Q: follow up to my previous question. what do you think the odds of the deal getting approved
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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: now that the link deal is accepted, what should this mean for stock performance. market conditions aside what upward push should it have (if any)?
Q: hi, 5i
I am looking for pair trades for EGLX and DND to lock in capital losses. can you provide names to hold for a month or so, before buying back. cheers, chris
I am looking for pair trades for EGLX and DND to lock in capital losses. can you provide names to hold for a month or so, before buying back. cheers, chris
Q: DND stock is badly broken. It has sold off even further during this tech bounce. Does this reflect a broken company or a mispriced stock?
Thanks.
Thanks.
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Suncor Energy Inc. (SU $53.27)
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Dollarama Inc. (DOL $196.92)
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $80.34)
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Tourmaline Oil Corp. (TOU $56.99)
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TFI International Inc. (TFII $125.74)
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ATS Corporation (ATS $37.92)
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Kelt Exploration Ltd. (KEL $6.70)
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Kinaxis Inc. (KXS $198.61)
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Agnico Eagle Mines Limited (AEM $184.39)
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Maverix Metals Inc. (MMX $6.53)
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WELL Health Technologies Corp. (WELL $5.00)
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Boyd Group Services Inc. (BYD $221.16)
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Dye & Durham Limited (DND $10.57)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $5.23)
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Anaergia Inc. (ANRG $1.47)
Q: Without concern for sector or diversification what would be your top 2 choices of the above names for long term (10+ yrs) growth potential for TFSA? Of those 2 choices what is a good entry point??
Q: this continues to perform poorly. is it still a top pick for growth by 5i. would you start a small position today. if the story is still the same as a couple of months ago, it must be an elevated buy today. is it a buy
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goeasy Ltd. (GSY $206.49)
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Redishred Capital Corp. (KUT $4.96)
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Converge Technology Solutions Corp. (CTS $5.99)
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Dye & Durham Limited (DND $10.57)
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Propel Holdings Inc. (PRL $32.78)
Q: Hi 5i Team,
Would you recommend any of these as a buy at this current time as a basket of smaller cap companies? If so, what order would you rank these?
Thanks,
Jon
Would you recommend any of these as a buy at this current time as a basket of smaller cap companies? If so, what order would you rank these?
Thanks,
Jon
Q: I have a large loss in DND. Do you have anything that might replace it for a month?
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Dye & Durham Limited (DND $10.57)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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Nuvei Corporation (NVEI)
Q: Which stock has the best recovery potential - DND or NVEI?
Thanks for your service!
Thanks for your service!
Q: With an important loss but now at a 1% position, Would you add now to complete a full 2-3% position after today’s news release?
Thank you
Thank you
Q: followup to my question from yesterday about dnd. you replied
The Link deal would be highly accretive to earnings, and set DND up for very strong market share and growth. That being said, with the long delays, regulatory issues, and the market, we do not think many investors really think this deal is going to close.
has this been your thinking when you have recently rated, on several occasions, dnd as one of your top growth picks? has your view changed with the apparent demise of the link deal?
The Link deal would be highly accretive to earnings, and set DND up for very strong market share and growth. That being said, with the long delays, regulatory issues, and the market, we do not think many investors really think this deal is going to close.
has this been your thinking when you have recently rated, on several occasions, dnd as one of your top growth picks? has your view changed with the apparent demise of the link deal?
Q: can you comment on dnd and acquisition offer being refused but looking for a higher price. how material is the deal to dnd's valuation. what do you see happening.
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Microsoft Corporation (MSFT $517.10)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $197.70)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.05)
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Dye & Durham Limited (DND $10.57)
Q: I have an interesting question regarding value vs growth. I don't have exposure to MSFT and still feel bad for not having bought it in the 2009 crash. With a 5 year time frame please rank the above from top stock to least stock performance (prediction, prediction). If you were to sell one of the above to buy MSFT which would it be?
Thank you
Yves
Thank you
Yves
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Sangoma Technologies Corporation (STC $7.92)
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WELL Health Technologies Corp. (WELL $5.00)
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Converge Technology Solutions Corp. (CTS $5.99)
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Dye & Durham Limited (DND $10.57)
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Anaergia Inc. (ANRG $1.47)
Q: Hi, I have very small positions in each of these. Do you think it makes sense to sell STC ANRG and WELL to add to DND and CTS ? I view them as «safer» compagnies if a recession comes and they have as much long term upside potential as the others. What are your thoughts ? Thank you.
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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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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $5.23)
Q: For a long term position, in which order would you add these three stocks?
Q: What is your opinion on the news release regarding ACCC reviewing LINK Group & putting off an answer until September.
Do you feel this stock is going to drift downward, because of this over hanging issue.
Thank you very much appreciate your good work.
Earl
Do you feel this stock is going to drift downward, because of this over hanging issue.
Thank you very much appreciate your good work.
Earl
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Descartes Systems Group Inc. (The) (DSG $136.21)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $197.70)
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goeasy Ltd. (GSY $206.49)
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Aritzia Inc. Subordinate Voting Shares (ATZ $77.10)
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ECN Capital Corp. (ECN $2.77)
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Boyd Group Services Inc. (BYD $221.16)
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Dye & Durham Limited (DND $10.57)
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Topicus.com Inc. (TOI $169.32)
Q: What Canadian stocks would you be picking up today in this selloff?
Q: Hold DND and would like to pick away at NVEI. Do you like the price at the current time and how long would you hold DND. Bought at $29. Long time horizon, and looking for some torque. Or is there something you like better today?
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Sylogist Ltd. (SYZ $8.26)
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Enghouse Systems Limited (ENGH $22.35)
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Enthusiast Gaming Holdings Inc. (EGLX $0.10)
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CrowdStrike Holdings Inc. (CRWD $426.34)
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Digital Turbine Inc. (APPS $4.16)
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Dye & Durham Limited (DND $10.57)
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CloudMD Software & Services Inc. (DOC $0.04)
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Mitek Systems Inc. (MITK $10.16)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $5.23)
Q: After selling ENGH yesterday, I am reviewing the above holdings and only want to keep stocks that have a potential to generate decent future income, over the next 5 years or may be acquired by another company. These are long-term holdings and I don't need the cash, but could use the tax loss. Don't want to sell any company with a positive future. Any of the above holdings that you would sell now?
Thanks!
Thanks!
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Sangoma Technologies Corporation (STC $7.92)
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TFI International Inc. (TFII $125.74)
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Miscellaneous (MISC)
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goeasy Ltd. (GSY $206.49)
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WELL Health Technologies Corp. (WELL $5.00)
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Converge Technology Solutions Corp. (CTS $5.99)
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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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Dye & Durham Limited (DND $10.57)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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Anaergia Inc. (ANRG $1.47)
Q: For fun if you were to build a concentrated portfolio with Canadian stocks maximum holding 7-10 what would be your picks today.