Q: could you give me more details about how these debentures work?
with a price around 129 $, what is the current yield?
Are they trading is US or CAD ?
I understand that at the end of march of each year the company can announce that they redeem them in a 5 year period. Hypothetically, lets say I buy them today at 129$ and on March 31th 2020 they announce the will rebuy them (at par, so @100$ ) in march 2025. What would be the reaction of the market on the next day. Would the price slowly goes down on a 5 year period ?
What influence the debenture price ? (how CSU is going, interest rate, something else)?
I also have 5 % in my portfolio in CSU, if I had debentures up to 5 %, would you see that as a concentration risk ?
Would you have a few similar products to suggest in other quality companies ?
Q: Hello Team,
Made money with many recommendations but couple of tsunami like COV and TSGI wipe off most of the gain. How could I have managed better in terms of adhering to 5i advise and holding on to these losers longer than should have been? now these two stocks off the charts from the portfolios.
hope this will help many other members who are in the same boat as I am.
Thanks
Q: Peter,the "professional gambler"(as per u 14yr son),do I buy ($40.03 now) today on this recent weakness despite short report.The market has been strong yesterday & today,but LSPD is quiet.Txs for u usual great services & views
Q: LGO, at 1.37 is close to its 52 low. The chart/ trend is ugly.... definitely not my friend :( BUT according to RBC it is cheap at 6xe .... and has a Morningstar "Undervalued" rating with a FMV of $2.05 (~50% upside). All of this has me thinking that this is a good time to add to a losing current position.
Could I have your current thoughts on LGO given its continuing presence in the 5i Growth Portfolio.
Q: I currently own SIS and under water but thinking of buying more as my weight is only 2.5 %. Do you think it ok to buy more to make it a 3% weight?
Thanks
Q: RBC shows fair market value of $41.37...would you concur with this valuation with a pe of 59.6 and pb 1.4x and roe of 2.28 and total debt of 11.38%...but a profit of 5.28% .. eps growth of 92.7% sales growth of 45.16% and income growth of 60.18%...these numbers seem all over the map ...also would you still remain positive on growth at todays price of $25.31...thanks for great service...gene
Q: I am reformatting my spreadsheets to line up with the 5i format and have a couple of questions using the Balanced Portfolio for July as a reference:
1. Where it says "1 Year -6.6%" does that mean total calendar year for 2018?
2. Under the "Calendar " column where it says " 2018 -13.2%" - does that mean trailing 12 month period (i.e. July 1, 2017 - July 30, 2018)?
Q: Hello 5i. Was wondering if you could take a look and respond to the following negative report issued on LSPD and let us know your take on it. Thanks
https://drive.google.com/file/d/1x7XyW5gcy5l42pGUkoiE0vsywobRXjfl/view
Q: With the current swing to losses, isn't COV at risk of needing financing in the future? This would be a large negative at the current share price. Can you comment on their current financial situation and the need to go to markets (assuming no further revenue from Saudi)?