Q: ENGH continues to drift down after hitting $64.00 this year. Is it just the time of year? I notice that it is still in your portfolio. I am debating what to do? Hold on or sell it and move on? What do you think? Thanks
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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: Please help me to understand why SYZ is not going up after a solid Q.Thanks for u usual great services & views. Looking forward to seeing Peter on BNN on Aug 22
Q: Marc Cohodes seems to think that accounting practises at Bad are either incompetent or fradulant.
He is still extremely bearish on the company and its accounting practices, claiming that the company is “…counting revenues they don’t even have invoices for” and that Badger reported $60 million in non-cash revenue, approximately half of Badger’s quarterly revenues, as “trade receivables” in the single month of June.
I know that it seems to be legal to do accounting in this way. But, for a layman it is difficult to draw a conclusion. I wondered if you had an opinion on this?
thanks as always for your wonderful and profitable service,
He is still extremely bearish on the company and its accounting practices, claiming that the company is “…counting revenues they don’t even have invoices for” and that Badger reported $60 million in non-cash revenue, approximately half of Badger’s quarterly revenues, as “trade receivables” in the single month of June.
I know that it seems to be legal to do accounting in this way. But, for a layman it is difficult to draw a conclusion. I wondered if you had an opinion on this?
thanks as always for your wonderful and profitable service,
Q: Hi 5i,
REGAL ENTERTAINMENT is really taking it on the chin lately. Here in Canada CGX isn't doing much better, is there a fundamental shift happening such as streaming video. I am a long term investor, basically set it and forget it, unless something bad is happening.
Regards,
REGAL ENTERTAINMENT is really taking it on the chin lately. Here in Canada CGX isn't doing much better, is there a fundamental shift happening such as streaming video. I am a long term investor, basically set it and forget it, unless something bad is happening.
Regards,
Q: I am down considerably on CGX (missed 5i selling?). Watching BNN today where the person is short CGX. This raised the question, are the shorts likely to be able to wreak havoc on this stock as they have so many?
Thanks
Thanks
Q: Any comments on the latest acquisitions and valuation of MRC. I have held this for a very long time but the valuation always seems to lag the sector. Besides the fact that is very choppy and a thin trader. Your thoughts?
Q: Considering the company's recent financial results and future prospects, what are the most compelling reasons:
- to continue holding the shares?
- to sell the shares now?
Thanks
- to continue holding the shares?
- to sell the shares now?
Thanks
Q: Given your recent comments on Absolute Software I wonder if you still like the stock ?
Q: I am a new member. So, sorry I am not familiar with how reports get published. I just read report on TPK with C rating. This is my own preference but as a member, I would like to know about the companies with possible good future growth which can enhance our portfolio value. In that perspective, the reason behind publishing report on TPK.And how would this report is helping me.
Thanks so much, I am a big fan of your questions-answers, and you guys are doing fabulous job.
Thanks so much, I am a big fan of your questions-answers, and you guys are doing fabulous job.
Q: Is BNS still your top can.bank pick?How will the currencies of its international exposure affects its earnings?The recent appreciation of the can$ against US$ will likely have a negative impact for those banks with US exposure eg TD ,BMO & RY
Q: Trading quite weak recently. Oil has come off a few bucks, the market a bit weak too but.....feels like the solid fundamentals everyone refers too aren't reflected in the stock price. Value trap or opportunity? Best guess as to why its trading weak?
Q: I currently hold DHX in an RrESP account which I will be winding down over the next 4 years. The stock has come back nicely over the last little while and wonder if this momentum will continue or weather I should take this opportunity to exit. This stock was originally purchased for capital appreciation given the low dividend.
Thank you.
Maggie
Thank you.
Maggie
Q: Hi 5i,
Any thoughts on how the revisions to the North America Free Trade Agreement may affect Magna International?
Any thoughts on how the revisions to the North America Free Trade Agreement may affect Magna International?
Q: Hi Peter and Team,
Just read the thorough 5i report on Ten Peaks, but missed the meaning of the acronym "ST". In recommendations, it states "Simply not much reason to hold in ST".
Thanks for any clarification.
Just read the thorough 5i report on Ten Peaks, but missed the meaning of the acronym "ST". In recommendations, it states "Simply not much reason to hold in ST".
Thanks for any clarification.
Q: Can you please provide comment after PHO's conference call? Hopefully management discusses the one time charges that dragged down earnings. Is the story still the same going forward?
Q: You answered a question yesterday for the top five tech stocks you would recommend. Surprised you omitted KXS - is this because of the Samsung thingy? Your answer to a later question on KXS indicated that you didn't think this was a problem. Is there some other reason it wasn't included in your top five?
Q: comment: i have owned CGX since 2009, sold some as it became too heavy in my portfolios, sold some again recently, and am still up 65%
Q: While I don't own GUD yet, I keep seeing it reviewed positively and therefore read the FP article you linked:
- "Laurentian Bank Securities analyst sees revenue rising to $6.9 million this year and $52.3 million in 2018 as more drugs work their way through approvals..."
Do you agree with the assessment of projected 2018 revenues of 52.3 million?
If so, what would the implied price of GUD be the end of 2018 based on revenues of 52.3 million?
- "Laurentian Bank Securities analyst sees revenue rising to $6.9 million this year and $52.3 million in 2018 as more drugs work their way through approvals..."
Do you agree with the assessment of projected 2018 revenues of 52.3 million?
If so, what would the implied price of GUD be the end of 2018 based on revenues of 52.3 million?
Q: I was watching "This Old House" on PBS last night. They featured a Savaria lift which they installed for a wheel chair bound person. The elevator appeared well designed, simple to construct and worked well. Thought you might be interested.
By the way, unlike Dave, I have made a pile of money by following 5i Research recommendations. I note PBH hit a new high yesterday. (My main contribution to stock management is my ability to procrastinate instead of panic selling!)
Jim
By the way, unlike Dave, I have made a pile of money by following 5i Research recommendations. I note PBH hit a new high yesterday. (My main contribution to stock management is my ability to procrastinate instead of panic selling!)
Jim
Q: Thoughts on FSZ earnings and valuation?
Considering starting a position in my income portfolio, but FSZ seems to be rangebound the past few years between 12-14. Would it be better just to stick to bank stocks for the financial sector as the banks have a lower beta and better capital appreciation, which more than makes up for the 1% greater yield of FSZ?
Considering starting a position in my income portfolio, but FSZ seems to be rangebound the past few years between 12-14. Would it be better just to stick to bank stocks for the financial sector as the banks have a lower beta and better capital appreciation, which more than makes up for the 1% greater yield of FSZ?