Q: I have shares in Amaya, Intertain and NYX gaming and am quite discouraged with both their performance and their outlook. If I were to hold any of them could you rate them from strongest to weakest with reasons. Do you think any of them are an outright sell at this point. Thanks.
Q: Good morning. I'm wondering if you would consider this a good entry point for KBL? Its RSI at 28 seems like this might be a good time to jump in but I wanted your take on its valuation. Is the forward P/E of 22.8 (according to Globeinvestor) reasonable for this company? After the excitement of DH this week, I'm thinking a "boring" stock like KBL might be a nice addition to my holdings. Thanks!
Q: I have already read all the Q&A and understand your opinion. As an investor I am trying to learn from this mess. With that in mind and looking for past experience guidance to making a decision on my holdings, I am looking for a similar "case study" stock.
A stock that is highly respected, good track record over time, solid management, etc, but in more of a "sunset" business than a sunrise business - but trying hard to change.
The one that quickly comes to mind is Yellow Pages, and we know that did not turn out well for investors - unless they bought the depreciated and restructured company and have seen a nice profit since then.
Any parallels here or other foreseeable surprises ahead?
Q: Please comment on quarter and outlook. It appears they are serious about reverting to profits and growth. Is there bona fide progress, or just a case of 'managing expectations' as new management transitions in?
I have owned a part position in Northwest Company and was thinking of adding to it on the recent pullback to bring it up to a full position. I like it's steady income characteristics. Do you think it's recent decreased same stores sales issues are a temporary blip, or more of a long term trend going forward? If you were going to invest a full position into a food/merchant seller would it be your first choice or would it be something else?
Q: Currently, I have no exposure to telecoms. I am planning to buy Telefonica (TEF on NYSE) for potential growth in South America and high dividend (almost 9%). Could you please give your views. Is it a buy at current price? Also, is the dividend safe?
Thanks
Q: Hi Peter & 5i staff.
With the US election looming, do you see a need to sell US health care related stocks, (drug companies, biotech, etc.)
Thanks,
Ken
Q: I have read the various guestions and answers on dates for dividend , yet am still confused, so I will ask another way. What is the last date you must own a stock to get it's dividend-ex div date, record date, or something else?
Thanks
Q: Where can I find out whether any of my stocks are being attack by short sellers? How can I tell whether there's a lot of shorts and at what price? Are any of the stocks in the 5i portfolio under short attack? If so wish ones?
Q: CNR was down 4% today on disappointing earnings as freight volumes declined. Do you think this is a good entry point, or do you see a further downside? Also, what would you consider an appropriate weighting (I have no transports currently in my portfolio). Thanks!
Q: Hi there,
How confident are you in DH management to get us through the bad news and grow the business?
How does DH stack up against competition in the fintech space? What is their competitive advantage? Is their acquisition last year helping or was it a drain on capital?
What is the short position today - do you expect short covering?
Thanks!
Q: Many analysts are now advising building up positions in the lifecos in anticipation of a Dec fed raise. Obviously, these names have performed well over the last month and this is somewhat built into the valuations. Fortunately, I had sizeable positions in PWF and MFC before the run. Trying to buy more of any on a pullback but this may not be possible. Would you advise adding to any of these three names at these levels?