Q: Regarding the Model Growth Portfolio, which 5 companies do you rate as having the best quality of management?
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: I have a question about 932
Hello 5i:
in response to a question on MG/LNR, in, I believe August, you said "MG has a solid balance sheet and a very cheap valuation. Recent earnings were solid and we would consider the sector fairly attractive right now overall." From everything I can read, it appears that LNR has a substantially lower valuation than MG. Am I missing something?
Can you elaborate on LNR, and discuss why you think MG has a lower valuation.
thanks
Paul L
Hello 5i:
in response to a question on MG/LNR, in, I believe August, you said "MG has a solid balance sheet and a very cheap valuation. Recent earnings were solid and we would consider the sector fairly attractive right now overall." From everything I can read, it appears that LNR has a substantially lower valuation than MG. Am I missing something?
Can you elaborate on LNR, and discuss why you think MG has a lower valuation.
thanks
Paul L
Q: What a difference a month makes! Last questions on PPY were about the fall off in price. It has jumped 20% since. I saw Pembina got a mighty upgrade today. What's going on with these Monteny plays? All about LNG?
Q: PPY has gained 250% since the beginning of 2016, and 14% in the last 5 days, the stock is presently trading at $9.38. What has been the catalyst for the gain, and what would be your recommendation, buy , sell , hold, or trim.
Thanks for your insight.
Thanks for your insight.
Q: ZCL is a profitable pick of 5I on 8/31 @ $9.99,now $11.21 plus current 2.85% yield.After market close on 10/14,co.announced that its CEO is granted a temporary medical leave of absence to deal with a benign tumour,& that its strong board can handle business during his absence.Please your view on impact,if any.Technically it is very strong.Appreciate your usual great views & services.Looking forward to your mid month report given the volatility & fast approaching US elections.
Q: Hello; You have spoken favorably about SIA in previous commentary; My concern is about valuation and its vulnerability in an increasing rate environment. Can you comment about SIA's stock price relative to operational cash flow. I suspect it is in the 15 to 20 range which seems very high. Thanks for your great service.
Q: There is a coffee ETN trading in the US under the symbol JO.
Q: I am a little confused by your answer to Richard's question yesterday about HCG. On the one hand, you still consider HCG a good long term investment, while on the other hand, you said that you took it out of the Balanced Portfolio on short term prospects. I had thought that your advice was based on long term investing, not short term trading. I would appreciate your clarification.
Thanks,
Thanks,
Q: I keep reading and hearing that coffee prices are set to rise substantially... What stocks, both Canadian and US, are available to play the coffee commodity
Thank you
Thank you
Q: Hello Peter,
Could you please comment on the recent price action in Questerre Energy. I remember it being a market darling back in the day while you're at Sprott.
Thank you, Dwight
Could you please comment on the recent price action in Questerre Energy. I remember it being a market darling back in the day while you're at Sprott.
Thank you, Dwight
Q: The best investment I made this year was joining your service.
I was just chasing stocks.
What sector should I be looking at first.
Could you recommend any to get started.
Thanks.
I was just chasing stocks.
What sector should I be looking at first.
Could you recommend any to get started.
Thanks.
Q: Hello, I am reading there may be increased money flow back into agriculture, besides these two etfs, do you recommend any Canadian etfs/stocks that may provide similar exposure. Would it be better to stick with these with the added benefit of a possibly strengthening US dollar?
Q: Have held this for 18 months ,been very patient as a lot of BNN analysts have liked it with the promise of "unlocking value" when the company splitting into 2 ,but they only thing that has happened really is the stocks "dropping in value" any reason why and your thoughts for the next year on these 2 companies..thanks.
Q: Hi there,
I had two questions. The first one would is on Sleep Country - I noticed that has come off it's highs of around $33ish. Do you think today's price would be a good entry point or will it continue a down trend with profit taking etc?
My second question is on the Balanced Equity portfolio. I have been following your updates and stock selections and started out with a 5% weighting or so in each name. What is the best way to deploy any new funds if I wanted to follow the balanced model? A real world example of this would be if I contribute money into my TSFA next year, what would be the best way to deploy this new cash into the BE Portfolio? Should I divide up the contribution amongst several names? Hold it in cash and wait until you have added a new name to the portfolio and then deploy it? Is there a recommended approach to this?
Thanks!
I had two questions. The first one would is on Sleep Country - I noticed that has come off it's highs of around $33ish. Do you think today's price would be a good entry point or will it continue a down trend with profit taking etc?
My second question is on the Balanced Equity portfolio. I have been following your updates and stock selections and started out with a 5% weighting or so in each name. What is the best way to deploy any new funds if I wanted to follow the balanced model? A real world example of this would be if I contribute money into my TSFA next year, what would be the best way to deploy this new cash into the BE Portfolio? Should I divide up the contribution amongst several names? Hold it in cash and wait until you have added a new name to the portfolio and then deploy it? Is there a recommended approach to this?
Thanks!
Q: May I have your assessment of YGR . How would you rate YRG in the arena of small cap oil/gas stocks? Other suggestions for that speculative space?
Thanks, Tim.
Thanks, Tim.
Q: Can you give me an update on Cameco and your thoughts on it? Is it a buy, hold or sell?
Q: Hi All at 5i!!! I am thinking of purchasing a small cap stock and was looking at CRH and JE.... looking from a value and potential growth perspective which one would you chose and why? And do you think JE's dividend to be sustainable ? Thank you, Tamara
Q: inq-t -inscape -Can you comment on the outlook for Inscape Corp. Apparently the have plenty of cash and recently partnered with West Elm . Recent sales up sharply
Q: IRD released very good 3rd q results. They beat the one analyst estimate on profitability by 50%. The shares seem cheap even at this price (2.35).
Q: When buying American stocks how would you factor in the exchange rate?
When I bought google in Feb it was at 700. Now it is at 778, but because the $CAN has strengthened I only see 6% of that gain. Appreciate your thoughts.
When I bought google in Feb it was at 700. Now it is at 778, but because the $CAN has strengthened I only see 6% of that gain. Appreciate your thoughts.