Q: Hi Peter & team, if you had to make a choice today between OTC and ABT, what would it be? Are they both takeover candidates? OTC has debt and pays only a small dividend, on the other hand ABT has no debt and pays a good dividend. Regards, Gervais
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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: On Dec 19th you specify Teva's debt at 6.5X cashflow and on Nov 10th you specify NET debt to cashflow at 1X. Is the difference in ratio's due to Teva's cash on hand? With Teva dropping 5% since the start of the year, would you buy now, wait, dollar cost average or stay away from the name?
Q: Good Day 5i Team.
Is CXI a foreign company for T-1135 reporting?
Thanks Ed.
Is CXI a foreign company for T-1135 reporting?
Thanks Ed.
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Methanex Corporation (MX $45.70)
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Superior Plus Corp. (SPB $6.90)
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Chemtrade Logistics Income Fund (CHE.UN $11.19)
Q: Hello 5i team,
I own a full position of CHE since 2012 and my total return of over 10% compound annual is mostly yield. As of recently, I also own half a position in MX. The other player in the field is SPB which I do not own.
(1) If you had to select only one, would it be MX?
(2) Is there a case to be made owning a position in all 3?
Thanks,
Antoine
I own a full position of CHE since 2012 and my total return of over 10% compound annual is mostly yield. As of recently, I also own half a position in MX. The other player in the field is SPB which I do not own.
(1) If you had to select only one, would it be MX?
(2) Is there a case to be made owning a position in all 3?
Thanks,
Antoine
Q: This stock has been beaten up in the last couple of months. Is there a problem? What is the insider position? Your opinion please?
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Stella-Jones Inc. (SJ $78.81)
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Open Text Corporation (OTEX $39.15)
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Premium Brands Holdings Corporation (PBH $87.11)
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Savaria Corporation (SIS $19.84)
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goeasy Ltd. (GSY $181.31)
Q: I currently hold these stocks in my TFSA. I want to max out my TFSA account for 2017. I have equal positions in all. Would you recommend to add to the exiting stocks or add a new stock(s) like SHOP, TOY, or KXS. Current holding are in the six figures. Thanks for your input.
Q: Given the most recent pullback HBC has come on my radar list as a value play. I'm going to be looking into it today. What are your thoughts? Do you think the decline in share price will force management to create value through their real estate holdings are possibly take the Company private?
Thanks,
Jason
Thanks,
Jason
Q: Hello,
Could you please comment on todays results. I'm slightly underwater and was thinking of moving on.
Thanks
Luke
Could you please comment on todays results. I'm slightly underwater and was thinking of moving on.
Thanks
Luke
Q: Hi 5i,
Looking for a US fast food company with a good dividend other than McDonald's, any ideas.
Thanks,
Looking for a US fast food company with a good dividend other than McDonald's, any ideas.
Thanks,
Q: would you be a buyer of these co.s or do you see any problems.
thanks donald.
thanks donald.
Q: 1) I am in the process of making a few changes in my portfolios and was wondering if you expect to be making any adjustments in the 5i portfolios in the next month or so ?
2) Is 5i still doing portfolio reviews ?
Thanks to the whole team for an outstanding service !
2) Is 5i still doing portfolio reviews ?
Thanks to the whole team for an outstanding service !
Q: If I believe TSX and US Indices are overvalued and will decline in near future.
is there an ETF that I can invest in based on this view.
is there an ETF that I can invest in based on this view.
Q: Which of CCL and WPK is the better investment ?
Q: I'm in borderline Top 1% Tax Bracket, so I'm looking for a Flow Thro Fund. The Sprott 2016 Short Duration closed early, run by Eric Nutall. Can you recommend another? And, since I'm maxed out in my RRSP & TFSA, is it ok in a Margin/Cash a/c?
Many Thank
Many Thank
Q: Results look good. Did they beat?
Q: A $400MM bought deal at $18.35 was just announced and trading is temporarily halted. If the share price drops to near this level, would you view it a a good entry point? How would you rate Chemtrade for income and possibly some growth? Are there better alternatives? Thinking of 1/2 position.
Q: Can I please get your latest read on short interest and insider ownership for ClearWater Seafoods? Are either concerning? I'm looking to take a position on recent weakness. Thanks.
Q: Appreciate your thoughts on Corby, which I've owned for several years with a small price appreciation. Dividend is nice but stock won't go up. I already own Andrew Peller, would you recommend selling Corby and do you have any advice on replacement consumer discretionary.
Thank you.
Thank you.
Q: This is another US company question which I recognize is not your area of full coverage. The company is Southern - an electricity utility in the US. Four US analysts have it as a "sell" and many others as a hold. I'm wondering if this is largely because of the shift away from interest sensitive stocks or for some other reason. Wondering if you have an opinion on this company as a purchase for dividend yield and relative security (recognizing that the share price could drop further). I don't currently own it. Thanks and Happy New Year Don
Q: Please mention sectors you feel should be over weight in Canadian and US markets. Intuitively, in expanding economy I would pick Consumer Discretionary, Industrial and Technology. You may have different answer for Canada and US.
What proportion of portfolio should be in US stocks.
Thing you
What proportion of portfolio should be in US stocks.
Thing you