Q: As a retiree who has some cash to invest what would be a good/somewhat safe place to invest in during this volatile market? GIC’s don’t pay enough and preferred shares have been hit hard the last year. I am thinking I don’t want to increase my presence in energy and I own a lot of pipelines which are all suffering due to the oil situation but still paying a nice dividend.
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Hello Peter,
Any idea why Jean Coutu has been surging of late? Fundamentally it is good and technically, it has a break out. I do not see any positive news to reflect it or is the market realizing the potential (perhaps Metro buying it etc). I have 2% weight in Stella Jones and am thinking of increasing it to 5% as it has had a good pull back. Since CNR has good earnings, could this help Stella Jones as the pullback (from what I understood) reflected the business towards railways, etc Thank you
Any idea why Jean Coutu has been surging of late? Fundamentally it is good and technically, it has a break out. I do not see any positive news to reflect it or is the market realizing the potential (perhaps Metro buying it etc). I have 2% weight in Stella Jones and am thinking of increasing it to 5% as it has had a good pull back. Since CNR has good earnings, could this help Stella Jones as the pullback (from what I understood) reflected the business towards railways, etc Thank you
Q: Could you mention 3 takeover candidates and the reasons why this could be
Q: Hi Peter, Ryan & Team, If you were to pick 5 Stocks in the mid to large cap companies in the Industrial sector for a 5 year hold, which ones would you choose. Presently I have WSP, BAD & TNC for a 12.39% of my portfolio.
Your input would be greatly appreciated. Thanks
Ivan
Your input would be greatly appreciated. Thanks
Ivan
Q: I am looking to add to my non-registered accounts. Looking for your suggestions on long term holds 10+ years. Thanks.
Q: I own Cxi and was considering a switch to Cnr. Taking into account Cnr latest results does this switch make sense?
Q: Just a comment about the recent interest in PTG. Several years back when I had a broker account, they bought PTG (as some type of debenture I believe) for my account. The interest payments were good. I then left the broker taking the PTG holdings with me. In 2013 I was notified by PTG that the debentures were being turned in shares and was asked if I wanted cash or shares for my holdings. I opted for cash and a few weeks later I was told that cash was no longer and option - I would have to take the shares. Obviously I was not happy about this. The stock finally started trading. It came out around .75 cents and in a matter of a few days (when I finally found it it had started trading) it was down in the .29 cent area. With a break-even of .42 cents I held on and finally got out recently at .46 cents.
The bottom line of my story here is that I don't think this management is worthy of any level of trust. It's obvious that they will do whatever benefits them and cannot be trusted to keep their word. I wouldn't go near this company with a 10' pole!
Publish if you wish...
The bottom line of my story here is that I don't think this management is worthy of any level of trust. It's obvious that they will do whatever benefits them and cannot be trusted to keep their word. I wouldn't go near this company with a 10' pole!
Publish if you wish...
Q: What is the best way calculate EPS Growth. I have noticed it is very erratic from one analyst to another. Should I use historical or future estimates to get the most accurate growth rate?
Q: What do you think of their offer?.
Why didn't the market react as it seems to be pretty good offer.
Why didn't the market react as it seems to be pretty good offer.
Q: Good Morning, can you please provide your analysis on Cargo Jet, in light of increasing on-line shopping and need for Canada Post transport. Can you comment on any risks? Is this a buy now? Thank you. Linda
Q: Please comment on the financing
Q: I have the above poorly performing stocks in my portfolio.
I wonder which ones I should dispose of
I wonder which ones I should dispose of
Q: Good Morning 5i,
I am looking to buy AGU for long term hold for appr. 5% of my portfolio. I know it does not only have potash in it's product line, are they other products strong enough to wash out the negative that potash product is going through and is it a good time to buy AGU?
Thanks
Paul
I am looking to buy AGU for long term hold for appr. 5% of my portfolio. I know it does not only have potash in it's product line, are they other products strong enough to wash out the negative that potash product is going through and is it a good time to buy AGU?
Thanks
Paul
Q: As part of my portfolio, I own five Canadian smallcal stocks, the five I own now are: ALP; EL; LND; PHM and SPN. I have five, no more and no less, small caps so I can spread out the potential risks if one or two behave badly, ie price drops. I am finding small caps trade differently ( ie. sometimes low volume will move price down or up with no news) since volume has a big impact on my decision.
What should I use as a signal to sell my small caps? Cross below the 200 MVA and sell? as an example.
As always thanks for your response.
