Q: Given the premium paid for Amica, 1.87x navpershare does this indicate that perhaps chartwell is undervalued. Chartwell trades at just slightly above napvpu(12.50).
Q: I missed the ride from the mid-20s to the mid-30s and wonder if now might be a good time to get in, or is it likely headed lower (still rather high p/e)
Q: hello 5i:
I am VERY interested in ECI, after reading the latest report. BUTTT, I see on another site, that ECIs present P/CF is 6.7 vs a 5-year average if 5.2. So, there is growth already baked into the price. And present P/CF is -4.4. I'm having trouble putting together a negative CF growth rate with a higher P/CF. Please unwind this for me, so I can settle in my mind whether or not this company is fairly valued or overvalued. It just does not seem undervalued. what am I missing?
Q: Hi, could you give me your thoughts on buying Boyd Group, they have had a great run for a long time now. I have owned in the past and would like buy again.
Q: Hello Peter & Team,
I'd like to inform Christianne that many engineers are also very astute business people; I guess what makes a market is a bunch of people with various opinions.
Regards,
Antoine
Read Answer
Asked by Antoine on September 01, 2015
Q: My question on MDA was not about employees but with companies and governments seeking MDA equipment and contracts. Why don't they have a business person as CEO?
Q: Most energy related stocks ended the trading day in the green today. QST is down over 7%. I see no news, can you explain the move down. Sylogist also continues to trend down I was thinking of averaging down on this one but now I am not so sure. Do you think it will recover when the Calgary market looks better.
Q: STN is a company highly rated by 5i. What do you make of its recent acquisitions? The company's SP has been dormant for sometime and there is no sign of life in sight. I like to take a position but is concerned that it may be dead money for quite awhile yet.
In light of recent market volatility, can you provide a short list of some of the best defensive equities/ETFs/Mutual Funds that can/could be expected to not decline as much as the market during a downturn/correction?
I have half positions of couple companies in my RRSP; BIN and CCL.B. I have cash for one topping up one right now -- any preference of one over the other today? Eventually I'll own full positions in both, but I don't really like holding much cash in the RRSP as I won't (hopefully) be withdrawing it for over 30 years. Just curious which way you'd go. I own most of the Balanced Equity portfolio.
Q: Seems to me the media landscape has changed since your last report in April. I have owned the shares for a considerable time and have enjoyed a very nice return, the last year or so the shine seems to have come off. Would your current rating remain "B" ? I'm wondering if my capitol could be deployed elsewhere or just hold on to my 4% position?
Q: CPH continues to get punished, down even on big market up days. I'm tempted to take a (big) tax loss but would value your opinion on whether to hold on for a future recovery.