Q: Sienna Senior Living has been undergoing a steady decline for a number of weeks now and I would appreciate your analysis on possible reasons. (1) Is the stock merely falling back to a more reasonable evaluation or (2) do the recent acquisitions of Nicola Lodge and Glenmore Lodge raise the likelihood of a new share issue going forward and shares are being sold in anticipation of a significant drop in price? As always, thank you for your valued opinion.
A recent article by Mawer, discussing executive compensation states "Constellation Software is a good example of a company we like because it has chosen to align its managers. The CEO draws a $1 salary and they don’t use securities to link the alignment. Instead, all their key managers are shareholders with a genuine stake in the company’s success, earned through years of share-based compensation."
Could you recommend some other companies like CSU with top notch management and similar alignment?
Q: Everything in the real estate sector seems to be reacting to government changes. At what point do you feel BRE would be a buy? How do you feel about the dividend? Secure or questionable given changes going on currently?
Q: I have owned ZZZ since about $22. and it has done very well. The stock went to over $33.but has now come back a couple of bucks. I an assuming that there is no material change or news that is causing this? Some analysts have suggested that ZZZ is getting too expensive. The same was said about Dollarama a few years back and that stock has since tripled. Would you continue to hold this at current levels? Thanks
Q: I'd appreciate your opinion/suggestions on a few companies that a GARP (Growth At Reasonable Price) style investor should find particularly attractive currently - ignoring sector diversification.
I am diversified in my portfolio but I need one more stock to round out my TFSA. From the companies listed can you please rank in order based on your highest conviction in the company to be able to execute shareholder value over the next 5 years.
Q: Hi 5i team, is it small cap, liquidity, over price or recent earning that drop the price over 40% ? How do small investor like us invest in this type of so called high growth stock ?
Q: I recently purchased PIH based on its growth prospects and low multiple. I'm down 20% in two weeks and wondering if I missed something. I know that they have had huge run and that the quarter was only okay but it still looks cheap to me. I would like to hold PIH for a minimum of 4 quarters. I appreciate your thoughts.
Q: Can I please get your comments on the recent agreement signed between Carmanah and Globalstar Inc. and how you feel this impacts outlook for Carmanah.