement. What does it mean and what impact will it have on operations in the future? Is it a good move? Market appears not to like it as of Friday afternoon.
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Converge Technology Solutions Corp. (CTS)
- Dye & Durham Limited (DND)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: If one believed that now was a good time to start picking away at beaten up stocks, how much should the fear of tax loss selling in the next 6 weeks weigh on the decision of whether or not to buy now or wait? Probably not a great way to invest pitting the fear of short term loss against fomo. Could you also highlight 10 or 12 Cdn stocks that in your opinion are the most vulnerable to taking a big tax loss selling hit this year. Thank you.
Q: DND is potentially buying back 10% of the float - should I be encouraged by this or concerned that it just adds to their already high leverage? Wondering if I should be averaging down here or is it just throwing good money after bad. Thanks
- Celestica Inc. Subordinate Voting Shares (CLS)
- BRP Inc. Subordinate Voting Shares (DOO)
- Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
- Converge Technology Solutions Corp. (CTS)
- Docebo Inc. (DCBO)
- Dye & Durham Limited (DND)
Q: Thx for the heads up on CLS in early May. Looking at insider buying by CEOs and CFOs do you see anything of interest at present? Anything of interest from the growth porfolio with significant insider buying?
Thx
Thx