Q: Would you buy AHF and LSG at this point in time ? Thanx Robbie
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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: Thank you for the ESL recommendation. I bought it in the mid $40's and it is now just above $70. What do you think of the valuation at the moment? I am thinking of selling half of my position, thoughts?
Q: Good morning, I've trimmed back a bit on CCL as it's weighting was getting a bit high. Do you have a recommendation for something to add in the same sector?
Q: I was looking to initiate a position in BOS but was surprised to learn it is considered a consumer stock, apparently because of its sales to the auto industry. I also own Magna and am concerned that I may be overweighting in the auto sector. How important is the auto sector to BOS and if I was to own just one of these stocks, would it be MG because of its size?
Apprecitate your insight.
Paul F.
Apprecitate your insight.
Paul F.
Q: What is your opinion about this company?
Would you consider it a buy and is dividend sustainable?
Would you consider it a buy and is dividend sustainable?
Q: The macro seems to be very good for TCN in the US, and yet the shares continue to drift lower, roughly 30% off from 52 week high. Am I missing something or does TCN look very attractive at this price?
Thanks
Robert
Thanks
Robert
Q: I purchased Progressive Waste to get a dividend paying company that would be able to take advantage of the weak Canadian dollar. Since that time they have had some weak earnings and now are looking at possibly selling the company. With the bump in price I am now even on the name. Should I sell part or all of my position seeing as how my investment thesis doesn't seem to be playing out how I expected. Or would you wait and see how this plays out?
Q: In a response to a prior comment on this stock you mention how SJ anticipated "the upswing in the spending cycle" I guess for poles and ties. Your April report forecasts a 1 year Revenue growth of 10.4% vs 5 year growth of 25% p.a. and a more recent (Nov.) TD report of forecast 18% growth for 2016, which I can assume is partly extraordinary FX gains to date and partly acquisition based since Apr. What I wonder about is just how cyclical is this business and what a decline in the spending cycle of utilities and railroads might look like. TD forecasts only 7% YOY Revenue growth of 2017 vs 2016 but does not take into account any M&A activity. When was the last downturn in this business and how long did it last? I note they grew EPS in 2008/9 but were a much smaller outfit then. Thanks, J.
Q: Thoughts on currency hedging these days?
http://canadiancouchpotato.com/2015/02/04/stepping-back-from-the-hedge/
"McCreath sees the supply of oil as being the key determinant as to whether the Canadian loonie hits US$0.65, taking stocks down with it, or a perceived recovery of oil prices into 2017 enables Canada to outperform." Your thoughts and to What CDN companies do you like most that are US currency friendly? I will find it even harder to invest in good US stocks for 2016 (i.e. Disney, Costco, Monster Bev etc) since we'll lose out on the currency rate this year.
http://canadiancouchpotato.com/2015/02/04/stepping-back-from-the-hedge/
"McCreath sees the supply of oil as being the key determinant as to whether the Canadian loonie hits US$0.65, taking stocks down with it, or a perceived recovery of oil prices into 2017 enables Canada to outperform." Your thoughts and to What CDN companies do you like most that are US currency friendly? I will find it even harder to invest in good US stocks for 2016 (i.e. Disney, Costco, Monster Bev etc) since we'll lose out on the currency rate this year.
Q: Happy new year Peter and Ryan,
Looking to add a non cyclical consumer goods and was hoping to find it in your growth portfolio. Did i miss it as I couldn t find one.
Thank you and I look forward to your guidance through these troubled waters.
Looking to add a non cyclical consumer goods and was hoping to find it in your growth portfolio. Did i miss it as I couldn t find one.
Thank you and I look forward to your guidance through these troubled waters.
Q: 20 million shares shorted when you combine nasdaq shorts and tsx shorts out of a possible 96 million trading shares. time to run maybe another IT attack coming.
