Q: Do you think the down turn in Vet is warranted and can they mantain the current
Dividend. Is there light in the future, or should I bail. I am looking 3 to 5 year time fram.
Q: Hi guys:
I know you guys like this story a lot. I hold this name for the long term so that being said , is this a stock investors can treat like a savings account and when money is available, dollar cost average and buy the shares . Is this a good strategy for this story.
Thanks
Mark
Q: I own shares of KXS. It’s been a bit of a wild ride. Today the stock is around $68, a price it last reached about 12 months ago. With this reset on the price the mkt seems to be saying its future potential as an investment is equal to or worse than it was a year ago; that despite a year of operations, the company is not stronger today than it was a year ago. While I would be hesitant to buy more until the share price decline stops, the risk/reward for KXS for a longer term investment is becoming more compelling. Your views?
Q: Do you consider the stage of the economic cycle or general market conditions at all when you make your balanced portfolio recommendations? Your balanced portfolio is down over 12% since Sept 1 and the generally pretty lousy TSX is only down 6.5%???
Q: Peter & Ryan, I have been a 5i member for over a year now and do not own all of your stocks but do own the ones mentioned above. I am down thousands of dollars based on your recommendations and expertise. Please help me understand what service am I paying for? I understand the market goes up and down but there is many of your recommendations that are getting wiped out. What is 5i's due diligence process for picking companies?
Appreciate your feedback
SF
Q: In your reply to Kimberley regarding MKP, you stated that you'd find it hard to get interested (given all the issues), but that's assuming you don't already own it. However, for those of us who do, would you suggest hanging on to it? Or would you swap it out for something like EIT.un if one wants to maintain the same level of non-dividend income?
Q: KEL results released this morning look pretty darn good to me -- except maybe against "estimates" (?) which i haven't seen. A 13% drop looks (ridiculously) overdone? Your thoughts?
KEL & PXT are half positions in my TFSA -- hold, increase, or fold?
Q: desjardins in keeping goeasy as a buy, said it noticed and i quote some credit deterioration in its portfolio, what exactly does that mean, does it mean its loan portfolio is taking on bigger risks that is had previously, i thought gsy customers were always very high risk, thats what makes gsy so profitable and gives it ,its incredible return on capital.and how can desjardins see this, i looked and could not see anything. dave
Self storage companies in the US and companies in Canada such as SVI appear to trade at very high multiples (i.e. P/FFO and P/AFFO). Why is this? I've wanted to invest for some time but am uncomfortable about the valuation . Is there something I'm missing about the self storage space that warrants these apparent premiums?