Q: Could I have your general comment on the proposed IPO. Will it be possible for Canadians to purchase the shares?
Thank"s
RM
Thank"s
RM
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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: Hi 5i,
I see on Friday Nov 1, that Xebec Adsorption Inc (XBC) was up more than 150% on volumes and more than 12% on price. I can't find any publicly released information that would contribute to this change and wondered if you have any thoughts for this significant price and volume increase? Thanks
I see on Friday Nov 1, that Xebec Adsorption Inc (XBC) was up more than 150% on volumes and more than 12% on price. I can't find any publicly released information that would contribute to this change and wondered if you have any thoughts for this significant price and volume increase? Thanks
Q: about the recent Update about companies and portfolio....it hit the mark...clear and informative, aka well written executive summary ...appreciated...Tom.
Q: Good day your thoughts on TRTN:US
Q: Which of these 2 stocks would you start a small position in with a 2 to 3 year hold?I’m looking for some growth,stability of earnings and being somewhat recession defensive. Thanx. Great service.
Q: What are your thoughts on ECA from an investment point of view now that they are moving away from Canada
Q: You made a comment on this company a year ago, could you please update. I understand there may be some major contract in the pipe.
Thanks
Rick
Thanks
Rick
Q: Using Fri. closing prices for TSGI, Flutter & exch. rates
my math shows TSGI trading at a premium.
Pls. show your math to confirm.
my math shows TSGI trading at a premium.
Pls. show your math to confirm.
Q: TD has a 1 year price target of $52. Is that price fair?
Clayton
Clayton
Q: Is there a free site for determining company credit ratings?
Is ENB really rated BBB? Isn't that one step from junk status?
Is ENB really rated BBB? Isn't that one step from junk status?
Q: After the recent crash of this company how think the stock will preform, and why?
Thx.
Thx.
Q: Hi Guys
I came across this good review (printed below) of the book Railroader by Howard Green. The book outlines Hunter Harrison and what made him, and makes, an outstanding CEO. Wondering looking at current CDN companies which stand out as being lead by outstanding, visionary, numbers driven CEOs.
"Book - Railroader
Every so often there is a book that gets circulated around our office that sparks both conversation and action. Railroader, written by Howard Green, recently ignited this spark. You may recognize Howard Green as the founding anchor at Canada’s Business News Network (BNN). Green chronicles the life of Hunter Harrison, the brash railroad expert who grew up on a railway spending five decades in the industry and rose from a labourer to the CEO of multiple railroad companies. Canadians specifically might remember Harrison as he has his fingerprints all over historic Canadian institutions. He ran and turned around both Canadian National (CN) and Canadian Pacific (CP) (as well as Illinois Central and a brief tenure as CEO of CSX before his death in 2017). Howard does a great job providing in-depth and genuine insight into the life and, more crucially, the thought process behind Harrison’s decisions.
The book was engaging from our point of view because we have met with hundreds, if not thousands, of management teams and we’re always on the lookout for what Hunter Harrison embodied. How was Harrison able to rise from lowly labourer to successful CEO multiple times over? Harrison knew more about railroads than anyone else. He grew up on a railroad and did every job along the way. Harrison was described as having an “encyclopedic knowledge of the industry” and used it to transform the businesses he led. There are instances in the book that describe his ability to identify a problem just by the smell. In other words, he had an edge.
Harrison was also a “numbers guy.” He measured everything that could be measured. He was the first to implement computers in the day to day operation of a railroad and went on to pioneer Precision Scheduled Railroading, now an industry standard. When Harrison would look at the railroad’s daily printouts, the numbers would jump off the page and he could see what the issues were. As Green describes, “Soon he was scrutinizing the return on assets, capital spending, depreciation, cash flow and revenue. He also wanted all of the regions on the railroad to be cognizant of these numbers.” The combination of knowledge, measurement, and execution would show up in the railroad’s operating ratio, the industry standard in evaluating performance, which Harrison would improve far beyond what industry experts thought possible, at all of the railroads he led. He knew what trains were capable of when everyone
else couldn't even imagine their potential. The ability to transform a commodity business to a service-based business that customers are willing to pay a premium for is truly remarkable.
