Q: I like what is going on at versaypay. Hit a new high today and earnings are not out yet. Own and want to buy more up to a 6% weighing. Do you think it is one you should maybe start looking at to cover for the growth portfolio. thanks.
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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, Transcontinental Ltd was recommended by some Portfolio Managers in the past, and has been on my watch list for some time. But it was Ryan's recommendation on BNN, last week that caught my attention. Although, company slowly started to divest of its printing/media assets over past 2 years and was making small acquisitions in packaging industry, but it was the Coveris purchase in April this year, which made most analysts to take note resulting in the stock earning a few upgrades. However, it looks like that brokerages are still not fully convinced of the true potential of this company although packaging should be close to 50% of company's business, post this acquisition.
Is this the debt level or the execution risk or the Management's capability and expertise or any other factors, in your view, which still has Bay street on the sidelines?
Identifying companies with huge inherent/untapped value and growth potential, at early stages has rewarded investors generously, in past. There are several examples in 5i portfolios, a few being, CSU, PBH and BYD.un. Do you see such signs with TCL.a ?
We own most of Bal Portfolio companies including CCL.b and RPI.un in packaging sector and are interested to add Transcontinental for above reasons (and more importantly, the fact that you like it). Would a 3% position be reasonable and is it prudent to buy a part position at current prices and wait for June 7 results (or 5i full report) for the balance ?
Thank You for your valued advice.
Is this the debt level or the execution risk or the Management's capability and expertise or any other factors, in your view, which still has Bay street on the sidelines?
Identifying companies with huge inherent/untapped value and growth potential, at early stages has rewarded investors generously, in past. There are several examples in 5i portfolios, a few being, CSU, PBH and BYD.un. Do you see such signs with TCL.a ?
We own most of Bal Portfolio companies including CCL.b and RPI.un in packaging sector and are interested to add Transcontinental for above reasons (and more importantly, the fact that you like it). Would a 3% position be reasonable and is it prudent to buy a part position at current prices and wait for June 7 results (or 5i full report) for the balance ?
Thank You for your valued advice.
Q: Any reason for the 5% drop in RHT today? Or is it just the pre-earnings jitters?
Aren't earnings expected to be positive? If so, why would price be trending down and now a drop of 5+% today?
Aren't earnings expected to be positive? If so, why would price be trending down and now a drop of 5+% today?
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Great Canadian Gaming Corporation (GC)
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Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
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Alimentation Couche-Tard Inc. (ATD)
Q: Would you be able to tell subscribers what stocks were discussed by Ryan today, May 24 on BNN? Many of us work and can't see it live.
Q: Hi, what is expected Sales for RHT for current fiscal year and quarter
Thanks,
Thanks,
Q: Does RHT currently face customer concentration risk like COV? Do you expect additional contracts in the USA or other jurisdictions?
Q: General question on Patriot One Technologies. It seems to offer a better solution than more guns and strikes me as a company that could grow a lot on its own or be taken out for its technology. My online broker indicates that it is due to break out based on a continuation wedge pattern but I like the fundamental story too. Would you suggest this as a speculative buy/high risk buy or is it still way too early?
Q: May I have your comments on the Q1 results for PLC announced this evening.
Thanks, Tim.
Thanks, Tim.
Q: Can I get your opinion on Questor Technology? I like the stock but I recently saw some insider sales in April. Can you tell me what percentage decrease in insider ownership those sales represented? Or a before and after percent insider ownership? Do you see the selling as a red flag or nothing to worry about? What is your expectation for q1? Thanks
Q: Buy , or hold for TCL.A ? Long term position.
Q: With the great earnings and move in shares of GC, TSGI and ITX What U S Gaming companies look good today, Las Vegas Sands, MGM, Wynn, CZR.. Which ones would you buy today ?RAK
Q: Please provide your opinion on Tucows going forward and their latest results. Thanks 5i
Q: Hi guys, could you please give your opinion on this name. Is it a buy, hold or sell.
Thanks.
Thanks.
Q: I would appreciate your insight into Solium Capital's first quarter earnings report. Thanks.
Q: The recent chart for AC showed unremitting decline so I sold to lock in my gains. Also, I was concerned that rising oil prices would mean increased fuel costs for AC going forward. What is your outlook for AC ? Will the potential pilots strike at WJA have any effect on the price of AC ?
Q: Could you please comment on Jamieson earnings and outlook for 2018. Thanks
Q: What is the consensus for Q1 revenue, adj. ebitda and eps please.
Q: What is your current view of this company for a long term growth stock. A buy?
Q: Good Morning
I would like to know what the insider action and holdings are on COV.
They had one big order then seeming nothing but have spent money on sales.
Thank you
Clarence
I would like to know what the insider action and holdings are on COV.
They had one big order then seeming nothing but have spent money on sales.
Thank you
Clarence
Q: Good morning. I have watched this stock for about 2 years and am impressed by the acquisitions and the stocks rising price. Is it time to pull the trigger? Can I have your perspective on fundamentals and debt before making a decision on a min 5 year hold.
Thanks david
Thanks david