Q: If you had to let go of one of the following to reduce exposure to materials, which would it be?
Thx
Karim
Thx
Karim
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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: Good Morning 5i
Financial Times article today states that Black Rock World Mining Trust is second largest shareholder in Nemaska Lithium. What are your views on impact of this information? Thanks.
Financial Times article today states that Black Rock World Mining Trust is second largest shareholder in Nemaska Lithium. What are your views on impact of this information? Thanks.
Q: Hi,
Do you have any information on why BEP.UN stock has declined so much this week? Thoughts on this stock for a 1-3 year hold?
Thanks,
Do you have any information on why BEP.UN stock has declined so much this week? Thoughts on this stock for a 1-3 year hold?
Thanks,
Q: I am thinking of putting a fairly large sum of unregistered money into Altagas just to get the dividend. I am not overly concerned about the share price unless something catastrophic happened to the company. I realize that sometimes the strongest of companies can go out of business so before committing I am wondering about the chances of something really bad happening to this company. Perhaps I am safer with a covered call etf strategy (but getting less of a dividend)? Your thoughts?
Q: I've been doing some calculating...
Currently Canopy growth has about 40M in sales on 58,000 registered patients out of a possible 208,000 - that's about 28% of the medical market.
A recent CBC poll came up with about 8 million recreational users in Canada that would potentially buy pot once legalized. Given Canopy Growth's market dominance (and many other factors) it's not hard to see their sales topping $1 Billion/yr. within the next 5 years.
My questions: Would Canopy still be considered over-valued at their current market cap if their sales were $1 Billion? What's the minimum you would expect a company's market cap in the recreational marijuana sector to be if it had sales of $1 Billion?
Currently Canopy growth has about 40M in sales on 58,000 registered patients out of a possible 208,000 - that's about 28% of the medical market.
A recent CBC poll came up with about 8 million recreational users in Canada that would potentially buy pot once legalized. Given Canopy Growth's market dominance (and many other factors) it's not hard to see their sales topping $1 Billion/yr. within the next 5 years.
My questions: Would Canopy still be considered over-valued at their current market cap if their sales were $1 Billion? What's the minimum you would expect a company's market cap in the recreational marijuana sector to be if it had sales of $1 Billion?
Q: Is there anything to read into Savaria (or any other company) moving from a quarterly to a monthly dividend?
Q: Hi Peter and Team,
What is the fair price for TSGI based on new guidance?
Thanks
What is the fair price for TSGI based on new guidance?
Thanks
Q: Stock went up 10% today after expectations were raised. Would you be comfortable in opening a position in this even after the price appreciation? Also how much % of debt was removed after the $75 million debt repayment.
Q: Hello, can you offer any insight into the big drop in BEAT today?
Thanks
Dave
Thanks
Dave
Q: down 10% today been falling for days any news Dennis
Q: Hi Peter,
As a follow up to my previous question, a 1-2 year hold was probably unreasonable so would you have any picks for a 3-5 year hold? I already own SIS and GUD for the long term.
Thank you.
As a follow up to my previous question, a 1-2 year hold was probably unreasonable so would you have any picks for a 3-5 year hold? I already own SIS and GUD for the long term.
Thank you.
Q: I bought WEC.us a couple of years ago, thinking of it as a bond proxy. WEC appreciated modestly in value this past year. I just looked at updated financial metrics and WEC struck me as expensive –but I am not sure.
Is WEC a good proxy for bonds? Should WEC be sold and a 'growthier' name bought? For this question ‘growthier’ mean to me means a security that is expected to have reasonably good dividend growth, consistent with industry, interest-rate and other risks.
If, in your opinion, there are other, better bond proxies, I would be thankful for your suggestions. US and ‘Europe ex-UK’ preferred but I am also open to Canadian names you care to suggest. (If you want, disregard tax aspects. The Cdn and US Governments own 60% of me; I finally accepted that resistance is futile.
Is WEC a good proxy for bonds? Should WEC be sold and a 'growthier' name bought? For this question ‘growthier’ mean to me means a security that is expected to have reasonably good dividend growth, consistent with industry, interest-rate and other risks.
If, in your opinion, there are other, better bond proxies, I would be thankful for your suggestions. US and ‘Europe ex-UK’ preferred but I am also open to Canadian names you care to suggest. (If you want, disregard tax aspects. The Cdn and US Governments own 60% of me; I finally accepted that resistance is futile.
Q: Although HSM is a one-trick pony, its field seems vast. Do you consider it as an appropriate addition to a portfolio, especially the healthcare side?
Q: Hello Folks:
With it's increasing debt load what is your opinion on Parkland Fuel.... do you think there are better choices.
Would A. Touché Card, Canadian Tire or some other be better bets?
Thanks for everything
brian
With it's increasing debt load what is your opinion on Parkland Fuel.... do you think there are better choices.
Would A. Touché Card, Canadian Tire or some other be better bets?
