Q: Hello,
I note that FSV has been declining steadily in price over a few weeks. Has there been any recent news about the company? Is it a buy, hold or sell? The dividend is below 1%! Thanks for your insight as always. Rossana.
Q: I bought DOO and now down almost 20%. Are these guys run by the same Bombardier family that runs BBD? Knowing how you guys feel about Bombardier I would be surprised you'd recommend a company run by Bombardier. Can you please advise who they are run by. And also, I would like your opinion on if it is time to dump it, hold it or add to it? Thanks
Q: DOO is down 30% in last month. Technicals are totally broken (18 bearish, 2 bullish) and I can't find anything on it except the secondary in September.
What do you think is going on here to cause such a precipitous drop, with no strength in site.
Q: Good morning...moving forward what impact will the increasing bond yields and interest rates over the next 6 months....by order what industry categories are considered on a downward trend? Also, for the next 6 months what would you say are the 8 stocks in 5i portfolio's that you think will be (temporarily)harmed by the rising rates and yields over the next few months..
Thanks
Q: I am a buy-and-hold, dividend/dividend growth investor. I am contemplating exiting my position in PG and establishing a full position in PBH, for a long term hold. Would 5i endorse this move? How long do you think PBH will be able to sustain its very impressive dividend growth rate? Thank you.
Q: I purchased BB after the earnings report considering it has turned around a corner. However, since then the stock has been in a free fall some of which might be related to the tech sell off. What do you think of it as a two to three year hold?
Q: I've researched the cash ratio (as opposed to current or quick) for most if not all of 5i stocks and found lots of companies with a cash ratio > 1.00 (e.g. GUD, SHOP, PHO, WPK, PSI, GC, SYZ, AEM, KXS, COV, ET, PLC, HWO and ENG).
I can not find any cash ratio data for FFH, SLF, MRC, VB, BNS, FSV, TCN, FCR, ECN, GS or the REITS). Why? Excluding the REITS, do you have any cash ratio's for these companies? If not, can you estimate which ones you think has a cash ratio greater than 1.00.
Q: Shawcor has been out of favour for some time and has been building a nice base over the last 18 months. What are your thoughts on this company and its prospects for future earnings
Q: I have underwater position on Radcom. With all the bad news, I was thinking to switch for Box. Tax loss is not applicable. Your thoughts please.
Thanks
What companies are good investments for the short and long term now that the NAFTA agreement is negotiated? re DOO, MG, NFI. Also, how about PBH for a long term investment? Which Gaming company has better growth potential between TSGI and GC?
Q: I have held this stock for a long time and it has continually done well. However, it seems to be getting hit harder than many others. Is it time to add to my position which is about 3% of portfolio. Is there anything going on here that i have missed?