Q: Do you know what the cost basis of the spin out of TOI from CSU last year . Thanks
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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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Toronto-Dominion Bank (The) (TD $102.88)
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Bank of Nova Scotia (The) (BNS $79.70)
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Enbridge Inc. (ENB $66.33)
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Agnico Eagle Mines Limited (AEM $189.83)
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Aritzia Inc. Subordinate Voting Shares (ATZ $79.41)
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Trulieve Cannabis Corp (TRUL $11.03)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.93)
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Topicus.com Inc. (TOI $175.88)
Q: I have recently came across $30k unexpectedly from a former employer and was pleasantly surprised. It is currently in an mutual and it would not through my weightings out of balance. I have a well diversified and weighted portfolio with your quality names such as TD, BNS, VET, ENB, TOI, BAM, LSPD, AEM, ATZ, TRUL etc... If I was to move it from the fund to an equity only to set and forget(again) for 15 years what would you chose. At least your top 3. thx.
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CAE Inc. (CAE $37.84)
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ATS Corporation (ATS $38.06)
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Aritzia Inc. Subordinate Voting Shares (ATZ $79.41)
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Associated Capital Group Inc. (AC $33.58)
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Topicus.com Inc. (TOI $175.88)
Q: AC is about 1.5% of my Portfolio and CAE is less than 1%. I have been reviewing and consolidating in my Portfolio of stocks/ETF and would appreciate your opinion regarding action to take with these two stocks. Is there more potential with CAE and would it be more profitable to move AC stock funds in to CAE? My other industrial stock is WSP and with Portfolio Analytics I am 2.5% above the suggested allocation for Industrials.I am willing to maintain this weighing in Industrials ; however, I would be interested in hearing suggestion of alternative stock choices (regardless of sector) at this time? Thank you for your assistance.
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Kinaxis Inc. (KXS $194.59)
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Converge Technology Solutions Corp. (CTS $5.99)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.93)
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CrowdStrike Holdings Inc. (CRWD $420.55)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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Topicus.com Inc. (TOI $175.88)
Q: Hi Peter and Staff
I believe you are still high on the above companies....looking at possible subtraction of 2 of them to consolidate a bit.
a) Are there any of the above that are not expected to be profitable in 2022?
b) How would you rank the six companies most compelling keep to first to drop if dropping any
Moderate risk tolerance
Thanks for all you do
Dennis
I believe you are still high on the above companies....looking at possible subtraction of 2 of them to consolidate a bit.
a) Are there any of the above that are not expected to be profitable in 2022?
b) How would you rank the six companies most compelling keep to first to drop if dropping any
Moderate risk tolerance
Thanks for all you do
Dennis
Q: Hello Peter and team
Is it too late to buy into Lithium America? Recent news seem to indicate Topicus is looking to buy a company but did not seem to affect the stock price. Any comments please?
Is it too late to buy into Lithium America? Recent news seem to indicate Topicus is looking to buy a company but did not seem to affect the stock price. Any comments please?
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Toronto-Dominion Bank (The) (TD $102.88)
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Manulife Financial Corporation (MFC $42.49)
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Constellation Software Inc. (CSU $4,549.91)
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Stella-Jones Inc. (SJ $78.13)
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TFI International Inc. (TFII $133.86)
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ATS Corporation (ATS $38.06)
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BRP Inc. Subordinate Voting Shares (DOO $80.65)
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Acadian Timber Corp. (ADN $17.95)
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goeasy Ltd. (GSY $209.13)
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Canfor Pulp Products Inc. (CFX $0.59)
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Global X Marijuana Life Sciences Index ETF (HMMJ $8.71)
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Topicus.com Inc. (TOI $175.88)
Q: I own the following Canadian Stocks in my RRSP and TFSA and 20% is in cash to invest when there are opportunities in the market.
Which ones from the above list would you pick as your Top 3 choices to add to at today's prices, and the reasons why you like them.
Are there any on the list above that you would consider selling and the reasons why.
Thank You.
Which ones from the above list would you pick as your Top 3 choices to add to at today's prices, and the reasons why you like them.
Are there any on the list above that you would consider selling and the reasons why.
Thank You.
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Quisitive Technology Solutions Inc. (QUIS $0.56)
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Topicus.com Inc. (TOI $175.88)
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Propel Holdings Inc. (PRL $32.76)
Q: My 3 biggest losers to date are quis, prl and toi. Prl seems to be changing momentum heading into earnings report march 21. Would you buy more of any of them at this point, just hold or sell?
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Sylogist Ltd. (SYZ $7.99)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.52)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.93)
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Topicus.com Inc. (TOI $175.88)
Q: Hello,
I would like to rebalance my technology exposure.
You mentioned putting in stink bids to pick up bargains.
Could you tell me what you suggest for stink bids on SHOP, LSPD, TOI and SYZ.
Thank you very much
I would like to rebalance my technology exposure.
You mentioned putting in stink bids to pick up bargains.
Could you tell me what you suggest for stink bids on SHOP, LSPD, TOI and SYZ.
Thank you very much
Q: Hello team,
Considering the European home of TOI do you foresee any additional risk to its business model in the light of the devastating events in Ukraine(and Russia)?
Considering the European home of TOI do you foresee any additional risk to its business model in the light of the devastating events in Ukraine(and Russia)?