Stuart
I came across this good review (printed below) of the book Railroader by Howard Green. The book outlines Hunter Harrison and what made him, and makes, an outstanding CEO. Wondering looking at current CDN companies which stand out as being lead by outstanding, visionary, numbers driven CEOs.
"Book - Railroader
Every so often there is a book that gets circulated around our office that sparks both conversation and action. Railroader, written by Howard Green, recently ignited this spark. You may recognize Howard Green as the founding anchor at Canada’s Business News Network (BNN). Green chronicles the life of Hunter Harrison, the brash railroad expert who grew up on a railway spending five decades in the industry and rose from a labourer to the CEO of multiple railroad companies. Canadians specifically might remember Harrison as he has his fingerprints all over historic Canadian institutions. He ran and turned around both Canadian National (CN) and Canadian Pacific (CP) (as well as Illinois Central and a brief tenure as CEO of CSX before his death in 2017). Howard does a great job providing in-depth and genuine insight into the life and, more crucially, the thought process behind Harrison’s decisions.
The book was engaging from our point of view because we have met with hundreds, if not thousands, of management teams and we’re always on the lookout for what Hunter Harrison embodied. How was Harrison able to rise from lowly labourer to successful CEO multiple times over? Harrison knew more about railroads than anyone else. He grew up on a railroad and did every job along the way. Harrison was described as having an “encyclopedic knowledge of the industry” and used it to transform the businesses he led. There are instances in the book that describe his ability to identify a problem just by the smell. In other words, he had an edge.
Harrison was also a “numbers guy.” He measured everything that could be measured. He was the first to implement computers in the day to day operation of a railroad and went on to pioneer Precision Scheduled Railroading, now an industry standard. When Harrison would look at the railroad’s daily printouts, the numbers would jump off the page and he could see what the issues were. As Green describes, “Soon he was scrutinizing the return on assets, capital spending, depreciation, cash flow and revenue. He also wanted all of the regions on the railroad to be cognizant of these numbers.” The combination of knowledge, measurement, and execution would show up in the railroad’s operating ratio, the industry standard in evaluating performance, which Harrison would improve far beyond what industry experts thought possible, at all of the railroads he led. He knew what trains were capable of when everyone
else couldn't even imagine their potential. The ability to transform a commodity business to a service-based business that customers are willing to pay a premium for is truly remarkable.
Stuart
Q: I've owned zzz for a couple years now. Hasn't performed well and I don't see things changing in the near term. Looking for a replacement keeping in the same sector. I'm in mid 30's with portfolio somewhere between your balanced and growth portfolios.
Q: TSGI have moved up recently - I am at break even now. Their past earnings has not been great - is it time to sell and move on or keep holding and sell closer to the deal closing?
Q: Appreciate your long term view on this one. When it was bouncing around the mid 60 you stressed that overtime based on the investments they are making it will pay off and it has. Now the analyst are bumping up price targets all over the place. Thanks for keeping things in perspective.
Q: I recently attended a fall 2019 session of Larry Berman Live. His prediction was for a recession in 2020 or 2021 and he recommended that investors adjust their portfolios accordingly. I am interested in 5i's thoughts about an upcoming recession and whether 5i members should become more defensive with their portfolios.
Q: Hi folks, comments on Q results & guidance for Wcp/t. Would U rate it a Buy/Hold/Sell, thanks as always. JB, Piedmont,QC
Q: Which ones does 5i like better for growth? How do they compare in terms of risk? Which one is better overall?
I ask because AAPL is hitting new all-time highs, whereas Disney has been drifting the past 6 months.
I ask because AAPL is hitting new all-time highs, whereas Disney has been drifting the past 6 months.
Q: May I please get your thoughts on Hanesbrands (HBI) earnings and the market reaction today? Assuming it will be held in a registered account, how does it stack up compared to Gildan? Thank you.
Q: Could you please comment on Q3 earnings. Everything looked pretty decent to me except SSS . Does this really warrant the big drop this morning?
Thanks
Thanks