Q: Good morning 5i: I have just listened to the podcast focusing on energy. Michael briefly discussed his research and thoughts on SES, but did not mention the acquisition by GFL. I suspect this may be due to the fact that the podcast was recorded prior to the news. My question: does the acquisition by GFL affect his remarks and opinions as the management will differ? Thank you.
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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.
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Secure Waste Infrastructure Corp. (SES $23.31)
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GFL Environmental Inc. Subordinate no par value (GFL $40.34)
Q: I have 400 shares of SES,could you walk me through the math on this if i do nothing when the takeover by GFL takes place later this year at $ 24.75 a share,how many shares of GFL will i have and if applicable any cash...Thanks
Q: Does the takeout offer look reasonable? Interesting to note the price sits below the offer. Do you think the deal will proceed?
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Secure Waste Infrastructure Corp. (SES $23.31)
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GFL Environmental Inc. subordinate voting shares (GFL $55.21)
Q: Hi 5i,
I have 300 shares of SES. It is in my TFSA, so no tax consequences if I sell. What is your opinion of the best option to take? Get shares of GFL, combination of shares and cash, or sell shares . We don’t need the cash but I want a company that has potential to grow.
Thank you for your opinion.
I have 300 shares of SES. It is in my TFSA, so no tax consequences if I sell. What is your opinion of the best option to take? Get shares of GFL, combination of shares and cash, or sell shares . We don’t need the cash but I want a company that has potential to grow.
Thank you for your opinion.
Q: is there any news to explain the recent price drop ? are you still in the opinion that this is a decent investment option ? thanks and wish you happy new year.
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Pason Systems Inc. (PSI $13.88)
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CES Energy Solutions Corp. (CEU $19.20)
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Ensign Energy Services Inc. (ESI $3.91)
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Precision Drilling Corporation (PD $140.03)
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Secure Waste Infrastructure Corp. (SES $23.31)
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Calfrac Well Services Ltd. (CFW $5.52)
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Trican Well Service Ltd. (TCW $7.33)
Q: I’m hoping you may be able to identify a top 10 list of O&G-adjacent companies that could be considered the sector’s “pick-and-shovel” CO’s that could benefit from medium and long term production increases and not so dependant on the commodity price increasing such as what O&G producers are. If possible, please rank from highest to lowest conviction for stock price appreciation over the next 5 years. Thank you.
Q: Why is this stock tanking today???
Q: Which company do you think has the best chance of being a long term compounder?
Thanks
Thanks
Q: Hi,
Can I get your opinion on Secure Waste Management? I realize it’s not a pure waste management company, but these type businesses seem to do well over time.
Can I get your opinion on Secure Waste Management? I realize it’s not a pure waste management company, but these type businesses seem to do well over time.
Q: Hi Everyone at 5i!
I was thinking of starting an initial holding in SES and am interested in hearing your opinion of the company. It seems to have good growth and pays a dividend. I would intend to keep it as a long term hold.
Cheers,
Tamara
I was thinking of starting an initial holding in SES and am interested in hearing your opinion of the company. It seems to have good growth and pays a dividend. I would intend to keep it as a long term hold.
Cheers,
Tamara
Q: Peter; SES missed - again- but stock is up slightly. I’ve been trying to convince myself to hold - could I have your thoughts please. Thanks.
Rod
Rod
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Home Depot Inc. (The) (HD $322.81)
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Nike Inc. (NKE $44.39)
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United Airlines Holdings Inc. (UAL $88.62)
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Suncor Energy Inc. (SU $91.81)
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Canadian Natural Resources Limited (CNQ $64.63)
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Cenovus Energy Inc. (CVE $39.37)
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Air Canada Voting and Variable Voting Shares (AC $18.01)
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $76.95)
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Secure Waste Infrastructure Corp. (SES $23.31)
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Capstone Copper Corp. (CS $10.84)
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State Street SPDR S&P Biotech ETF (XBI $128.90)
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Crocs Inc. (CROX $100.14)
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Deckers Outdoor Corporation (DECK $101.34)
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Stellantis N.V. (STLA $7.70)
Q: Sell or not, and proxy for sales in your opinion.
AC, TECK.B, CS, SES, STLA, ARE, CVE.
XBI-N, HD-N, NIKE-N,
AC, TECK.B, CS, SES, STLA, ARE, CVE.
XBI-N, HD-N, NIKE-N,
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Ecolab Inc. (ECL $256.61)
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Secure Waste Infrastructure Corp. (SES $23.31)
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Clean Harbors Inc. (CLH $306.44)
Q: Can you provide any peer group names for SES?
Q: Your opinion on results, buy sell hold.
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Athabasca Oil Corporation (ATH $11.96)
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Baytex Energy Corp. (BTE $7.02)
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Secure Waste Infrastructure Corp. (SES $23.31)
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Trican Well Service Ltd. (TCW $7.33)
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MGM Resorts International (MGM $39.27)
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Spectrum Brands Holdings Inc. (SPB $81.49)
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ZoomInfo Technologies Inc. (ZI)
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Seaboard Corporation (SEB $5,396.64)
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Stagwell Inc. (STGW $6.69)
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Coveo Solutions Inc. Subordinate voting shares (CVO $4.36)
Q: I know this may be hard to answer exactly.
To the best of your knowledge . Who are the top 5 CDN. companies doing substantial or aggressive buy backs ? Also the same question for the US side.
Thanks for your valuable service.
Cal
To the best of your knowledge . Who are the top 5 CDN. companies doing substantial or aggressive buy backs ? Also the same question for the US side.
Thanks for your valuable service.
Cal
Q: Secure Waste Infrastructure (TSX:SES).
Is this another QST?
Is it worth buying?
Thank you.
Is this another QST?
Is it worth buying?
Thank you.
Q: Your opinion, buy, sell, hold 3-5 year. coments please.
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Pason Systems Inc. (PSI $13.88)
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CES Energy Solutions Corp. (CEU $19.20)
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Precision Drilling Corporation (PD $140.03)
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Secure Waste Infrastructure Corp. (SES $23.31)
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Enterprise Group Inc. (E $1.50)
Q: Please rank the five oil service companies to purchase at current SP.
Thank you
Thank you
Q: Can you comment on the attractiveness of SES and its transition/valuation to more of a waste management company
Q: You last commented on SES over 3 months ago so I wonder if you could provide an update. Most notable since then was the release of their Q2 earnings on 30 July. These were well received by the Street with the likes of Raymond James, BMO, ATB and NB all raising their price targets.
Thanks as always.
Thanks as always.