Q: Can I get your assessment of this company in light of cannacord's recent endorsement as a promising stock for this year (being mindful that it's price jump today has breached the analysts' target price for the year) . Financial Post also noted that iAnthus' inclusion on the upcoming mjna growers index etf may impact its performance to the upside. Your valued thoughts pls
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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: Thoughts of their purchase of office buildings announced after the close yesterday?
Q: What are your thoughts on Supernus Pharmaceuticals? Does insider selling concern you? What would be an appropriate weighting for an aggressive portfolio? Does the positive price action provide insight to additional short term gains? Thanks
Q: I believe badger daylighting's success is built around the quality of the teams they have operating their equipment. I took a good look at @glassdoor.com and the employee experience on BAD in the US is very mixed with lots of very negative commentary. I have researched employee thoughts for other companies, and there are obviously always some complainers, but BAD's employee commentary seemed worse than normal. Should I read anything into this or am I getting too much into the nitty gritty of the company?
Q: Does 5i have any concern about the tie between offshore accounts and Loblaws ?? I am getting nervous about Loblaw .. could you please offer your insight to this on going saga? And if you were going to switch out L in the Income Portfolio what would you switch to? Thanks for all you do.
Q: In your opinion, what would one use to short the SPX indexe. As things seem to be a little stretched, and getting more so. On the US and Can side
Thanks
Thanks
Q: Looking for suggestions for 2018 TFSA contribution for 20 year old for long-term hold, slowly building out a more diversified portfolio. Current holdings/weightings are TOY (23%), PHO (20%), SIS (18%), KXS (20%) and PBH (18%). Thanks.
Q: What is your opinion on Tabula Rasa HealthCare Inc TRHC for US growth? Thank you.
Glen
Glen
Q: Hello
Stock analysts are predicting a dividend cut. Here are the comments of one analyst: " It was always viewed as a steady dividend payer but it is over 100% payout ratio now. They have a slowing growth business and will have to cut the dividend. If you saw a dividend cut that would probably be the day to buy it."
What are your views? Is there a dividend cut coming?
Would you recommend holding or selling?
Thanks
Stock analysts are predicting a dividend cut. Here are the comments of one analyst: " It was always viewed as a steady dividend payer but it is over 100% payout ratio now. They have a slowing growth business and will have to cut the dividend. If you saw a dividend cut that would probably be the day to buy it."
What are your views? Is there a dividend cut coming?
Would you recommend holding or selling?
Thanks
Q: Please comment on their results. The stock is down sharply. What do you think the prospects are over the next 2 to 3 years.
Q: Hello 5i Research team,
I am always suspicious when a company does not provide or comment its quarterly results in its press release. As I do not think there is some seasonality, I am comparing q4-17 vs q3-17 : quarterly revenue growth dropping from 58% to 27%; gross margin dropping from 54% to 36%; sales and marketing as a % of revenue increase from 14% to 22%; administration as a % of revenue increase from 19% to 30%; operating cash flow before changes in working capital was negative 0,2 M$ vs positive 1,5 M$ for the first 9-months.
Echelon forecasted 2,8 M$ in revenue, 0,6 M$ in EBITDA (very large miss). Could you comment on my analysis? Could you comment on management and board members quality and credibility? Is it a classic case of a growing company having some growing (pains) expenses before some more revenue growth or is this the first signs a management team that is bad at manage expenses? With a year-end of September, the stock has been under presssure since mid-October, it looks like some knew about weaker results, and traded. Would you agree that trading looks suspicious since mid-October? Is PTE still worthy of being included in your growth portfolio or the small cap basket allocation of your clients? Immediate sell order or they invested for future growth?
Thank you for your collaboration, Eric
I am always suspicious when a company does not provide or comment its quarterly results in its press release. As I do not think there is some seasonality, I am comparing q4-17 vs q3-17 : quarterly revenue growth dropping from 58% to 27%; gross margin dropping from 54% to 36%; sales and marketing as a % of revenue increase from 14% to 22%; administration as a % of revenue increase from 19% to 30%; operating cash flow before changes in working capital was negative 0,2 M$ vs positive 1,5 M$ for the first 9-months.
