DNG announced drill results today. What do you think of those results and what are your thoughts in general about the company. It seems to be a nice company off of the radar with no analyst coverage.
Q: GTE recently released their earnings.What is your opinion on the company- buy, sell, or hold? Are they in worse shape now or has their acquisition of PTA put them in a better position?What about the political stability where they are drilling?Is there potential here or do we have a weak company?
Q: I am interested in the explanation of Royalties. What is the model for companies and brands like A&W and others. What are the structures for payments to shareholders? Are they a percentage of sales or what are the Royalties payments based on.
Q: Dear 5I team,
I bought these ETFs about a year ago for purposes of diversification in my portfolio, which is based on your balanced portfolio {RSP}. I am down 12% in FEZ, 17% in VEE and 6% in VSP. Should I continue to hold, or cut my losses and reinvest elsewhere.
Thanks for your advice.
Ellen
Q: still in model portfolio, i guess you like it. Would you recommend averaging down as I am down 50%. or would you like to replace it with other better name. How would you rank this to BAD or RRX. Thanks
Q: Dear 5i
I read that PBH is one of your favourite companies . I`m seeing however that their ROE and ROA are quite low and the total debt relative to net income is quite high. The high debt to me would add a lot of risk unless the expected growth rate is quite high . Is this the case ?
Thanks
Bill C.
Q: Dear 5i,
I continue to watch ACQ and debate on initiating a position. Do you think this stock has found a floor and most of the risk is already priced in? I find it odd that approx 50% of it's dealerships are outside of Alberta and the stock has not participated in the recent rally and continues to decline. In previous answers you have said to give it 3 years. Excuse my lack of understanding. In three years do you expect ACQ to have recovered to it's previous prices/growth valuation or that the Alberta will have simply recovered and the stock price will start to move up in 3 years? Is it a buy at this time?
Thank you,
Kerri
Q: I am looking at starting a small position in my tax free savings acct on 2 of the following four stocks. Would you plse rank these in order from 1 to 4 what your preference would be on these names and just a brief explanation of the top 2 as to why you prefer them
Q: Wondering what you think of the latest report. They beat rev and eps but net income was down due to the US plant and USD debt. Their 2016 projections are consistent or above estimates for the year when you convert them back to CAD, since they are going to report in USD from now on apparently. Anyways, what do you guys think? Could it actually go up for once?
Q: HI- could you please provide an update. Balance sheet, cash flow and production. Is it a take out candidate or do insiders control? Any insider buying? Would you rank as spec buy or avoid? thanks
Q: On BNN 2/25,guest V Hirsch said that SJ,whose business is utility poles & railway ties,has great management.SJ is starting to get major orders to replace poles as its average live is coming to an end.CNR stated that it is expediting replacement of railway ties because of slower volume when it is easier to do it. 5I,any other news & is it reporting on. March 14.Appreciate your normal great services & views.
Q: Thank you for the 'heads up' on your blog post on CUS/SPB/AYA. While I have already made these calculations and acted on them, I had realized it was a difficult subject to broach with 5i. This trade is a speculation and something you shouldn't encourage what with you PF approach. Very glad you found an outlet for these types of ideas in "blog" postings and I encourage you to continue sending us a "heads up" when you do. Thanks again.
Q: Impressions of their operational update released Feb 24th. I would have liked to have seen margin statistics, but other than that, I thought it looked positive. Your thoughts?