Q: I am wondering which sector CCL.B belongs in. I would like to add it to the Consumer Discretionary portion of my portfolio. Is this classification appropriate, or is it really more of an industrial?
Q: Hi Peter and team. LOY getting beaten up again, I know you have commented on this stock before but given its current depressed price at about .42, is it a speculative buy?
Q: Hi Peter and 5iResearch Team,
Can you please provide an update re: West Fraser Timber, WFT - trading today at $53.08 and I am up 9%. You discussed a positive mid-term outlook the last time I asked about this stock. Can you please comment on the seasonality of this stock and if you think I should continue to hold it LT.
Thank you.
Linda
Q: Hi Peter & Co
I planning to add either WPK or CCL to my holdings in the Industrial segment; WPK currently has a lower RSI than CCL, but is that a good-enough reason to select it?
Tony
Q: Hello Peter & Team, what did you think of the Redknee (RKN) quarter just reported? Can we annualize the 5 cent quarterly eps and deduct 20 cents as the annual eps running rate (implying a 23 x PE ratio? What do you make of valuation? Many thanks, Keith
You last report Feb 20 ($13.04) "Boralex has so many projects on the go for 2014 and 2015 that the outlook and commentary are very positive right now." "It looks better to us now, even at the higher price."
As of today it is at $12.96 and has shown a very nice flat technical for the last 11 weeks.
There have also been many positive comments on BNN plus news keeps rolling in regarding forward looking projects.
Can you please update your opinion if possible and comment on what we might be looking at 6 months - 1 yr out?
Q: Hello Peter & 5i Team, I write about Shawcor SCL. I have a 30% gain in SCL having accumulated these shares since July 2013 and I wonder if I shouldn't exit the position or at least take some profits? It was only in January when the company warned on Q4 coming out with bad news inconsistent with strong pipeline industry performances. Then we received a positive surprise with a strong Q1. I like the 30%+ ROE, cheap 2015 forecast PE of 11.5x, P/CF of 8.1x and expected cash balance of $500 million end of 2015 (TD Waterhouse forecasts). Is the business that volatile and does management not have better visibility to have predicted this surprising turnaround only 3-4 months later? Thanks for your reply.
Q: Canaccord Genuity downgraded Linamar to "sell" from "hold" but maintained a $50 (Canadian) price target. It says its margins are near peak levels and the stock is pricey. Do you agree with this assessment?