Q: axp American Express; with the huge run up on MasterCard and now Visa seems to be following suit- What are you thoughts on American Express.
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Is Harland financial solutions positive for dh I would add position thank you
Q: hi peter&team could you please give me the top two robotic manufactures. do you not feel they should do very well due to the pickup of the auto sector.there was a good article in the post tue. thanks ed.
Q: Hi Peter and 5iResearch Team,
Can you please provide your guidance regarding Canadian Western Bank, CWB including both short and long-term performance expectations.
Thank you.
Can you please provide your guidance regarding Canadian Western Bank, CWB including both short and long-term performance expectations.
Thank you.
Q: what are your current thoughts on stantec (stn)and what do you expect out of their earning's report in aug.
Q: Good Afternoon Peter and Team,
I just purchased a part position in Fiera Capital (FSZ- TSX). I noticed that both JC Clark and Goodman and Company own big stakes. More importantly 5i's B+ rating and National Bank's 35 % stake gives me great comfort. My question is- What would National Bank have to pay today in order to purchase the 65% of FSZ shares that it does not already own ??? Because Fiera is growing so quickly I find it difficult to value the company. (probably pretty easy for you) I just hate paying too much for a stock.
Thank you, DL
I just purchased a part position in Fiera Capital (FSZ- TSX). I noticed that both JC Clark and Goodman and Company own big stakes. More importantly 5i's B+ rating and National Bank's 35 % stake gives me great comfort. My question is- What would National Bank have to pay today in order to purchase the 65% of FSZ shares that it does not already own ??? Because Fiera is growing so quickly I find it difficult to value the company. (probably pretty easy for you) I just hate paying too much for a stock.
Thank you, DL
Q: Good Afternoon Peter and Team,
Immediately when I heard that Loblaws had bid for Shoppers I purchased Jean Coutu (PJC.A- TSX). It is not a cheap stock and I probably overpaid but it does generate considerable free cash flow and may have about $500 million of cash on the balance sheet after selling their entire stake in Rite Aid. Do you think that Metro might have interest in purchasing PJC.A and, if so, do you think they could convince the Coutu family to sell ???
Thank you, DL
Immediately when I heard that Loblaws had bid for Shoppers I purchased Jean Coutu (PJC.A- TSX). It is not a cheap stock and I probably overpaid but it does generate considerable free cash flow and may have about $500 million of cash on the balance sheet after selling their entire stake in Rite Aid. Do you think that Metro might have interest in purchasing PJC.A and, if so, do you think they could convince the Coutu family to sell ???
Thank you, DL
Q: I own ZEN Zenyatta Ventures and it has done very well. I know Peter is a big believer in letting the winners run. Do you have any new thoughts on this company, and is this getting ahead of itself?
Q: Good Afternoon Peter and Team,
I have been comparing Agrium (AGU-TSX) to Potash (POT-TSX) with a view of taking a position in the fertilizer sector. When I looked at the numbers associated with each business I noticed the net profit margin for POT is considerably higher than that for AGU. As well, growth CAP-EX spending at POT will be coming down which means free cash flow will be rising allowing for share buy-backs and / or dividend increases. POT looks like the better business and better investment. Which company would you prefer and why ???
Thank you very much for your help.
DL
I have been comparing Agrium (AGU-TSX) to Potash (POT-TSX) with a view of taking a position in the fertilizer sector. When I looked at the numbers associated with each business I noticed the net profit margin for POT is considerably higher than that for AGU. As well, growth CAP-EX spending at POT will be coming down which means free cash flow will be rising allowing for share buy-backs and / or dividend increases. POT looks like the better business and better investment. Which company would you prefer and why ???
Thank you very much for your help.
DL
Q: Since your last look in September at CBY, Canada Bread, the shares have moved from $42 to $60, mirroring the rise of its parent, MFI. Do you see any more upside for the stock price with its seemingly rich PE of 20X (TTM)? Thanks, J.
Q: Hi Peter and the 5i team, If you could buy only one or two REITs or real estate companies, which ones would you choose, and why? Thanks.
Q: This is for Ted regarding Globe Investor Gold and tracking both share price changes as well as dividend income.
The Gain/Loss option shows $ increase or decrease in the value of a holding and total income(dividends, Interest, roc) to end up with a total gain or loss to date on a stock. This applies to both stocks that were sold and to stocks still in your portfolio.
Hope this helps.
The Gain/Loss option shows $ increase or decrease in the value of a holding and total income(dividends, Interest, roc) to end up with a total gain or loss to date on a stock. This applies to both stocks that were sold and to stocks still in your portfolio.
Hope this helps.
Q: Hi Peter, Alpha Minerals (AMW) had a great run. Could you shed some light on this company and would you consider it a buy? Thanks,
Q: A recent question asks "which what would your top 3 stocks to buy and just put aside and forget for 5 or 10 years"
What top 3 stocks would you buy for the next 6-18 months.
Thanks.
PB
What top 3 stocks would you buy for the next 6-18 months.
Thanks.
PB
Q: Peter,
I purchased E.TO recently based on your question/answer guidance at 59 cents and I am already up about 25%. What I should I do. Should I sell or do you think this company has the legs to go much higher. Thanks
I purchased E.TO recently based on your question/answer guidance at 59 cents and I am already up about 25%. What I should I do. Should I sell or do you think this company has the legs to go much higher. Thanks
Q: FTS & utility stocks in general? Talking heads on BNN are saying sell because interest rates are going to go up-dah? They have no where to go at some point but up & when they do it will be very slow and gradual-which means the economy is getting better. So, would you be selling utility companies? FTS made another acquisition and has a history of > dividends-30+ yr in a row.
Q: CUS. I bght @ $6.30 & reinvest dividends so adj cost is $5.30 or so? Recent bad news on chemical prices and trouble getting new project in AB on stream=stock down 3% to-day. This position is held in my TFSA and I have a fair bit of accumulated cash there now-would you buy more if pr. goes down further? I also own CFN in this acct.-bght when took big hit a while back.
Q: Guardian Capital's stock action seems to be reflecting new 52 week highs for its BMO holdings as well as its wealth management business seems to be hitting on all cylinders.I would appreciate your thoughts on this deep value stock.
Regards
Bob
Regards
Bob
Q: Good morning 5i team
My question is about Savanna Energy (SVY). It seems to lagging similar companies (i.e Trinidad and Western). Is there something that I'm not seeing. I thought with their Aussie exposure they would be less affected by reduced business in North America? Could you please give me your thoughts. Thanks for your great service.
My question is about Savanna Energy (SVY). It seems to lagging similar companies (i.e Trinidad and Western). Is there something that I'm not seeing. I thought with their Aussie exposure they would be less affected by reduced business in North America? Could you please give me your thoughts. Thanks for your great service.
Q: Could you please recommend several large Canadian oil producers which are best positioned to profit from improving Western Canadian oil prices? Thank you, Peter