Q: As an add on to my earlier CRH question. Can you also comment on the lack of growth from Q3 last year to this upcoming Q3 even though they had many acquisitions. Is this due to the decrease in cases caused by the Hurricanes? More importantly 20% drop in Ebitda, what does the cause of this appear to be?
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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: Hi there,
I recently added a full position in GC following suit with the BE Model Portfolio. With the news breaking today regarding BC Casinos, do you still consider GC a buy or is it now a hold/sell based on the headline risks?
Thanks for your guidance!
I recently added a full position in GC following suit with the BE Model Portfolio. With the news breaking today regarding BC Casinos, do you still consider GC a buy or is it now a hold/sell based on the headline risks?
Thanks for your guidance!
Q: Hi,
What is your opinion on Trevali? I purchased it recently .
Hoping to get perhaps $2.00 a share out of it before exiting. I've never had great success with the miners.
What is your opinion on Trevali? I purchased it recently .
Hoping to get perhaps $2.00 a share out of it before exiting. I've never had great success with the miners.
Q: Hi there,
Does the article below have any effect on the outlook of GC?
http://www.cbc.ca/news/canada/british-columbia/shelved-2016-casino-report-flagged-money-laundering-concerns-ag-says-on-it-now-1.4302713
Thank you!
Does the article below have any effect on the outlook of GC?
http://www.cbc.ca/news/canada/british-columbia/shelved-2016-casino-report-flagged-money-laundering-concerns-ag-says-on-it-now-1.4302713
Thank you!
Q: As a Canadian listed company with a US business, how are the dividends treated if held in a taxable account. (I was unable to find this on their website) thank you..gary
Q: I currently own ITX in the sector. Should I sell it to buy GC? Or keep both in my portfolio?
Q: Can you comment on CRH's comments regarding their outlook for Q3. Seems to be some negative data around a decrease in cases and impacts from Hurricane Irma. They threw in an acquisition to cushion the impact. Down 3%. What are your thoughts around this news?
Q: Hi RYAN. Great job!Could you give me an update Please! thanking you in advance,, CLIFF
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Pivot Technology Solutions Inc. (PTG)
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Sylogist Ltd. (SYZ)
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Cargojet Inc. Common and Variable Voting Shares (CJT)
Q: I am under water on these three stocks. I am looking for best possible growth. Risks are fine.
Keep any of these three stocks or replace with stocks offering better growth? Your suggestions please. Thanks.
Keep any of these three stocks or replace with stocks offering better growth? Your suggestions please. Thanks.
Q: Could please tell me your newest additions to each portfolio in the last 2 months
I do not see where to find the date of entry ( although I see the start price)
Thankyou
I do not see where to find the date of entry ( although I see the start price)
Thankyou
Q: The yield on this stock at its current price is > 8.5%. Is this yield sustainable for the next 1 -2 years? It makes up 2.5% of my RRSP and I am considering adding another 2.5% for purposes of yield generation. Your thoughts please.
Q: HI All at 5i!! You suggested that we sell our Enghouse stock. What would you suggest we put in its place? Cheers, Tamara
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Enghouse Systems Limited (ENGH)
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Great Canadian Gaming Corporation (GC)
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Balanced Equity Portfolio (BEPORT)
Q: A few days ago I read you dropped ENGH from your Balanced Equity Portfolio but now I cannot find reference to this on your model portfolio update page. Please remind us of which stock replaced ENGH at what weight and when was the switch made.
Thanks for your response,
Steve
Thanks for your response,
Steve
Q: In smallcap power latest post, it says ZCL is at risk of a dividend cut. Your thoughts?
Q: Since, you are having a Webinar on Thursday on Money Saver. My question on Money Saver and 5i Research is on the Sell side. I do not remember any recommendations of an outright Sell on any Stock or ETF. There have been between the lines avoid and do not buy, but where have the words for Sell on a lousy Stock or ETF? Herbert
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CGI Inc. Class A Subordinate Voting Shares (GIB.A)
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Constellation Software Inc. (CSU)
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Enghouse Systems Limited (ENGH)
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Kinaxis Inc. (KXS)
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Open Text Corporation (OTEX)
Q: Would you purchase CSU at the current level to replace ENGH?
As well, is CSU an appropriate addition to my current holdings (OTEX, GIB and KXS)?
Thanks
Sylvain
As well, is CSU an appropriate addition to my current holdings (OTEX, GIB and KXS)?
Thanks
Sylvain
Q: I'm up about 45% on NYX and thinking of selling now rather than waiting for the deal to close for the sake of an additional 2% or so. I previously owned GUD but sold at a modest profit near $10 (I was one of those bored investors). Thinking of re-buying GUD for a long term hold and would be interested in your view or other best options to deploy the NYX proceeds. My fallback would be simply to top up a few core holdings: TD, T, FTS, SLF.
Q: I am a bit confused by your latest move of dropping ENGH from the portfolio. It is your second highest rated tech stock with only CSU ahead of it at A ( vs ENGH A-). Most other tech stocks that you cover are rated B or B+. If I am using your rating system to help me pick stocks why would you not ditch the lowest rated in a particular sector first? I am sure there are some good reasons for it but they are not clearly outlined in your announcement of the change. If you feel that the ENGH run is over would a drop in the company rating ahead of dropping it from the portfolio be warranted.
Q: CLS's ceo on BNN today @9.45et resulting in a drop of price.What is u take on the interview.Thanks for u usual great services & views
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Sylogist Ltd. (SYZ)
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TELUS Corporation (T)
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Constellation Software Inc. (CSU)
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WSP Global Inc. (WSP)
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CAE Inc. (CAE)
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Boyd Group Income Fund (BYD.UN)
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Great Canadian Gaming Corporation (GC)
Q: Following your balanced portfolio. Do not have above stocks. Can purchase 1 or 2 after selling engh. Which should I buy?
T Steve
T Steve