Q: Hi group still agonizing over keeping or selling this stock before results for 3 rd quarter are posted next week Nov 3. Looks like lots of insider trading (can you confirm?) the stock came off significantly over the last month . Looks fishy to me that there is some information out there that we as shareholders do not have (hence the question on insider trading) - please comment. My second question is on LSPS I sold at $46.50 Cad and am waiting to get back in - do you see the stock dropping below $40 is this environment or will it hold - should I buy sooner rather than later I am a moderate risk investors . Thanks for your guidance.
Q: Good morning, As a retired investor with ~ 50/50 asset mix and mainly quality dividend stocks in equities for income, I am thinking of investing in BAM for some growth potential. I like their infrastructure focus and relationships with big institutions, but but two things are giving me pause. One is BAM's investments (I think ~ 16% of NAV) in commercial real estate, and second, my stock tracker shows a Debt to Equity ratio of 5.17. Acknowledging interest rates are likely not a concern short/medium term, and risks exist with every stock, does 5i feel the commercial real estate and high debt mix should make a small investor look elsewhere, or would you recommend BAM? Your thoughts are appreciated. Thank you.
Edward
Q: Ever since CSU announced more detailed info on the spin out, it has dropped
nearly $100. Was there something in that release that investors didn't like?
Q: In the answer you gave a member today about SHOP, you say: "Growth is solid, for sure, and it has done most things right, but many investors will balk at paying 35X sales for a stock.” In the company profile of SHOP, we see a Price to Sales of 66.28 (as of today). Are you referring to the same ratio? If yes, which of 35 or 66 is the correct number? Thanks, Gervais
Q: a while back in a Q&A, I recall 5iR suggesting not letting SIS exceed a 4% weight which really resonated with me.....my position is now more that....Question - should I trim back SIS or is 5iR now inclined to increase this target weighting?....Tom
Q: Why would SIS have released a "pre" quarterly report when their actual results are scheduled to be issued in a couple of weeks? If memory serves, I think they did this last quarter as well but they are one of the few, if only, companies that seem to do this. Should anything be read into this early disclosure, despite the fact it is good news?
I've been watching TFII and after this evening's results im guessing tomorrow it will continue to climb. PE 18 as of today (according to Yahoo), is this stock still somewhat 'cheap' and would you have any problems beginning a position with a long-term timeframe in mind?
Nice to see the 4.5% rise today in Savaria. I'm now almost even after its ride up and down. Any news to explain this welcome positive movement of its price? Thanks.
Q: Thank you for your recent stock screener for Low Beta stocks, very helpful analysis.
With respect to Dollarama, the 5 year ROE number was staggering, any explanation?
Thanks, Brian