Q: Your comments on NOA , it's debt level, future prospects & whether you see construction moving to higher levels.Thanks ,as always, for your great advice.
Dave
Dave
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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: Good morning 5i team,
I am a little late reading Q&A. Not a question but a complement of information. Regarding Kevin’s question on August 4th about DOL’s negative shareholder equity: your points are all valid, but my understanding is that this situation on the balance sheet results mainly from their massive annual share buybacks over the last few years. Per share, the cost of the buyback is higher the book value. Thank you for your collaboration, Eric
I am a little late reading Q&A. Not a question but a complement of information. Regarding Kevin’s question on August 4th about DOL’s negative shareholder equity: your points are all valid, but my understanding is that this situation on the balance sheet results mainly from their massive annual share buybacks over the last few years. Per share, the cost of the buyback is higher the book value. Thank you for your collaboration, Eric
Q: The only reason they beat with .13 is because they had a "net gain of financial instruments measured at fair value" of $16,499. Last Q, they had a loss.
This number is the reason why it was .13 and not negative.
How valid is this and should this not to be taken out and adjusted to a lower EPS?
Thanks
This number is the reason why it was .13 and not negative.
How valid is this and should this not to be taken out and adjusted to a lower EPS?
Thanks
Q: Can I please have your thoughts on GLG.US TD holding. I hold some should I sell or hold.
Thanks for your great service
Thanks for your great service
Q: You said we expect $50.76 mln and EPS of -$0.03 from GUD.
They made a big acquisition which has long closed and we are not
seeing the benefits on the top and bottom lines.
What use is it to hold GUD?
They made a big acquisition which has long closed and we are not
seeing the benefits on the top and bottom lines.
What use is it to hold GUD?
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Cineplex Inc. (CGX $10.40)
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Cinemark Holdings Inc Inc. (CNK $25.03)
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AMC Entertainment Holdings Inc. Class A (AMC $2.80)
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Imax Corporation (IMAX $24.65)
Q: Thinking about taking a position in one of the following companies, given studios can now own movie theatres after Paramount Consent Decrees of 1948 have been removed. I have a 3-5 year horizon and think people will eventually come out of hiding ; ) Also, if there is another company (entertainment) that has been recently beaten-up that you prefer, please let me know.
Q: Hi Peter and Ryan.
I have been watching RVLV for a while now. I initiated a small position a few days ago. ER today after market seems really good. I understand you did not have a compelling story to hold the stock for a long term. Did ER today change your view on that?
Thank you,
Yiwen
I have been watching RVLV for a while now. I initiated a small position a few days ago. ER today after market seems really good. I understand you did not have a compelling story to hold the stock for a long term. Did ER today change your view on that?
Thank you,
Yiwen
Q: Can you comment on earnings just announced by both companies. How do you think they will influence prices going forward.
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iShares S&P Global Clean Energy Index Fund (ICLN $13.61)
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Invesco WilderHill Clean Energy ETF (PBW $22.75)
Q: These etf's have been producing real good returns. Is this replacing the old oil that is feeling that the best is over and now we are going into a new energy field for the future, faster than we thought. These seem like a good way to get a large exposure to new and fast growing company's. Good Day.
Q: Although not within your usual purview, could you please review the outlook for this equity. Does it look like a favourable investment and if so, why? Thank you for your excellent service
Q: Hi 5i,
WDO reported their earnings yesterday. Seems to be a reasonable. What are your thought on their report and forward assessment.
WDO reported their earnings yesterday. Seems to be a reasonable. What are your thought on their report and forward assessment.
Q: Follow your balanced equity portfolio. I am wondering if I should move money from BNS and CAE to something with more upside in the balanced portfolio As well, have a few of your growth names. In the recent questions and answers the outlook for pho does not seem good. Should I hold or do you have better suggestions for growth in the next few years? Thank you Steve
Q: hi folks:
pretty sure of your answer, yet is there anything you see in today's report that causes you concern?
lots of revenue, less debt, more cash.......
secondly, what would your 1 or 2 'preferred' pot stocks be
thanks again
pretty sure of your answer, yet is there anything you see in today's report that causes you concern?
lots of revenue, less debt, more cash.......
secondly, what would your 1 or 2 'preferred' pot stocks be
thanks again
Q: Good morning please may I have your opinion on
REGI. US. Thanks again
REGI. US. Thanks again
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Duke Energy Corporation (Holding Company) (DUK $126.11)
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NextEra Energy Inc. (NEE $70.85)
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Southern Company (The) (SO $95.19)
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American Water Works Company Inc. (AWK $142.28)
Q: Could I get a couple of utility stocks in the US that you like at the present time.
Thanks
Thanks
Q: i owned wte. sold when u seemed to be negative as i was. however it is uniguite and now is showing strength. I like such stocks . hidden valve . even at my age I am patient. Is your opinion the same or possible more optomistic ? excuse any spelling errors
Q: Hi there,
Asking about gaslog for a family member. How do you feel about this sector? Is the dividend safe? Do you see this as a long term hold or a speculative trade? Thanks!
Asking about gaslog for a family member. How do you feel about this sector? Is the dividend safe? Do you see this as a long term hold or a speculative trade? Thanks!
Q: Hi Peter/Ryan, I would like to buy AAPL for my TFSA, first of all can an American company be put into a TFSA and would the same rules apply to capital gains or losses, or what is different about an American company in a TFSA. Secondly, they are about to split is it better to buy before or after a split. Thanks
Q: I would appreciate your take of Tamarack's latest quarter.
Thanks Richard
Thanks Richard
Q: Hi. Did you get some more info on XBC (see 2020-08-11 Q&A below).
Thank you as always.
Paul D.
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Q: Hi team,
Please provide your thoughts on the quarter out of XBC.
Thanks!
Asked by David on August 11, 2020
5I RESEARCH ANSWER:
Revenue of $19.6M was $1M ahead of estimates; EPS loss was slightly below. Revenue rose 53% but EBITDA shifted to negative $0.1M from +$1.8M and was below estimates. Backlog rose $22M to $85.5M. Cash is $60M. Revenue guidance was maintained but costs have increased and profit guidance has been retracted, which will disappoint some. Some of the additional costs are Covid-related. The conference call is later today and we will get more info.
Thank you as always.
Paul D.
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Q: Hi team,
Please provide your thoughts on the quarter out of XBC.
Thanks!
Asked by David on August 11, 2020
5I RESEARCH ANSWER:
Revenue of $19.6M was $1M ahead of estimates; EPS loss was slightly below. Revenue rose 53% but EBITDA shifted to negative $0.1M from +$1.8M and was below estimates. Backlog rose $22M to $85.5M. Cash is $60M. Revenue guidance was maintained but costs have increased and profit guidance has been retracted, which will disappoint some. Some of the additional costs are Covid-related. The conference call is later today and we will get more info.