Q: I currently have equal weights of CCL, DHX, SYZ, SGY and STN in my TFSA. I was considering adding PRW as my final position. What are your thoughts?
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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 Peter and gang. What can you tell me about TIL Capital (TIL)
Earning per share first quarter of 0.69 seems to bode well for a stock priced in the $9.00 range. Your insight is much appreciated.
Guy R
Earning per share first quarter of 0.69 seems to bode well for a stock priced in the $9.00 range. Your insight is much appreciated.
Guy R
Q: Hi 5i team, your update on LVL.v is most appreciated.
Q: Re: ELW......how has this company gone from 19 million shares to 333 million fully diluted shares? Is this a correct number? Thank you
Q: Hi, I have 7 holdings for growth in my TFSA. This is a very small portion of my portfolio and I have a very high risk tolerance. I would like to condense this to 4 positions, what do you suggest? POU, AVO, DSG, RE, SVC, NTB, FLY
Q: Hi Peter, and Ryan,
Good luck with the ride!
I was wondering about LSI's results. Can you give your perspective?
Thanks again!
Good luck with the ride!
I was wondering about LSI's results. Can you give your perspective?
Thanks again!
Q: Hi 5i,
What are your thoughts on PLI as a potential buy? I noticed the Thomson family is a big backer of the Company, recently injecting quite a bit of money into the business. Would you be a buyer at current prices? Your thoughts please.
What are your thoughts on PLI as a potential buy? I noticed the Thomson family is a big backer of the Company, recently injecting quite a bit of money into the business. Would you be a buyer at current prices? Your thoughts please.
Q: Synodon has been slowly dropping for the last 6 months (since its peak in Mar 2014). What are your thoughts on why this is occurring and do you think it is a good time to purchase?
Q: Hello Peter,
With the recent addition of heavyweights to the board of FLY does this change your thinking re investing in FLY at this time?
Thanks,
Herb
With the recent addition of heavyweights to the board of FLY does this change your thinking re investing in FLY at this time?
Thanks,
Herb
Q: Hi 5i, Can i please have your opinion on terra firma cap. {tii}. Thanks.
Q: Would you mind sharing your throughts on the TWD Q2 Financials, along with the seemingly odd market Cap comparison betweed TWD OGI and BED?
Thanks!
Thanks!
Q: Hello Peter and team what are your current views on ORT the stock has had a large drop in price recently
Thanks John
Thanks John
Q: Athabasca Minerals
Could I have your opinion on it's current stock price now that the frac sand permit has been granted?
Could I have your opinion on it's current stock price now that the frac sand permit has been granted?
Q: Team,
Can I get your opinion on MCR's results please.
Obviously the headline numbers are a huge miss (and the market is punishing it accordingly). I would have thought the losses in their fixed contract fiasco, and subsequent impact on margins, was already priced into the stock, but I guess not. They claim to be moving away from fixed contracts moving forward. They keep referring to that contract as a 'strategic contract' (I assume that means they were trying to buy a relationship by under cutting their competition...), do you see this bearing fruits by way of future (non fixed) contracts moving forward?
I purchased a very small position earlier in the year, and have averaged down a couple of times (I own MCR and E as my small cap exposure to energy infrastructure). MCR is still a small position in my portfolio, maybe I love punishment, but the market cap is now only $100MM, It almost makes that much revenue every year, assuming they can fix the structure of their contracts and win a couple bids, it seems like it has nowhere to go but up??!?… of course, I’ve thought that for some time now. I don’t like holding positions under a 1% weight in my portfolio so I feel like I should either cut it or add a little bit more? I’m fairly patient, but don’t want to keep throwing money behind a sinking ship either.
Can I get your opinion on MCR's results please.
Obviously the headline numbers are a huge miss (and the market is punishing it accordingly). I would have thought the losses in their fixed contract fiasco, and subsequent impact on margins, was already priced into the stock, but I guess not. They claim to be moving away from fixed contracts moving forward. They keep referring to that contract as a 'strategic contract' (I assume that means they were trying to buy a relationship by under cutting their competition...), do you see this bearing fruits by way of future (non fixed) contracts moving forward?
I purchased a very small position earlier in the year, and have averaged down a couple of times (I own MCR and E as my small cap exposure to energy infrastructure). MCR is still a small position in my portfolio, maybe I love punishment, but the market cap is now only $100MM, It almost makes that much revenue every year, assuming they can fix the structure of their contracts and win a couple bids, it seems like it has nowhere to go but up??!?… of course, I’ve thought that for some time now. I don’t like holding positions under a 1% weight in my portfolio so I feel like I should either cut it or add a little bit more? I’m fairly patient, but don’t want to keep throwing money behind a sinking ship either.
Q: Hi 5i team, The recent run-up in the shares of WIN. Is it a result of: (1) a change in the market's sentiment toward the company and is therefore broadly based or (2) a few big investors including maybe hedge-funds buying for a fast flip or (3) someone buying a stake for a bid or for activist influence? Afterall, the stock was at $8 plus when the company's situation was't that different from now. Thanks as always. Henry
Q: Hi: your comments on LOY results today. They look very strong but the market is not impressed. A decent higher risk buy here?
Q: HI Team, can you please give me your thoughts on Questor's report on the 28th?
Thanks
Thanks
Q: Would you please help me understand the trading volume for Petrowest? The average volume is over 8 million and yet in the last few trading sessions the volume has been extremely low.
Thanks so much
Thanks so much
Q: Espial group (ESP) Any reason for the big drop in ESP today? Would it have anything to do with the Rogers and Shaw deal? Thanks
Q: Please give me your medium term outlook on Cargojet (CJT-T)and in particular, the capital cost for the new infrastructure at the Hamilton, ON distribution centre that is proposed. I am somewhat concerned that the company has only a few clients and may not have the diversified client base that a FEDEX has.