Q: I noticed Martin Ferguson is no longer at Mawer. Any idea why he is gone? The new guy has drastically reduced the Constellation Software position.
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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: I patiently hold AVO (at an approx 20% loss) and see that it is still maintained within the growth portfolio. You've mentioned previously that it is a frustrating name. What would it take to lose your interest? Is there any sign(s) that it will begin to behave better or should I be prepared for a long, patient wait with this name? I like the space that it is in and can't see why it doesn't perform better.
As always, I appreciate you insight.
As always, I appreciate you insight.
Q: My energy holdings are comprised of two names, SGY (fallen from half to quarter position) and BP (Plc) (maintaining its half position). SGY should survive but hasn't really participated in any meaningful upswing. Is there any fundamental reason for its lacklustre performance compared to peers in this sector? Would it be worth maintaining this position (I've held on throughout all dividend cuts) or abandoning it for some other company in this sector?
Thanks
Thanks
Q: Hi Peter & team: Re your answer to Peter yesterday, "Over a long period, sector allocation is in fact more important than stock selection." Please let me know what sector allocation should be, or reasonable.
Thank you and keep up with your great work!
Thank you and keep up with your great work!
Q: Can you explain the recent run ups on the stocks Organigram and Aphria? Are they just paralleling the excitement generated by Canopy moving from the Venture Exchange to the TSX? I feel like I might be missing the boat if I don't buy now.
Q: Gentlemen
I am a new subscriber. I like your portfolios but I would like to ask do you update these portfolios during the month as you see changes that need to be made based on new information or do you just update at the end of every month.
Thanks
Wayne
I am a new subscriber. I like your portfolios but I would like to ask do you update these portfolios during the month as you see changes that need to be made based on new information or do you just update at the end of every month.
Thanks
Wayne
Q: Hello Team 5i, I know this is a High Risk ETF, but this the start of the Seasonal Upleg for Gold. Not without volatility, but worth applying a 2.5% of my Portfolio Value? I suspect the Upside is greater than the Downside. As always, I value your thoughts!
Thanks. Austin
Thanks. Austin
Q: Gentlemen
I am looking for a company to fill out my Real Estate space in my portfolio. Which of the above do you favour?
I am a conservative investor and with a good quality company be willing to hold for the long term.
Thanks
I am looking for a company to fill out my Real Estate space in my portfolio. Which of the above do you favour?
I am a conservative investor and with a good quality company be willing to hold for the long term.
Thanks
Q: Any thoughts on McCoy? Liked this company before the oil meltdown but they are really suffering these days. Still with negative EBITDA and their press release says they need an upswing in activity to go positive. I'm holding a few shares. Wondering whether to dump them and move on or ride through this cycle.
Q: What do you think of this company which is a supplier of powertrain systems to most car companies. It seems to be a very stable company with a decent moat.
The only 2 things I can see is the vehicle market is slowing and their dept more than doubled over the past year (I think they issued notes recently).
Thank You,
Andrew
The only 2 things I can see is the vehicle market is slowing and their dept more than doubled over the past year (I think they issued notes recently).
Thank You,
Andrew
Q: Hi Folks:
What do you think of Osisko's results for the quarter?
What do you think of Osisko's results for the quarter?
Q: What are your top recommendations for Canadian power producers. I am selling Northland Power (NPI) based on my advisor's recommendation and would like to re-invest in the same sector.
Q: Could you comment why Kirkland Lake Gold (KGI) is lagging other similar gold miners
like Detour Gold(DGC),Richmont Mines(RIC) and Newmarket Mines(NMI)?
These companies seem to be outperforming Kirkland Lake.
Thanks for your help.
Oleh Korol
like Detour Gold(DGC),Richmont Mines(RIC) and Newmarket Mines(NMI)?
These companies seem to be outperforming Kirkland Lake.
Thanks for your help.
Oleh Korol
Q: Please comment on ZCL latest earning release. Thanks
Q: I know it is way to small for you guys, but is it possible to get an opinion about future potential for EUO Eurocontrol.
One of the largest players in that sector SICPA now owns 12.4%. They are doing a share buy back up to 10% of the companies estimated public float , and insiders have decent positions
Thanks,
David
One of the largest players in that sector SICPA now owns 12.4%. They are doing a share buy back up to 10% of the companies estimated public float , and insiders have decent positions
Thanks,
David
Q: Hello 5i team
I was curious if you thought that the move on Bristol Myers was over done and that this may be a opportunity to buy in?
I was curious if you thought that the move on Bristol Myers was over done and that this may be a opportunity to buy in?
Q: Hi, Could you comment on Tourmaline's recent earnings, and would you feel comfortable buying a full position into this momentum?
Q: I have noted that this company's stock has fallen lately. I would like your opinion
Q: INE just released its Q2 results, earnings are up but cash flow is down and the dividend payout ratio is up as a result. So is the dividend at current level sustainable? And what is your take overall of the Q2 results.
Thanks.
Thanks.
Q: There has been a sharp sell-off in this stock since Jul 28 when they announced latest results. Were the figures that bad?
Thanks
Thanks