Q: What is your opinion of the Q4 earnings report, and how does it compare to that of MRE?
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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: Dear Sirs,
Could you please comment on the holdings og BGI.un, specifically as it pertains to their ownership of MLP's in the U.S. and if this is the case , the percentage of the fund devoted to this asset class.
Best regards,
Brads
Could you please comment on the holdings og BGI.un, specifically as it pertains to their ownership of MLP's in the U.S. and if this is the case , the percentage of the fund devoted to this asset class.
Best regards,
Brads
Q: Could you comment on tricon's latest quarter. I have a half position (down 20%).Good time to add to get full position?
Q: Hello, I just read your updated report on NAL. What percentage of their revenue comes from the oil sector ? Considering they are reducing their workforce, would it be difficult for them to grow again when the market turns ? What oil price do they need to get their business going again (rough estimate if possible) ? thank you, just looking for general comments.
Q: Hello, I have this left over from the days of having a broker/advisor. This fund has a management fee of 1.6% and an MER of 1.84%. It appears to be a "fund of funds" and and the information presents that it is to emphasize income wiht some potential for capital appreciation. The returns have been (starting in 2011) 4.8%, 4.3%, 2.9%, 6.9% and .1%. Seems the return/performance has been lacklustre at best and would it not be better for me to put some of the monies in a bond etf and the rest in either a stock etf or individual equities? Recommendations for the bond etf? You thoughts would be appreciated. Thank you. Bill
Q: What are your thoughts on Valeant? Based on Bill Ackman's valuation, it seems that the market is drastically undervaluing this company.
Link to his presentation: http://assets.pershingsquareholdings.com/2014/09/Investor-Call-re-Valeant-Pharmaceuticals.pdf
Link to his presentation: http://assets.pershingsquareholdings.com/2014/09/Investor-Call-re-Valeant-Pharmaceuticals.pdf
Q: After languishing in the 55 cent range for months, the stock price has recently increased. On March 9th it seems to have gone up to 71 cents, (18% rise) on double the normal trading volume. I can't see any specific news. Any ideas ? Is this a sector rally ?
Q: Good morning
Can you provide an updated investment opinion on this company. It has been performing very well for a technical perspective llately.Do the potential rewards outweigh the risks at this time?
Keep the beard Ryan!
Can you provide an updated investment opinion on this company. It has been performing very well for a technical perspective llately.Do the potential rewards outweigh the risks at this time?
Keep the beard Ryan!
Q: Goodmorning. What r ur thoughts on this company as a long term hold for a tfsa for a conservative investor?
Q: Thanks for your updated report on WSP. It looks like they are doing a great job with their recent acquisition. I'm wondering what your team's thoughts are of STN vs. WSP. Is there one you would prefer for the long term?
Q: Good Afternoon
The price of AFN.DB.B has slumped of late. How would you view a 2-3% position in a RRIF?
Thanks Team
The price of AFN.DB.B has slumped of late. How would you view a 2-3% position in a RRIF?
Thanks Team
Q: Hi 5i, there's been a close to 4% rise in today's share price. Any reasons for this bump up?
Q: How likely is it that Parkland will issue new stock to cover the costs associated with the acquisition of gas stations and "On The Run" convenience stores from Imperial Oil? Thanks!
Q: Hello 5i Research Team,
In the investment world, as in life, one has to have an objective. Before starting to invest a few years back, I followed the advice of Yogi Berra who is known to have said: « If you don’t know where you’re going, you’ll find yourself somewhere else ».
My first task was therefore to determine a specific objective, a specific compound annual return target ; that was and still is my prime reference.
Later on, I identified Jason Donville’s DKAM Portfolio as another benchmark ; a few years later, I became a member of 5i Research and the Balanced Equity portfolio became yet another benchmark. Both use different stock filtering methodologies that are quite complementary ; after all, that’s what makes a market.
For your info, since its inception date in mid-March 2013 to the end of February 2016, the 5i BE portfolio returned 86.1% (or 23% pa) ; for the same period DKAM returned 67.5% (or 19% pa)...and I handily beat my personal objective.
Congratulations and Thank you,
Antoine
In the investment world, as in life, one has to have an objective. Before starting to invest a few years back, I followed the advice of Yogi Berra who is known to have said: « If you don’t know where you’re going, you’ll find yourself somewhere else ».
My first task was therefore to determine a specific objective, a specific compound annual return target ; that was and still is my prime reference.
Later on, I identified Jason Donville’s DKAM Portfolio as another benchmark ; a few years later, I became a member of 5i Research and the Balanced Equity portfolio became yet another benchmark. Both use different stock filtering methodologies that are quite complementary ; after all, that’s what makes a market.
For your info, since its inception date in mid-March 2013 to the end of February 2016, the 5i BE portfolio returned 86.1% (or 23% pa) ; for the same period DKAM returned 67.5% (or 19% pa)...and I handily beat my personal objective.
Congratulations and Thank you,
Antoine
Q: Hello to everyone at 5i
With acknowledgment to the variations in the businesses in each of KXS, CSU and GOOGL, is there a clear winner amongst these 3 for a long term hold?
Thanks very much
With acknowledgment to the variations in the businesses in each of KXS, CSU and GOOGL, is there a clear winner amongst these 3 for a long term hold?
Thanks very much
Q: Veresen presents there year end results as "strong". What are your opinions on the numbers. I own it. Thank you.
Q: Hi team,
I think I kind of understand but just for sake of certainty:
1- What does it mean when the status on a given stock is HOLD? Does it mean: don't sell if you have it or don't buy if you don't have it?
2- What is the difference between Indicated Annual Dividend and Dividend Yield? For example, BDI right now has each of these at $0.60 and 13.57%, respectively. Let's say I buy 100$ worth of stock at $4.00 today, how much would I earn in dividend in one year if the dividend does not change in one year? With a big thank you! :)
I think I kind of understand but just for sake of certainty:
1- What does it mean when the status on a given stock is HOLD? Does it mean: don't sell if you have it or don't buy if you don't have it?
2- What is the difference between Indicated Annual Dividend and Dividend Yield? For example, BDI right now has each of these at $0.60 and 13.57%, respectively. Let's say I buy 100$ worth of stock at $4.00 today, how much would I earn in dividend in one year if the dividend does not change in one year? With a big thank you! :)
Q: Shopify or Kinaxis for 10 yr hold in TFSA and why?
Q: i just want solid dividend paying companies. id like your take on the economy. are the policy makers playing games with the value of our currency ?id like to hold stocks for long term and let the drips accumalte is this an ok stategy or do i constantly have to have cash and buy gold etc if gold is the next best area what do you recommend
Q: Hi, Can you please comment on ESL earnings release. Looks like Revenue, EPS were a bit shy of street estimates. is this mainly due to CIT related expenses? You had mentioned that CIT was the 2nd largest acquisition in company history ? How is it likely to contribute to future results ? Did FX play a role in current earnings? I just started a new position today @ $57.25. What are your thoughts on valuation and market perception of results ? Thanks