Q: Why is Pure not trading this morning,do you still have confidence in this 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 asked this question pasted below but marked it private by mistake. Your propt answer is appreciated and contains valuable onformation. Please share this with the rest of your members and charge me another question for daling with this question again.
Q (Private): H2O Innovation has been trading in the 1.60-1.80 range for about 3 months, what is your opinion of what would drive this company share price higher or is it fully valued here?
Thank you in advance.
This question is private. Only you can view the question & answer.
5i Research Answer:
Looking through the recent numbers we would consider them good. The revenue growth is impressive, and cash flow growth was very good. Earnings were impacted by charges but we would consider cash flow more relevant here. We like the growth in recurring revenue and the backlog. The size difference makes a comparison with PUR difficult, but HEO certainly has some positive qualities, including a strong balance sheet, insider buying and nice growth.
We think the company needs to simply continue what it is doing, grow the top line, sign new contracts and continue to deliver on results. The shares are not cheap given the size of the company, so it is a name that may require a bit of time for the fundamentals to catch up to the valuation.
Q (Private): H2O Innovation has been trading in the 1.60-1.80 range for about 3 months, what is your opinion of what would drive this company share price higher or is it fully valued here?
Thank you in advance.
This question is private. Only you can view the question & answer.
5i Research Answer:
Looking through the recent numbers we would consider them good. The revenue growth is impressive, and cash flow growth was very good. Earnings were impacted by charges but we would consider cash flow more relevant here. We like the growth in recurring revenue and the backlog. The size difference makes a comparison with PUR difficult, but HEO certainly has some positive qualities, including a strong balance sheet, insider buying and nice growth.
We think the company needs to simply continue what it is doing, grow the top line, sign new contracts and continue to deliver on results. The shares are not cheap given the size of the company, so it is a name that may require a bit of time for the fundamentals to catch up to the valuation.
Q: This morning DHX.B price dropped 3.8% at market opening. I don't see any news. What happened? Is there any hope for a recovery in the stock price in 2017?
Q: Good Morning
Do you have any insight in the spike of volume in Sylogist today? It has been extremely week in 2017
Thank you
Do you have any insight in the spike of volume in Sylogist today? It has been extremely week in 2017
Thank you
Q: Can you give me your thoughts on Parklands just released Q4 report. While they seem to rave about the increase in cash flow, in fact it went down by a penny on a per share basis and they gave a very small increase in the dividend this year. I am holding on hoping that the big acquisition that will close in Q2 2017 will give a big boost to cash flow. Your thoughts please on both the earnings and the acquisition...
Q: Could you tell me what the AFFO in 2015 was and what the estimate is for 2016 and 2017.
Q: Good day gentlemen,
What do you think of new gold for all my gold exposure? Can you discuss the deposit (grades, cost overruns, sensitivety to gold price) that is to come on line this year. Would you be buyers?
What do you think of new gold for all my gold exposure? Can you discuss the deposit (grades, cost overruns, sensitivety to gold price) that is to come on line this year. Would you be buyers?
Q: Hi Can I have your comments on RPI results?
Kind Regards
Stan
Kind Regards
Stan
Q: Would you commit on their latest earnings and do you feel their div is safe.
Q: Hello 5i team,
Could you elaborate on GPS's current business ? I sold it late 2013 before it peaked at around $3.50. What has changed?
Thanks,
Antoine
Could you elaborate on GPS's current business ? I sold it late 2013 before it peaked at around $3.50. What has changed?
Thanks,
Antoine
Q: Please feel free to discuss GOOS IPO, its pricing and growth prospect as an investment.
Q: Thinking of this one in replacement of GILD that i sold 2 weeks ago. low p/e and peg, nice dividend but high debt.Argus and S&P by applying comp p/e come up with a target of 84$. Does it deserve the p/e or cheap for a reason?
What is your view on this one ?
Any suggestion ?
(like everybody else: I know you don't cover US stocks... bla bla bla)
Thanks much!
What is your view on this one ?
Any suggestion ?
(like everybody else: I know you don't cover US stocks... bla bla bla)
Thanks much!
Q: Have you changed your opinion on HBG since last year given the run up in many financials.
Q: Hi 5i,
Could I get your thoughts on EDR's earnings?
It looked to me that they were pretty flat compared to last year even though they had lowered production costs and were selling at better commodity prices. Management mentioned they had slowed production at the start of 2016 which impacted the revenues, however. They also re-affirmed growth opportunities with 3 new mines they would like to begin work on in 2017. Earnings were not impressive by any means, but I cannot understand the 22% drop over them (although silver being down $.70 today will not help). Could I get your comments please.
Could I get your thoughts on EDR's earnings?
It looked to me that they were pretty flat compared to last year even though they had lowered production costs and were selling at better commodity prices. Management mentioned they had slowed production at the start of 2016 which impacted the revenues, however. They also re-affirmed growth opportunities with 3 new mines they would like to begin work on in 2017. Earnings were not impressive by any means, but I cannot understand the 22% drop over them (although silver being down $.70 today will not help). Could I get your comments please.
Q: LTE reported today. Please comment on results, and what you think of the stock as a high-risk holding. I have more than doubled. Should I continue to hold (with a trim) or take my profit and move on.
Q: want to invest in cyber security, please comment on these 2 ETFs or if there is other recommendation.
Thanks
Thanks
Q: I have only 17 percent in fixed income, I am sixty, still working, with a fairly well balanced portfolio and no plans to use the income for quite a few years. I currently have most of my fixed income in CBO and CLF with some XHY. I would like to add another 5-10 percent and I am wondering if just adding to what I have is the best way to increase my Fixed Income allocation.
Q: Would appreciate your comments on their earnings report.
Also, what would be your calculation of their payout ratio?
Thanks!
Also, what would be your calculation of their payout ratio?
Thanks!
Q: Good morning, what do you think about edr earnings and drop in shares today and would you recommend them or fr for silver exposure?
Thank you.
Thank you.
Q: I was asked to review my sons portfolio and he is a ETF investor mainly. I have a concern with the very high MER of 3.76% current for healthcare Leader income ETF It has a high yield (8.4%) that I think is tempting him but Brand leader fund by the same firm has a mer of 1.44 %. Why the big difference. I see the hhl is advertised and promoted heavily on BNN. Are they charging fund holders for their promo on a under preforming fund? I found a great site The Wealth Game (wealthgame.ca) that lets you calculate the true cost over time of fees. It can be an eye opener for younger people with longer time horizons that are sucked into what they may think are low fees such as 2 or 3 percent. Your views please.