Q: Regrettably I am holding approx 2.5% position in COV and am down 30%. I see that you have cut it loose from your portfolio. Based on your rationale that the position is now too small to hold, do you feel that I can make a case to hold. I bought it for the growth and am basically a buy and hold investor. Some work, some don't. I've held RHT thru the troubles and am now just slightly up, based on buying at the bottom, at least the last bottom? Thanks for your expert opinion which sometimes is tough to swallow.
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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.
Q: CSU.CA hit a new high yesterday. About 2 weeks ago they reported 3Q results where they missed projections. After the results the stock was slightly weak and now hits a new high. I am not complaining since we own the stock (thanks to you) but I am puzzled that the stock hit a new high so soon after missing a quarter. Do you find the trading unusual or pretty normal?
Tax loss selling seems to be shaping up to be much more muted this year compared to last year. Maybe investors are just more optimistic and that is the reason for CSU recent stock action?
Thanks,
Jim
Tax loss selling seems to be shaping up to be much more muted this year compared to last year. Maybe investors are just more optimistic and that is the reason for CSU recent stock action?
Thanks,
Jim
Q: If you check a couple of well read investment blogs you will find several posts suggesting 5i research is working with shorts - see TSGI, RHT, COV. You just removed COV and Largo from your portfolios. The performance of many 5i holdings in abysmal. Your recent interview suggests one of many investor errors is holding a poor performing stock for too long. It is no wonder so many mutual funds underperform the broad market when they hold all sectors and keep dogs way too long. Please explain 5i position and why you continue to add companies that are either dump and pump or poor managers.
Q: hi, 5I
Your response to a question about buying that stock:
We would be comfortable buying BEP.UN today.
My question is what parameter(s) are you rely on to say that, apart the fact that it is doing new high everyday (I like the change from limited partnership, and the market also )
But this is a one time, and it seems very expensive to me.
Your detailed answer would be very appreciated
CDJ
Your response to a question about buying that stock:
We would be comfortable buying BEP.UN today.
My question is what parameter(s) are you rely on to say that, apart the fact that it is doing new high everyday (I like the change from limited partnership, and the market also )
But this is a one time, and it seems very expensive to me.
Your detailed answer would be very appreciated
CDJ
Q: I’m even with this stock right now only have 300 shares should I sell now?
Q: whats expected from ENGH in the coming quarter?
Q: You describe goeasy as a value stock. What values are you using (Book, PE, debt?) What are all the similar financials/consumer lending stocks to compare these valuations too? Thank You
Q: Buy hold or sell????
Thx
Thx
Q: Would you consider the mind boggling selling , accusittions and new developments of the variety of REIT types in US and Canada of benefit for the investors in this company? I have invested in this REIT , in part because of stable dividends but the report makes me wonder if they are playing with too many variables.
Q: Is Bep.un still a buy at this time ?
Thank you
Thank you
Q: What do you think about this stock after their latest earnings. Would you consider it a buy here? Thanks so much.
Q: Does GUD's precipitous drop in share price indicate that the market believes the acquisition of Biotoscana was not a good investment? How solid is Biotoscana? Are some of their products fit for the US/CDN markets? South American market? Your opinion is always appreciated. Thanks. Gaston
Q: I seem to be pretty clueless about what is happening with BEP.UN. Do I have to do anything? If so, what? It's only through your site that I realized anything was happening at all, and I'm just confused. Thanks.
Q: Once the vote on conversion occurs, would you be able to provide members with an update,and explanation around tax implications? It appears there is some confusion around if taxes have to be paid upon conversion or at a later date when shares are sold. Also, what will the dividend be as under the current structure we receive interest
Thanks for the great service,and recommendation on Boyd.
Phil
Thanks for the great service,and recommendation on Boyd.
Phil
Q: Please advise on NFI. Big disappointment this qtr. What is outlook for future. Should I be selling?
Thanks
Terry
Thanks
Terry
Q: When do they report? Are there any expectations?
Q: Your comments on their numbers please.
Q: Could you comment on earnings, would you add to a 1/2 position here?
Q: Looking to buy BYD.UN for my TFSA account - should I wait for the conversion to take place or can I go ahead and buy now. I understand that there could be a capital gain hit upon their conversion but not sure if this will have an effect if I buy it for my TFSA.
Thanks
Thanks
Q: Hi there, it looks like the market likes the results out of Savaria this morning. It's been stuck in a range for quick sometime. Is this the start of a breakout? Would you be comfortable increasing this to a full position from half at this point? Thank you!