Q: TY for Amaya gaming ... have a small position in Richards Packaging (RPI). Are you still comfortable with this stock going long?
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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: Aya- Stock down 6-7% today. Would you be a buyer now or wait until it finds a floor?
Q: AYA
Today Amaya is trading down from its Friday's close. I believe the purchase agreement with Poker Stars and Full Tilt Poker includes shares of AYA priced at $20.00. Do you see the price of AYA rising to that level in the near term? Thanks for your answer!
Today Amaya is trading down from its Friday's close. I believe the purchase agreement with Poker Stars and Full Tilt Poker includes shares of AYA priced at $20.00. Do you see the price of AYA rising to that level in the near term? Thanks for your answer!
Q: Is amaya the gift that keeps giving, i assume it is retail investors doing all this selling since the deal does not close until sept. 30,so i sold half my position at 20.05 on friday and bought back the same half at 15.70 this morning. Whats your call. I think you would like that trade. Dave
Q: Hello 5i,
I'm thinking of selling Emera or Fortis and buying Capital Power, what do you think of this move.
Thanks
I'm thinking of selling Emera or Fortis and buying Capital Power, what do you think of this move.
Thanks
Q: I am considering selling TD Bank and buying either Bank of Nova Scotia or Capital Power CPX. TD has had a good run and I think BNS may provide more upside over the next 2 to 3 years. I also like Capital Power for it's 4.8% dividend and it's growth prospects over the next few years. For capital growth potential and dividend growth which would you prefer between BNS and CPX?
Thanks for your help,
Duncan
Thanks for your help,
Duncan
Q: hello 5i:
KBL appears to have negative free cash flows for 2013, and for ytd 2014. Is this company still a buy, and how does free cash flow figure into your valuations?
thanks
Paul
KBL appears to have negative free cash flows for 2013, and for ytd 2014. Is this company still a buy, and how does free cash flow figure into your valuations?
thanks
Paul
Q: ACQ
ACQ seem to be getting very expensive, though the recent inroads into Quebec and franchise with BMW and Mini are very promising. The purchase of Hyatt in Alberta is also good. They are included into TSX composite too.
Do you think they need to raise equity to fund the continuous acquisitions?
Do you think the acticle in http://seekingalpha.com/article/2267263-autocanada-an-easy-short has merits or just too worry about nothing?
ACQ seem to be getting very expensive, though the recent inroads into Quebec and franchise with BMW and Mini are very promising. The purchase of Hyatt in Alberta is also good. They are included into TSX composite too.
Do you think they need to raise equity to fund the continuous acquisitions?
Do you think the acticle in http://seekingalpha.com/article/2267263-autocanada-an-easy-short has merits or just too worry about nothing?
Q: great great stuff on Amaya, great article by ryan modesto. I had 15000 shares at 5.25 and rode it to 10. sold half when stocked dropped to 6.00, and bought it all back plus another 5000 at 9.00 when stock started moving quickly again, no complaints from me. last year paladin made my year and this year Amaya made my year all due to 5i research, unbelievable.only one caveat is for those of us who follow stocks hourly like me Amaya was a give away, news was leaked etc.etc., I wonder if the authorities will get on this one. dave
Q: The 5i team: First of all Peter many thanks for the AYA suggestion a long time ago. I would like to follow-up on your statement “We think the stock goes much higher from here”. Would you please elaborate on that. Thanks.
If a similar question is asked, please don't publish and clog up the Question and Answer section as it is a valuable investment tool.
As always, thanks to everyone at 5i for your valuable service.
Doug
If a similar question is asked, please don't publish and clog up the Question and Answer section as it is a valuable investment tool.
As always, thanks to everyone at 5i for your valuable service.
Doug
Q: Thank you for the update on AYA. Very good news!
I went back to the charts for the last year and noticed that AYA was trading even below $7 for the month of April and even hit it's one year low. However, from then on it started to climb to it's incredible high right now. Can you comment on what may have contributed to this pattern? I'm thinking that people with insider knowledge (friends/family/etc) are passing on "tips".
Thanks for the wonderful service you provide!!!
I went back to the charts for the last year and noticed that AYA was trading even below $7 for the month of April and even hit it's one year low. However, from then on it started to climb to it's incredible high right now. Can you comment on what may have contributed to this pattern? I'm thinking that people with insider knowledge (friends/family/etc) are passing on "tips".
