Q: An update on Clairvest and their recent move into gaming would be appreciated.
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: Hello,
It has been some time since you remarked on CVG - could you provide current comments.
Thank you
It has been some time since you remarked on CVG - could you provide current comments.
Thank you
-
Parex Resources Inc. (PXT $18.46)
-
Cal-Maine Foods Inc. (CALM $88.56)
-
Clairvest Group Inc. (CVG $71.20)
-
Kulicke and Soffa Industries Inc. (KLIC $39.50)
-
DPM Metals Inc. (DPM $29.81)
-
Hollysys Automation Technologies Ltd. (HOLI)
-
Mueller Industries Inc. (MLI $107.93)
-
Encore Wire Corporation (WIRE)
-
10x Genomics Inc. (TXG $13.49)
-
Coveo Solutions Inc. Subordinate voting shares (CVO $6.06)
Q: I am looking for cash-rich stocks with unusually low prices at the moment.
Could you recommend 5 Canadian and 5 US stocks
Thanks
Could you recommend 5 Canadian and 5 US stocks
Thanks
-
Clairvest Group Inc. (CVG $71.20)
-
Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $76.19)
Q: Hello Peter,
What is your view on Clairvest Group? Is it in the same space as the new BAM(asset manager)? Thanks very much.
What is your view on Clairvest Group? Is it in the same space as the new BAM(asset manager)? Thanks very much.
-
BlackRock Inc. (BLK $1,073.57)
-
ONEX Corporation Subordinate Voting Shares (ONEX $119.07)
-
Clairvest Group Inc. (CVG $71.20)
Q: We owned Onex since 2006, we are from $20 to$ 64. Not that great given the meagre dividend. It is about 1% of total portfolio. we have some newly realized cash and wonder if we should augment the position to 3% given the low valuation now.
could you suggest other well priced private equity or conglomerate, (Claivest?) We are looking at the long term.
Thank you.
could you suggest other well priced private equity or conglomerate, (Claivest?) We are looking at the long term.
Thank you.
-
Parex Resources Inc. (PXT $18.46)
-
Pason Systems Inc. (PSI $11.98)
-
Labrador Iron Ore Royalty Corporation (LIF $28.79)
-
Clairvest Group Inc. (CVG $71.20)
-
Real Matters Inc. (REAL $6.78)
Q: What equities in Canada or USA do you consider cheap with great balance sheets.
Q: It appears to be a stock that may be rather under-valued and have some good upside potential. Wondering what your opinion on this stock might be.
Q: Everyone seems to be head over heals about Great Canadian Gaming results yesterday. I'm wondering if its just under followed ; appears to me Clairvest could be almost equal benefactor of the GTA casino bundle. Your opinion on the company as a whole. & its involvement with GC well positioned to benefit? Thanks you very much.
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!
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!
-
Linamar Corporation (LNR $74.86)
-
Magna International Inc. (MG $70.50)
-
goeasy Ltd. (GSY $161.76)
-
Morguard Corporation (MRC $116.75)
-
Clairvest Group Inc. (CVG $71.20)
-
ECN Capital Corp. (ECN $2.76)
Q: Peter Lynch amassed a fortune investing in undervalued growth stocks. I currently own LNR & GSY. Can I get some other names that you would consider good GARP stocks?
Thanks in advance.
Thanks in advance.
Q: What do you think of Clairvest? http://www.clairvest.com/wp-content/uploads/bsk-pdf-manager/Q4_2016_Press_Release_FINAL_53.pdf
It looks like their net income is down about 25% from 2015 yet their book value keeps rising. How do you assess book value on a bunch of privately owned companies? Is it a somewhat subjective?
Just wondering about an investment at some point but since the stock has gone up while net income is down, wondering if it is a good idea.
Or am I reading this wrong?
Thanks
It looks like their net income is down about 25% from 2015 yet their book value keeps rising. How do you assess book value on a bunch of privately owned companies? Is it a somewhat subjective?
Just wondering about an investment at some point but since the stock has gone up while net income is down, wondering if it is a good idea.
Or am I reading this wrong?
Thanks