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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi Peter,
Do you agree that since around October 2019 CGY's share price chart seems to show strong momentum with good share price increases along with increasing volume especially this February? I used to own CGY some years ago for the dividend but found the share price stable...not many drops and few increases and sold the stock. I characterized the stock then as an income stock which I think agrees with your analysis. Do you feel anything has changed at CGY's operations or company management since October 2019 to have caused the stock to act more like a momentum company? You have noted in previous questions that their debt is higher but the dividend has not been increased and the share count is unchanged. Am I to understand they are borrowing more money to invest in their business and would that this growth in business be the cause of the better momentum? Their business seems to be related to satellites so would you consider CGY to be a high tech company?
Thanks for all your help.
Jim
Read Answer Asked by James on February 12, 2020
Q: I have about 20% cash in my TFSA. Other holdings are AQN, MSI, BPY, ENB and CGX. Would like to deploy about half the cash into one of AFN, NFI, CGY or FSZ. What would your pick be?
Read Answer Asked by Kelly on July 24, 2019
Q: I want to do a home renovation project and need some cash. Could you rank these stocks in order of the ones you would sell first to last in my position. Cineplex, Couche Tard, North West, MTY, Power Financial, Enghouse and Calian. I probably only need three names to raise what I need.
Read Answer Asked by Andrew on May 08, 2019
Q: Hi 5iResearch.
Folks thank you for such a wonderful service.

Thoughts on this business, my friends on another website say the ROIC is around 16% on average over the last 5 years. The Operating Inc. is 22M over a market cap of 212M - so the earnings on enterprise value is ~ 10%..... Very low capital requirements and such a healthy ROIC.......this rate must be beating the company's WACC.... whats your take ?

Good business, cheap and creating value for shareholders when I put my monacle on my right eye........
Read Answer Asked by Patrick on October 16, 2018
Q: In a well diversified portfolio which one of these three companies would you choose for a long-term hold and with a view of an increased probability for a recession by the end of 2019? Can you please comment on your investment rationale?
Thanks
Read Answer Asked by Yvonne on April 18, 2018
Q: Hello 5i Team,
I'm curious on what your thoughts were regarding these two overlooked companies. If they do not interest you would you have any recommendation for small technology companies and/or diversified alternate asset management company?

Thank you!
Read Answer Asked by Massimo on April 03, 2018
Q: Hello 5i group
I find that the information you provide is very informative and really useful for studying new investment opportunities. I am interested in midcaps at a reasonable price, with solid dividends and decent growth possibilities. In this connection I have been following Calian Group for some time. Could you give me your opinion of this company?

Thanks, David
Read Answer Asked by David on July 19, 2017