Q: Hi 5i team! There are a few food retailer/convenience store companies (NWT, ATD.B, MRU) that have recently caught my eye. Each of them have great RoE and appear to have stable operations. Any thoughts on one that you like within this group or another name that you would prefer over these?
Q: Hello, I recently purchased a number of companies included in your modal portolio. For the most part they are doing very well.
However, Winpak has dropped approximately 10%. This performance is rather poor particularily when you compare it to it's competitor CCL. Is there anything that has happened to this company recently that I should be aware of and is it worth while holding longer to see if it bounces back?
Thank you very mush for your time and consideration.
Q: Hi Peter! Thanks a million for all you do for us, starting with the all ideas, with CMS.com, with this site.
1. Are you aware of someone else, perhaps in US, doing this?
2. You tell us you don't own any of stocks analyzed. Then, could you offer a glimpse of what stocks you have?
Q: 1.BMY has had a meteoric rise, not least because of its new cancer drug. Time to take some (or all) profits?
2.More generally, US stocks look very attractive but the exchange rate is a huge discouragement.
Q: 5i/Peter,
I noticed you recommended Sylogist as one of your top picks for capital appreciation. With the company continuing to hit 52 week highs, what would your return expectation be from current levels? Is 30-50% from current levels in the next 12 months attainable?
i have been buying UUU at 2.77. they are being bought out at 2.86. do you think there is any significant risk of the buyout not occurring? also, what happens on settlement day, do they mail a cheque to shareholders. also, will it be the full 2.86 per share, or do they skim off the top for a administration fee or something like that??
thx chris
Q: I have been following AGF Management for a while. It received some bad news a few weeks back, i.e. redemptions from the US were up(not sure what that means) and the CRA was intending to go after AGF for some reason. The stock gas risen since then which surprised me. Watching BNN 2 weeks ago, AGF was mentioned and the visitor said something about a family, but I missed the gist of it because of an interruption. I wonder if you could comment on all of this. Thanks in advance.
Q: BAD- I see you advise a "hold" on Badger Daylighting, but what about getting in at these all time high levels??? Is there still plenty of upside today?