Q: Hello,
Do you guys have Flow thru share LP's that you recommend?
thanks
Do you guys have Flow thru share LP's that you recommend?
thanks
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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: Would appreciate your comments on TH after 3Q results today. They seem to be doing well and the outlook seems very favourable. thanks
Q: Hi, do you still like this company at this price today? (.75 cents)
thanks.
thanks.
Q: Hi Peter & Team,
Is there anything specific to explain why GC is rising and TSGI falling, whereas it was the other way around a month ago? Or did I just answer my own question?
Thanks as usual.
Is there anything specific to explain why GC is rising and TSGI falling, whereas it was the other way around a month ago? Or did I just answer my own question?
Thanks as usual.
Q: Hej
I’m a huge investor in
Tamarack Valley Energy. TVE
I see nothing but upside
Thoughts and Tnanks
Juri
I’m a huge investor in
Tamarack Valley Energy. TVE
I see nothing but upside
Thoughts and Tnanks
Juri
Q: TH $ 9.60 is showing some strength on back of a good quarter. What is their drug Trogarzo ?
Outlook is promising don't you think ? RAK
Outlook is promising don't you think ? RAK
Q: Please could you let me know the payout ratio for AQN? I read that dividends may be higher than earnings. Any concern you see with dividend growth/sustainability in the future?
Many thanks!
Many thanks!
Q: Please clarify your answer you gave to my question on MAXR.
You included in your response the following statement .“We would not see any need to add to a losing position." BUT I was not asking about adding. Did you mean “hold”? as in sell in January?
:ao:
5i Research Answer:
We would not say we are highly confident in MAXR, but the large price adjustment (down 48% this year) does change the risk/reward scenario. With expectations low, a good contract or positive earnings surprise could still result in good stock gains from current levels. We would expect tax loss selling, which may be happening already. Either now, or in early January, would likely get a better price if one was selling. On valuation MAXR is very cheap, but the debt adds some concerns. We would still put it into the higher risk 'hold' category. The worst should be over and the short sellers will eventuallly move on. We would not see any need to add to a losing position.
You included in your response the following statement .“We would not see any need to add to a losing position." BUT I was not asking about adding. Did you mean “hold”? as in sell in January?
:ao:
5i Research Answer:
We would not say we are highly confident in MAXR, but the large price adjustment (down 48% this year) does change the risk/reward scenario. With expectations low, a good contract or positive earnings surprise could still result in good stock gains from current levels. We would expect tax loss selling, which may be happening already. Either now, or in early January, would likely get a better price if one was selling. On valuation MAXR is very cheap, but the debt adds some concerns. We would still put it into the higher risk 'hold' category. The worst should be over and the short sellers will eventuallly move on. We would not see any need to add to a losing position.
Q: Is this stock following Micron today? Would you add today?
Q: From today's Globe and Mail: Equity markets opened lower Thursday as global bond yields surged higher. Mehul Daya, an analyst from South Africa-based Nedbank, believes bond yields are approaching the “Rubicon level,”
“The JPM Global Bond yield, after being in a tight channel, has now begun to accelerate higher. There is scope for the JPM Global Bond yield to rise another 20- 30bps, close to 2.70%, which is the ‘Rubicon level’ for global financial markets, in our view. If the JPM Global Bond yield rises above 2.70%, the cost of global capital would rise further, unleashing another risk-off phase."
Normally, 'risk off' means purchasing the very stocks which perform badly during rising rates, ie. dividend stocks. That would not seem to make much sense here. What sectors do you believe would be most and least affected by these rising bond yields? I know it supposedly helps the banks and insurers but we have been hearing that all year without much sustained impact on their stock prices. So I'm uncertain where to put new money.
“The JPM Global Bond yield, after being in a tight channel, has now begun to accelerate higher. There is scope for the JPM Global Bond yield to rise another 20- 30bps, close to 2.70%, which is the ‘Rubicon level’ for global financial markets, in our view. If the JPM Global Bond yield rises above 2.70%, the cost of global capital would rise further, unleashing another risk-off phase."