What should I use as a signal to sell my small caps? Cross below the 200 MVA and sell? as an example.
As always thanks for your response.
Q: hi Peter
I am looking at some re balancing my portfolios - wanted your opinion on how I should set up my 3 accounts. I use a Registered account - non registered account and a TFSA account. I invest in Growth stocks - Dividend stocks and I also invest in some smaller cap aggressive growth stocks as well. I still have apx 35yrs before withdrawing from my rrsp account. I have been using my rrsp account for Large Cap Dividend stocks but not sure that's the best way to go? any advice is appreciated
I am looking at some re balancing my portfolios - wanted your opinion on how I should set up my 3 accounts. I use a Registered account - non registered account and a TFSA account. I invest in Growth stocks - Dividend stocks and I also invest in some smaller cap aggressive growth stocks as well. I still have apx 35yrs before withdrawing from my rrsp account. I have been using my rrsp account for Large Cap Dividend stocks but not sure that's the best way to go? any advice is appreciated
Q: Can you suggest buying CDV at the current price to take the benefit of some safe upside from the current levels in the current market backdrop. Also can you comment on CPI Card group (PNT).
Q: It's my understanding that the long overdo and over budget doubling of the Panama Canal will finally be completed this April. With the world economy in a state of turmoil, how do you see this effecting trade to and from north America? I understand Ports on the east coast have been upgraded to accommodate the larger ships. Are there firms to invest in directly or indirectly that we should be looking at?
Thanks in advance.
David
Thanks in advance.
David
Q: Do you think any of the Vertex Funds are worthy of purchase at this time? The growth and value funds were doing very well for a while but seemed to have cooled off. Is this a good fund company overall?
Q: Is the latest news release 5 days ago regarding the quality of their graphite for lithium-ion batteries significant or a non-event?
Thanks
Robert
Thanks
Robert
Q: Hi 5i Research team,
Please comments on AF Q4 results released on Thursday. Also, I would like to have your comments on those specific topics :
1. Higher management turnover over the past two years.
2. Do you know the president : Graham Badun?
3. Is the litigation with the founder settled? Are those legal fees and settlements related?
4. The realignment of the growth strategy more on Canada, and to neglect some USA markets? Probably means negative growth in the USA? Seems like bad timing when looking at the economic environment on both sides of the borders. What can we expect in terms of subscriber net growth?
5. Was the 2015 $3.7 million non-recurring expenses (numerous items) some house cleaning by the new president at his arrival?
6. Is this reassessment of the collectability of such an amount of accounts receivable changes your perception of the quality of the organization (obtaining new subscribers or managing accounts)?
7. “2016 promises to be a productive year as we prepare the company for accelerated growth.": Does it mean an increase in expenses?
8. Based on your expectation (former Q&A) of AF being subject to an acquisition in a reasonable time frame (what time frame can be expected?): is it worth owning while receiving the dividends (+ a future premium on the stock price), or sell and buy something else that went down recently (MAD, KXS, DH, CSU, LGT.B, PLI, OTC, XTC, SJ, ESL)? If your answer is positive, which ones would you prioritize in terms of expected return potential? Please disregard sector allocation for this question.
Thank you, Eric
Please comments on AF Q4 results released on Thursday. Also, I would like to have your comments on those specific topics :
1. Higher management turnover over the past two years.
2. Do you know the president : Graham Badun?
3. Is the litigation with the founder settled? Are those legal fees and settlements related?
4. The realignment of the growth strategy more on Canada, and to neglect some USA markets? Probably means negative growth in the USA? Seems like bad timing when looking at the economic environment on both sides of the borders. What can we expect in terms of subscriber net growth?
5. Was the 2015 $3.7 million non-recurring expenses (numerous items) some house cleaning by the new president at his arrival?
6. Is this reassessment of the collectability of such an amount of accounts receivable changes your perception of the quality of the organization (obtaining new subscribers or managing accounts)?
7. “2016 promises to be a productive year as we prepare the company for accelerated growth.": Does it mean an increase in expenses?
8. Based on your expectation (former Q&A) of AF being subject to an acquisition in a reasonable time frame (what time frame can be expected?): is it worth owning while receiving the dividends (+ a future premium on the stock price), or sell and buy something else that went down recently (MAD, KXS, DH, CSU, LGT.B, PLI, OTC, XTC, SJ, ESL)? If your answer is positive, which ones would you prioritize in terms of expected return potential? Please disregard sector allocation for this question.
Thank you, Eric