Q: re: SUM Solium Capital
Saw a significant jump for SUM this week. Any reason for this?
Thanks for all you do
Gord
Saw a significant jump for SUM this week. Any reason for this?
Thanks for all you do
Gord
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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: re:MG Magna
Hello 5i Team
Magna is one of those names I have been kicking myself for not getting into back in mid Feb when I began watching it. Now, as I continue watching, reviews coming in appear to be mixed which for me is a little confusing.
Everyone agrees it is a well run company, it appears to be trading at around 10 times earnings, and auto sales should improve over the coming years considering the age of the fleet and the slowly improving economy. my questions are...
1) is there a reason you know of that explains the significant drop today?
2) at the present price, how do the metrics look?
3) would you recommend buying now, or holding tight?
As usual, Thanks for all you do, it is always appreciated!!!
Gord
Hello 5i Team
Magna is one of those names I have been kicking myself for not getting into back in mid Feb when I began watching it. Now, as I continue watching, reviews coming in appear to be mixed which for me is a little confusing.
Everyone agrees it is a well run company, it appears to be trading at around 10 times earnings, and auto sales should improve over the coming years considering the age of the fleet and the slowly improving economy. my questions are...
1) is there a reason you know of that explains the significant drop today?
2) at the present price, how do the metrics look?
3) would you recommend buying now, or holding tight?
As usual, Thanks for all you do, it is always appreciated!!!
Gord
Q: TD gives Bankers Petroleum a future value of $10.00 on their VIP listing. In recent days it has been heading south ... fast. What is happening to cause this?
Q: Ryan; would buying UUP-n be a good way to hedge your Canadian resource holdings? Thanks.Rod
Q: I would like to have your opinion on "additive manufacturing" in general, and 3D Systems (DDD.US) in particular.
Thanks.
Thanks.
Q: Your last comments on MRT.un were provided in Feb of this year. Have your views on MRT.un changed at all since then.
Thanks
Don
Thanks
Don
Q: Is Currency Exchange International (CXI on TSX) worth a full position in a diversified portfolio? I was considering this over Manulife (MFC), for a bit of added exposure in the financial sector, though understandably each is in a different sub-sector of Financials. Or would Manulife be the better investment? What are the inherent risks with CXI other than its size? 5 I philosophy also stresses the value of good management in carrying a company forward: are you at all familiar with this management team and its track record? Thanks, as always.
Q: Could you give your opinion on whether TRP is likely to drop dramatically in the next year due to increases in the interest rate or due to its valuation returning to a more normal level. Thanks.
Rick
Rick
Q: I am considering buying additional shares in Alimentation Couche Tard (ATD.A) due to the recent drop in price as a result of falling TSX. I just want to confirm that the price decline is due to general market conditions. Thanks. Gerry
Q: HI,
Could you comment on Interent(iip.un) as a holding for the next 12 months for potential growth and or a dividend increase.
Thank you
Could you comment on Interent(iip.un) as a holding for the next 12 months for potential growth and or a dividend increase.
Thank you
Q: Hi Peter and Team,
Quick thoughts on Vertex Energy, VTNR.US
Quick thoughts on Vertex Energy, VTNR.US
Q: I currently owned Rogers and thinking of selling and buying Telus instead. I am just wondering since I do have some US$ if I should buy Verizon instead because all that is going on with telco industry and CRTC wanting a fourth carrier?
Thanks
Dolores
Thanks
Dolores
Q: Delphi Energy (DEE)has dropped about 20% lately. Is it a buy, sell or hold. Thanks
Q: Good Morning, Could you please offer your view on PRW.TO? Thankyou
Q: Hi,
Can you please give me your current opinion on CanElson Drilling (CDI)?
thank you
Can you please give me your current opinion on CanElson Drilling (CDI)?
thank you
Q: Could you please provide an update on ACQ? Can I add to my losing position (since I purchased it recently).
Q: stn Stantec announced a 2 for 1 stock split on September 5th. Since that time the stock has traded at a high of $76.06 and a lo to-day of $7l.95.
Any reason for this decrease in price. Is it a good time to buy. Thank -you
Any reason for this decrease in price. Is it a good time to buy. Thank -you
Q: Hi Peter and Team,
This is somewhat of an abstract question but is important for my analysis nonetheless. Can you name a couple Canadian companies that you think would have a strong competitive advantage if they were to expand into the US or a similar country (i.e. Australia)?
Stantec (multinational consultant status advantage for companies in Australia, yet similar legal system) and Cineplex ('purchasing power?') come to mind, but I end up banging my head on the desk when trying to come up with others. Does anything stand out to you guys?
This is somewhat of an abstract question but is important for my analysis nonetheless. Can you name a couple Canadian companies that you think would have a strong competitive advantage if they were to expand into the US or a similar country (i.e. Australia)?
Stantec (multinational consultant status advantage for companies in Australia, yet similar legal system) and Cineplex ('purchasing power?') come to mind, but I end up banging my head on the desk when trying to come up with others. Does anything stand out to you guys?
Q: Hi Peter and gang.
Question: Shawcor (SCL). I already have a 16% position in pipelines (Altagas, Inter Pipeline and Pembina). However, Shawcor (SCL) is looking extremely attractive, in my opinion, with 2015 consensus earnings, according to CIBC, of $4.35 and substantial growth continuing in the years after.
In your opinion, do you think I can hold my 16% position in my pipelines and add a 2.5% position in SCL? My reasoning is, I can buy SCL as well as hold my existing pipelines because SCL has a forward p/e of under 13 and strong earnings per share growth to support its share price. When interest rates rise, my IPL, PPL, and ALA, may experience a decline because of their very high p/e and slower growth rate but SCL could act quite differently because of its attractive valuation and growth profile.
My other option is to trigger large capital gains and sell a portion of my existing pipelines to buy SCL.
I'd appreciate hearing your thoughts. Thanks, as always.
Question: Shawcor (SCL). I already have a 16% position in pipelines (Altagas, Inter Pipeline and Pembina). However, Shawcor (SCL) is looking extremely attractive, in my opinion, with 2015 consensus earnings, according to CIBC, of $4.35 and substantial growth continuing in the years after.
In your opinion, do you think I can hold my 16% position in my pipelines and add a 2.5% position in SCL? My reasoning is, I can buy SCL as well as hold my existing pipelines because SCL has a forward p/e of under 13 and strong earnings per share growth to support its share price. When interest rates rise, my IPL, PPL, and ALA, may experience a decline because of their very high p/e and slower growth rate but SCL could act quite differently because of its attractive valuation and growth profile.
My other option is to trigger large capital gains and sell a portion of my existing pipelines to buy SCL.
I'd appreciate hearing your thoughts. Thanks, as always.
Q: HI Peter,
Can you shed light as to why companies like POU are going up and companies such as TOU, SGY, SPE and CPG are going down? Thanks very much
Can you shed light as to why companies like POU are going up and companies such as TOU, SGY, SPE and CPG are going down? Thanks very much