Q: I am sitting on the sidelines with well over 6 figures intended for the oil patch. However, I have decided to wait a little longer based on current prices and/or conditions. In the interim I was contemplating parking funds into GUD based primarily on your very positive opinion of the CEO as well as the companies excellent Balance Sheet notwithstanding the current stock price which is currently flat from last year at this time. Your comments are appreciated. Thank you.
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Hello, I missed a notice about Hcg and its Dutch auction as I was away. What is a Dutch auction? I wouldn't know how to proceed even if I'd been in the country.
Do you know what happened?
Do you know what happened?
Q: Hi, MDA stock is showing some signs of life again, for past few days, after announcement of the US based CEO. Recent results also reflected some stability and a possible growth ahead. I moved out of the co. few months ago, due to inconsistent business results, slowing trend in satellite sales and stagnating stock performance. You have rated this stock highly in past. What is your view for restarting a position, of course, for a long term hold ? Thanks
Q: I have roughly 5% exposure to infrastructure, exclusively through WSP. I am comfortable with my position (my entry point is quite favourable), and do not wish to trim it. I have been making a concerted effort to consolidate the number of positions in my portfolio (aiming for roughly 30-40 in total) as I feel it makes it easier to make decisions on what to include, as well as when to enter and exit a position. My question is whether I should increase my exposure to this sector, either through STN or SNC, or if I should focus on improving exposure to other sectors. If I were to increase my exposure to infrastructure, I would only pick one position. Any comments would be greatly appreciated. Thank you very much.
Q: What are your thoughts on MTY Food Group?
Q: This is an interesting story. Is it the old Swiss Water income trust? Would you be concerned with the concentration with MCD and QSR? This was a tactic Loblaw used with suppliers. They would encourage massive expansion which was fueled through debt and then squeeze the margins.
Q: Your thoughts on this please. Tx. A
Q: Hi Peter and team,
I would like your thoughts on the recent partnership deal with Credit Suisse and also what your outlook is on CF in the near-term? I would have thought they'd be showing more correlation to the market and resources sector rising of late. Do you think if there continues to be strong market recovery that they should start to do well?
Thanks
I would like your thoughts on the recent partnership deal with Credit Suisse and also what your outlook is on CF in the near-term? I would have thought they'd be showing more correlation to the market and resources sector rising of late. Do you think if there continues to be strong market recovery that they should start to do well?
Thanks
Q: Dorel wins customer service award and shares jump 4 %.
Clarabridge, Inc., the leading provider of intelligent Customer Experience Management solutions for the world’ s top brands, today announced the winners of its Customer Experience Champion Awards for the North America region. Clarabridge found that Dorel demonstrated innovation, leadership and measurable results with their customer experience programs. Driven by a powerful cultural shift to become a consumer-focused organization, Dorel Juvenile has made data-driven decisions to improve the consumer experience and drive product innovation. As a result, Amazon.com sales have increased year-over-year, consumer sentiment is on the rise and Net Promoter Scores are consistently high compared to industry benchmarks. Additionally, Dorel Industries was recognized as the 2015 Walmart Supplier of the Year in the omni-channel category
Clarabridge, Inc., the leading provider of intelligent Customer Experience Management solutions for the world’ s top brands, today announced the winners of its Customer Experience Champion Awards for the North America region. Clarabridge found that Dorel demonstrated innovation, leadership and measurable results with their customer experience programs. Driven by a powerful cultural shift to become a consumer-focused organization, Dorel Juvenile has made data-driven decisions to improve the consumer experience and drive product innovation. As a result, Amazon.com sales have increased year-over-year, consumer sentiment is on the rise and Net Promoter Scores are consistently high compared to industry benchmarks. Additionally, Dorel Industries was recognized as the 2015 Walmart Supplier of the Year in the omni-channel category
Q: Could you comment on this news and its implications for DH and its shareholders?
Much appreciate your service.
