Q: The valuations of these two companies diverge significantly. Does GEO trade at a discount because of is size, location of business or are there other fundamental differences that I am missing? GEO strikes me as a bargain compared to MDI.
Q: Hi 5i Team: I am 8% weighting in Canadian tech with positions in LSPD and TOI. I am looking to add from DSG, ENGH, OTEX or KXS. In which order would you rank them for long term growth? Thank you for your continued excellent service.
General question about shipping prices.. Costs have increased significantly in the last couple of years..why? And who is benefiting from it? Any company you think may be be fitting from these insane price increases? Thanks.
Q: Advanced Drainage Systems Inc (WMS) and Xylem Inc (XYL).
Due to Climate change forest fire, drought, flood is on the rise and effecting water supply. These companies with the U.S. government infrastructure bill will be benefiting?
Q: any idea why this co is trading so poorly. I know the share float is quite limited but has recently had insider buying and share buybacks. Looks like they have made some good acquisitions since IPO. Thanks
Q: You have commented that some sort of position in gold is probably a good idea, akin to having some insurance in the event of a significant economic upheaval. Would you want to have HGY or HUG for this purpose?
Can you provide some analysis about them?
They started over 10 years ago, yet has a market cap of $67 and $57 million million. Why have they not grown?
Is its average volume of 16,000 and 3,000,. is there a concern with liquidity?
Last, BMO Investorline indicates a yield over 6% for HGY. Is any of this return of capital?
thank you for your excellent service
Q: Good morning team. I recently exited ATVI with all the sexual harassment allegations directed at the management. Didn’t sit well with me from an ethnical point of view. I did however do well with the stock. Wondering if you could suggest a couple of comparable companies to replace it. I do like the space. Thanks. Happy long weekend.
Q: I am overweight in Canadian tech and would like to reduce my holdings. please list in order of confidence for long term capital appreciation, high risk tolerance.
Q: Over the next few months, I plan to buy the 5 stocks listed. Not sure if there is a preferred order of purchase. This will be in a non-registered investment account, where dividend accumulation and safety of principal are the main goals. Buy and hold forever. I keep all of my growth stocks in my TFSA, and I have most of those recommended by 5i. Could you please recommend an ordered sequence for purchase of these 5? (If you see one.) Thank you for continued great service.
Q: Brookfield Office was taken in by Property Partners and now both have been taken private by Brookfield Asset Mgt.
You once wrote these shares are not the best choice as the office market was in difficult times....not unlike today as Covid Delta comes on.
If BAM has taken the real estate private, does the risk of default not get reduced? Making these prefs a reasonable buy below $25, Min Reset ( 5.10%) with a current yield above 5.10%?
How likely is it that Brookfield parent would let a Sub default on payments?