Echelon forecasted 2,8 M$ in revenue, 0,6 M$ in EBITDA (very large miss). Could you comment on my analysis? Could you comment on management and board members quality and credibility? Is it a classic case of a growing company having some growing (pains) expenses before some more revenue growth or is this the first signs a management team that is bad at manage expenses? With a year-end of September, the stock has been under presssure since mid-October, it looks like some knew about weaker results, and traded. Would you agree that trading looks suspicious since mid-October? Is PTE still worthy of being included in your growth portfolio or the small cap basket allocation of your clients? Immediate sell order or they invested for future growth?
Thank you for your collaboration, Eric
Q: Results
Q: Hi Peter and Team,
Just read your answer to Stuart. We keep a spreadsheet on Google Sheets that automatically "captures" price data from Google Finance, and unfortunately Google Finance doesn't provide Aequitas prices. Any ETFs or stocks listed with Aequitas have to be manually entered. :( Other than that, I suppose that Aequitas is "okay".
Just read your answer to Stuart. We keep a spreadsheet on Google Sheets that automatically "captures" price data from Google Finance, and unfortunately Google Finance doesn't provide Aequitas prices. Any ETFs or stocks listed with Aequitas have to be manually entered. :( Other than that, I suppose that Aequitas is "okay".
Q: Good Morning 5i
Globe and Mail WEED article this evening - "Bank of Montreal became the first major Canadian bank to lead an equity financing for a public company in the medical marijuana sector, underwriting a $175-million stock sale for Canopy Growth Corp. Story (Jacqueline Nelson).Your thoughts on this development?
Your view of significance of this move of a Big 5 bank to invest in cannibis business.
Appreciate your advice as always.
Globe and Mail WEED article this evening - "Bank of Montreal became the first major Canadian bank to lead an equity financing for a public company in the medical marijuana sector, underwriting a $175-million stock sale for Canopy Growth Corp. Story (Jacqueline Nelson).Your thoughts on this development?
Your view of significance of this move of a Big 5 bank to invest in cannibis business.
Appreciate your advice as always.
Q: Hi 5i team. My RIF account has only ETF's except for ENB which is 8.8%. I have 15%EM, 21.3%INT, 21.3%US, 31.5%CDN, and my Fixed Inc. at 4.6% in Pimco PMIF. I am thinking of selling half (or more) of ENB and increasing PMIF or should I put into Pimco IGCF (not in your database) or some other you suggest.
As usual I appreciate your views and suggestions. I am 80, healthy and fully retired. Thanks.
As usual I appreciate your views and suggestions. I am 80, healthy and fully retired. Thanks.
Q: Explain to me why they would raise money on the market in the past and not put it to use, why not just raise it when they need it? Does it not cost them money when they raise money?
Thanks
Thanks
Q: I purchased shares in this company at $17.98 a while ago and it is steadily going down - what is happening to the company - should I buy more, hold or sell?
Your advice would be greatly appreciated. Thank you Hanna
Your advice would be greatly appreciated. Thank you Hanna
Q: Just to note that there was also a ratings upgrade on CSU per Globe Investor on Tuesday:
Scotia Capital analyst Paul Steep upgraded Constellation Software Inc. (CSU-T) to "sector outperform" from "sector perform." Mr. Steep increased his target to $850 from $740. The average target is currently $750.
Scotia Capital analyst Paul Steep upgraded Constellation Software Inc. (CSU-T) to "sector outperform" from "sector perform." Mr. Steep increased his target to $850 from $740. The average target is currently $750.
Q: Have insiders been buying stock ??
Q: To be truly diversified should one hold commodities in a growth portfolio? If so can you suggest an ETF that would meet this requirement?