The following were initial 4% positions which have gone down quite a bit and wanted to know if I should sell, hold or add:
In my TFSA, GUD (down 19.9%) and PTE (down 47.3%); in my margin account, TV (down 30.4%) and in my RRSP, ECN (down 6.4%).
If I sell then my options to replace would be RHT, GC, TSGI, PBH or GSY. I would appreciate your opinion. I am looking for high growth; risk and sector aren't an issue.
Please deduct as many credits as appropriate. Thanks as always.
Q: Thanks for your response on ECN revenues. Would you please advise consensus earnings for the two years 18 and 19 as once again I have too wide a variance - between - 0.14 and + 0.68 stated for the current year, to make an investment decision.
Q: My impression is that 5i has been quite bullish on ECN over time - so the recent price surge triggered additional research, only to find that 2018 and 2019 revenue estimates were well below current levels, -40%, which is a potential significant disconnect with respect to price appreciation for that period. Do you concur and what would be the impact of continuing rate rises.
Q: I have about 13K tied up in EFN (now down to 10K after dropping in value). Thinking of selling half of it and switching to ECN (own about 4K of that and break even). Do you see more upside (and downside protection) in ECN than in EFN ??
Q: hello 5i:
with the understanding that they are worlds apart, and knowing that I am down substantially on ECN, would you think a switch to CTC.A would be a prudent move? Looking at a long term chart (5 years, or 10 years), and reviewing its earnings expectations (seem to meet or beat on an annual basis), it appears that CTC.A, is, at worst, fairly valued, and at best, lightly undervalued. Factoring in the Helly Hansen acquisition seems to make it look more undervalued. Your comment please, and I am NOT adverse to continuing to hold ECN.
thanks
Paul L
Q: Hi team, I would like your thoughts on the strategic investment with The Kessler group and secondly, your take for the next 2 / 3 years?
Great work for all members.
Jacques
Q: Due to poor performance ECN is now at the head of my chopping block. When does it report for this quarter? Also, do you see any catalyst on the horizon that can move the stock price within the upcoming quarter or next? Thanks.
Q: Would you consider buying one or both of the above for capital gains over the next 6 mths. Any other suggestions for same objective. This would be in a TFSA.
Q: My weighting in the financial sector is 12% and I am wondering if it is time to increase it to 15%. I already own BNS,RY and SLF. I was wondering if ECN and FCR would be good choices to add to the mix or if you have any better suggestions.
Q: What do you consider be a successful auction? Please provide exemple of good and bad auction. Is it based on price or the willingness to shareshoders to let go shares!!!