Thanks for the wonderful service you provide!!!
Q: Dear Peter, First of all, thank you for your stock analysis on Amaya, and thank you also for your patience in answering my (our) questions. I am learning, but slowly, I know.
Question: you have said in a couple of places that Amaya is going much higher, but I can't tell if you said that after the roughly $14 closing price yesterday, or after the roughly $20 opening price this morning. (I now see--even more clearly--why you don't like price targets.) But i don't know what the shares in the bought deal being priced at $20 means, if anything, for the future. I have seen stock prices sink below the bought deal price with several companies. Thanks again, and cheers.
Question: you have said in a couple of places that Amaya is going much higher, but I can't tell if you said that after the roughly $14 closing price yesterday, or after the roughly $20 opening price this morning. (I now see--even more clearly--why you don't like price targets.) But i don't know what the shares in the bought deal being priced at $20 means, if anything, for the future. I have seen stock prices sink below the bought deal price with several companies. Thanks again, and cheers.
Q: THANK YOU FOR AMAYA (In my TFSA). If I sell a portion what would you replace it with? I am only 76 looking for GROWTH. I will make another contribution to your charity event.
PB
PB
Q: Hello Peter
I sold recently 1000 shares of AYA for $7.50. It was my big mistake. Now I want to buy it back at what price do you think I buy them back is $20 resonable price or wait for drop down.
Andrew B.
I sold recently 1000 shares of AYA for $7.50. It was my big mistake. Now I want to buy it back at what price do you think I buy them back is $20 resonable price or wait for drop down.
Andrew B.
Q: Hi 5i People: Sent this question over a week ago and have not seen a response? I have $25,500 in my 13 year old grandson's RESP - was looking at TD,CNR,CPG, TRP - ideas appreciated - want stocks with drips and some growth if possible? Thanks, Tom
Q: Hello Peter & Co,
Would appreciate your opinion on the make up and segmentation of my RRIF portfolio.
Consumer discretionary 5.7% LNR MG
Energy 12.0% BTE CPG KEY TOU VET
Financials 10.2% BNS EFN HCG TD ZUB
Health 7.5% CXR GUD VRX XHC ZUH
Industrial/Transport 6.0% CHE.UN CCL CNR
Infrastructure 10.2% BAD BIP.UN SJ STN WTE
Materials 3.0% IFP
Pipelines 8.1% ENB IPL PPL
Retail 3.7% ATD DOL
Services 7.2% BYD.UN CGX THI
Technology 15.2% AVO CSU DSG ESL CGI MDA OTC
Utilities/Telecom/RE 8.5% ALA BCE BEP.UN TCN
Cash 2.8%
I hope I'm not asking too much of you guys and I know that I could do with less holdings.
Thanks,
Tony
Would appreciate your opinion on the make up and segmentation of my RRIF portfolio.
Consumer discretionary 5.7% LNR MG
Energy 12.0% BTE CPG KEY TOU VET
Financials 10.2% BNS EFN HCG TD ZUB
Health 7.5% CXR GUD VRX XHC ZUH
Industrial/Transport 6.0% CHE.UN CCL CNR
Infrastructure 10.2% BAD BIP.UN SJ STN WTE
Materials 3.0% IFP
Pipelines 8.1% ENB IPL PPL
Retail 3.7% ATD DOL
Services 7.2% BYD.UN CGX THI
Technology 15.2% AVO CSU DSG ESL CGI MDA OTC
Utilities/Telecom/RE 8.5% ALA BCE BEP.UN TCN
Cash 2.8%
I hope I'm not asking too much of you guys and I know that I could do with less holdings.
Thanks,
Tony
Q: I am wanting to reduce the number of holdings in the financial sector. Could you please rank the following in order of preference: BMO, BNS, NA, RY, CF, HCG, GWO, IFC and SLF.
Q: Hi Peter
if the rumours are true that AYA has aquired the parent company of PokerStars would you continue to hold or is it time to cash in ?
thanks
John
if the rumours are true that AYA has aquired the parent company of PokerStars would you continue to hold or is it time to cash in ?
thanks
John
Q: Well Peter, the news is out on Amaya. What's your take?
Thanks,
Eric
Thanks,
Eric
Q: Now that the Amaya deal is official and after you have reviewed it, what price would be prudent to sell some so as to maintain the portfolio weight?