Q: Do these two companies essentially provide the same services? It appears STC is currently profitable and TWLO is not. Do you think STC is misunderstood by the street?
Q: I have a well balanced portfolio, intentionally tech heavy. Recently I added 1/2% each of Cars, Hero, Cybr and Edge etfs. What do you think about selling my PEO and using it to bring my Evolve holdings up to 1% each?
Q: Recognizing that STC, (Sangamo Technologies) and XBC ( Xebec Adsorption) are in two entirely different fields, which of the two would you recommend for a 2/3 year hold and why.
Q: Hi 5i Team,
Lumentum reported preliminary 2Q result share dropped 11% yesterday.
Pls comment it’s future outlook and also your view of the Coherent acquisition announced today.
Should I continue to hold?
Thank you for your professional advice.
Q: Hi
Any update on REAL-T. The stock came down from its high of $32.40 in Aug 2020. Has any thing changed and that is why the stock is not recovering? Is it a good buy at this price now and the demand for its services are strong?
Thanks
Piyush
Q: Since 1974, with my 1st investment in koffler stores (shoppers drug mart),I have looked for some rational reason to purchase a stock.
Obviously I have seen some times that I cannot explain. Today is one of those days.
I own fdx market cap 60 b more or less
I see door dash has a market cap of the same
How can this be reasonable in any way.
Have investors lost their collective minds or is it possible we are entering a dangerous time in the market .
Q: Hello 5i Team
Further to BAM takeover of BPY, I looked back at the BPY takeover of Brookfield Canada Office Properties (BOX-UN) in 2017 for a similar timeframe:
January 23, 2017 takeover at $30.10 announced
April 20, 2017 revised takeover price of $32.50 announced
June 30, 2017 offer closed BOX-UN delisted
Therefore do you see the following timeframe to be reasonable:
Revised takeover price announced either mid march or early April 2021
BPY unit holders would receive the March 31, 2021 distribution
Completion of takeover prior to June 30 distribution payment (i.e. unit holders will not receive June 30 distribution)
Also noted at the time BPY increased their offer by approximately 8 % for BOX-UN – therefore would an increase from US$16.50 to the range of US$17.50 to US$18.00 be considered reasonable?
Thanks for the great service.
Q: I apologize for bringing up GUD, however there seem to be quite a few people waiting to jump on this stock. (I just did)
I have noticed as the price erodes there is a buyback, insider purchase or indication of possibly something coming up; creating a small flurry of buying until it deteriorates again.
This stock has been kept in the BE because of the co. strategy/positioning, cash position and track record of the CEO.
The CEO has stated you invest in GUD for your grandchildren -so the focus is on the business and not headlines or announcements.
It seems to me the insider/corporate buying is a signal to be patient - that they aren't asleep but are investing their own money and retained earnings back into GUD because it makes good business sense.
I can't imagine propping up the price for any other reason(please confirm).
Thank you
Q: Hi 5i, With $12,000 sitting in our TFSA account waiting to be invested this year, which would you say is a better investment today for a 3-5 year hold: Lightspeed or Nvidia?
Thanks
Q: Andrew on Jan. 19 asked about over the counter stocks in a TFSA. I recently did this calling iTrade (1 1/2 hour wait time) about IFC being moved to the US side - IFCZ - otc (same company) and the broker said since it is a Canadian stock I could hold it in a TFSA and it would fine -- which I did do. Shortly will sell it and acquire US cash.
Q: Two questions I use Waterhouse for trading and a day trade told me that their quotes are delayed and he use a quicker more recent quote for trades. Is there somewhere else I should be going to view more current bid and asks for trading
Why are there not more take over deals with such record low interest rates? Are banks not supporting deals?