Thanks for everything
brian
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Brookfield Renewable Partners L.P. (BEP.UN)
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Algonquin Power & Utilities Corp. (AQN)
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Innergex Renewable Energy Inc. (INE)
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Boralex Inc. Class A Shares (BLX)
Q: Hello 5i,
Would you have interesting companies on your radar screen that are either in the renewable energy, water, or waste sector that would be eco friendly?
Please exclude BEP.UN AQN, BLX, and INE.
(aware of market cap risk and sector risks)
Thanks!
Would you have interesting companies on your radar screen that are either in the renewable energy, water, or waste sector that would be eco friendly?
Please exclude BEP.UN AQN, BLX, and INE.
(aware of market cap risk and sector risks)
Thanks!
Q: Hi, NuRAN announced what seems very good numbers for Q3. Back log orders are increasing. The story and the numbers are starting to look good. Can I get your thoughts and comments on this very small cap.
Thanks and keep up the fantastic work.
AC
Thanks and keep up the fantastic work.
AC
Q: Could I have your opinion of Keyera re. How natural gas price impacts their costs, their debt and ability to service their debt.Also who are their compitition in this space and would any of these companies be a better investment?
Thank you.
Thank you.
Q: This company has resumed trading following the merger activity. I would appreciate your analysis of it as a possible small speculative play.
Thank you.
Thank you.
Q: no comments but a good laugh
For What It's Worth... I thought I switch things up a bit today, since its a Fantastico Friday! A few weeks ago in the Dow Theory Letters I wrote about the trend that's taking us to a cashless society... And one reader sent me this response, which if it weren't eerily what I was talking about, would be funny... So here it is... enjoy!
Hello! Gordon's pizza?
- No sir it's Google's pizza.
- So it's a wrong number?
- No sir, Google bought it.
- OK. Take my order please.
- Well sir, do you want the usual?
- The usual? You know me?
- According to our caller ID, in the last 12 times, you ordered pizza with cheeses, sausage, thick crust.
- OK! .
- May I suggest to you this time ricotta, arugula with dry tomato?
- What? I hate vegetables.
- Your cholesterol is not good.
- How do you know?
- Through the subscribers guide We have the result of your blood tests for the last 7 years.
- Okay, but I do not want this pizza, I already take medicine.
- You have not taken the medicine regularly, 4 months ago, you only purchased 30 tablets at Drugsale Network.
- I bought more from another drugstore.
- It's not showing on your credit card.
- I paid in cash.
- But you did not withdraw that much cash according to your bank statement.
- I have other source of cash.
- This is not showing as per your last tax form unless you bought them from undeclared income source.
- WHAT THE HELL? Enough! I'm sick of Google, Facebook, Twitter, WhatsApp. I'm going to an Island without internet, where there is no cell phone line and no one to spy on me.
- I understand sir but you need to renew your passport; it expired 5 weeks ago........
from the daily pfenning
For What It's Worth... I thought I switch things up a bit today, since its a Fantastico Friday! A few weeks ago in the Dow Theory Letters I wrote about the trend that's taking us to a cashless society... And one reader sent me this response, which if it weren't eerily what I was talking about, would be funny... So here it is... enjoy!
Hello! Gordon's pizza?
- No sir it's Google's pizza.
- So it's a wrong number?
- No sir, Google bought it.
- OK. Take my order please.
- Well sir, do you want the usual?
- The usual? You know me?
- According to our caller ID, in the last 12 times, you ordered pizza with cheeses, sausage, thick crust.
- OK! .
- May I suggest to you this time ricotta, arugula with dry tomato?
- What? I hate vegetables.
- Your cholesterol is not good.
- How do you know?
- Through the subscribers guide We have the result of your blood tests for the last 7 years.
- Okay, but I do not want this pizza, I already take medicine.
- You have not taken the medicine regularly, 4 months ago, you only purchased 30 tablets at Drugsale Network.
- I bought more from another drugstore.
- It's not showing on your credit card.
- I paid in cash.
- But you did not withdraw that much cash according to your bank statement.
- I have other source of cash.
- This is not showing as per your last tax form unless you bought them from undeclared income source.
- WHAT THE HELL? Enough! I'm sick of Google, Facebook, Twitter, WhatsApp. I'm going to an Island without internet, where there is no cell phone line and no one to spy on me.
- I understand sir but you need to renew your passport; it expired 5 weeks ago........
from the daily pfenning
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Birchcliff Energy Ltd. (BIR)
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BMO Equal Weight Oil & Gas Index ETF (ZEO)
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iShares S&P/TSX Capped Energy Index ETF (XEG)
Q: I have been out of the oil and gas markets for quite some. I am still not convinced the sectors will have a "sustained" up move. Perhaps a decent trade but a trade it is as it seems to be with all commodities. Do you think it is foolish to be zero weight in this sector? If so, what minimum weighting would you suggest. I have looked at BIR and would be comfortable buying it if my arm can be twisted enough.