Q: I would like to diversify my portfolio and I am looking at WSP, CCL.B and BIN. I would appreciate your opinion on which of these companies you would buy at their current valuations I am leaning towards purchasing BIN since it is very different from my other holdings but I see that it is trading near it's one year high.
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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: Peter
Could you give an opinion on RPI_U
Thanks, Peter
Could you give an opinion on RPI_U
Thanks, Peter
Q: Peter What would make this stock jump 10% with out any news or results.
Kind Regards
Stan
Kind Regards
Stan
Q: I have a 3% weight in this stock and am up 50%. I like the diversification this stock offers. Is it time to raise the weighting to 5%?
TIA
TIA
Q: Hello Peter, your take on DHX.B earnings this am.
keep up the good work.
keep up the good work.
Q: Hi Peter,
Dhx.b great earnings!
Are we going higher, or have we just caught up
to the stock price.
Thanks as always.
Dhx.b great earnings!
Are we going higher, or have we just caught up
to the stock price.
Thanks as always.
Q: was thinking of putting some money in Syz but I am reading about this lawsuit started.
What could you tell me about this,is it very material?
What could you tell me about this,is it very material?
Q: I own CMI at much higher levels but to date I am fine continuing to hold with the comfort of their cash position until you report on the company again. It has been almost a year since your last report on this company. Can I assume a report will be out soon. Thank you for your reply.
As a side note I was hoping you would comment on TARO.US earnings in my last question as I thought they looked good but the stock continues to decline since they came out on the 10th.
As a side note I was hoping you would comment on TARO.US earnings in my last question as I thought they looked good but the stock continues to decline since they came out on the 10th.
Q: I am currently working on ensuring that my portfolio is balanced in terms of asset allocation. This exercise is revealing to me that I have no coverage in healthcare and seniors' services. When I look at the companies you've rated I don't see any in this sector that have a 5i rating of B- or better. Are there any?
Q: My only REIT - AP.UN - seems to have gone into hibernation, from being the top performing REIT for the past few years (highest combined return) to seemingly losing all momentum.
I am looking at flipping it for HR.UN that has a larger market cap $6.7 billion vs. $3.0 billion, higher yield 5.6% vs. 3.8% and more positive overall TA numbers for the short and long term prospects.
Do you endorse this switch?
Thanks.
I am looking at flipping it for HR.UN that has a larger market cap $6.7 billion vs. $3.0 billion, higher yield 5.6% vs. 3.8% and more positive overall TA numbers for the short and long term prospects.
Do you endorse this switch?
Thanks.
Q: Could you tell me when QST issues their next quarterly report, and what are the expectations. What do you think of the risk-reward on this stock at this point. Thanks.
Q: Hello Peter & Co,
In one of my previous questions, I had asked which of BIN or MAL to replace CHE.UN in the Industrials sector (6.0% of portfolio); your answer was to add BIN because the exposure to the sector could be increased. Fine!
My portfolio also holds CNR, BIP.UN and STN; they fall on the larger "industrials" umbrella. With these holdings, my exposure is at 12.4% (vs 9% in the TSX).
Would this clarification change your answer?
Thanks,
Antoine
In one of my previous questions, I had asked which of BIN or MAL to replace CHE.UN in the Industrials sector (6.0% of portfolio); your answer was to add BIN because the exposure to the sector could be increased. Fine!
My portfolio also holds CNR, BIP.UN and STN; they fall on the larger "industrials" umbrella. With these holdings, my exposure is at 12.4% (vs 9% in the TSX).
Would this clarification change your answer?
Thanks,
Antoine
Q: At these levels,would you consider gamehost ok for a smallish position in an RIF?Thanks!
Q: HCG is down over 20% since i bought it in July. It's in my TFSA, so I can't do a tax loss sell. The questions is, should I just wait it out and hope for the best? I understand the question is basically not how much I've lost, or even whether or not i can recover it, but whether the ( seriously reduced) money would be better off somewhere else. Thoughts?
Q: Please advise if this is a good entry point for SYZ,DHX.B & HCG.I am heavy in can.banks Great top picks on Feb 4 on Market Call.CXI increased 20%,XTC 8.77% & BIN down 0.36% Appreciate your usual great advices & services
Q: Hello Peter & Co,
Terrific results: Revenue up 36%, Net Operating Income up 64% and Net Income up 29% year over year; what's better is that the previous year was 13-months long (change of fiscal year).
I just bought a full position on January 21, 2015 and I'm already up some 22%.
What is your take on its outlook?
Thanks,
Antoine
Terrific results: Revenue up 36%, Net Operating Income up 64% and Net Income up 29% year over year; what's better is that the previous year was 13-months long (change of fiscal year).
I just bought a full position on January 21, 2015 and I'm already up some 22%.
What is your take on its outlook?
Thanks,
Antoine
Q: I see you that you recomend not buying at this point. Should I hold on or dump it at minimal losses?
Thanks
Paul
Thanks
Paul
Q: dear Gentlemen,
I have 2000 shares of BAD, loss 28%. It seems to recover
Do you recommend to buy at this time or wait .
How can I quickly all answers to question on 5I covered stock ?
Thanks
Best regards
I have 2000 shares of BAD, loss 28%. It seems to recover
Do you recommend to buy at this time or wait .
How can I quickly all answers to question on 5I covered stock ?
Thanks
Best regards
Q: AHF has finally revealed what we long suspected with respect to 1/ its ridiculous dividend policy and 2/The loss of IA Clarington. Management, notably spinmaster CEO, and a languorous board look especially pathetic. Comment?
Q: Hello 5i
I wondered if you could give me a brief explanation of how CSU manages their debt structure. Looking at their balance sheet it appears odd to me that they have so much short term debt and not enough current assets or earnings to cover it. I do see where they have issues debentures as a source of capital, but I would just like a better understanding of how they are currently funding their debt and how it will be done going forward.
Thanks,
Randy
I wondered if you could give me a brief explanation of how CSU manages their debt structure. Looking at their balance sheet it appears odd to me that they have so much short term debt and not enough current assets or earnings to cover it. I do see where they have issues debentures as a source of capital, but I would just like a better understanding of how they are currently funding their debt and how it will be done going forward.
Thanks,
Randy