skip to content
  1. Home
  2. >
  3. Investment Q&A
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: Sorry, yet another HCG question. I have owned the stock for sometime and have faith in management, however I am wondering how one interprets an extraordinary announcement like this.
In your response to Jerry you say the company screwed up. Management on the other hand would have us believe this is evidence of their "continued progress" with originations. Maybe the "rebound in origination volumes" is especially strong and they forgot to put numbers to it.
Certainly they expect to achieve mid term guidance despite everything.
The language in these types of announcements is so convoluted. Perhaps with your many years in the business you could help with a translation/interpretation.
Many thanks
Mike
Read Answer Asked by michael on July 14, 2015
Q: Good morning Peter and Team,

Thanks for your answer to my question about HCG. I recently came across this article: http://www.theglobeandmail.com/globe-investor/investment-ideas/big-bank-alternative-equitable-is-good-value-and-growing/article25486861/

In the article, there are two paragraphs that stood out for me:

National Bank Financial analyst Shuba Khan said he doesn’t have any concerns about Equitable Group’s originations in light of Home Capital’s announcement.

“The issues that Home Capital highlighted appear to be company-specific,” said Mr. Khan, who has an “outperform” (similar to “buy”) and $71 target on Equitable Group.

5i is of the opinion that Home Capital's severe price decline is industry related. I do trust your insight, but am having difficulty reconciling the fact that EQB's stock hasn't suffered nearly as much, and would appreciate your comments.
Read Answer Asked by Jerry on July 14, 2015
Q: I am curious if you guys have any thoughts on the newly listed Inspira on the venture exchange?
Read Answer Asked by Donald on July 14, 2015
Q: Given the recent quarter, expansion announcements and takeover possibilities isn't Caldwell's stock price very attractive at current levels for a small cap investment?
Read Answer Asked by Charles on July 14, 2015
Q: Peter and team,
I have been trying to get a quote on CXS for the last week or so without any luck. I found today that it is going as SCB (Street Capital?) Is there any significance to the name change (I thought Street Capital was a subsidiary)? What do you think of it at this time?
Gary
Read Answer Asked by Gary on July 14, 2015
Q: Amaya is showing a little bit of strength here. Is there any specific news or rumour or just the variability we are used to.
Read Answer Asked by James on July 14, 2015
Q: Apparently Scotiabank issued a new report on Avigilon. Do you know what they had to say and do you agree with their analysis. Thanks.
Read Answer Asked by wendy on July 14, 2015
Q: Hi Peter and All,

If you could recommend one pick in the Utilities sector, what would it be?

Thanks!
Read Answer Asked by David on July 14, 2015
Q: Hi Peter and 5i team, what will happen if Chinese Yuan is included into the IMF reserve currency on Oct 20, 2015 meeting? Its effect on us dollar, canadian dollar , commodities and canadian stock market?
Read Answer Asked by victor on July 14, 2015
Q: Would you kindly up date you thoughts on Valeura Energy Inc

Thanks.
Read Answer Asked by Henry on July 14, 2015
Q: I am setting up a new portfolio for a friend and am thinking of suggesting WCP. I know you like the company but I was wondering about hedging and how it works in the oil industry. When oil first dropped, concerns of certain companies (I forget which ones in particular were noted) were alleviated because hedges were in place. As time moves on and these hedges expire, do the same companies have new hedges in place, and if so, at what price? Are companies, WCP included, in danger of lowering there dividends as time goes on because these hedges are expiring?

Thanks for the insight.

Paul F.
Read Answer Asked by Paul on July 14, 2015
Q: Hi,

I'm looking at stepping in on either or both of these companies. I would appreciate your input.
Read Answer Asked by Doug on July 14, 2015
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!