Bank of China Named Celent Model Bank for Implementation of its Global Unified Payments Platform
15:36 EDT Thursday, April 14, 2016
NEW YORK, April 14, 2016 /PRNewswire/ - DH Corporation (TSX: DH) ("D+H"), a leading provider of technology solutions to financial institutions globally, is proud to announce that Bank of China has been named a Model Bank by global financial services research firm Celent in the category of Corporate Payments & Infrastructure Modernization. Bank of China was recognized for the implementation of its Global Unified Payments Platform, which uses D+H's global payment hub solution to process payments for the entire Bank of China Group, both domestically and internationally.
Much appreciate your service.
Bank of China Named Celent Model Bank for Implementation of its Global Unified Payments Platform
15:36 EDT Thursday, April 14, 2016
NEW YORK, April 14, 2016 /PRNewswire/ - DH Corporation (TSX: DH) ("D+H"), a leading provider of technology solutions to financial institutions globally, is proud to announce that Bank of China has been named a Model Bank by global financial services research firm Celent in the category of Corporate Payments & Infrastructure Modernization. Bank of China was recognized for the implementation of its Global Unified Payments Platform, which uses D+H's global payment hub solution to process payments for the entire Bank of China Group, both domestically and internationally.
Q: I usually review questions & answers when I am thinking of a buy or sell. Very often you have recently commented on the stock I am looking at. So today I looked for recent comments on KBL but the new search tells me there have been no questions yet.
So I have two questions; a) what is your current comment on KBL and b) any idea why I could not pull up anything by searching the Q&As.
Thanks
So I have two questions; a) what is your current comment on KBL and b) any idea why I could not pull up anything by searching the Q&As.
Thanks
Q: Your opinion, please
Q: In Constellation Software Annual Meeting voting instructions, we are asked for vote for:
A SPECIAL RESOLUTION AUTHORIZING AND APPROVING AN AMENDMENT TO THE ARTICLES IN ORDER TO (I) CREATE A NEW CLASS OF COMMON SHARES TO BE DESIGNATED AS DE COMMON SHARES, TO BE ISSUABLE AT ANY TIME OR FROM TIME TO TIME AT THE DISCRETION OF THE BOARD OF DIRECTORS OF THE CORPORATION, (II) AMEND AND RESTATE THE RIGHTS, PRIVILEGES, RESTRICTIONS AND CONDITIONS ATTACHING TO THE COMMON SHARES OF THE CORPORATION, AS APPLICABLE, TO REFLECT THE CREATION OF THE DE COMMON SHARES, AND (III) CHANGE THE BASIS UPON WHICH THE MAXIMUM NUMBER OF CLASS A PREFERRED SHARES WHICH MAY BE ISSUED BY THE CORPORATION IS CALCULATED TO REFLECT THE NUMBER OF ISSUED AND OUTSTANDING COMMON SHARES ON A FULLY DILUTED BASIS, ALL AS MORE PARTICULARLY DESCRIBED IN THE ACCOMPANYING MANAGEMENT INFORMATION CIRCULAR.
I have read the Management Information Circular. My understanding: one can convert common shares to DE common shares and must be held for one year from the date of issue. Holders of DE common shares are not expected to be paid regular dividends. DE Common shares will not be listed on any stock exchange. DE common shareholders will be able to reinvest dividends (DRIP) in a more tax efficient manner. If any point is incorrectly, please advise.
My questions are:
1) How would you recommend voting for this resolution?
2) If this resolution was passed and DE Common Shares are made available, what investment criteria would one choose convert to DE Common Share versus keeping Common Shares?
3) Is creation of DE common stocks a common practice in public listed companies (either in Canada or US)? If yes, what other listed Canadian companies have issue this type of stocks?
Thank you.
