Q: Between the two, which do you favour most and reasons.
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
-
StorageVault Canada Inc. (SVI)
-
Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
-
FirstService Corporation (FSV)
-
Tricon Residential Inc. (TCN)
-
European Residential Real Estate Investment Trust (ERE.UN)
-
BSR Real Estate Investment Trust (HOM.UN)
Q: Which 4 of the 6 Reits would you buy at current levels? Please rank your choices.
Thanks
Thanks
Q: At today's valuations, if you could invest in one of these today as a good solid longterm investment, which one would it be? Would you still consider BYD and FSV as fairly expensive, even after the recent drop in their respective stock prices?
Thanks.
Thanks.
-
Sun Life Financial Inc. (SLF)
-
CGI Inc. Class A Subordinate Voting Shares (GIB.A)
-
Constellation Software Inc. (CSU)
-
Brookfield Renewable Partners L.P. (BEP.UN)
-
WSP Global Inc. (WSP)
-
Algonquin Power & Utilities Corp. (AQN)
-
CAE Inc. (CAE)
-
Colliers International Group Inc. Subordinate Voting Shares (CIGI)
-
Descartes Systems Group Inc. (The) (DSG)
-
FirstService Corporation (FSV)
-
Parkland Corporation (PKI)
-
Kinaxis Inc. (KXS)
-
Open Text Corporation (OTEX)
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP)
-
Brookfield Infrastructure Partners L.P. (BIP.UN)
-
Alimentation Couche-Tard Inc. (ATD.A)
-
Boyd Group Services Inc. (BYD)
Q: Hello 5i team,
I've held a good number of stocks you hold in your BE portfolio and I've managed to obtain a 14% compound annual total return in the last 11 years.
100% of my portfolio is in equities; I'll be shortly 77 years old and plan to reduce my equity exposure to 30%, with the above stocks in mind.
Your opinion is most valuable
Antoine
I've held a good number of stocks you hold in your BE portfolio and I've managed to obtain a 14% compound annual total return in the last 11 years.
100% of my portfolio is in equities; I'll be shortly 77 years old and plan to reduce my equity exposure to 30%, with the above stocks in mind.
Your opinion is most valuable
Antoine
Q: Hi Peter!
After the last earning results and the big jump in valuation, is FSV now on the expensive side (forward PE of around 40)? I'm considering trimming my position. Thanks
After the last earning results and the big jump in valuation, is FSV now on the expensive side (forward PE of around 40)? I'm considering trimming my position. Thanks
Q: The market seemed to like FSV results. Can you provide your analysis.
Q: How do these companies compare and which would you prefer for a long term investment. I am not familiar with either fsv or ecn.
Thanks for this and all the valuable advice.
Thanks for this and all the valuable advice.
-
FirstService Corporation (FSV)
-
GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
Q: Hi 5i team,
Both GDI and FSV are in the building service industry. If I can only buy one, giving the growth and revenue projection, the balance sheets. the management, which would be your preference and why for a 3 years hold. Thanks.
Both GDI and FSV are in the building service industry. If I can only buy one, giving the growth and revenue projection, the balance sheets. the management, which would be your preference and why for a 3 years hold. Thanks.
Q: When buying a thin trader such as FSV,
Do you recommend putting in a limit order rather than a market order?
Thanks
Karim
Do you recommend putting in a limit order rather than a market order?
Thanks
Karim
Q: In the company data for PKI the earnings estimate is $1.52 which is a negative 22% growth over 2019, is this correct?
For FSV the estimate is $2.38 which is negative 3.6% over the previous year?
And for ATD.B there are no estimates, do have any estimates for next year?
Your assistance as always is greatly appreciated.
Mike
For FSV the estimate is $2.38 which is negative 3.6% over the previous year?
And for ATD.B there are no estimates, do have any estimates for next year?
Your assistance as always is greatly appreciated.
Mike
Q: Further to my question re: a bought deal. I read i that the deal was for $ 92.50 a share US that is approx $123.00 Canadian. If shares were trading at a higher level prior to the deal - approx $126.00 - ( mind you they were around the bought deal price a week ago ) what is the "bought deal" part of issuing new shares?
I have read that term a few times and seen the stock prices for stock react wildly from the announcements - I am unsure what it mean or what the implications are.
I have read that term a few times and seen the stock prices for stock react wildly from the announcements - I am unsure what it mean or what the implications are.
Q: First services announced he bought deal for $200 million. Can you explain what about Deal is ?
Q: Both down significantly and I own neither, but have been watching FSV and to a lesser degree, CIGI.
For exposure in real estate and seeking growth (not income) would you prefer one over the other, or are these close enough to equal as far as 5i is concerned? Any guesses as to which one bounces back faster?
Thx.
For exposure in real estate and seeking growth (not income) would you prefer one over the other, or are these close enough to equal as far as 5i is concerned? Any guesses as to which one bounces back faster?
Thx.
Q: With todays reduction in price to $116.79 is it maybe a good time (after an up tick) to make a modest addition to my present holdings?
Thanks
Thanks
Q: What comments do you have about FirstService and their results including weakness. Thank you.
Q: Hi,
Is it time to take a position in First Service given today's pullback ?
Thank you
Is it time to take a position in First Service given today's pullback ?
Thank you
Q: Can I get your take on earnings? What do you see going forward for each? Buy, hold or sell?
Q: I read tonight from the 5i report that FSV recently bought a commercial real estate management company. I thought when FSV and CIGI split FSV would manage residential real estate and CIGI would manage commercial real estate. If this is true is the most recent acquisition troubling as FSV is getting out of its level of expertise (managing residential real estate)? Will it now be in direct competition with CIGI?
Q: Dear 5i,
Your recent report dated October 7, 2019 states that the D/E is 1.41 and you give the company a rating of "B". When I lookup the D/E on your web site I get a D/E of 4.94.
Which D/E is correct and does your rating change?
thanks
Your recent report dated October 7, 2019 states that the D/E is 1.41 and you give the company a rating of "B". When I lookup the D/E on your web site I get a D/E of 4.94.
Which D/E is correct and does your rating change?
thanks
Q: Hi team:
this stock was very closed to $ 140 recently, now pulled back to close to $ 130
pays a small dividend
are there any particular news or it is just going along with the market ?
I could add to the position for a 3 plus years hold for income and capital growth
thanks
Michael
this stock was very closed to $ 140 recently, now pulled back to close to $ 130
pays a small dividend
are there any particular news or it is just going along with the market ?
I could add to the position for a 3 plus years hold for income and capital growth
thanks
Michael