Q: bce , aw.un, with stocks like these , they seam to stay the course when people get scared they even tend to go up. do you see any stocks like these with that potential ,thank you.
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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: could you please comment on the recent activity regarding the Crescendo Partners' Letter? I have held this company for some time (avg price $4.75) and kept expecting to see it return to those levels only to be disappointed each new quarter. The letter definitely sums of my feelings, but not sure if it was the proper way to do it. Any guestimations on the sum of the parts if RKN decided to sell. p.s. wasn't too impressed with the response letter.
Q: Just wondering what your thoughts were on what sectors look beaten up and/or unloved and provide a decent entry point for a longer term hold? Materials, healthcare, US Banks come to mind. Any others?
Q: Maybe its me, but can you verify what EIF's consensus 2016 and 2017 current eps estimates are?
Prior to their earnings report, Investor's Edge showed 2016 estimates at $2.49 and 2017 estimates at $2.66. Post earnings report, Investor's Edge is now showing $2.29 and $2.46 as 2016 and 2017 estimates. A little puzzling considering EIF's recent report was pretty good, in my opinion.
Thanks for your thoughts.
John
Prior to their earnings report, Investor's Edge showed 2016 estimates at $2.49 and 2017 estimates at $2.66. Post earnings report, Investor's Edge is now showing $2.29 and $2.46 as 2016 and 2017 estimates. A little puzzling considering EIF's recent report was pretty good, in my opinion.
Thanks for your thoughts.
John
Q: Factoring in real estate and gold as separate sectors, based on your current outlook, what would be a 12 sector composition of a conservative equity portfolio? What percentage for each sector?
Q: What are your thoughts on the earnings release and outlook. Selling off significantly this morning. Trading at roughly 3x EBITDA with a forecast of $43-46M.
Q: Chemtrade Logistics is issuing $125 million 5 year convertible bond at 5% with a conversion prices of 24.85 or 40% premium? Although the conversion premium is too high I do like the coupon how is the company financially?
Q: I think you guys do an amazing job. No one has a crystal ball and 5i is always very cautious & conservative. I watch BNN everyday for 3 hours, read Bloomberg and ROB, etc.etc.
I am a risk taker, which is why I reach out to you and you always caution me. So I am grateful for your service and happy to be a Member for Life!
Keep up your great work. Austin
I am a risk taker, which is why I reach out to you and you always caution me. So I am grateful for your service and happy to be a Member for Life!
Keep up your great work. Austin
Q: I have to respond to ron’s comments on CXR .
In a diversified portfolio he would have 10% exposure in Healthcare as recommended by 5i. So the dive in CXR would have a small effect on him overall. Thanks to 5i, I am up 16% from February this year with a diversified portfolio.
In a diversified portfolio he would have 10% exposure in Healthcare as recommended by 5i. So the dive in CXR would have a small effect on him overall. Thanks to 5i, I am up 16% from February this year with a diversified portfolio.
Q: Just a word of thanks for doing a very comprehensive job in reviewing my portfolio. It certainly fulfilled my expectations and outlined a valid plan for more productive portfolio. Well worth the cost.
Tom
Tom
Q: I own CBL but as a retired senior that searches for high dividend plus growth stocks I would like to add beyond my 5.5% holding in CBL. what is your assessment of this Company for, I hope, a long term hold.
Thanks, as always, for your advice.
Don
Thanks, as always, for your advice.
Don
Q: Altus Group (AIF) released good results today and stock reacted positively. Can you comment on the company and its results and if you recommend buying at these levels? If you do recommend it what type of investor or investment objective is this stock suitable for ? Thanks again. John C
Q: Your comments on earnings please. Looks to be priced well, growing at good clip, and beat expectations...yet down ~2% today? Is this a case of "sell on news" - or can something more be read into the weakness?
Thx.
Thx.
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Liminal BioSciences Inc. (LMNL)
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K-Bro Linen Inc. (KBL $34.62)
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Black Diamond Group Limited (BDI $16.39)
Q: Your comments on the quarter from BDI, PLI and KBL please.
Thanks,
Eric
Thanks,
Eric
Q: Hi 5i,
Please give your assessment of Ag Growth's Q report and the current dynamics for the company. It has had a nice recovery since bottoming under 25 and has been in an up-trend most of this year but I am wondering if this quarter's numbers indicate that the cycle is turning down again for AFN. Thanks!
Please give your assessment of Ag Growth's Q report and the current dynamics for the company. It has had a nice recovery since bottoming under 25 and has been in an up-trend most of this year but I am wondering if this quarter's numbers indicate that the cycle is turning down again for AFN. Thanks!
Q: From my understanding the credit facilities weren't due before 2019. With this morning press release, it seem like it will result in a default. So is it the end for performance Sports Group?
Q: Saw this article about Saputo in the Globe & Mail and thought to share it with the membership. You may share it if you feel it is worthwhile.
Your thoughts on the validity of the arguments in this article would be appreciated.
Joseph
Your thoughts on the validity of the arguments in this article would be appreciated.
Joseph
Q: Could I please have your comments and analysis on Brookfield's recently announced earnings. Thank You.
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Brookfield Renewable Partners L.P. (BEP.UN $41.60)
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Brookfield Infrastructure Partners L.P. (BIP.UN $51.94)
Q: Which of the Brookfield funds do you prefer for a retirement income portfolio. I'm looking for something with reliable income and some capital growth. Is this a good time to buy any of these funds as they have had quite a run, should I wait for a pull back?
Thanks
Thanks
Q: Your thoughts on earnings - thank you