Q: when looking at both the P/E on Bep.un is astronomical compared to NPI, payout ratio is high, what makes you recommend this stock with an A rating? why does NPI not get the same love?
I have a half position, for dividend and abit of capital gain
it has moved upwards in the last week or so, are there any news or reasons ?
should I slowly top up to a full position ?
Q: Two guests on BNN had New Flyer as one of their top picks yesterday, one of the main themes being their intention to convert more buses to electric, therefore becoming more of a green company. How do you feel about this opinion and NFI's strategy. In light of the poor momentum this year and reduced guidance is it time to buy or add to a position now or wait for a few months. Also has there been any insider buying or selling lately and what is the overall insider ownership. Thanks as always for the excellent service!
Q: Could you clarify your thoughts on the PP?
Is the company expecting the price to recover to the PP?
Also,what maximum allocation percentage would you recommend for REITs for a 68 year old geezer?
Q: Any reason for CAE to drop $1.03 to $33.77 today besides the poor US markets.It increased $1.45 on 8/30 after announcement of a 15yr contract with Directional Aviation.Time to start a position? Txs for u usual great services & views
Q: This morning SIS announced that its CEO recently bought 50k shares @ $10.90 in the open market bringing his total shares to some 14.873m shares(29.5% of o/s shares).Should I follow & add a bit to my 2.75% position(p/p $17.28).Txs for u usual great services & views
Q: I am trying to maximize both share price growth and dividend yield while at the same time keep as high a degree of certainty as possible regarding earnings growth, dividend sustainability and the "survivability" of the business going far into the future. With this as a backdrop, how do you feel about me switching out of Andrew Peller for Sienna Senior Living? Is the difference between the two, in total return, too small to make it a constructive move?
Lastly, do you have a "favorite" stock, mid to large cap, that offers a 3%+ dividend and an eps growth of 10%.
Q: I currently own SIS and under water but thinking of buying more as my weight is only 2.5 %. Do you think it ok to buy more to make it a 3% weight?
Thanks
Q: RBC shows fair market value of $41.37...would you concur with this valuation with a pe of 59.6 and pb 1.4x and roe of 2.28 and total debt of 11.38%...but a profit of 5.28% .. eps growth of 92.7% sales growth of 45.16% and income growth of 60.18%...these numbers seem all over the map ...also would you still remain positive on growth at todays price of $25.31...thanks for great service...gene
Q: Hello 5i. Was wondering if you could take a look and respond to the following negative report issued on LSPD and let us know your take on it. Thanks
https://drive.google.com/file/d/1x7XyW5gcy5l42pGUkoiE0vsywobRXjfl/view
Q: With the current swing to losses, isn't COV at risk of needing financing in the future? This would be a large negative at the current share price. Can you comment on their current financial situation and the need to go to markets (assuming no further revenue from Saudi)?
Q: aw.un seems to be moving down each day but there does not seem to be any bad news and sales and profits are still good.Can you see any reason for this movement?
Tks -Al
After listening to the call today, it was my understanding the PP at $2.51 would remain. Can you advise under what scenario, after the price reduction today, investors would agree to that price point. Do the warrants offered make it a reasonable price point?