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Sylogist Ltd. (SYZ $7.99)
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Park Lawn Corporation (PLC $26.48)
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Sun Life Financial Inc. (SLF $81.49)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.52)
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Leon's Furniture Limited (LNF $30.48)
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Aritzia Inc. Subordinate Voting Shares (ATZ $79.41)
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Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $16.05)
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Trisura Group Ltd. (TSU $41.10)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.93)
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Boyd Group Services Inc. (BYD $224.13)
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Topicus.com Inc. (TOI $175.88)
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Anaergia Inc. (ANRG $1.81)
Q: Like a previous subscriber wrote, we also appreciate your most recent report: specifically, the numeric historical context of this current correction, the sectors affected and those most likely to benefit.
We are invested in each of the three of the 5i portfolios and over the next 1-2 months plan to make staggered and targeted contributions.
Could you suggest 3 or 4 companies from each portfolio where the winds of sentiment are excessively negative and would be attractive to purchase with this approach?
This is for a 5+ years hold.
Thank you
We are invested in each of the three of the 5i portfolios and over the next 1-2 months plan to make staggered and targeted contributions.
Could you suggest 3 or 4 companies from each portfolio where the winds of sentiment are excessively negative and would be attractive to purchase with this approach?
This is for a 5+ years hold.
Thank you
Q: what are the metrics you use to value TOI? what were these metric when TOI reached 143.00 6 months ago? what are these metrics currently at 82.00? you say that TOI at 82.00 is still expensive what future metrics do feel necessary to make TOI a good buy? thanks Richard
Q: On Jan 7 James asked your opinion on good/ great/ table pounding prices for these three companies. So much has happened since then. What is your opinion today?
Q: Hi Team,
I have been watching TOI closely. Recently (today for example most my tech are down 5-8% range). Yet TOI is up 3% as of writing this. It seems to have great support around the $85 level. Do you think that the bottom may be close to in for TOI, or is it just bouncing around until the next leg down do you figure? I know this is only your best guess, but value your opinion. I guess what I am looking for is..is it time to add to this name? Also...could you throw in some best conviction names either Cnd or US that you think are stupidly oversold right now that you think would be great buys for a 5yr plus hold? Thanks!
Shane.
I have been watching TOI closely. Recently (today for example most my tech are down 5-8% range). Yet TOI is up 3% as of writing this. It seems to have great support around the $85 level. Do you think that the bottom may be close to in for TOI, or is it just bouncing around until the next leg down do you figure? I know this is only your best guess, but value your opinion. I guess what I am looking for is..is it time to add to this name? Also...could you throw in some best conviction names either Cnd or US that you think are stupidly oversold right now that you think would be great buys for a 5yr plus hold? Thanks!
Shane.
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NVIDIA Corporation (NVDA $177.99)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.52)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.93)
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Docebo Inc. (DCBO $42.97)
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Topicus.com Inc. (TOI $175.88)
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Nuvei Corporation (NVEI)
Q: Two years ago, energy fund managers were pounding the table to buy oil and gas stocks.
Whoever listened did great.
Now tech prices continue to plummet. The prices are off 60-80%.
Should I pick a few and wait two years for a similar upsurge?
Would you buy shop, lspd, dcbo, toi, nvei or nvda and please rank them with a brief overview.
Thank you.
Whoever listened did great.
Now tech prices continue to plummet. The prices are off 60-80%.
Should I pick a few and wait two years for a similar upsurge?
Would you buy shop, lspd, dcbo, toi, nvei or nvda and please rank them with a brief overview.
Thank you.
Q: Good morning, Do you think these two stocks TOI and ATZ have decent recovery potential in the short term, hopefully this year, or would you say they both need different market conditions to recover to their previous highs, thanks?
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Aritzia Inc. Subordinate Voting Shares (ATZ $79.41)
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Trisura Group Ltd. (TSU $41.10)
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Topicus.com Inc. (TOI $175.88)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $5.43)
Q: I'm looking for some growth names for my wife's TFSA, but I don't want to duplicate anything I have. So, no GSY, SHOP or LSPD. What are your five favourite names for growth over the next five years?
Q: March 2 the market had quite an up day thanks to J. Powell but these 4 stocks went in the opposite direction - some as much as 5% CELH (has recovered and then some), U, SHOP and TOI. Of the 4, can you give me a bit of an explanation. The drastic down and up move in CELH and the down moves in the other 3. Many thanks.
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Sun Life Financial Inc. (SLF $81.49)
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WSP Global Inc. (WSP $285.87)
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goeasy Ltd. (GSY $209.13)
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Vanguard S&P 500 Index ETF (VFV $158.75)
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Profound Medical Corp. (PRN $6.58)
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Aritzia Inc. Subordinate Voting Shares (ATZ $79.41)
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Topicus.com Inc. (TOI $175.88)
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Flow Beverage Corp. Subordinate Voting Shares (FLOW $0.06)
Q: Hi 5i team. Love what you guys offer here as I am a recent trial member who pulled the trigger and signed up. I currently hold ATZ, BAM.A FLOW GSY PRN SLF TOI VFV and WSP in a TFSA. I am looking at rounding out my portfolio to include one of: IIP.un, DIR.un, CAR.un for long term hold with focus on growth and ok with some volatility. So out of those 3 what would you suggest is the best one to choose? Also, any other suggestions you would consider adding to my portfolio for increased diversification based on my overall strategy? Thanks
Q: I am preparing tax documents for 2021. Several times last year you answered questions about TOI shares that were "gifted" to owners of CSU. You said the TOI shares were costed at CAD$0.00015641/share. Was there any change in value after that date?
Q: Would you add TOI or WELL today? If so, why? thx