Q: What do you think of the credit quality of Fairfax, in regards to preferred shares?
Anything to be concerned about?
As always, thanks..
Anything to be concerned about?
As always, thanks..
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: What are your thoughts on the current valuation and the near future of Walmart?
Q: Good morning...I currently have CDN100,000 to deploy.. about 10% of portfolio...I have the majority of your favorites...I always get anxious with cash and like to be in the market 100%...its hard o have it "parked" when you can get some decent yields...what would be your top 5 income stocks or beaten down others and a good buy/add to...in addition, should i just wait it out for another 30 to 60 days and keep cash? no tax issues whatsoever...Thanks
Q: Please comment on Gibson Energy's earnings release, dividend increase and your outlook going forward.
Q: Hello,
Another weekly market report letter I received says "do not let little losses turn into big losses" (cut your losses after 10%). DIRT and ENTERTAIN I've had for quite some time and are down 35%-40%. Since you know these stocks well, if it took them 8 or 9 months to fall that far, will they recover in 8 or 9 months? One month ago, I took a position in TNC, and it is down over 10%. Should I hit the sell button? You know that stock better than I do. In your email, you recommended some plays in AYA, CUS, and I believe SPB. I am thinking of trying to recover some of my money with one of these email recommendations. Out of the three, which one do you think going long on will be the least risky?
Thanks,
Dennis
Another weekly market report letter I received says "do not let little losses turn into big losses" (cut your losses after 10%). DIRT and ENTERTAIN I've had for quite some time and are down 35%-40%. Since you know these stocks well, if it took them 8 or 9 months to fall that far, will they recover in 8 or 9 months? One month ago, I took a position in TNC, and it is down over 10%. Should I hit the sell button? You know that stock better than I do. In your email, you recommended some plays in AYA, CUS, and I believe SPB. I am thinking of trying to recover some of my money with one of these email recommendations. Out of the three, which one do you think going long on will be the least risky?
Thanks,
Dennis
Q: Hi,
I am not sure whether you want to use one or two question credits, or none, as there companies are in the portfolios.
AW.Un has a B+ rating and was one of Mr. Hodson's top picks. I read the report on AW.UN. Can you please clarify on the 5 year EPS growth, which
is strongly negative. What is behind it? Does that not detract from your assessment of AW.UN? Do you think that AW.UN has a strong possibility for share price appreciation in the next few years?
Also, a few weeks ago you identified CXR as one of the companies with the largest potential for share price appreciation in the next few
years. Is that still the case?
Thanks,
IF
I am not sure whether you want to use one or two question credits, or none, as there companies are in the portfolios.
AW.Un has a B+ rating and was one of Mr. Hodson's top picks. I read the report on AW.UN. Can you please clarify on the 5 year EPS growth, which
is strongly negative. What is behind it? Does that not detract from your assessment of AW.UN? Do you think that AW.UN has a strong possibility for share price appreciation in the next few years?
Also, a few weeks ago you identified CXR as one of the companies with the largest potential for share price appreciation in the next few
years. Is that still the case?
Thanks,
IF
Q: HI Folks, I have been following SPB and CUS for some time and own both at a considerably higher price than current. CUS has obtained court approval and voted for the merger but we are awaiting regularity approval. Could you explain what is the process that they are going through. Do they have to apply to a government agency in Canada and does this have to be done in the US as well? Thanks.
Ross
Ross
Q: I am not in any rush and have a five year plus horizon but am concerned with the considerable losses with this holding. I still maintain a full position.
Buy. sell or hold?
Thanks for the great service and love the blogs!
Buy. sell or hold?
Thanks for the great service and love the blogs!
Q: Good day,
I realize and appreciate that you encourage investing and not trading. We have balanced / growth portfolio consisting of 5i covered companies for long term investments in our TFSA/ RRSP/ RESP accounts. However, we would love to find a multi bagger to pay for a Reno in two years rather then 15 years. We are only putting <$5000 at risk. We understand the risks and our small amount of risk money could be a zero or hero scenario. What would be your top three picks for a multi bagger in order of preference?
