Q: Hi Peter, follow up to your last answer on MAL, I know you like to see how companies and management fared during '08 (i.e. EPS). Did MAL do well during those times and what happened? Thx.
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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: Hi Peter and team, do you know when Financial results of Goose will be available? Goose shares are down by more than 3% today, is there any specific reason? Thanks, Gervais
Q: DOO was a top pick on BNN yesterday.
Would like your opinion.
CV
Would like your opinion.
CV
Q: Any insight on the drop today or can it be attributed to the chairman leaving (still running for a director position)
Q: Could you please give me your thoughts on The Horizons Medical Marijuana Life Sciences ETF (TSX: HMMJ). It is an ETF that will be offerred by Horizon this Thursday. It has a fairly high MER of 0.75. Might be a safe way to hold a basket of marijuana stocks. Here is a link to an article about it http://business.financialpost.com/investing/marijuana-etf-the-most-scrutinized-fund-that-weve-ever-launched-horizons-ceo-says
Q: How do Callidus Capital's earnings look?
What do you think of management's comment "Early expressions of interest support initial valuations that would translate into a price received by tendering shareholders that is consistent with the previously disclosed valuation range provided by National Bank Financial ($18 to $22 per share) that accompanied the SIB in April 2016".
I'm thinking about initiating a position but get I also get nervous when management starts throwing out guesses as to what they think their shares are worth.
Thanks.
John
What do you think of management's comment "Early expressions of interest support initial valuations that would translate into a price received by tendering shareholders that is consistent with the previously disclosed valuation range provided by National Bank Financial ($18 to $22 per share) that accompanied the SIB in April 2016".
I'm thinking about initiating a position but get I also get nervous when management starts throwing out guesses as to what they think their shares are worth.
Thanks.
John
Q: Could you comment on the latest news of partnership(?) between BB and F. Ottawa Citizen claims up to 400 people were "transferred" from BB to F.
Is this an investment possibility wrt BB?
Is this an investment possibility wrt BB?
Q: Could you comment on MPVD's precipitous decline over the past 2 days?
Q: Greetings
95% of my portfolio is invested for the long term and follows your three portfolios. However, I do keep aside about 5% for short term trading ideas - stocks who have overcorrected, activist type investor, or those that trade within a set range. Like the Methanex situation, can you provide any other short term trading ideas. I have learned over time to trade with a goal in mind and to never get greedy. I consider these funds my spending money. Any ideas would be great.
95% of my portfolio is invested for the long term and follows your three portfolios. However, I do keep aside about 5% for short term trading ideas - stocks who have overcorrected, activist type investor, or those that trade within a set range. Like the Methanex situation, can you provide any other short term trading ideas. I have learned over time to trade with a goal in mind and to never get greedy. I consider these funds my spending money. Any ideas would be great.
Q: Hi,
I have some questions to ask:
1) I have noticed that there has been insider buying in Whitecap Resources (WCP) and Raging River Exploration (RRX), but they dropped by 2% and 4.5% respectively on March 30. Do you have any comments/idea why this happened?
2) Why is MacDonald Dettwiler (MDA) finally moving upside?
3) Peter Lynch avoids investing in computer stocks since new computer/tech companies keep popping up. But he also mentioned keep an open mind to new ideas. In Davos Economic Forum it was mentioned that we are currently in the fourth industrial revolution which is electronic based. Do you have any suggestions for stocks participating in this trend?
Thank you.
I have some questions to ask:
1) I have noticed that there has been insider buying in Whitecap Resources (WCP) and Raging River Exploration (RRX), but they dropped by 2% and 4.5% respectively on March 30. Do you have any comments/idea why this happened?
2) Why is MacDonald Dettwiler (MDA) finally moving upside?
3) Peter Lynch avoids investing in computer stocks since new computer/tech companies keep popping up. But he also mentioned keep an open mind to new ideas. In Davos Economic Forum it was mentioned that we are currently in the fourth industrial revolution which is electronic based. Do you have any suggestions for stocks participating in this trend?
Thank you.
