Q: Since your last comment on this company, they have updated their capital deployment and instituted a quarterly dividend. Don't you have a favorable bias to companies which implement a divi? If one looks at the presentation put up on their website - projections for capital, revenues and net profits they are quiet impressive. I have owned this for awhile and am very tempted to buy more. Would you play devils advocate and tell me why this company is not proving they are in-fact scaling their model. They are presenting at an investor conference today and I am expecting the stock to reflect the analysts view.
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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.
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A&W Revenue Royalties Income Fund (AW.UN)
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Boston Pizza Royalties Income Fund (BPF.UN)
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Pizza Pizza Royalty Corp. (PZA)
Q: Canadian restaurant income trusts were marvelous investments last year. A&W was up over 40% in the last year in addition to a healthy dividend. The others were up between 26%-33%. Do you expect this kind of growth to continue in 2017? If not, what would be more reasonable to expect?
Q: Peter, my workplace DCPP holdings are already well-diversified but I have some accumulated cash to place. Our investment options are quite limited. As between three broad-based funds, a Canadian, a US and an International, which one would you be inclined to see the best return for - over, say, a 5 year period? Thanks for the great service!
Q: Would you recomment Bombardier at this point? Looks like things are better than they were last year.
Q: Hi,
On your Jan 3rd 5i Coverage report ABT has a P/E of 388.64. Doesn't seem right. Are you still fond of this company? Down 20%. Keep, sale add?
Thanks
M
On your Jan 3rd 5i Coverage report ABT has a P/E of 388.64. Doesn't seem right. Are you still fond of this company? Down 20%. Keep, sale add?
Thanks
M
Q: Good Afternoon,
How much would you advocate an average 40 year old working Canadian invest in the US and Global using the Mawer Funds for example. Something along the lines of 75% CAD, 15% US and 10% Global? Thanks
How much would you advocate an average 40 year old working Canadian invest in the US and Global using the Mawer Funds for example. Something along the lines of 75% CAD, 15% US and 10% Global? Thanks
Q: Just wondering if you could repost the link to mr Hodson' s latest conference talk on how to choose a stock.
Thx
KR
Thx
KR
Q: Is CCL in danger of being penalized by the possible US import tax that may loom in Canada's future?
Q: Thank you for your reasoned response e to my question about the negative view on BEP. UN presented by Dividend Sensei in Seeking Alpha on Monday. Here is his response to your analysis. He emphasizes AFFO, you emphasize cash flow. I would appreciate your comments on his comments. Thx for your ongoing excellent service. Frank
Q: Good morning. My son has $17K to invest in his rrsp. Can you suggest 5 firms or etf's for him, for a 24 to 36 month hold. Thank you.
David
David
Q: would you be a buyer of DRYS?
Q: Is the divdend paid in US $ for AEM?
Thanks
D
Thanks
D
Q: What BE companies would you add to at today's prices? Long term hold. Thanks!
Q: In my son's RESP we hold AW.UN , ATD.B , BEP.UN , BNS , L , and PBH and all have done well ( thank you 5i ) . We were thinking of cashing out Alimentation to pay this year's tuition fees , but we are not sure if that would be the best move .
Which baby should we sacrifice ?
Which baby should we sacrifice ?
Q: hello 5i:
could you please comment on the debenture issued today by Algonquin? Good investment on the income side of a portfolio? Do you have a "favorite" or favorites in this space, as you do with stocks?
eg. you have said PBH is one of your "favorite" stocks.
could you please comment on the debenture issued today by Algonquin? Good investment on the income side of a portfolio? Do you have a "favorite" or favorites in this space, as you do with stocks?
eg. you have said PBH is one of your "favorite" stocks.
Q: I am curious to know why ATZ is selling off so much after their secondary offering?
Q: Have you any comments on the article in Grant's Interest Rate Observer, Dec 9, 2016 which is not very complimentary about Constellations management practices?
http://maximizer.veritascorp.com/virdocs/Grants-Article-on-Constellation-Software-Past-Performance-Inc.-January.9.2017.pdf
http://maximizer.veritascorp.com/virdocs/Grants-Article-on-Constellation-Software-Past-Performance-Inc.-January.9.2017.pdf
Q: 2nd request. Like by the Acumen guys.
Q: Tiny company, but do you have any comment about recent growth numbers, industry, management?
Q: Can you please comment on their latest earnings. Looks like a big miss from expectations, although taking into account seasonality a nice improvement over Q3 2015?
Thank you
Thank you