I am curious about SIS. I have no doubt that there will be a bigger demand for these types of services and products in the future. What I am concerned about is potential competition. Who is their main competition?? What is the market share of this sector that SIS has?? What gives this company that moat to defend their market share?? I am also wondering what is the ROE of the company?? I was also curious, do they have a type of franchise system for distribution or are the dealers of the products directly owned by the company? Do they build the elevator and lift systems in China, I noticed the CEO mentioned they had people in China I expect that is to over see manufacturing of components for their lift equipment. Finally what is your opinion of the Management ( I watched a few videos on the guy, he seems Ok)???
Q: Regarding the much anticipated new portfolio picks: I am not looking to put words in your mouth, but is part of your thinking here related to the periodic tendency of the market to swoon/ re-trench around this time of year ..... commonly phrased as "Sell in May and Go Away." .... except you will add a new wrinkle to it and step in when others are abandoning stocks at attractive "buy" prices?
I currently hold a position in MAL and am considering switching into CAE. What are the main advantages and disadvantages of the future prospects for these two businesses?
What are the executives (not self-serving analyists!) at CAE forecasting for earnings growth and cash flow over the next year?
I see from previous Q&A that 5i has noted that CAE has been profitable every year since 1991. Do you think the market cap of this company reflects their long term financial performance?
Would the CAE track record and future outlook be compelling to add to the 5i balanced portfolio? Why or why not? If not, what does this company have to do to merit inclusion in such a portfolio?
Many thanks for your insights and opinions 5i team !
Q: On March 16/2016 most of the senior management dumped a large portion of their shares. Otherwise, low daily trading & a lousy name compared to Easy Home! what's your thoughts? Sell or hold.
Q: If the deal to purchase Canexus does not go through, what effect would this have on the current price of Superior? Also would the dividend be sustainable going forward?
Q: I have made over 100% on this one and recently it has really surged. I started with a 5% position and it has quickly jumped to over a 10% position. I usually sell too soon but this time I am reluctant to sell when it is climbing so fast, and I think this is at least a 5 year holding.
Q: Can you comment on recent issue of 5% debenture by Kelt. They issued more shares earlier this year and now a debenture. Can they survive the downturn in oil prices without further financing?
Q: Hi Peter, I need to take some profit off the table. I am up on these names. Can you please suggest which of these I can sell now among these 3?
OTC
BCI
PLI
I meant which of these among 3, does not have a huge catalyst in short term and more riskier?
Q: I am fascinated by the Empire Co. story. I have read some of your earlier replies and would agree that it is a wait and see stock at this time. But some of your criteria for a good stock seem to be in place, i.e. history of increasing dividends, reasonable P/E, Price to Book. And the company is buying back over 5,000,000 share to retire them.
To me, this seems like a true value investment. The stock broke through its very long trend line in mid November. I would wait until the trend line turns back up and re-evaluate at that time but when (not if)this happens, there is a $10 capital gain available. Am I right on this one?
Q: Hi 5I- Have just received lump sum retiring allowance and now 30% cash. Present holdings are 18%GGF31222-10%VUN-7%XEF-7%ZGI-6%SLF-6%VXC-5%ZUH-4%IYT-3%XEH-3%ATD-2%DIS. Would like your suggestions for more etf exposure and would like to start adding slowly with the next downturn, but don't like to sit in cash to long. Would you trim healthcare or USA in general now? We are long term investors. Thanks for your help.
Q: I am an anti-gold bug. I always lose if I ever succumb to the wiles of the yellow metal.
However, i would like to have a single small position in one gold company just in case the gold bugs are right and we are going to hell in a handbasket.
I would like to hold one company which I could put there and forget about but it would follow the metal should it skyrocket. I am looking at the majors ---Barrick and Goldcorp. Which would be better or is there another company which would be better for my purposes?
Q: If Oil goes to $ 50.00 I am considering these to buy TOU, CPG, WCP, BTE, SPE, SU. Are these the best plays or are there others ? Your thoughts please.