Q: Hi Peter. Given recent news of sink hole in Russia potash mines and possible world shortage, do you think this is a good entry time for POT? As always, many thanks for past advice.
Cam
Cam
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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: having been caught with the price drops I am down considerably on these two oil stocks.
My question is, in your opinion, would be wise to increase my holdings or eat the loss and move on or just sit tight and wait it out.
Thanks for the excellent service!
My question is, in your opinion, would be wise to increase my holdings or eat the loss and move on or just sit tight and wait it out.
Thanks for the excellent service!
Q: Hi team:
Is there a seasonal trade for the utilities stocks like FTS, EMA and CU?
Does it peak in the winter months like Dec and Jan ? my 2nd question is that CU trades at a lower P/E (16) as compared to Fortis (23) and EMA (19), the return of CU is lower, is there a fundamental reason for CU for the relative poor performance ? Thanks for educating us
Is there a seasonal trade for the utilities stocks like FTS, EMA and CU?
Does it peak in the winter months like Dec and Jan ? my 2nd question is that CU trades at a lower P/E (16) as compared to Fortis (23) and EMA (19), the return of CU is lower, is there a fundamental reason for CU for the relative poor performance ? Thanks for educating us
Q: Of the companies that 5i covers, which 3 currently have the best valuations on a forward earnings basis?
On the topic of value, I found it interesting to compare a recent report by a bank on NPI (Northland Power) to the 5i report released today on the company. The take away message from the bank’s report is more positive – NPI is a buy for share appreciation and income, while the 5i report draws a different picture based on the company’s high valuation, debt level, pay out, project risks, etc. The bank does disclose that NPI has been a client and it expects NPI to be a client in the near future. Reading both reports knowing that 5i’s assessment is independent, to me, is extremely valuable.
On the topic of value, I found it interesting to compare a recent report by a bank on NPI (Northland Power) to the 5i report released today on the company. The take away message from the bank’s report is more positive – NPI is a buy for share appreciation and income, while the 5i report draws a different picture based on the company’s high valuation, debt level, pay out, project risks, etc. The bank does disclose that NPI has been a client and it expects NPI to be a client in the near future. Reading both reports knowing that 5i’s assessment is independent, to me, is extremely valuable.
Q: What is your opinion on the company at this price?
Q: I just learned that the Ontario government has ruled that P&C insurance companies will henceforth be required to lower their premiums on car insurance policies by 15%. I know that Intact Financial (and other insurance companies, I presume) has been fighting this for a number of years. Now that it's a fait accompli, how much of a negative impact will this have on the IFC's share price?
Robert
Robert
Q: COULD I HAVE YOUR OPINION ON E-T PLEASE. THANK TOU.
Q: Crailar's share price has been a disappointment the last several months. Pease let me know your thoughts on the company going forward for the next couple of years. I have been a long time holder of a significant number of shares, but less than 1% of my portfolio. Do you see much hope for the business going forward or do you think it would be prudent to sell now and get out even though it will be for a big loss. Thanks for sharing your wisdom.
Q: Hi guys,
I'm planning to finally dip my toes in the mining sector after the tax sell-off in December that I'm going to hold for 3+ years. Can you suggest a favorite gold miner company please with a good current evaluation, strong balance sheet and if it pays a dividend that's definitely a plus!
Thanks,
Richard
I'm planning to finally dip my toes in the mining sector after the tax sell-off in December that I'm going to hold for 3+ years. Can you suggest a favorite gold miner company please with a good current evaluation, strong balance sheet and if it pays a dividend that's definitely a plus!
Thanks,
Richard
Q: Hi,
What do you think of LTS now?
What do you think of LTS now?
Q: Not a question but more of a comment regarding the following answer you provided: "Credit Suisse has downgraded the company to underperform, but these moves are designed to generate trading and fear amongst investors, in order to get commissions."
This is so true and so conflict-free, bring it on!
This is so true and so conflict-free, bring it on!
Q: Hi Peter
I just checked my TFSA account and have a 1% admin fee taken out by RBC. Is this a standard fee in the banking sector? It covers the cost of trades. I have a self administered account with TD and am wondering if I could transfer the account.
Thanks
Gary
(Anxiously awaiting the portfolio review!)
I just checked my TFSA account and have a 1% admin fee taken out by RBC. Is this a standard fee in the banking sector? It covers the cost of trades. I have a self administered account with TD and am wondering if I could transfer the account.
Thanks
Gary
(Anxiously awaiting the portfolio review!)
Q: Could you give me an outlook for Hammond here.
How is the balance sheet look?
Is this a buy at these levels and is the dividend safe?
How is the balance sheet look?
Is this a buy at these levels and is the dividend safe?
Q: Would appreciate an update on this co notwithstanding its upcoming vote re buying Canadian assets. I know the high yield is a warning but even if they halved it, it would still be above average. Thanks
Q: Would you comment on Hammond Power please. I'm in no hurry, but I would have thought that the lower C$ would have kicked in by now. Thank you.
Q: Peter -do you have any thoughts on the relative attractiveness of the Aig warrants versus Aig common ...and whether you view either as compelling here?
Q: Hi Peter and Team,
Another microcap with potential i believe. they lost one customer, which is GM, however they renewed 8 recently and have gone live with a Tier 1 bank. thoughts on potential growth?
Another microcap with potential i believe. they lost one customer, which is GM, however they renewed 8 recently and have gone live with a Tier 1 bank. thoughts on potential growth?
Q: Last question February.
This company has staged a reversal of fortune that just showed in the reporting numbers. This due to the magic of gas prices sustained over $4 and also a crisis level of water supply/water usage in the fracking world that is bringing the oil companies to look for a bit more "Stewardship.." of the land.
A compelling story in my own view. Do you concur?
This company has staged a reversal of fortune that just showed in the reporting numbers. This due to the magic of gas prices sustained over $4 and also a crisis level of water supply/water usage in the fracking world that is bringing the oil companies to look for a bit more "Stewardship.." of the land.
A compelling story in my own view. Do you concur?
Q: Hi I would be interested in your thoughts on Bankers Petroleum. It has been hammered along with most energy stocks lately. Do you think it might be a good time to pick some up. It looks quite interesting. It would only represent a small percentage of a diversified portfolio. If not could you recommend something else in the energy sector that might be a better long term bet.
Q: Hello 5i team
recent commentary mentions CHK beat wall street expectations on their latest reporting. Can you please comment on the recent quarter and expectations moving forward?
Thanks for all you do
Gord
recent commentary mentions CHK beat wall street expectations on their latest reporting. Can you please comment on the recent quarter and expectations moving forward?
Thanks for all you do
Gord