Q: In the context of geographic diversification of a portfolio, would holdings in a Canadian company with significant operations in and revenues from foreign countries be a reasonable proxy for direct holdings in foreign countries' equities? e.g. Ag Growth International / AFN or WSP Global?
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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: Just in case it hasn't been asked. What do you think of the BAR report and business update coming out of Amaya this morning?
TIA
TIA
Q: Hi Peter,
Is it time to start picking away at BNS/TD or is there more pain to come. Thanks for all you and your team do for us less experienced investors.
Carl
Is it time to start picking away at BNS/TD or is there more pain to come. Thanks for all you and your team do for us less experienced investors.
Carl
Q: Follow up to my previous slf question .... Since I am way underwater having followed the buy and hold mantra Should I be adding to Manila and sun life ... Seems to be falling on low volume
Q: Why are insurance companies getting hit hArd
Q: Hi Peter, After the recent market weakness I am looking to deploy some funds in some non-energy sector small caps.
I noticed from your report on TMA the following "Trimac transports products for many industries including forest products, food processing, mining, oil and gas, manufacturing, automotive and chemicals. Trimac has enjoyed a long-term relationship with the majority of its major customers. In 2013, its 20 largest custom- ers accounted for 67% of revenue. One customer accounts for 9.7% of revenue".
You also state that lower fuel costs should be a positive for TMA.
With the recent downdraft in oil I am considering TMA. My question is,approximately how much of their revenue is from the oil/gas sector and who is their largest customer and is that customer from the oil/gas segment.
Thanks for your valuable advice.
Rob
I noticed from your report on TMA the following "Trimac transports products for many industries including forest products, food processing, mining, oil and gas, manufacturing, automotive and chemicals. Trimac has enjoyed a long-term relationship with the majority of its major customers. In 2013, its 20 largest custom- ers accounted for 67% of revenue. One customer accounts for 9.7% of revenue".
You also state that lower fuel costs should be a positive for TMA.
With the recent downdraft in oil I am considering TMA. My question is,approximately how much of their revenue is from the oil/gas sector and who is their largest customer and is that customer from the oil/gas segment.
Thanks for your valuable advice.
Rob
Q: Can you advise whether it is time to buy AVO now or should I wait ?
Insiders showed significant support for the stock in May 2014 at a price of around $20. Since then, however, the stock price has continued to trend downwards and for the past few days has been around $14. The most recent financial reports seem to have disappointed investors. From a technical point of view, it seems to me that the stock has support in a range of $11 to $12, and if it goes that low I would be inclined to buy.
90 % of analysts reported at TD Securities rate the stock as a Buy or Strong Buy, but analysts on BNN seem to be a bit more cautious and generally take a “show me” position.
I like your analysis of the company and it seems like a good investment. Without trying to pick an absolute low, what is your recommendation as to a reasonable entry point ?
Insiders showed significant support for the stock in May 2014 at a price of around $20. Since then, however, the stock price has continued to trend downwards and for the past few days has been around $14. The most recent financial reports seem to have disappointed investors. From a technical point of view, it seems to me that the stock has support in a range of $11 to $12, and if it goes that low I would be inclined to buy.
90 % of analysts reported at TD Securities rate the stock as a Buy or Strong Buy, but analysts on BNN seem to be a bit more cautious and generally take a “show me” position.
I like your analysis of the company and it seems like a good investment. Without trying to pick an absolute low, what is your recommendation as to a reasonable entry point ?
Q: I have previously trimmed some of my winners in your model portfolio (esl,aya,syz,etc)and have a large capital gain.I sold my BDI today to offset some of that gain and plan on repurchasing it in 30 days.This stock has not performed well,even before the meltdown(they all cant be winners!!).Just wondered what you think.
Q: Yes, I know it was a bad day on the markets. The energy and energy infrastructure stocks and a lot of miners took it on the chin. But why was DHX hammered so badly? It started the day with a PEG of 0.57 and was down 10% on the day. Is there anything specific to this company which caused such a collapse?
Q: Hi 5i team. I hope you had a great Thanksgiving. I have held Stantec in an unregistered account for several years, selling some a couple of times when I thought it really couldn't get any higher, but it did. My question is, is it still a high growth stock? I am thinking of donating100 units to Doctors without Borders, and then buying them back, but in my TFSA in January. Does this make sense?
Many thanks
Many thanks
Q: Why the big drop today. What should an investor do. Thank you.
Q: Hey Team
Please comment on MG after the plunge today. I do not have a position and am considering it. What would you do? Wait or buy now? I feel like waiting. Any reason I shouldn't buy this stock?
Thanks for all you do
Gord
Please comment on MG after the plunge today. I do not have a position and am considering it. What would you do? Wait or buy now? I feel like waiting. Any reason I shouldn't buy this stock?
Thanks for all you do
Gord
Q: Can you tell me if there is anything new with AYA as it took a big hit. Is it a buy at this time. Thank you, trying to buy stocks on sale that have good fundamentals.
Q: 1) TRP vs ENB
2) Will reversal of the eastern pipeline have a major effect on TRP
Thanks
PB
2) Will reversal of the eastern pipeline have a major effect on TRP
Thanks
PB
Q: Hi, I'm looking to buy shares of DHX , which symbol do I buy DHX .A or DHX .B and what is the difference , also didn't this company payout a dividend...........Thanks.
Q: Just wondering what you thought of the CIBC report on Oct.8? It was a sizeable lowering of their target price. Specifically, I was wondering what you thought of the idea of AVO's sales growth slowing and how that might effect the growth multiple?
Q: I've been following 5i for a while now and am very grateful for your unbiased advice and responses. I couldn't afford to buy ALL of the stocks in the Model Portfolio when I first joined so started out with 6. I now have BNS, FSV, MG, STN, SYZ and TOU as these seemed a fair "micro model" group. Although they've taken a hit of late, I'm holding long and am still pleased with gains so far this year. I'll soon have a bit more cash to buy - should I stick with these 6 and do some re-balancing and adding, or would you suggest a few more from the Model, and if so, which ones. I'm in for the long haul.
Q: I am looking at ensuring that I have diversification in my portfolio, which hasn't always been the case. I am still heavy in energy. I would like to add a health care position. I have gone through most of your recommendations and I don't see anyone stock that is obvious. I know that KBRO is indirectly related, but it is considered an industrial. What would be your recommendation for healthcare. I really appreciate your service, and I find that I learn something everyday. Cheers.
Q: ACQ was added to the S & P/TSX composite buyback index. Is it significant to shareholders?
Thank you.
Thank you.
Q: Now that the market is correcting significantly, is it prudent to pledge one's shares in Contrans to the current offer, on the theory that if the deal does not go through, the price will surely drop to ?? and this loss can be prevented by taking the offer and using the cash to buy something else at a bargain price? It surely is the case that no other, richer, offer will materialize in this market. I'd appreciate your present view on this basically disappointing saga.
Thanks, Bob.
Thanks, Bob.