Q: I hold the balanced portfolio complete and have 20% of my total portfolio in the u.s. i like cgnx and evi but am looking at possibly some canadian stocks that would mirror these two or be part of the solutions. Could you please give me your thoughts on this matter and your recommendation of some stocks that would fit the bill.
Q: I would appreciate your comments concerning the press releases issued this morning by PLI and DOL. Both releases seem encouraging to me.
Thank you, Peter
Thank you, Peter
Q: Could you please give me your thoughts on the ITX 2016 financials released today>
Kind regards, Bill
Kind regards, Bill
Q: Hi Peter and the team.
My question is in regards to Kalytera Therapeutics. My stocks of Santa Maria Petroleum were converted to Kalytera when the company decided to get out of the oil business and refocus in the cannabinoid space. Is it a keeper, buy more or sell ? What are your thoughts on this company.
Thank you Marc
My question is in regards to Kalytera Therapeutics. My stocks of Santa Maria Petroleum were converted to Kalytera when the company decided to get out of the oil business and refocus in the cannabinoid space. Is it a keeper, buy more or sell ? What are your thoughts on this company.
Thank you Marc
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DH Corporation (DH $25.49)
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Kinaxis Inc. (KXS $201.24)
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Open Text Corporation (OTEX $39.07)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $174.36)
Q: I am considering selling DH now rather than wait for closing of the sale. I would like to replace it with 1 of the 3 mentioned. Which of these 3 would you suggest or do you have another good alternative. I am thinking that my replacement would likely make up for the amount lost by not waiting for the closing of the DH sale. It does not have to be a Dividend payer.
Thanks 5i for the great information and advise that you give. It has certainly been very helpful and profitable for me.
John
Thanks 5i for the great information and advise that you give. It has certainly been very helpful and profitable for me.
John
Q: This is in response to your answer to Stan(1) in regards to dividend income and DRIP plans.
I agree that taxable Canadian dividend income does not reduce the A.C.B. of the stock shares held, but then neither does the market value of the shares received under a DRIP. In fact the value of the shares at the time of the dividend payment is added to the A.C.B of your share holdings at the same time that you are credited with the additional shares. For reduce of A.C.B., are you not referring to "Return of Capital" which would be noted on the Corporate website under dividends/distributions and can be found in the appropriate box on your T5/T3 supplementary slips received each year.
R.
I agree that taxable Canadian dividend income does not reduce the A.C.B. of the stock shares held, but then neither does the market value of the shares received under a DRIP. In fact the value of the shares at the time of the dividend payment is added to the A.C.B of your share holdings at the same time that you are credited with the additional shares. For reduce of A.C.B., are you not referring to "Return of Capital" which would be noted on the Corporate website under dividends/distributions and can be found in the appropriate box on your T5/T3 supplementary slips received each year.
R.
Q: Given the drop in ENGH on the Amazon news, I want to make sure I understand the relationship SHOP has to Amazon. I believe that SHOP provides software to businesses that utilize Amazon but that Amazon does not license, own or necessarily encourage people to use SHOP software. Is that correct? If so, would the risk to SHOP in this "relationship" be if Amazon decided to develop its own software (unlikely, I think) or if Amazon formally named another software partner that businesses would be better of using to deal with them?
Thanks.
Paul F.
Thanks.
Paul F.
Q: Hello 5I Team. I'm wondering if you may be able to recommend a forum or venue for a business start up to seek (private) equity investment. I've taken a more active roll with a company that will be mining materials for use in cement (an infrastructure investment much like a small Vulcan Materials Co.). I've registered with FundingPost and am using some 'guerilla tactics' but would appreciate any advice, or the advice of 5I members.
Thanks,
Brian
Thanks,
Brian
Q: What did you think of the Q4 results from Lassonde? Other than liquidity, any reservations about the company? Has been in business quite a long time but despite it's $1.5B market cap, not a company that one hears about that often.
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $136.50)
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Premium Brands Holdings Corporation (PBH $90.51)
Q: Hello I currently own both of these stocks in a long term hold RRSP portfolio with the drip turned on that is well balanced. I was wondering which one of these stock would you prefer to purchase more of. Thanks for all the help