Q: Hi,the great team, thanks for your advice always. My question is if one wants to start a new position in a diversified portfolio, which one preferred : wft vs cfp, toy vs doo and why? thanks .
Q: Despite beat of expected EpS & Rev.,DOO was hammered this morning to a $38.81 low though recovered some to $40.30(down 2.89%)IS it due to its lower guidance.Your take please.Is this an opportunity to buy.Thanks for u usual great services & advices
Q: In a diversified RRSP account I have 10% industrials with positions in XTC, ZCL, NFI, and MG. Have been patient with XTC and can remain so, but do own MG already. The account is more growthy given time to need. Looking for a second opinion on my thought to swap XTC for DOO/CAE/BYD. Would you make the switch? If so to witch name? I don't trade a lot but do watch the names and account fairly closely.
Q: This may be 2 questions:
As part of balancing my TFSA which is Growth oriented, I am looking to add positions in the Industrial sector; how would you rank these? any other to suggestions?
Similarly, what would be you top 3 pics and rank for Consumer Cyclical sector
As always, Thanks for the insight.
Q: Firstly, thank you for your insight into the various securities. BRP has offered to purchase up to 350M subordinate voting shares on an Auction Tender at between 37 and 44 per share in increments of .10 until July 17th (unless withdrawn or extended.) Is it best to hold? Can you offer guidance? Thank you again ... Marty
Q: DOO BRP has hit a new low today. Back in April you had some nice words to say about this stock in the Q&A. Well, you liked it better than the parent Co. -- which may be damning with faint praise considering how much you dislike the Bomber. What do you think is the problem with DOO and what do you think of it? It is seasonal!
Q: Hello 5i Team, any further comments on BRP as an investment? This winter I found myself riding a SkiDoo and this spring in the dealership ordering a 2015 Skidoo only to have the dealer tell me they have been overwhelmed with orders for 2015 product. I realize that they play in a higher risk enviroment but as far as powersports go they have the bases covered. I also find that people are very loyal to their brand of choice when it comes to powersports.
Any thoughts, comments would be appreciated.
Q: Hi Guys, Great service. BRP Rec Products (DOO) reported earning today. Can I have your comments on the earnings and your thoughts for the future. Polaris industries in the US (same industry) has had a great year. Can we expect the same from DOO