Thank you,
Kerri
I realize and appreciate that you encourage investing and not trading. We have balanced / growth portfolio consisting of 5i covered companies for long term investments in our TFSA/ RRSP/ RESP accounts. However, we would love to find a multi bagger to pay for a Reno in two years rather then 15 years. We are only putting <$5000 at risk. We understand the risks and our small amount of risk money could be a zero or hero scenario. What would be your top three picks for a multi bagger in order of preference?
Thank you,
Kerri
Q: Could you give me some picks for emerging market etfs and could you hold them in a tfsa. Thanks
Chris
Chris
Q: Hi Peter and Ryan,
DNG announced drill results today. What do you think of those results and what are your thoughts in general about the company. It seems to be a nice company off of the radar with no analyst coverage.
Thanks
Dave
DNG announced drill results today. What do you think of those results and what are your thoughts in general about the company. It seems to be a nice company off of the radar with no analyst coverage.
Thanks
Dave
Q: GTE recently released their earnings.What is your opinion on the company- buy, sell, or hold? Are they in worse shape now or has their acquisition of PTA put them in a better position?What about the political stability where they are drilling?Is there potential here or do we have a weak company?
Q: I am interested in the explanation of Royalties. What is the model for companies and brands like A&W and others. What are the structures for payments to shareholders? Are they a percentage of sales or what are the Royalties payments based on.
Q: Dear 5I team,
I bought these ETFs about a year ago for purposes of diversification in my portfolio, which is based on your balanced portfolio {RSP}. I am down 12% in FEZ, 17% in VEE and 6% in VSP. Should I continue to hold, or cut my losses and reinvest elsewhere.
Thanks for your advice.
Ellen
I bought these ETFs about a year ago for purposes of diversification in my portfolio, which is based on your balanced portfolio {RSP}. I am down 12% in FEZ, 17% in VEE and 6% in VSP. Should I continue to hold, or cut my losses and reinvest elsewhere.
Thanks for your advice.
Ellen
Q: still in model portfolio, i guess you like it. Would you recommend averaging down as I am down 50%. or would you like to replace it with other better name. How would you rank this to BAD or RRX. Thanks
Q: Hi - Does CSU have to keep acquiring more companies to be sucesful or can they grow and prosper with their current lineup of businesses? Thanks
Q: Dear 5i
I read that PBH is one of your favourite companies . I`m seeing however that their ROE and ROA are quite low and the total debt relative to net income is quite high. The high debt to me would add a lot of risk unless the expected growth rate is quite high . Is this the case ?
Thanks
Bill C.
I read that PBH is one of your favourite companies . I`m seeing however that their ROE and ROA are quite low and the total debt relative to net income is quite high. The high debt to me would add a lot of risk unless the expected growth rate is quite high . Is this the case ?
Thanks
Bill C.
Q: Dear 5i,
I continue to watch ACQ and debate on initiating a position. Do you think this stock has found a floor and most of the risk is already priced in? I find it odd that approx 50% of it's dealerships are outside of Alberta and the stock has not participated in the recent rally and continues to decline. In previous answers you have said to give it 3 years. Excuse my lack of understanding. In three years do you expect ACQ to have recovered to it's previous prices/growth valuation or that the Alberta will have simply recovered and the stock price will start to move up in 3 years? Is it a buy at this time?
Thank you,
Kerri
I continue to watch ACQ and debate on initiating a position. Do you think this stock has found a floor and most of the risk is already priced in? I find it odd that approx 50% of it's dealerships are outside of Alberta and the stock has not participated in the recent rally and continues to decline. In previous answers you have said to give it 3 years. Excuse my lack of understanding. In three years do you expect ACQ to have recovered to it's previous prices/growth valuation or that the Alberta will have simply recovered and the stock price will start to move up in 3 years? Is it a buy at this time?
Thank you,
Kerri
Q: I am looking at starting a small position in my tax free savings acct on 2 of the following four stocks. Would you plse rank these in order from 1 to 4 what your preference would be on these names and just a brief explanation of the top 2 as to why you prefer them
Many Thks
Marcel
Many Thks
Marcel
Q: Wondering what you think of the latest report. They beat rev and eps but net income was down due to the US plant and USD debt. Their 2016 projections are consistent or above estimates for the year when you convert them back to CAD, since they are going to report in USD from now on apparently. Anyways, what do you guys think? Could it actually go up for once?