Q: Please comment on the earnings of ECN.
I asked this earlier today but think I forgot to submit.
I asked this earlier today but think I forgot to submit.
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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: Could you please comment on Intrinsyc's latest quarter? Any concerns on slowing growth or the reduction of margins and the altered revenue mix?
Thank you
Thank you
Q: Please comment on ITC and ZCL results.
Q: Please comment on ZCL's Q4 including how revenue and eps stacked up against the consensus.
Q: Descartes and Intrinsyc are to release their quarterly earnings reports later today. Could you please advise as to analysts' expectations.
Thank you, Peter
Thank you, Peter
Q: Hi 5i,
Could you give me your opinion as to which of ZCL or XTC you would view as best value today. Looking for long term growth. Thanks
Could you give me your opinion as to which of ZCL or XTC you would view as best value today. Looking for long term growth. Thanks
Q: Are you able to provide a bit more in-depth analysis on this company. Looks to me it should be a lot higher. With CST transaction coming up in April... Why is this still not trading with rest of market. Ignoring the sector underperform overall.. this should be a bit ahead of the pack.
Q: do you think the valuation has gotten to high that it might be time to switch into something else
Q: I recently subscribed to your service and I would like to implement your balanced equity portfolio.
I understand that the shares mentioned below may still have some growth potential and that it make sense to hold on to them if they were purchased at a lower price. However, I find it difficult to purchase them at their current price and P/E ratio.
Ccl.b $ 290 P/E ratio 30 ( went from $97 to $290)
Csu. $645 P/E ratio 49 ( went from $120- $645)
Kxs. $70. P/E ratio 127 ( went from $44 to $70)
Engh $55 P/E ratio 31 ( went from $19 to $55)
Could you suggest a replacement for each of those companies that will be in line with the strategy, asset allocation and the targeted annualized return of the balanced equity portfolio.
I understand that the shares mentioned below may still have some growth potential and that it make sense to hold on to them if they were purchased at a lower price. However, I find it difficult to purchase them at their current price and P/E ratio.
Ccl.b $ 290 P/E ratio 30 ( went from $97 to $290)
Csu. $645 P/E ratio 49 ( went from $120- $645)
Kxs. $70. P/E ratio 127 ( went from $44 to $70)
Engh $55 P/E ratio 31 ( went from $19 to $55)
Could you suggest a replacement for each of those companies that will be in line with the strategy, asset allocation and the targeted annualized return of the balanced equity portfolio.
Q: Comments about earnings? Is the long term growth hypothesis still intact? Thanks. Chris
Q: This is a question I sent in last week, and the answer:
Question:
I am new to 5i, and investing based on the Balanced Equity Portfolio. Some of the companies in the portfolio have B and even C ratings. Why are they here if A ratings are the best? It seems to me I should get the best performance if I only invest in the A rated companies in the portfolio. Or am I wrong?
Answer:
We needed to add other companies for diversification and balance within the portfolio. Also, there are not enough A rated companies to really provide proper diversification. One other point: a company could be rated C but still provide significant upside if the valuation is low enough to start with.
I'm looking for more details on this matter. If the response uses up several of my "question credits", that is OK.
Having started a little over a month ago, I have only bought into about six companies so far, all from the Balanced Equity Portfolio. This represents a very small portion of my total investments.
Below you indicate that B and C rated stocks are added for diversification and balance. At the moment, those factors are not important to me because I get diversification and balance elsewhere. What I'm trying to do is maximise my potential return with 5i.
According to the 5i Research Ratings, it would seem that an A stock is likely to have a higher return, with lower risk, than a B stock. So if I don't need diversification, then it would seem that over time the A stocks will outperform the B stocks. Or am I wrong?
Have you done any analysis of the performance of A stocks versus B stocks? What were the results?
As someone just starting with 5i, it would be useful to know the date you "opened" a position in the Portfolio. Is that information available?
How often do you update/reconfirm the stocks in the portfolio. For example, WCP has declined 32%. Is it likely to be dropped from the Portfolio or is it a better buying opportunity then before? On the other hand, CSU has increased over 400% and is still rated an A. With a great rating and momentum on its side, is CSU a screaming buy or is it overvalued and at risk of a decline?
Do you ever put on a "hold"? For example, I am interested in TOY, but the stock has recently had a substantial price increase. Is it still a buy, or should I wait for a pull back?
Question:
I am new to 5i, and investing based on the Balanced Equity Portfolio. Some of the companies in the portfolio have B and even C ratings. Why are they here if A ratings are the best? It seems to me I should get the best performance if I only invest in the A rated companies in the portfolio. Or am I wrong?
