Q: Hi Team. Is there any new I may have missed which might account for Constellation's recent (and quite wonderful) share price gains?
Thank you, Peter
Thank you, Peter
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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: In response to one of the previous comments about Teletubbies freaking him out. I lived in the UK at the height of the Teletubbies mania and my kids and all their little friends could n't get enough of the show.
It was incredible how it had such an impact both with kids and even the parents. That's why I think DHX is onto a real winner particularly their exposure to China. Wait until the M & L really kicks in.
It was incredible how it had such an impact both with kids and even the parents. That's why I think DHX is onto a real winner particularly their exposure to China. Wait until the M & L really kicks in.
Q: Hello, I have a small position in this stock. Since I purchased it, it has increased in value by 15%. I am thinking of adding more to my position. The stock has a ROE of 50%, a P/E of 3.3, trades at double its book value,has a 5.5% yield and has exceeded its profit projections on the last two quarters. On this basis, it appears to be a excellent value. My question is "am I missing something?"
thank you for your response.
Regards, Alan
thank you for your response.
Regards, Alan
Q: Good Morning Peter, Ryan, and Team,
This morning it was reported on BNN that a larger competitor of Avigilon, "Axis Communications" of Sweden, was purchased by Canon of Japan. The price paid was $2.83 billion US. From a pure technological perspective Avigilon appears to have the best end to end mouse trap. How do you think this transaction will affect Avigilon going forward and do you think that AVO may end up being acquired by someone as well ??? Thank you for your wisdom and insight. DL
This morning it was reported on BNN that a larger competitor of Avigilon, "Axis Communications" of Sweden, was purchased by Canon of Japan. The price paid was $2.83 billion US. From a pure technological perspective Avigilon appears to have the best end to end mouse trap. How do you think this transaction will affect Avigilon going forward and do you think that AVO may end up being acquired by someone as well ??? Thank you for your wisdom and insight. DL
Q: Your thoughts please on how this might pan out. News today that some 300 investors made a ton of money on amaya ahead of the deal. How can this be proven and if so what are the implications for amaya?
Q: Do you feel the news release today will have an effect on the performance going forward. The stock has been lagging for the past few weeks. Can I please have your opinion going forward.
Thanks for your great advice.
Thanks for your great advice.
Q: Can you advise on Avigilon's next earnings report? Thank you.
Q: Which stock out of those you cover do you think has the highest reward to risk ratio right now? I am looking at something to spend my TFSA allowance on for this year.
Q: Hi,
Could you please provide an update on your outlook for Aviglon? The stock had a good run lately, do you see more upside potential in short term (long term) or it is time to take profits and switch to another name? I am currently looking for growth, but will have to re-balance portfolio for income when I retire in 3-5 years.
Thanks.
Could you please provide an update on your outlook for Aviglon? The stock had a good run lately, do you see more upside potential in short term (long term) or it is time to take profits and switch to another name? I am currently looking for growth, but will have to re-balance portfolio for income when I retire in 3-5 years.
Thanks.
Q: Hi there! Could you please comment on AlarmForce Industries Inc. or AF - T? It appears to be attractively priced trading near its Annual Low.
Respectfully,
Dave (Nicholson)
Respectfully,
Dave (Nicholson)
Q: Good Morning
Your thoughts on the upward SP in earnings? Thank you.
Your thoughts on the upward SP in earnings? Thank you.
Q: Something is up at Black Diamond Group. It's up 13% today.
Any ideas what's going on?
Any ideas what's going on?
Q: I am wondering what you think about the Rec Room concept. It seems very similar to the Dave&Busters they were considering earlier. Food and Entertainment is a crowded and competitive space, certainly compared to were they are now.Will their current expertise transfer easily to the new environment?
Q: Hi, Wondering your thoughts on TRZ.B given a recent decline to 52 week lows the $7.50 area.
I am interested in the company due to no debt and the Dec 11 PR which noted 308 million free cash (as of 31 October 2014). Given a $280 million market cap the company trades at the level of its free cash. I understand that the USD rise will have consequence on their upcoming earnings. Your advice on the stock would be greatly appreciated.
I am interested in the company due to no debt and the Dec 11 PR which noted 308 million free cash (as of 31 October 2014). Given a $280 million market cap the company trades at the level of its free cash. I understand that the USD rise will have consequence on their upcoming earnings. Your advice on the stock would be greatly appreciated.
Q: Hello Peter and the 5i team
I was watching BNN the other day and a question came across concerning Canacord Genuity. The guest (Jason Donneville) on the show said that they had shorted Canacord because the ratio between the P/B and ROE was far from the usual 1 to 8 ratio ( I am sure there were more reason then just the one but the other reasons were not mentioned). For example If the ROE is 16 the P/B should be approximately 2.0. This is a correlation that I had never heard before or took into consideration. Is this a metric that you use? Is this metric widely used in the stock trading world? Is this metric used more in specific sectors of the market? What do you consider the most significant metrics to judge weather a stock is a buy or not.
Thanks I appreciate your insight.
I was watching BNN the other day and a question came across concerning Canacord Genuity. The guest (Jason Donneville) on the show said that they had shorted Canacord because the ratio between the P/B and ROE was far from the usual 1 to 8 ratio ( I am sure there were more reason then just the one but the other reasons were not mentioned). For example If the ROE is 16 the P/B should be approximately 2.0. This is a correlation that I had never heard before or took into consideration. Is this a metric that you use? Is this metric widely used in the stock trading world? Is this metric used more in specific sectors of the market? What do you consider the most significant metrics to judge weather a stock is a buy or not.
Thanks I appreciate your insight.
Q: I purchased SJ based on your outlook of the company I am up over 31 % in a short time The stock now represents about 16 % of a 20 stock portfolio
I did not sell a share of Surge and rode it all the way down and plan to ride it back up I do not need the funds However in hindsight I should have lightened my position
My question is should I reduce my holdings in SJ to what per cent and what would you replace it with ?
I am comfortable either selling or holding
Thanks for all you do
Paul
I did not sell a share of Surge and rode it all the way down and plan to ride it back up I do not need the funds However in hindsight I should have lightened my position
My question is should I reduce my holdings in SJ to what per cent and what would you replace it with ?
I am comfortable either selling or holding
Thanks for all you do
Paul
Q: Hi Peter and 5i Research Team,
I am not asking about the general market. Instead, can you give me your 2 to 3 best picks for Canadian companies that do significant business/sales in the US - the companies that will do well in a low Cdn $, low oil price environment. I need your top companies, please. Thank you.
I am not asking about the general market. Instead, can you give me your 2 to 3 best picks for Canadian companies that do significant business/sales in the US - the companies that will do well in a low Cdn $, low oil price environment. I need your top companies, please. Thank you.
Q: I realize you like both Stantec and Stella Jones but I have room to purchase only one of these two quality companies in my T F S A? I'm looking at a 5 year window so which of the two would you recommend for purchase at this time? Thanks
Q: Any new thoughts on Gamehost? I am a long time holder of GH, and it is about 4% of my portfolio. Down 20% over the last 3 months, much of it on the oil drop. Are there any other concerns at Gamehost, or is $12.80 a good price to add another 1-2%?
Thank you.
I am really enjoying the Member Questions, and the knowledge level of both the members, and your crew, is sure helpful.
Grant
Thank you.
I am really enjoying the Member Questions, and the knowledge level of both the members, and your crew, is sure helpful.
Grant
Q: Do you see much more upside with Stella Jones? It was a great pick of yours and has done well. I want to keep my profits so wondering if it is still fairly valued or should I sell and redirect the profits to another of your recent top picks.