Q: What are your thoughts on today's acquisition of GhostPractice? The market response seems muted to the move. What are your thoughts on DND's 1-2 year outlook?
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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,
What’s your take on Dye and Durham these days? It seems to continue to be out of favor with the market. Do you still see this company as a hold or is it better to move on from it? What would you prefer between DND and Lumine?
Thanks as always,
Jon
What’s your take on Dye and Durham these days? It seems to continue to be out of favor with the market. Do you still see this company as a hold or is it better to move on from it? What would you prefer between DND and Lumine?
Thanks as always,
Jon
Q: DND is doing a Dutch auction at not less than $17.00 and it is now trading at $16.10. What??
Q: what's your current opinion on DND ? Thank you.
Fooklin
Fooklin
Q: I have these dogs and tired of looking at them in my holdings. Interesting that STC is @ $4.50 today and analysts project the potential of $15.00 plus. DND is at $18 and analysts project $25.00+ Look forward to your real life input & thanks !
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Sangoma Technologies Corporation (STC $7.41)
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Kinaxis Inc. (KXS $173.69)
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TECSYS Inc. (TCS $34.66)
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Converge Technology Solutions Corp. (CTS $5.99)
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Dye & Durham Limited (DND $2.85)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.07)
Q: Please rank the above technical sectorequities that are in your Growth Portfolio for best expected performance for the next five years. Please provide comments on the top three to support your ranking.
Q: For a company that was once going to take itself private do you still see growth or better to move on
Q: Dye and Durban reported results this morning which don't seem to have pleased the market. What do you think of this company? Also, do you find the negative stock action Friday mildly suspicious? This is not normally a stock that jumps up or down that much on no news.
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Kinaxis Inc. (KXS $173.69)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $27.91)
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Aritzia Inc. Subordinate Voting Shares (ATZ $111.52)
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Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $19.60)
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Dye & Durham Limited (DND $2.85)
Q: Hi 5i Team,
Do you see any small cap names that are looking especially attractive at the moment?
Thanks!
Do you see any small cap names that are looking especially attractive at the moment?
Thanks!
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Kinaxis Inc. (KXS $173.69)
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goeasy Ltd. (GSY $130.20)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $27.91)
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Aritzia Inc. Subordinate Voting Shares (ATZ $111.52)
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Dye & Durham Limited (DND $2.85)
Q: What are your top 5 Canadian growth small cap picks for a TFSA? and why (what makes each of them worthy)?
Q: DND has recently had a considerable rally. What do you think of the cashflow and profitability now - I am asking for an answer that assumes the takeover does not go through. What about valuation ratios currently and compared to assumed growth rates going forwards? Cheap, fair or expensive? Thanks.
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goeasy Ltd. (GSY $130.20)
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ECN Capital Corp. (ECN $3.05)
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Dye & Durham Limited (DND $2.85)
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Propel Holdings Inc. (PRL $26.39)
Q: I would like to purchase one of these for an aggressive growth account for the next 5+ years. How would you order them best to worst? Thanks.
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Meta Platforms Inc. (META $643.16)
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Algonquin Power & Utilities Corp. (AQN $8.34)
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ECN Capital Corp. (ECN $3.05)
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Plug Power Inc. (PLUG $2.11)
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WELL Health Technologies Corp. (WELL $3.85)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.59)
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Digital Turbine Inc. (APPS $4.71)
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Dye & Durham Limited (DND $2.85)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
Q: Hello Peter
Best wishes for the Season
I owne the above in my non taxable accounts with a considerable loss. I am a senior who tended to invest in growth stocks with some sucess exept in the last 12 months.
I consider that above list has some potential for recovery.
I would like to concentrate on the bests with the greatest potential recovery in 2023.
I will appreciate your advice on the stocks I could sell or add on or replace.
I always value your opinion
Raouf
Best wishes for the Season
I owne the above in my non taxable accounts with a considerable loss. I am a senior who tended to invest in growth stocks with some sucess exept in the last 12 months.
I consider that above list has some potential for recovery.
I would like to concentrate on the bests with the greatest potential recovery in 2023.
I will appreciate your advice on the stocks I could sell or add on or replace.
I always value your opinion
Raouf
Q: DND is up 16% currently. After its repurchase of shares do you anticipate the share price will drop back to 11.50 or will it sustain its gain.
Not trying to ask you to be a fortune teller but just share your experience with what has happened to other company share prices in this instance.
want to know if I should take advantage of this jump in price.
Sheldon
Not trying to ask you to be a fortune teller but just share your experience with what has happened to other company share prices in this instance.
want to know if I should take advantage of this jump in price.
Sheldon
Q: Can you confirm my valuation is correct? DND is on track to generate +$150M in free cash flow this year and if I had the money I could buy the whole company for $797 M? The big concern is the billion $ is debt? Thanks
Q: The Globe and Mail has an interesting piece on DND. Apparently the CEO has received share grants of over 9,000,000 shares in the last 3 years. These have a current market value of over $100,000,000. The market cap of the company is only $900,000,000. I see red flags, but Mr. Proud sees a parade. What do you think?
Q: Dear 5i,
Your answer to my question about DND is extraordinary.
Thank you very much.
Your answer to my question about DND is extraordinary.
Thank you very much.
Q: Hello 5i,
In a December 7 question, you include DND in a list of stocks of which you write: We believe these companies fit the description of simple, predictable, strong financial position and undervalued companies: BAM.A, BNS, TFII, CSU, DND, QSR. I have a small position in DND and for me, (aside from the undervaluation) I don't feel like it fits that definition well. There is definitely something I am missing. Can you enlighten me on your logic?
Thanks
In a December 7 question, you include DND in a list of stocks of which you write: We believe these companies fit the description of simple, predictable, strong financial position and undervalued companies: BAM.A, BNS, TFII, CSU, DND, QSR. I have a small position in DND and for me, (aside from the undervaluation) I don't feel like it fits that definition well. There is definitely something I am missing. Can you enlighten me on your logic?
Thanks
Q: your opinion on DND please. is it buyable now? Thank you, Fooklin
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American Tower Corporation (REIT) (AMT $174.80)
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Dollar General Corporation (DG $111.02)
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Estee Lauder Companies Inc. (The) (EL $101.48)
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Union Pacific Corporation (UNP $234.40)
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Bank of Nova Scotia (The) (BNS $97.48)
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Constellation Software Inc. (CSU $3,303.06)
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Restaurant Brands International Inc. (QSR $100.24)
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TFI International Inc. (TFII $129.41)
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Domino's Pizza Inc (DPZ $428.28)
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Extra Space Storage Inc (EXR $132.80)
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Dye & Durham Limited (DND $2.85)
Q: Seems to me that the market must be offering up some strong, well run companies that, for some strange reason, are trading at much lower prices than what they deserve. These kinds companies pay a good dividend, have a strong balance sheet and their forward earnings look good and dependable. (perhaps you call these kinds of companies 'value' companies). Anway, here's my question, I would like to begin investing in them and would appreciate your opinion on a number of these value companies that I should consider adding to my portfolio. Perhaps 6 Canadian and 6 American. Thanks as always for your appreciated opinion.