Q: Yesterday Mattel reported great Q resulting in big jump in price.In my humble opinion this has a positive impact on Toy.Plus It had held @ the $35 as per U. Is this time to start a position now Txs for u usual great services & views
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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: Hello 5i team,
I have a question in terms of buying the dips for Gildan Activewear Inc. I initially bought roughly a half position around the time you issued the buy recommendation for GIL at $49.33. Since the poor recent quarter and guidance downwards for the next year, the stock has dropped to $34.26 as I write this.
It seems this is purely market driven as appose to company fault. If I plan to hold this long term (~5 years), would it be a good idea to add to my current position? I know you are not a fan of averaging down, but isn't buying the dip the same thing?
Andrew
I have a question in terms of buying the dips for Gildan Activewear Inc. I initially bought roughly a half position around the time you issued the buy recommendation for GIL at $49.33. Since the poor recent quarter and guidance downwards for the next year, the stock has dropped to $34.26 as I write this.
It seems this is purely market driven as appose to company fault. If I plan to hold this long term (~5 years), would it be a good idea to add to my current position? I know you are not a fan of averaging down, but isn't buying the dip the same thing?
Andrew
Q: My local Dollarama store is getting more traffic. I asked the salesperson why and her answer was since they started selling food she finds the traffic has been increasing. Good comment. Should help this quarter eps. RAK
Q: Hi, could you please post the earning estimates for Parkland Fuel. Thanks
Q: Please comment on earnings. Which one(s) would you add new money coming into a portfolio to? Thanks
Q: Hi Peter and Staff
If I am going to add to a position in MX based on earnings reported would you do it now or after tax loss selling ?
Thanks for all you do
Dennis
If I am going to add to a position in MX based on earnings reported would you do it now or after tax loss selling ?
Thanks for all you do
Dennis
Q: Hello,
Could you please comment on KXS Q3 results and valuation compare to its peers.
Thanks
Victor
Could you please comment on KXS Q3 results and valuation compare to its peers.
Thanks
Victor
Q: comments please on the quarter?
Q: If you didn’t have a position in MX right now would you start one now after their quarterly results, ...please explain why or why not?
FYI I am looking for growth and I need a holding in this sector and have at least a 5 year time horizon. If you have other suggestions that would be great also.
FYI I am looking for growth and I need a holding in this sector and have at least a 5 year time horizon. If you have other suggestions that would be great also.
Q: Hi, What's your take on BCE qurater ? Looks like the results were in line with estimates and subscribers addition were much higher than expected. Don't understand why stock is lower. Based on results/outlook, is it safe to top up the present 4% position to 5% at these levels, for income and some growth ? Thanks
Q: Which would you buy now and why please? Thanks so much!
Q: Considering the pullback in the past two months and the actual oversold condition, do you think it is now at a good entry point for a growth portfolio ?
Q: Hi, Could you please post street estimates for this quarter. Thanks
Q: In Maple Leaf's news release, they mention the Chinese import ban of Canadian pork affecting their bottom line. It sound's like they export pork to China. I hold PBH and would like to similarily understand the mechanics of how China's pork issue may affect PBH. Does PBH export pork products to China that would be subject to a ban? On the other hand, is it possible that lower North American pork prices could be positive to PBH as an input cost? Thanks.
Q: Follow up on my previous Shopify question... Is it possible to extrapolate what SHOP's estimated eps will be for 2019 and for 2020 based on 3 quarters in the books for 2019 and today's updated 2019 guidance?
Thanks again.
John
Thanks again.
John
Q: Would you consider this to be a good entry point for these 2 names for a long term hold - any preference ?
Q: if not asked already, SHOP comments and views on results
Q: The stock had a "provision of income taxes" of $48M and that has killed their earnings.
Their net loss is actually better this Q compared to Q2.
Net loss before income taxes this Q is $24M compared to $28 in Q2.
Shouldn't this $48M be omitted in the calculation for adjusted income/loss?
Their net loss is actually better this Q compared to Q2.
Net loss before income taxes this Q is $24M compared to $28 in Q2.
Shouldn't this $48M be omitted in the calculation for adjusted income/loss?
Q: Good afternoon guys:
This story is starting to gain some momentum. Is it time to buy ?
Thx
Mark
This story is starting to gain some momentum. Is it time to buy ?
Thx
Mark
Q: 2 market darlings getting hit. 1)PBH reached a high of some $122.59 in 4/18 then started a decline reaching a low of about $67 in 11/18,then traded in a range until CPP invested($200m) in 2019.As a result price went to some $98.38 on Sep 3 before starting decline with big declines the last 2 days($87.74 c on 10/25).Your opinion please.Is tis an opportunity to start a position? 2)TOY dropped from a high of some $59.40 in 7/18 due to so many headwinds(eg ToyRUs,poor results of Hasbro,tariffs on China,expected flat eps in 2019 with growth in 2020 etc) to close at $35.04($34.82 being 2019 low achieved on 10/25).What are the chances of a recovery soon so as to start a position. Thanks for u usual great views & services