Q: Thanks Peter and all the team at 5i. Wonder on your view of MSI for the next 2 to 3 years as both an income play and for capital appreciation in the current economic environment?
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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: Hello and Happy New Year!
I have a question regarding Keyera Facilities (KEY). 100 shares with a purchase price under $25/share. This is within a TFSA and is primarily for the dividend, however the recent run-up makes we wonder whether to cash out and look to re-purchase upon a pullback. Not sure what is pushing the price up currently or how sustainable the current share price is. If possible, thoughts or suggestions would be most welcome. Thanks!!
I have a question regarding Keyera Facilities (KEY). 100 shares with a purchase price under $25/share. This is within a TFSA and is primarily for the dividend, however the recent run-up makes we wonder whether to cash out and look to re-purchase upon a pullback. Not sure what is pushing the price up currently or how sustainable the current share price is. If possible, thoughts or suggestions would be most welcome. Thanks!!
Q: Your comments on GLN in mid 2012 were: Big management credibility gap. May be a broken growth name .Street love-affair sours.
Aside from a decent price increase,has GLN improved in any other areas since then?
Aside from a decent price increase,has GLN improved in any other areas since then?
Q: With respect to the question by Terrance today, there seems to be a confusion with DD (New York) and DD (Toronto). The latter is the stock referred to in the 5i report, and has nothing to do with chemicals.
Q: Just raised some cash and debating my next infrastructure/ power play: BEP.UN, ALA, KEY, PPL or BAD - do you have thoughts? I want to choose only one. Thanks for the various insights to the Canadian market. Brent
Q: Hi Peter I would like your comment on RE thanks!
Q: Hi Peter and company I purchased a rather large number of shares of Automodular (AM), a company I had never heard of before I subscribed to your service. It has been a fantastic winner so thank you very much. But where is it going now? From my BMO recognia value analyzer, I see it has about 20M shares, no debt, 15m in cash and equivalents and an 8 % yield(approximate figures rounding price to $3). So it looks like it still has room to run. What do you think.
Thanks
Ross
Thanks
Ross
Q: DCI recently announced the appointment of Brenda Hughes as CFO effective immediately, replacing Brian Kathol, who served for only 18 months.She is the sixth CFO since the company's IPO in December 2004.Should we be concerned about the appointment of a new CFO and the high level of turnover in this position, especially during the integration of two large international acquisitions?
Thank you.
Thank you.
Q: MG
Hello 5i....I've renewed:)) Do you think Magna is a "good company", and is it a keeper rather than a sell at say a target price of $55? Do you know if they have any plans to raise their dividend? Many thanks. Susan
Hello 5i....I've renewed:)) Do you think Magna is a "good company", and is it a keeper rather than a sell at say a target price of $55? Do you know if they have any plans to raise their dividend? Many thanks. Susan
Q: Hi, Peter and team: I'm considering taking a position in Richards Packaging (RPI.UN). Their 3rd quarter 2012 results gave a figure of 62% for payout ratio (up from 59% a year earlier). My discount broker shows Richards with a payout ratio of 149.80 (?). I'm having a bit of a problem with payout ratios. I don't know whether higher is good or bad. I'd appreciate any help in this area. Thanks, Dale
Q: Hi, guys. Any thoughts if riocan will be eager to pull the trigger on another acquisition if they lose out on primaris?
Secondly, do you see any other comparibles to pmz.un on the market. To me, par.un (partners reit) looks a little similar with their portfolio of shopping malls in secondary markets, but I could be totally wrong in this assessment.
And lastly, do you think this deal will re-rate companies with higher quality retail properties, even though they may own other asset classes as well (ie mrt.un)?
Thanks, as always.
Secondly, do you see any other comparibles to pmz.un on the market. To me, par.un (partners reit) looks a little similar with their portfolio of shopping malls in secondary markets, but I could be totally wrong in this assessment.
And lastly, do you think this deal will re-rate companies with higher quality retail properties, even though they may own other asset classes as well (ie mrt.un)?
Thanks, as always.
Q: Have you any research on companies involved with robotics or suppliers to the industry? Great service thanks for your help.
Q: Hello 5i
It's the annual rebalancing time for me & I find myself at 60 yrs. old with a 51/48 % equity/fixed income mix. My equity mix is 78% Canadian & 21% US. I am considering reducing my Canadian holdings by 20% and would like some foreign exposure. Have held XIN in the past - would you have any other suggestions?
regards
Les
It's the annual rebalancing time for me & I find myself at 60 yrs. old with a 51/48 % equity/fixed income mix. My equity mix is 78% Canadian & 21% US. I am considering reducing my Canadian holdings by 20% and would like some foreign exposure. Have held XIN in the past - would you have any other suggestions?
regards
Les
Q: Hi 5i: I hold CHR.b (chorus aviation) and have a nice profit in it. It has a wonderful dividend. My question is, is this a time to sell? Airlines are a tough business to be in and the price has been volatile.
Q: Hello Peter: Can you give your advise on "Flextronics - FLEX". Buy, Sell or Hold ?.
Thanks in advance
Loni
Thanks in advance
Loni
Q: We purchased some share of H&R Reit in November. This morning it was announced that H&R have bid for the purchase of Primaris. Management claim that this is a once in a lifetime opportunity in Canada and that it will not increase the debt to buy. They also say that it will increase liquidity and growth of the company. The market seems to be negative about this news. What do you think of this deal?
Thanks to Peter and Team.
Thanks to Peter and Team.
Q: hr.un is down a lot today. Is that because the market views the Primaris offer as too high? Is it a good time ti buy hr.un now?
Q: Hello Peter and Company. I would appreciate your opinion on RMP Energy (RMP).They just reported their fourth quater production and gave an update on the company. Thank you for all your great work.
Q: I see the Q/A regarding HR.UN acquiring Primaris... But I have a questions as to why HR.UN stock would start the day negative on what I would find positive news? I have seen this in a few other transactions with other stocks where my initial thoughts would be awesome , but more times than not the opposite happens - am i thinking wrong? Do you have any insights as to why this happens - I'm still learning...
Q: Please comment on Amaya redeeming the convertible debentures and then following up with a $20million private placement announced this morning. Thanks Joe