Q: Hi,
NPI stock is down almost 10% today on the following news "NPI announced a CEO transition, with CEO Mike Crawley stepping down and chair of the board of directors John Brace moving into the role of interim CEO."
It seems that some investors are not happy with that move... Since it is supposed to be a "transition move" I do not understand the market reaction that seems exagerated...
First question: Am I missing something?
Second question: With what we know now at what price would you feel that NPI is a real bargain?
Q: I hold a 2% position of BDGI in a non registered account and considering it has had a decent run lately and reached 5i price target would it be a good trade to sell and buy into BIPC and or BEPC. I already have about a 2% position in BIPC and 1% in BIPC and collectively have about 9.4% position in the Brookfield group of companies (BAM -2.15%, BN - 4.3% BIPC -2% and BEPC -1%). I am thinking that lower interest rates would be favourable and the dividends are a good bonus. Your insight would greatly appreciated.
Francisco
Q: Would appreciate an analysis of this Oil company after their earnings this week. The price seems stagnant at the $.77-79 range. I own a 3% position and like the dividend.
Look forward to your view.
Thanx Gary
Q: What is the business model with Hammond Power. Is this is green energy play and/or electrical green grid. What is the potential with the company in the next 10 years.
Q: In an earlier response to Olympia Financial Group regarding a 1% interest rate increase/decrease having a 33% increase/decrease on the companies annual earnings you said:
"this sensitivity to interest rates is common for financial companies that earn interest on a large investment holding (such as brokers, insurance) "
Please name 5 Canadian companies more sensitive to interest rates (on earnings) then Olympia Financial Group? I want to track a basket of these stocks.
If you expected rates to be revert to 3-4% for the next 10 years is Olympia still a good investment at these levels today?
Q: Looking for a Europe ETF in Canadian dollars to invest. XEU has the lowest MER and lowest return, EHE has the highest MER and highest 1 year return. RPDH return and MER are in the middle. Would you go with EHE for the highest return or are there other considerations? Thank you.
Q: Hello 5i. Could you comment on the merger of CZO and AEZS . I am currently a holder of CZO and would have a profit if I sold at the current price. I am wondering if I should be happy with my CZO profit and sell or do you think that there will be upside in the merged company.
Q: In comparing total returns of the respective banks from Pre-Covid and then from Mar 16 2020 to present why does 5i continually endorse BNS - is it simply the DY ?
Q: Hi 5i,
I've held GSY for a number of years through both steep increases and steep drops, and currently am up 24%, including dividends. I've been heartened seeing it recover from the $90 range to its current $165 or so, but wonder if it's got much more in the tank...?
Maybe just an itchy trigger finger, but I'm mulling over selling 1/2 of my GSY and using the proceeds to purchase PRL - the rationale being to spread the investment risk allocated to such lenders between two companies rather than having it all with one, and also for the prospect of greater capital appreciation and dividend return over 3 years or so for the share of the funds put with PRL.
What do you think - wise move or unnecessary fiddling with a good thing?
Thanks.
Peter