Q: Is it to late to get into Kinaxis? I just read the globe and mail article which suggested that competition from the big guys might be a risk. It is also somewhat expensive. Your advice would be appreciated.
Q: Hi Folks: I notice that GLH president, Andy Hartogh, has sold 45,500 shares so far this month. I wonder if that means he needs some cash for Christmas shopping or is the stock in trouble?
Merry Christmas to all and to all a good 2016.
I'm looking for some growth and hold mostly dividend payers/growth stocks from 5i portfolio's. What is your opinion on Telus today or should I wait a little?
Since XTC announced its Q4/YE results on 12/03 SP has really taken off and it's now in over bought territory (RSI 72.22) according the TA reports. This is accomplished no less by going again a horrible week of sell-off at the TSX.
My experience with this name is that it's SP used to slide back down every time it peaked after quarterly earning announcements. So will it stick this time? Or I should at least take some profit for now and wait and see.
Q: Hi all, as background, TA is selling assets to RNW early in the new year (January 2016). RNW miniority shareholders need to approve the transaction, but it is accretive and RNW would boost its dividend by 5% immediately so approval looks probable. Upon completion of the transation, TA will own 64.3% of RNW, which is worth $5.78 per share (based on an RNW market price of around $10.00), plus TA does have other assets (unfortunately coal fired plants in Alberta, but they must be worth something). So I am wondering why you think TA shares are trading at only $4.20, which is a 27% discount to the value of its investment in RNW only?
Q: Hello I have some money I can put in high risk small cap. It would be a very small percentage of total portfolio. I would like to consider one from the oil and gas sector (I hold some PPY so if you have another name that would be great), and a couple of small caps from your growth portfolio if you could recommend same. Thanks as always, Bill
Q: Hi 5i Team, thanks for all your advice. Can you tell me if you think DCI is a good buy at this price? do you know why it is falling? will it hold up in a rising interest rate environment? thanks Ken
Q: Hi Team! Looking at the XEI high-dividend ETF. The energy weighting is 27%. I believe that at some point next year, all energy companies will cut their dividends to below 2%. If that happens, wouldn't the ETF manager sell energy companies? It's called "high-dividend", so the rule must require a stock has a yield > 4% to remain included? If they didn't, it'd be a nice way to go long energy (diversification + 0.2% MER). Better go with ZEO or XEG and bite the 0.6% MER. What do you think?
Q: Hi Peter and team,
A recent question on ESL elicited the comment that it misses estimates about half the time.
What would you say about CSU - what is the approximate frequency it misses? I'm guessing it's lower.
Thanks,
Mike
Q: Stock has been declining with the price of oil. I have learned as the dividend yield increases due to a stock price drop, the liklihood of a dividend cut increases and this company has cut its dividend before. Do you foresee a dividend decrease here and would you expect the stock to increase or decrease in such an event. Continue to hold for the long term?
Q: Shares dropped another 20% from September - bought back another 120,000 shares. Also hedged another 12 months of much lower gas costs. They still have high debt but maybe a reasonable short term hold??? Your opinion again. Thanks.
Q: Hello team, How would the measures of Fin Minister regarding mortgages affect HCG and BNS? Would you consider this an opportunity to buy/add?
Thank you!
Q: Good Morning 5i
BNN speaks to convergence of Fed reporting with large amount of options expiring 2 days later. Is this likely to result in a brief downward pressure on stock prices?
Thanks.