Q: PKI Parkland is off only 3% which is probably normal profit taking. On the other hand because I own it I wondered if there was news or sentiment I missed. Thank you.
Q: Any reasoning for insurance and banks selling off .... Is it the lack of higher interest rates in the near term .. And is this a buying opportunity ... BNS and SLF ........ Thx
Q: Re Amaya, AYA, from a technical point of view, there is a zone of resistance between about $5.75 to $6.13. It touched $6.11 in intra-day trading on March 31st but closed at $6.30. If prices close within, or more seriously, the resistance zone, watch out. However AYA may simply be caught up in the recent rout in the software sector. I would be inclined to hold depending on the fundamentals.
Q: Hi, I also love the new 5i report card that was added; gives great insite into how you are evaluating the company in an easy to see format.
Can you comment on the following: I don't see a "current valuation" row, which is interesting to me. I think it is fairly consistent in you guidance to look for great companies and focus less on day-to-day gyrations; however, do you not look at that at all in these ratings? For example, you recently mentioned that you don't consider CGI (gib.a) a great company but it is very cheap, so may be considered. If you did a report card on CGI, this wouldn't be reflected in the report card, would it? I guess I'm thinking of the situations when the market may be mis-pricing valuation of a company in your view; however I suppose this would mean the scorecard would have to be updated fairly regularily for each company.
Q: What a great idea supplying a 'Report Card' for a stock that you've reviewed, ie AutoCanada and Aston Hill. As a reader I find it very educational to know the factors you use to assign a final 'grade'. Hopefully it will reduce some of your questions and allow you more time for stock reviews.
Q: My wife and I picked 5 dividend stocks to lock in some profits and for income (dividend growth): SGY, SLF, RPI.un, AW.un & ZRE - your comments please.
What would your top 5 picks be?
What top bond ETF? CVD
Where would you park some cash?
Thank you 5i, we have done well with your service.
Q: MLM Martin Marietta Materials. I've held this stock for a year or so. After not doing much for most of that time it has begun to behave quite well, even during recent market sell offs. What do you think of the valuation at this point?
Q: I would like to make investments as per your income portfolio. However I already have 5% holdings in BNS,ENB, L and T. Should I purchase other stocks in the same sectors or keep with your Model portfolio? If you think I should not duplicate, do you have any suitable replacements. Thanks for your great service.
Q: Feedback on report format enhancement: the new ACQ report has a new 5i report card on the left side of the page. What a terrific addition to provide us folks with a quick snapshot of the company, and your analytical process. All in all a very nice value added piece. Thank you.
If possible, it would still be a big help for sector balancing activity to know exactly which sector you see each company fitting into. Could this be done, for example, in the white bar at the top of the page where you have ACQ all by itself?
I fully expect future MBA programs to be teaching case studies featuring 5i . In your short history thus far, the growth process, the continual fine tuning, new enhancements and high quality customer service are so impressive and should be an inspiration and superb example of "how to grow a new company" to budding entrepreneurs.
Upcoming movie slate looks good, March Madness had record viewership, expansion is happening in China and the cable side of things seems to be doing ok yet, it is down almost 7% on the year. Netflix is also only showing 1% gain on the year as of today.
Do you still attribute this to profit taking for TWX, the cold over the winter, or is there something we should know about?
Q: Hi Peter:
Re: STN
I have a small position in Stantec intending to increase exposure over time at favorable pricing. I'm puzzled by its daily gyrations. One day up 2-3% the next down by a similar amount. For a steady-eddie kind of stock these movements strike me as being rather bizarre. Thoughts?
Thank you and kind regards,
Geoff
Q: Hi Peter & team, I always find difficult to remember the company name associated to a symbol. If possible, when answering a question could you please make sure to use the company name in your answer. This would be easier to read, and would avoid the need to search for the company name associated to the symbol used in the question. On the other hand, it would be great if everybody would do the effort of using both the symbol and the company name when asking a question. Thanks, Gervais