Normally, 'risk off' means purchasing the very stocks which perform badly during rising rates, ie. dividend stocks. That would not seem to make much sense here. What sectors do you believe would be most and least affected by these rising bond yields? I know it supposedly helps the banks and insurers but we have been hearing that all year without much sustained impact on their stock prices. So I'm uncertain where to put new money.
Q: Is this a good time to enter MDI and RIV?
Q: With the patent protection now extended for drugs for two years longer, do you have any suggestions as to co's in that space that might benefit?
Q: Would you prefer this company over WPK or the other way around. Thanks, Bill
Q: Hi Folks
Any news on TEAM? It has taken a bit of a hit. I know there was a downgrade on it but do you see anything to be aware of that may become an issue?
Also should we be buy more oil/energy comapnies now? Which are your favorites? What total weighting for 2 to 5 years?
Thank you once again.
Any news on TEAM? It has taken a bit of a hit. I know there was a downgrade on it but do you see anything to be aware of that may become an issue?
Also should we be buy more oil/energy comapnies now? Which are your favorites? What total weighting for 2 to 5 years?
Thank you once again.
-
Brookfield Renewable Partners L.P. (BEP.UN)
-
Brookfield Property Partners L.P. (BPY.UN)
-
Brookfield Infrastructure Partners L.P. (BIP.UN)
Q: Please could you provide the payout ratio for these companies - BEP.UN, BIP.UN, BAM.A, BPY.UN.
Any concerns you see with the current payout ratios?
Please feel free to deduct as many credits.
Thank you so much for your valuable service.
Any concerns you see with the current payout ratios?
Please feel free to deduct as many credits.
Thank you so much for your valuable service.
Q: What's your thoughts on the muddy water report?
Q: Hi team,
I have not asked about ROKU since May. I have a sizeable position in it as I like its prospects as a major platform provider in the TV streaming space. It has done well this year and every time I am thinking about trimming back, I read another article touting its takeout potential due to its attractive position in the space. There was an article in Barron’s this week speculating that ROKU is now big enough to interest any one of the big tech/media giants. Even AMZN is viewed as a potential buyer even though it is a competitor with its Fire TV services. I know you guys don’t like picking stocks for their buyout potential, but I am wondering about your current outlook on ROKU. It never shows up on your list of favourite U.S. growth stocks and subscribers ask that question almost every week. Is it on your B list?
Thanks again,
dave
I have not asked about ROKU since May. I have a sizeable position in it as I like its prospects as a major platform provider in the TV streaming space. It has done well this year and every time I am thinking about trimming back, I read another article touting its takeout potential due to its attractive position in the space. There was an article in Barron’s this week speculating that ROKU is now big enough to interest any one of the big tech/media giants. Even AMZN is viewed as a potential buyer even though it is a competitor with its Fire TV services. I know you guys don’t like picking stocks for their buyout potential, but I am wondering about your current outlook on ROKU. It never shows up on your list of favourite U.S. growth stocks and subscribers ask that question almost every week. Is it on your B list?
Thanks again,
dave
Q: Should I sell CLDR or stay with HDP merger ? TXS
Q: Good day team,
Two years ago you weren't too positive about VRTX. What do you think of it now? Would you be a buyer based on its momentum and valuation?
Thank you for your insight!
Two years ago you weren't too positive about VRTX. What do you think of it now? Would you be a buyer based on its momentum and valuation?
Thank you for your insight!
Q: Good Morning,
On average how long do strategic reviews take to complete? Does 3-6 months seem reasonable? They are coming up to 3 months so wondering if you think year end is a reasonable time frame to hear something? With Brent oil prices hovering around $85 things look even better for them.
Thanks
On average how long do strategic reviews take to complete? Does 3-6 months seem reasonable? They are coming up to 3 months so wondering if you think year end is a reasonable time frame to hear something? With Brent oil prices hovering around $85 things look even better for them.
Thanks