Calian just reported what looks like another strong quarter. They seem to be firing on all cylinders, ie 'Record quarterly revenue for the seventh consecutive quarter'. Thoughts?
How does this tech company compare/rank against some of 5i Canadian favourites?
Would you slowly initiate a position over the next 6 months?
The one downside I see is that their FY EPS forecast for 2020 vs 2019 does not seem overly convincing (seen on the 5i Companies page). Maybe the brokers have not adjusted things yet?
Their May 12 revised adjusted net profit and EBITDA per share numbers have been reduced but not sure if that is simply due to the increased share count. Is this a concern?
Q: Good Morning: Please share your opinion on this company as a buy/hold/sell at this present time. Comments related to dependability of earnings, given that they are an electricity supplier in a distressed market, dividend security, management expertise, etc. would be appreciated. I do know that they currently have the record for the greatest of no. of years for dividend increases for any cdn. company. Thanks, Don
Q: I realize the whole market pulled back today but Nutrien seems to be on a real downward trend for about a week now. Has there some news that is causing this, I haven't noticed anything particularly negative is recent reports. Please advise if there is something other than a volatile market pulling this stock down.
Also, would you consider this stock a good hold for the next 3 years? I currently hold this and am down close to 25% so am trying to determine if I ride it out or cut my losses.
Q: Peter, I would like your opinion on Tree Island Steel. Do you still see debt as a concern? The chart has turned favourable with a large spike in buy volume recently.
Q: With the potential of a declining US dollar in the coming year(s), what impact, if any, would this have on Canadian companies that pay their dividends in USD? As a Canadian shareholder holding such stocks, the dividend return in Canadian dollars would be negatively affected. Do you anticipate these companies could begin to pay dividends in Canadian dollars instead? Thank you.
Q: ITP forecasts a ~13% (+/- 2%) revenue decline for Q2; given today's ~15% share price decline, is it getting interesting? Or is it still too expensive given what may be an indefinite lack of growth?
Q: Please comment on the conference call this morning.Big 13% drop today.Should I hold or take my 51.7% loss on a 1% position(p/p $44),Txs for u usual great services & views
Q: From other answers to members' questions it seems you feel PPL is a strong Canadian company. Just want to make sure before I take an initial position, keeping the current situation regarding oil in the world in mind, that it's dividend looks safe and it's debt level is manageable. Also, do you think there is a reasonable chance for capital gains in the short and long term? Thanks again for your guidance.
Q: Hi,
Can you comment on the following businesses and if you recommend buy, hold or sell for a long-term investor?
MTY Food Group (MTY), Chorus Aviation (CHR), Spirit Airlines (SAVE), Quarterhill (QTRH), Tecsys (TCS) and SunOpta (SOY).
Thanks,
Camille
Q: I OWN BEP.UN AND IT IS NOW 14% OF MY POTFOILIO when it was 10% i was going to sell but let it run. I know its not like csu but it has had a good run if people had sold csu when it reached 10% of there portfolio they would not have had the gains they did. So the question is when to sell. so is it time to sell and rebalance portfolio or let it ride. If i sell then what to replace it with still pays a decent dividend. I am a dividend investor.
Q: Two questions regarding the Brookfield family. BIPC has just had a huge run-up. Best to buy now...or wait to see if the market chills with 2Q results? BAM has just dipped, I suspect due to the recent announcement of the $5 billion investment to support retailers. Would you still recommend buying today or are there other similar stocks you would prefer? Thank you.
Q: Webbroker indicates BIP.UN having a negative EPS growth of -26% over the past five years and BAM.A having an -11% negative EPS growth rate of over the past five years. Both stocks have performed well for me regardless of this negative EPS. Do you have any insight to help explain this? Thanks, Patrick