Q: SYZ is getting pounded today. would you say further negativity from the most recent earnings report? You mention it was decent and are optimistic about future growth... however, it's down nearly 15% right now. possibly, insiders selling? would you revise forecasts further down given their proximity to Alberta oil.
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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: Based on your experience, will you please give your opinion/evaluation of the latest news release. It seems there are some big criteria to meet next week and I notice Mr. Graf uses the word 'could' regarding completion. Does it seem more likely to you that the arrangement will not complete or can there be another extension? Any light you can shed on this is much appreciated. Thank you.
Q: Hello,
With the bank of Canada rate cut today and the subsequent drop in the canadian dollar i would like to get your thoughts on Gildan in terms of its exposure to the US market and your outlook for the company over the next 18-24 months.
Thanks!
With the bank of Canada rate cut today and the subsequent drop in the canadian dollar i would like to get your thoughts on Gildan in terms of its exposure to the US market and your outlook for the company over the next 18-24 months.
Thanks!
Q: I know that you like Stantec as a good, solid performer. I own both Stantec and WSP Global, 4% each. My other holding in industrials is CNR, at 8%. (it's grown nicely and am loathe to part with it yet.) My question is: how do you think Industrials will perform in this environment. Seems like Stantec has been taking a rest for a while. I was thinking of switching Stantec for CGI group, which would increase my holdings in Technology to about 19%. I'm looking for a good company with a bit more "ooomph" in it right now, regardless of sector, but CGI's growth appeals to me. Your comments are always valued.
Q: Hello Peter and the 5i Team,
My wife's TFSA consists of AP.UN, DH, and KBL. There's also a small amount of CDZ where accumulated cash is deposited. Both AP.UN and DH are enrolled in DRIP's. For this year's contribution, we are considering either CXI or DHX.B. Given that DHX Media pays a small dividend and has a DRIP that gives a 3% discount, but CXI 'might' have higher growth (with no dividend) which stock would you think would be the best for this year?
My wife's TFSA consists of AP.UN, DH, and KBL. There's also a small amount of CDZ where accumulated cash is deposited. Both AP.UN and DH are enrolled in DRIP's. For this year's contribution, we are considering either CXI or DHX.B. Given that DHX Media pays a small dividend and has a DRIP that gives a 3% discount, but CXI 'might' have higher growth (with no dividend) which stock would you think would be the best for this year?
Q: I have recently opened a TFSA for my girlfriend that I will be managing. I have it fully funded roughly $35,000 all in cash. I would like to build a high growth portfolio. We are in our mid 20's so risk and timeline are not an issue. Just wondering if you could give me a list of 5 names that you would start out with. Thanks
Q: Hi, could you please provide an analysis of Sylogist's results, released today. Should the drop in annual profit despite much higher revenues be a concern? Where do you see stock going in next 12 months? Thanks
Q: I know that you are favourable towards myt. But, would you consider it too risky to hold in a tfsa account, given that you would lose space and also could not claim a deduction if it lost value?
Thanks for the great service and congratulations on your award,Claire
Thanks for the great service and congratulations on your award,Claire
Q: With new money, which stock would you recommend to buy today, BDI or BAD?
Thank you
Thank you
Q: Could you please update your opinion on MTY Food Group. Would
you buy it at its current price and do you see much upside?
you buy it at its current price and do you see much upside?
Q: I am concerned that a flat yield curve is bad news for HCG in that their margins will be squeezed. I don't think that they will be able to repeat past years' performance. When they were profitable back in 2009, the yield curve was steeper than it is now. I am down 13% with this stock and considering moving on as I think the future does not look bright. Do you think this could be the reason for the drop in the stock price?
Q: I have about a 6% position in Open Text (OTC) and about a 2.5% position in DH Corp (DH) representing my tech holdings. Do you see anything wrong with slowly adding to DH while valuations remain under 14.5x 2015 earnings (I have 2015 consensus at $2.45 earnings per share)?
Do you see the potential slowing earnings in the banks having a material impact on DH's growth prospects?
Lastly, I'm thinking about slowly building DH to about a 4% position and then adding between a 4% and 5% position in either CSU or MDA to round out my tech holdings over the course of this year. What percentage weighting in tech would you consider too much? Thanks again.
Do you see the potential slowing earnings in the banks having a material impact on DH's growth prospects?
Lastly, I'm thinking about slowly building DH to about a 4% position and then adding between a 4% and 5% position in either CSU or MDA to round out my tech holdings over the course of this year. What percentage weighting in tech would you consider too much? Thanks again.
Q: Hi, as much as I love the place I find it hard to believe that a ski resort can actually make money in the long term. Would you consider WB a buy right now? I'm interested in the long term sustainability of it's dividend. On a side note, I understand they generate a significant portion of their annual electrical requirements from internally owned, water driven facilities.
Q: should I sell and put it into ZGI, or some other etf
Q: Hello fine team. BMO is recommending people to SELL G. It as you know has been climbing and now I am just a couple of hundred in the red. Any ideas?
thank you
thank you
Q: I'm close to breaking even with autocanada and with the uncertainty of the economy out west I am on the fence about hanging on to it. I remember you saying the current valuation already reflects some risks however, I would prefer to diversify into some other companies with a reasonable valuation. I'd like to think autocanada has had most of the damage done already but when sentiment goes bad it usually takes alot to change it. What do you think I should do with acq? I am pretty well diversified other than that. Could you name some stocks with a good valuation. I am currently looking into gud, cxr, cxi,crh and atd.b.
Many thanks and keep up the good work!!!
Many thanks and keep up the good work!!!
Q: What do you think of this fund right now? He seems to be making about 10% per year or so only being about 50% long or so and with preference shares and high yield bonds alongside select equity holdings. Do you think this fund will be able to make 9-10% per year for the long term? Thanks for the incredible service!
Q: Good Afternoon!
I have been keeping an eye on this recommendation since your last update, and since bottoming out in the $.25 range, this stock has been moving upwards. It is receiving more coverage including a recommendation from Fabrice Taylor. Can you provide an update on this company, why is it moving up again, and if you now consider its prospects in a better light. I would love if you could include a review of it current financials and fundamentals! Thanks!!
DON
I have been keeping an eye on this recommendation since your last update, and since bottoming out in the $.25 range, this stock has been moving upwards. It is receiving more coverage including a recommendation from Fabrice Taylor. Can you provide an update on this company, why is it moving up again, and if you now consider its prospects in a better light. I would love if you could include a review of it current financials and fundamentals! Thanks!!
DON
Q: Hi Peter & team, Do you know of any reason for the drop of ~4%? Do you think is a good time to add? What % of portf. would you recommend?
Thank you!
Thank you!
Q: I had a 6.3% position in ACQ which is now down to 4.8%. In such situations what would you recommend. Would you add another 2.5% or maintain the current position.