Q: So I felt this stock had a fairly bright future. So is this stock a tax sell off problem. What do you fell, is it a sell, hold or buy. AND would you please elaborate on this issue.
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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: What is expected from DND when they report this week? Is the $30 target expected by Cannacord realistic? Thanks
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Meta Platforms Inc. (META $767.37)
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WELL Health Technologies Corp. (WELL $5.00)
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Enthusiast Gaming Holdings Inc. (EGLX $0.10)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.05)
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Digital Turbine Inc. (APPS $4.16)
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Dye & Durham Limited (DND $10.57)
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Palantir Technologies Inc. (PLTR $174.03)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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Unity Software Inc. (U $38.34)
Q: Hi,
Please take as many credits as you feel fit. Our portfolio is a hot mess. We’ve basically been ignoring this downturn for the past 6 months knowing we are are in for the long term. Retirement is 7-10 years out. The above holdings have fallen below a 1% weight in our portfolio. We have limited cash to deploy. Which of these would you add to? In what order? Any you would not add to and just hope that time allows for recovery? Any if these you would sell? For the ones that could be added too. Would you just buy now or put some stink bids in given the crazy volatility in markets? Any additional input is welcome.
Thanks so much,
Kerri
Please take as many credits as you feel fit. Our portfolio is a hot mess. We’ve basically been ignoring this downturn for the past 6 months knowing we are are in for the long term. Retirement is 7-10 years out. The above holdings have fallen below a 1% weight in our portfolio. We have limited cash to deploy. Which of these would you add to? In what order? Any you would not add to and just hope that time allows for recovery? Any if these you would sell? For the ones that could be added too. Would you just buy now or put some stink bids in given the crazy volatility in markets? Any additional input is welcome.
Thanks so much,
Kerri
Q: It was announced on Oct. 13 that DND would sell TM Group after the UK review. It appears to be improving how the market views the stock since it has gone up almost $2 since then.Your opinion on this proposed sale would be appreciated.Thanks for all your hard work.
Dave
Dave
Q: what do you make of dnd offer to link. what does this mean for stock in the future. market definitely doesn't like it as of this morning
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BRP Inc. Subordinate Voting Shares (DOO $80.11)
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ECN Capital Corp. (ECN $2.77)
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Dye & Durham Limited (DND $10.57)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $5.23)
Q: Have any of the companies in the 5i Growth Portfolio been actively buying back stock? Have you considered sending out flash emails with this information? Don’t you think investors should be focusing in on CEO’s of companies buying back stock as the market craters?
Thanks
Thanks
Q: Your analysis of earnings please
Sheldon
Sheldon
Q: link deal is dead. what does this mean. dnd was one of your favourite growth picks not long ago. how does it stack up now. how do you rate it now.
Q: hello 5i:
Comment on DND's preliminary earnings announcement?
Please ignore if already asked.
Paul L
Comment on DND's preliminary earnings announcement?
Please ignore if already asked.
Paul L
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Enghouse Systems Limited (ENGH $22.35)
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TECSYS Inc. (TCS $36.95)
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Real Matters Inc. (REAL $5.96)
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Dye & Durham Limited (DND $10.57)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $5.23)
Q: I plan to sell at least two of the above companies for tax loss this year. Can you list in what order you would sell first.
Best Regards,
Harold
Best Regards,
Harold
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Athabasca Oil Corporation (ATH $5.77)
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Labrador Iron Ore Royalty Corporation (LIF $26.81)
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Open Text Corporation (OTEX $43.81)
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Dye & Durham Limited (DND $10.57)
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Topicus.com Inc. (TOI $169.32)
Q: These are my tax loss candidates. Please list the best ones to sell first and which ones would be the best buy back stocks.
Thanks as always
Albert
Thanks as always
Albert
Q: Could you further explain the implications of the items noted in their press release today, in plain English?
Q: It appears that the acquisition of Link is going to happen. Is this going to be a catalyst for the stock? Investors don't seem to be convinced of the benefits of the deal since the stock after a jump Thursday is somewhat flat Friday.
I'm deep under water on this one. I can be patient when a stock is broken but not so sure if the company is not broken in this instance. Now what?
I'm deep under water on this one. I can be patient when a stock is broken but not so sure if the company is not broken in this instance. Now what?
Q: It's down more than other tech stocks recently. What's its problem? Should I dump it for tax loss resons? If so, is it a rebuy?
John
John
Q: Can you please help me understand why share price dropped more than 10% today?
thanks,
thanks,
Q: In your answer to Ken on Aug 25, you state that DND is trading at 7X earnings. I haven’t been able to verify that anywhere.
They are certainly not trading 7X TTM or 2022 earnings. The highest analyst estimate for 2023 I see is for about $1.20 . That would imply a forward PE closer to 14X. I would note also that DND doesn’t have a great record recently at living up to analysts expectations. Is 7X based on 2024 estimates?
They are certainly not trading 7X TTM or 2022 earnings. The highest analyst estimate for 2023 I see is for about $1.20 . That would imply a forward PE closer to 14X. I would note also that DND doesn’t have a great record recently at living up to analysts expectations. Is 7X based on 2024 estimates?
Q: Ive taken quite a hit with this. While others seem to be slowly getting better DND is not very much. Should I dump it? I aan afford to wait if you feel it will get better eventually
Q: Would appreciate your opinion as to which of these two companies you would prefer and maybe a short explanation why.
Thank you
Thank you
Q: Hi Team,
Can you please provide an update on the valuation of this company?
Also, if the Link acquisition does not work out do you believe there is much downside from this point?
Thanks
Can you please provide an update on the valuation of this company?
Also, if the Link acquisition does not work out do you believe there is much downside from this point?
Thanks
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Apple Inc. (AAPL $230.89)
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Microsoft Corporation (MSFT $517.10)
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WSP Global Inc. (WSP $279.33)
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ATS Corporation (ATS $37.92)
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Kinaxis Inc. (KXS $198.61)
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Atlassian Corporation (TEAM $169.17)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.05)
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Dye & Durham Limited (DND $10.57)
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Topicus.com Inc. (TOI $169.32)
Q: What would you consider good entry points for the attached stocks.
Thanks
Tim
Thanks
Tim