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).
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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: 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
Q: Hi Team
I am watching BIN increasing in value even though the market is going down. Is this a good buy at this time.
Is it right time to buy ATD and SYZ or too late. What is your idea of growth this year?
I am also looking at Canadian Tire. Is this a good time to buy and what do you think of growth this year.
As always, thank you for your support.
Margita
I am watching BIN increasing in value even though the market is going down. Is this a good buy at this time.
Is it right time to buy ATD and SYZ or too late. What is your idea of growth this year?
I am also looking at Canadian Tire. Is this a good time to buy and what do you think of growth this year.
As always, thank you for your support.
Margita
Q: Hi Guys, and Thanks for the awesome service.
Why are p/e on companies of this nature so high- Kinaxis 74x,dsg80x's
Thanks
Why are p/e on companies of this nature so high- Kinaxis 74x,dsg80x's
Thanks
Q: Good Afternoon,
Do you guys have some very defensive portfolio suggestions in case once this bounce runs its course we agressively fall once again? Would you build a portfolio with some bonds, gold, and defensive stocks like Telecom, utilities, health care etc.. or just hold lots of cash? What defensive stocks do you like currently?
Thanks
Do you guys have some very defensive portfolio suggestions in case once this bounce runs its course we agressively fall once again? Would you build a portfolio with some bonds, gold, and defensive stocks like Telecom, utilities, health care etc.. or just hold lots of cash? What defensive stocks do you like currently?
Thanks
Q: Is BDT a good place to put money?
The dividend looks good but is it a true div. or a distribution? (they call it a div)
Thank you
Lillian
The dividend looks good but is it a true div. or a distribution? (they call it a div)
Thank you
Lillian
Q: Hello, thank you for great service! I made good money after split and now I am thinking is CIG & FSV are still keeping good potential to grow? I have them in my TFSA portfolio. Is it good time to sell and to invest in some potentially faster growing names?
Q: I bought this stock last July and you can see where it is at now. Do you have a prognosis for it's future performance in 2016?
Q: Hello,
Could I please get your opinion on Transforce vs Trimac. When Contrans was sold I purchased a small part position in each TFI and TMA. Both are down approx 30% and each represent about 1- 1.5% of my portfolio. I am debating on selling one of them for a loss and adding to the other. Which one if any would keep and why? Or should I average down on both or one of them? I can hold long term if needed.
Thanks for your help,
Kerri
Could I please get your opinion on Transforce vs Trimac. When Contrans was sold I purchased a small part position in each TFI and TMA. Both are down approx 30% and each represent about 1- 1.5% of my portfolio. I am debating on selling one of them for a loss and adding to the other. Which one if any would keep and why? Or should I average down on both or one of them? I can hold long term if needed.
Thanks for your help,
Kerri
Q: I am interested in ARE, STN, WSP and SNC as potential beneficiaries of federal infrastructure spending but am wondering how much of these company's current business is associated with the energy industry. Do you have an estimate of this for each of these 4 companies.
Thank You
Thank You
Q: Good morning. With provincial and federal health ministers strategizing to lower pharmaceutical costs for Canadians, what do you think will be the impact on Jean-Coutu? Is it likely or even certain that a Pan-Canadian bulk-buying program for drugs will open Jean-Coutu's sales to more provinces and increase the volume of generic drugs Jean-Coutu sells? Thanks for your excellent advice.
Here is a quote from the CBC article posted Jan 21:
The group will build on the work of the provinces' bulk-buying program, the Pan-Canadian Pharmaceutical Alliance, which saves money by negotiating large contracts with pharmaceutical companies.
"Even with that work, prescription drugs are still too expensive in this country," said B.C. Health Minister Terry Lake.
Here is a quote from the CBC article posted Jan 21:
The group will build on the work of the provinces' bulk-buying program, the Pan-Canadian Pharmaceutical Alliance, which saves money by negotiating large contracts with pharmaceutical companies.
"Even with that work, prescription drugs are still too expensive in this country," said B.C. Health Minister Terry Lake.
Q: Please give an update, I have held this for six years, is it ever going to do any thing? Thank you
Q: Hello,
I have sold my Bin shares and I would like to add to one of my current industrial holding. At the present time which one would you have a preference towards. My holdings include Stn, Wsp, Bad and Mda.
Thank you
I have sold my Bin shares and I would like to add to one of my current industrial holding. At the present time which one would you have a preference towards. My holdings include Stn, Wsp, Bad and Mda.
Thank you
Q: Please provide your view on MNW's announcement on voluntary $25m pay down on its credit line from its strong cash [position,& its upward revised guidance.It really got hitn recently(even down today despite strong market recovery.Appreciate your usual great advice & services.Have a small holdings @ $12.66,so should I average down hare a bit; Further to my Q earlier tonight,Canadian Insider shows that on Jan 19,Richard McBee has a -500,000(in red) expiration of options @ US$5.16.Please advise meaning.Thanks for your usual great services & views.
Q: Aside from Whitecap Resources, the two hardest hit stocks in your balanced portfolio YTD are Stella Jones and Enghouse. I know Enghouse was highly priced, but are there other reasons why these two have been hit harder than others? I would have thought SJ would be a fairly conservative, low beta stock insulated from world problems, including oil. Is this likely to continue or is this a buying opportunity? Do you regard Enghouse as still being highly priced after its 20% fall?
Q: For a conservative income investor looking for more diversification, do you think that Chemtrade's sector and specific product lines are an appropriate choice in current economic conditions? I would be adding to a current holding in Chemtrade.
Q: Please comment on the results from CP. the market does not seem to like them.
HOw do you feel about the attempted take over of Norfolk southern?
Is the fall in price justified? At what point would you consider CP a good buy?
Thankyou.
HOw do you feel about the attempted take over of Norfolk southern?
Is the fall in price justified? At what point would you consider CP a good buy?
Thankyou.