Answer:
We needed to add other companies for diversification and balance within the portfolio. Also, there are not enough A rated companies to really provide proper diversification. One other point: a company could be rated C but still provide significant upside if the valuation is low enough to start with.
I'm looking for more details on this matter. If the response uses up several of my "question credits", that is OK.
Having started a little over a month ago, I have only bought into about six companies so far, all from the Balanced Equity Portfolio. This represents a very small portion of my total investments.
Below you indicate that B and C rated stocks are added for diversification and balance. At the moment, those factors are not important to me because I get diversification and balance elsewhere. What I'm trying to do is maximise my potential return with 5i.
According to the 5i Research Ratings, it would seem that an A stock is likely to have a higher return, with lower risk, than a B stock. So if I don't need diversification, then it would seem that over time the A stocks will outperform the B stocks. Or am I wrong?
Have you done any analysis of the performance of A stocks versus B stocks? What were the results?
As someone just starting with 5i, it would be useful to know the date you "opened" a position in the Portfolio. Is that information available?
How often do you update/reconfirm the stocks in the portfolio. For example, WCP has declined 32%. Is it likely to be dropped from the Portfolio or is it a better buying opportunity then before? On the other hand, CSU has increased over 400% and is still rated an A. With a great rating and momentum on its side, is CSU a screaming buy or is it overvalued and at risk of a decline?
Do you ever put on a "hold"? For example, I am interested in TOY, but the stock has recently had a substantial price increase. Is it still a buy, or should I wait for a pull back?
Q: See Photon & Photon RD in court today. Do you have an update on the litigation? Will the outcome impact your current risk assessment?
Q: Could you help me analyse/dissect Brookfield's investment in Terra Form Power and Terra Form Global. The press release indicates a 1.4 billion $ investment by Bam.a and about 500 M $ commitment by BEP.un . Is the Bep.un portion part of the 1.4 Billion or in addition to it? Do the acquired solar and wind assets become part of the BEP.un portfolio complementing their predominately hydro-electric assets?
BAM.a is one of my largest , longest term holdings and I would like to continue to benefit from their expertise. That said, I would like to focus any additional investment on the renewable energy segment so which entity is likely to benefit most directly from this acquisition - recognizing that Bam is a growth vehicle and Bep largely an income one with some growth?
Thank-you
BAM.a is one of my largest , longest term holdings and I would like to continue to benefit from their expertise. That said, I would like to focus any additional investment on the renewable energy segment so which entity is likely to benefit most directly from this acquisition - recognizing that Bam is a growth vehicle and Bep largely an income one with some growth?
Thank-you
Q: ENGH reports Q1 on 3/9 after close.What is your opinion.Please give estimated EPS & Rev.Thanks for u usual great services & advices.
Q: Mr. Hodson, I appreciate your response to Stephen today regarding GUD. When do you expect the weakness to stop ?
Q: Would you switch from KXS to CSU at this time?
Q: Hi Peter, Ryan and team,
Earlier today I read the following report about insider selling at CRH.
"CRH Medical Corp. (CRH-T)
Tony Holler, the chairman of the board, sold 500,000 shares at a price of $9.10 per share on the final trading day of February. That same day, Ian Webb, who sits on the board of directors, sold 30,000 shares at a price of $9.194 per share, and fellow board member, David Johnson, reduced his portfolio holdings by 25,000 shares on March 3."
Should investors be concerned about this insider selling within a short period?
Thanks for your insight on this issue!
Earlier today I read the following report about insider selling at CRH.
"CRH Medical Corp. (CRH-T)
Tony Holler, the chairman of the board, sold 500,000 shares at a price of $9.10 per share on the final trading day of February. That same day, Ian Webb, who sits on the board of directors, sold 30,000 shares at a price of $9.194 per share, and fellow board member, David Johnson, reduced his portfolio holdings by 25,000 shares on March 3."
Should investors be concerned about this insider selling within a short period?
Thanks for your insight on this issue!
Q: Hi guys.
I purchased 500 shares of EFL in April 2015 for $17.00 each. I just sold my 500 shares of EFN this morning at $14.19 each and purchased 2000 shares of ECN at $3.65 each. How do I determine my cost basis for EFN and ECN?
Thanks,
Scott
I purchased 500 shares of EFL in April 2015 for $17.00 each. I just sold my 500 shares of EFN this morning at $14.19 each and purchased 2000 shares of ECN at $3.65 each. How do I determine my cost basis for EFN and ECN?
Thanks,
Scott
Q: What is your assessment on ECI's earning release and future growth prospects?
Thanks
FJ
Thanks
FJ
Q: Re this connection with Breitbart, do you think it will impact on revenue going forward with a significant drop on share price at next quarter results? It doesn't appear to have had much of an effect since it became known - it has always had its ups and downs.