Q: Hello 5i team, Just wanted to thank you for the timely reports and updates on the various coverage companies. Thanks for the excellent work.
Shyam
Shyam
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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: I know photon is a cyclical and will come and go with the semi sector, but at an EV of 70million making almost 2 million in interest alone, the company would trade at 50x earnings without even their core business. would you still expect them to remain profitable, even with a very weak sector?
Q: Good Morning -- With Black Friday upon us combined with Best Buy's recent pullback -- can you see this as a short term trade if it gets a nice bounce?
Fallback would be to hold it a maximum of 24 months.
Thanks,
Raymond
Fallback would be to hold it a maximum of 24 months.
Thanks,
Raymond
Q: On the weekend you sent an update that you were dropping KWH from the income portfolio. Can you point where that is noted on your web site please.
Thanks
Thanks
Q: Now that there is little hope of market stability which stocks should we consider good buy?.
Q: Should I just throw in the towel on Encana? If so, could you suggest a replacement? Thanks.
Q: To implement a cautious and defensive position, what are your top picks in each of the following categories: 1. life insurance; 2. utilities; 3. telcos; 4. consumer staples?
Thanks for your response and keep up the good work.
David B.
Thanks for your response and keep up the good work.
David B.
Q: I have held HBC for a couple of years and wonder why it trades at such a low price. It has $4 billion in property, plant and equipment but that doesn't seem to be reflected in its stock price. On the common shares along it is worth over $20/share. What am I missing here?
Thanks - Ron
Thanks - Ron
Q: Opinion on Alta gas ....
Q: You refer in your latest report about "recent flash report" can you please clarify? Not sure which report you are referring to. Thank You. Heather
Q: is the decline in largo price related to the warrant conversion to shares announced today and when the warrants are converted this causes an increase in share count, am i correct and then with more shares issued the stock goes down to reflect that. dave
Q: Hi, I took a half position in TSGI at $44.68, what do you think of adding to it now? Thanks. Peter
Q: I invested late Oct at the top of the graph curve and am now down 35% because they issued new equity, diluting my share values. I am not panicking bec I think this relatively new firm has a future and knows how to set it self up nationally and internationally which new capital.
Do you agree with my optimism ?? Pls justify it.
Art
Do you agree with my optimism ?? Pls justify it.
Art
Q: I currently have a small position in DSG and am wondering:
1. Would you add at this time?
2. To what percentage of a portfolio would you recommend holding DSG?
Thanks,
1. Would you add at this time?
2. To what percentage of a portfolio would you recommend holding DSG?
Thanks,
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PRO Real Estate Investment Trust (PRV.UN)
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Enbridge Inc. (ENB)
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AltaGas Ltd. (ALA)
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Algonquin Power & Utilities Corp. (AQN)
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Medical Facilities Corporation (DR)
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Diversified Royalty Corp. (DIV)
Q: For ALA, AQN, DIV, DR, ENB, PRV.UN, what is the payout ratio for each of these companies? Is payout ratio a valuable measure of dividend sustainability? Can payout ratio about 100% be maintained? thanks
Q: So, really beaten down on CPG at this point. I guess the lesson is to pick a sell point perhaps. My view is long term (ie. hold for 15+ years). I bought at an average cost of around $15. In your view should I ditch this, continue to hold, or double down at what seems like basement prices? Even 2 years ago when oil was trading for less CPG was triple where it is now. What gives?
Q: I can see that I was one of many concerned about Nvidia's reporting later that day. Peter wrote in on Nov. 15 in the morning asking about analyst's expectations on Nvidia's numbers. You told him it was 1.92 EPS and 3.2B for revenue. These numbers didn't mean anything to me. I hope the next time you can elaborate such as these numbers don't look good or they do look good, etc.. Or when companies that 5i clients own and they have a possible bad number reporting, you could make note of that ahead of time. Thank you Dennis
Q: Is this a good time to add gold to a portfolio? If so which stock would you recommend? Thanks.
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Gildan Activewear Inc. (GIL)
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Magna International Inc. (MG)
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Savaria Corporation (SIS)
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Spin Master Corp. Subordinate Voting Shares (TOY)
Q: Recently President Xi gave a speech indicating the intention to open up the Chinese economy, including " lowering tariffs for autos and other products and enforcing the legal intellectual property of foreign firms".These are things the Trump administration is seeking. Also in a recent dinner talk David MacNaughton indicated pressure from American farmers to reach a resolution.
Have you any thoughts on the possibility of the trade dispute being resolved and which of the 5i stocks would respond most positively?
Mike
Have you any thoughts on the possibility of the trade dispute being resolved and which of the 5i stocks would respond most positively?
Mike
Q: Hi Peter and Ryan, I found this US health care stock (trades in Canada) trading near its 52 week high, yielding just over 7% and looking to break out, what are you views on DR, worth a look in this “crazy” market?
Thnx
Dave
Thnx
Dave