Q: With a capitalization of approximately $400m , would $100 of this be cash?
If so , in your opinion, does this make it attractive as a takeover candidate?
Kindly provide your analysis of recent earnings results and management commentary?
To what do you attribute the stock price drop?
You have previously mentioned an overhang in relation to unresolved legal dispute. What is the issue? Was there any reference to it in the earnings release or management commentary?
At this time what is your 1 to 3 year medium for this stock price?
Thank you for your helpful and knowledgeable analysis and opinions.
Q: Hi 5i Team; Would you please give your outlook on First Mining Gold, and their Springpole project? I am interested in finding a gold investment that may help during the current inflationary times (Other ideas welcome). Also, is there anything significant about the large amount of shares outstanding?
Q: Hi there, I am looking to pick up a few positions. I am underweight in consumer cyclical, real estate, financials, energy, and US. I have no holding outside N.America. My investment profile is Balanced to growth-oriented.
I currently own the following in those categories:
ATZ, BRP, CELPH. COST, LULU, MG, PLC, TSU, X, RY, SLF
What stocks would you buy today?
As a side note, Is there a publication or investment service you would recommend, for US and international holdings?
Thanks for your advice.
Q: Now that Trane has reported. Do you have any thoughts on the supply chain issue and whether the company would be worth adding to at this time.
Thanks
Mike
Q: The quarter looks like a blowout to me with 147% rise in earnings! Thanks for this pick and well done again. Your thoughts on the quarter and a question: does Brookfield have anything to do with this anymore in terms of management? I know it was spun out but I wonder if Brookfield still makes up a good part of the board.
Q: Do you have any information on the most recent drop in ATVI. Are there bigger issues other than recent employee/management problems. Would you recommend it as a purchase at this time. Thanks
Q: What is your opinion of WEF's quarterly numbers? Down from Q2 but still pretty healthy? Market doesn't seem to like it even though the company appears to have net cash on the balance sheet, is buying back shares and pays a small dividend? Guess it is better to buy a company that is only a concept and has steady losses and MAY make money some day in the future!!
Q: FTEC now makes up almost 12% of my portfolio and wondering if you would recommend trimming a bit and investing in an ETF like ARKK? I also hold ZSP which is about 10% of my portfolio now and maybe there is a bit of overlap between the two ETFs? Looking for growth in my RRSP, 10+ years and I don't need any dividends.
Do you think there is still some upside left to an industrial ETF like VIS? And do you have any other sector ETF recommendations that will complement FTEC and ZSP?
Thanks in advance. Please deduct credits as required.
KD