Q: Hi Peter/Ryan
With markets down, any scream buys you would suggest for today?
Thanks
With markets down, any scream buys you would suggest for today?
Thanks
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: In your reply to Michael this morning you stated: "So we think it is a little too soon to write the company off." Your response implies that there is some possibility that SIS will be written off, whereas your previous comments on SIS have been very positive. What level of confidence do you have in SIS as a viable investment for the long term?
Q: I am now down 24% on this stock. I don't hear good things in the long term. Is it time to move on? Thanks
Q: Is this a good time to buy wef ?
Q: I really can't understand DOO.
I have been investing for 15 years and have never seen this. DOO has beating earnings 9 out of the last 9 times and the stock, after reaching
$51 on Monday is now below $41.
I know there is no news to account for this drop.
Can there be something we do not know about that is the reason?
Can that sale of stock in September still have an effect on this stock?
Maybe Trump has plans to only tax Ski-Doos?
I have been investing for 15 years and have never seen this. DOO has beating earnings 9 out of the last 9 times and the stock, after reaching
$51 on Monday is now below $41.
I know there is no news to account for this drop.
Can there be something we do not know about that is the reason?
Can that sale of stock in September still have an effect on this stock?
Maybe Trump has plans to only tax Ski-Doos?
Q: What would the beta be of the B.E. portfolio versus the TSX?
Q: Is the income portfolio designed to ride out a recession without major changes?
Q: Thoughts on SHOP.TO? Feeling a boost from the cannabis sector however how much more gas is left in the tank? Will companies like BABA overtake SHOP.TO with Chinese/US tensions starting to minimize?
Q: The removal of the 2 major overhangs,at least for the short term--The Fed is now data dependent & close to neutral rate.2)US/Sino 90day truce for 90days(though US & Chinese versions differ in a lots of way)-- are very positive for the markets.resulting in big increases.even in oil price tonight.Other favourable factors are indication that Russia & S Arabia may cut oil production @ next OPEC meeting ,later this month & 2) normal y/e rally(historical data shows 70% rally in Dec)A question is,will the FAANG recover from bear territory? In view of the above,this appears time to buy.If so.please provide the best names from u 3 portfolios.Thanks for u usual great services & views
Q: Were you able to learn more about sudden departure of CEO?
Q: Could you please comment on People Corp financial results. How would you interpret the Company's larger loss in the 4th quarter.
Thank you for all the great advice you provide.
Mark
Thank you for all the great advice you provide.
Mark
Q: how is it that only days and weeks before announcing a Dutch auction, management and the company were buying large amounts of shares on the tsx? Is the not a prime example of insider trading before the puclic announcement? No wonder so many will not invest as it is not a level playing field!!!!
Q: Hello,
Is there anything unusual about the volume spike on Friday? I see we’ve had a few of these abnormal buying spikes in the past followed by a rally. Just wondering if there is any information on who may have been buying or why?
Thanks!
Gerald
Is there anything unusual about the volume spike on Friday? I see we’ve had a few of these abnormal buying spikes in the past followed by a rally. Just wondering if there is any information on who may have been buying or why?
Thanks!
Gerald
Q: My biggest position is in Knight and my two biggest concerns are the possibility that Mr. Goodman's health is deteriorating following his accident which could affect his zeal for a large deal and, second, if his reputation as a bargain-hunter is precluding him from having access to good deals as sellers may only view him as a desperate last resort.
Finally, the trading in this stock seems consumed by day traders generating a flurry of orders following the limited buy/sell from real investors. Is someone propping this stock up to generate action while the shareholder base yawns through the daily action waiting with exasperation for the company to put their $800M to WORK!!
Thank you.
Finally, the trading in this stock seems consumed by day traders generating a flurry of orders following the limited buy/sell from real investors. Is someone propping this stock up to generate action while the shareholder base yawns through the daily action waiting with exasperation for the company to put their $800M to WORK!!
Thank you.
Q: I'm not likely to tender my shares into the Dutch auction, would you??
Q: Good morning 5i team
My question relates to concerns raised about DOL's relationship with Dollar City.
The following appeared on a well-known security trading web site: "On October 31, 2018, Spruce Point Capital Management published a report .... that highlighted ..... purportedly "questionable accounting and governance practices that cast doubt on management and the underlying health of the business". Specifically, <among other points mentioned> the report asserted that "management appears to use aggressive FX hedges and an off-balance-sheet relationship with a Central American retail affiliate to boost margins in a non-transparent way."
Separately, DOL's 2018 Annual Information Form says on Page 8 that as part of their South American biz development strategy, "Under the terms of the Dollar City Agreement .... products are sold to Dollar City at cost, except for a small handling fee charged on shipments that transit through Dollarama’s facilities."
How should one reconcile this apparent conflicting information? How might margins be "boosted in a non-transparent way?" as the short-seller alleges? Or should the words "purportedly" or "appears to" scream out "BEWARE" in this report?
Finally, what does 5i think of investing in DOL in today's economic environment?
Thank you for your comments.
Edward
My question relates to concerns raised about DOL's relationship with Dollar City.
The following appeared on a well-known security trading web site: "On October 31, 2018, Spruce Point Capital Management published a report .... that highlighted ..... purportedly "questionable accounting and governance practices that cast doubt on management and the underlying health of the business". Specifically, <among other points mentioned> the report asserted that "management appears to use aggressive FX hedges and an off-balance-sheet relationship with a Central American retail affiliate to boost margins in a non-transparent way."
Separately, DOL's 2018 Annual Information Form says on Page 8 that as part of their South American biz development strategy, "Under the terms of the Dollar City Agreement .... products are sold to Dollar City at cost, except for a small handling fee charged on shipments that transit through Dollarama’s facilities."
How should one reconcile this apparent conflicting information? How might margins be "boosted in a non-transparent way?" as the short-seller alleges? Or should the words "purportedly" or "appears to" scream out "BEWARE" in this report?
Finally, what does 5i think of investing in DOL in today's economic environment?
Thank you for your comments.
Edward
Q: They released results this morning which looks like a beat on all metrics except they expected earnings for 2019 to be $2.96 -$3.06 and expected is $3.08.
What is your take on the results and will the 2019 estimate hurt the stock
which has tumbled from $70's to the mid $40's.
What is your take on the results and will the 2019 estimate hurt the stock
which has tumbled from $70's to the mid $40's.
Q: Why would Whitecap delay there guidance for 2019? Is there a possibility that they are planning to cut the dividend? If so, what would that do to the stock price?
Q: Good morning Peter & Team,
Part of GM's rationale (so they say) for closing the Oshawa plant and others is to focus on 'autonomous' vehicles that, according to a GM spokesperson, "don't hit each other". How will this affect the core business of Boyd in the medium and long term? Thanks to 5i, I have some fabulous gains on this stock and am wondering if and when I should take some profits. (BYD.UN is 2.55% of our overall portfolio).
Thanks as always for your guidance.
Part of GM's rationale (so they say) for closing the Oshawa plant and others is to focus on 'autonomous' vehicles that, according to a GM spokesperson, "don't hit each other". How will this affect the core business of Boyd in the medium and long term? Thanks to 5i, I have some fabulous gains on this stock and am wondering if and when I should take some profits. (BYD.UN is 2.55% of our overall portfolio).
Thanks as always for your guidance.
Q: Your outlook on this stock please