A SPECIAL RESOLUTION AUTHORIZING AND APPROVING AN AMENDMENT TO THE ARTICLES IN ORDER TO (I) CREATE A NEW CLASS OF COMMON SHARES TO BE DESIGNATED AS DE COMMON SHARES, TO BE ISSUABLE AT ANY TIME OR FROM TIME TO TIME AT THE DISCRETION OF THE BOARD OF DIRECTORS OF THE CORPORATION, (II) AMEND AND RESTATE THE RIGHTS, PRIVILEGES, RESTRICTIONS AND CONDITIONS ATTACHING TO THE COMMON SHARES OF THE CORPORATION, AS APPLICABLE, TO REFLECT THE CREATION OF THE DE COMMON SHARES, AND (III) CHANGE THE BASIS UPON WHICH THE MAXIMUM NUMBER OF CLASS A PREFERRED SHARES WHICH MAY BE ISSUED BY THE CORPORATION IS CALCULATED TO REFLECT THE NUMBER OF ISSUED AND OUTSTANDING COMMON SHARES ON A FULLY DILUTED BASIS, ALL AS MORE PARTICULARLY DESCRIBED IN THE ACCOMPANYING MANAGEMENT INFORMATION CIRCULAR.
I have read the Management Information Circular. My understanding: one can convert common shares to DE common shares and must be held for one year from the date of issue. Holders of DE common shares are not expected to be paid regular dividends. DE Common shares will not be listed on any stock exchange. DE common shareholders will be able to reinvest dividends (DRIP) in a more tax efficient manner. If any point is incorrectly, please advise.
My questions are:
1) How would you recommend voting for this resolution?
2) If this resolution was passed and DE Common Shares are made available, what investment criteria would one choose convert to DE Common Share versus keeping Common Shares?
3) Is creation of DE common stocks a common practice in public listed companies (either in Canada or US)? If yes, what other listed Canadian companies have issue this type of stocks?
Thank you.
Q: Do you still like CXI as a 2% part of a balanced portfolio? Volumes have been very low lately. Thanks!
Q: Hi, This is to send a note of commendation for how you set your stock selection strategy and discipline. It was clearly evident when you recently added PBH and KXS to the Balanced Portfolio with a full 5% position undeterred by the fact that stock traded at $55.69, close to its all time high. I would not have had the guts to initiate a position in PBH at these levels, watching stock price for 3 years, climbing steadily from $15-$16 level to present. New addition of PBH to my favorite 5i Portfolio was a your strong vote of confidence in the co. helping me to finally decide to pull the trigger and I am quite happy about it. I already had a full position in KXS from before. Thanks for the incredible value you offer to retail investors like me, everyday
Q: I currently own WSP Global at 3% weight and under water on it. I also own Stanec at only a 1% weight. Would it better to sell Stantec and add to WSP or increase Stanec to a 2-3 % weight.
Thanks
Dolores
Thanks
Dolores
Q: Hi 5i team,
I have a 3 month old son and have opened him up an RESP. Can I get your opinion on what 2-3 stocks you would invest in that provide decent income (in the form of a dividend), and are relatively safe knowing that he will need the money in 18 years. I was thinking of playing it more conservative, but I have been contemplating taking a shot at something with a good growth potential.
Thanks so much.
I have a 3 month old son and have opened him up an RESP. Can I get your opinion on what 2-3 stocks you would invest in that provide decent income (in the form of a dividend), and are relatively safe knowing that he will need the money in 18 years. I was thinking of playing it more conservative, but I have been contemplating taking a shot at something with a good growth potential.
Thanks so much.
Q: hello 5i:
in a comment on CSH.UN today, you felt that it was a good buy for income and some growth. I wish to establish a position, BUT, I see at the present time, Chartwell trades at a P/CF of 29.5, vs a 5-year average of 16.8. This appears to be very overvalued. Can you comment please?
in a comment on CSH.UN today, you felt that it was a good buy for income and some growth. I wish to establish a position, BUT, I see at the present time, Chartwell trades at a P/CF of 29.5, vs a 5-year average of 16.8. This appears to be very overvalued. Can you comment please?
Q: Would appreciate your thoughts on recent price appreciation. Would you continue to hold?
Q: When researching dividend stocks I always check the "payout ratio". Most of the time this information is not available. Is there a web site that includes this information when researching a stock without doing it mathematically?
Thanks.
Thanks.