Q: After market close today,BIN stated Review of strategic alternatives to enhance shareholders value.In US,it was up $1.39 to 24.60 in after market.Your expert view please.Appreciate your usual great services & opinions. All the Best for 2016 to Peter,Ryan & all staff @ 5I
Q: I just saw Star Wars on its 3rd weekend . I paid $19.00 each for 4 IMAX tickets , plus concessions and there was barely an empty seat in the house . Given that, I find the almost 10% decline from $52 baffling. Is this a case of the hype baked in well in advance? Hits are never guaranteed so is it possible we will still see a Star Wars bump for CGX?
Q: Is Cipher a good deal at it's current price? Can you update us on your view of this company?
Q: I plan to transfer 500 Bns shares from my cash account to my TFSA account.
I withdrew funds from my TFSA in 2015 and wish to replace these funds .
The record dare for the dividend is Jan 5/16 . I plan to make my transfer on Jan6/16
My question is , first is my dividend safe and will the dividend get paid to my TFSA account which is my goal . The dividend payment date for Bns is January 27/16
Lastly can you tell me how the swings in the Canadian dollar affects the price of the stock . If th C dollar falls to .68 cents what effect will this have on the stock price .
Many thanks Richard
I withdrew funds from my TFSA in 2015 and wish to replace these funds .
The record dare for the dividend is Jan 5/16 . I plan to make my transfer on Jan6/16
My question is , first is my dividend safe and will the dividend get paid to my TFSA account which is my goal . The dividend payment date for Bns is January 27/16
Lastly can you tell me how the swings in the Canadian dollar affects the price of the stock . If th C dollar falls to .68 cents what effect will this have on the stock price .
Many thanks Richard
Q: Hi,
I currently own HCG as part of my "financial" stocks. It is currently at about 2% of my holdings. I also own BNS (4%) and SLF (4%) as part of my financials. My target for financials is 12% (max 3 stocks). I also own HR.UN in about the same weighting for REIT exposure.
At today's prices, would you suggest increasing HCG to a full position (4%), sell it and switch to something else (ie. EFN or CXI), or do nothing?
Thank you
I currently own HCG as part of my "financial" stocks. It is currently at about 2% of my holdings. I also own BNS (4%) and SLF (4%) as part of my financials. My target for financials is 12% (max 3 stocks). I also own HR.UN in about the same weighting for REIT exposure.
At today's prices, would you suggest increasing HCG to a full position (4%), sell it and switch to something else (ie. EFN or CXI), or do nothing?
Thank you
Q: Hi Peter and Staff
I know you are high on this stock and it's been a top pick in a few post replies for 2016. Globeinvestor shows a forward P/E of 8.37. What would you have and from where ?. At 8.37 it would seem to be a back up the truck buy?
Thanks for all you do and all the best for 2016
Dennis
I know you are high on this stock and it's been a top pick in a few post replies for 2016. Globeinvestor shows a forward P/E of 8.37. What would you have and from where ?. At 8.37 it would seem to be a back up the truck buy?
Thanks for all you do and all the best for 2016
Dennis
Q: We have done well with Enghouse - I company I would never have heard of without 5i. Thank you.
Our weighting in Enghouse has reached 8.3%. This is due to ESL's stock price increase plus the declines in Energy, Materials, Financial & Utility sectors. Is it time to reduce ESL's weighting to 7% or not sell and hope for a recovery in the other sectors? If I were to sell I would probably increase our weighting in MDA to 5% or open a 2% weighting in XTC or KXS.
Our weighting in Enghouse has reached 8.3%. This is due to ESL's stock price increase plus the declines in Energy, Materials, Financial & Utility sectors. Is it time to reduce ESL's weighting to 7% or not sell and hope for a recovery in the other sectors? If I were to sell I would probably increase our weighting in MDA to 5% or open a 2% weighting in XTC or KXS.
Q: Re: CONSTELLATION SOFTWARE INC UNSEC SUB FLTG RT S1 DUE 03/31/2040 INT 7.256 %
What is the schedule of payment of interest on this security? Is it still worth it for income?
Happy New Year to all at 5i,
Rick
What is the schedule of payment of interest on this security? Is it still worth it for income?
Happy New Year to all at 5i,
Rick
Q: What was the special dividend. Cannot find any info. on it. When is it payable? Thanks