Q: My portfolio is low in the consumer cyclical / discretionary sector. I have funds to add one stock at 2.5% portfolio weighting for a potentially long time frame. I'm torn between DOO and MG. Which would you recommend to add now and why?
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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: Where would you put the odds of TFI doing an equity financing prior to closing the UPS deal? Is it possible they might finance the purchase with debt alone? With the deal expected to close in the second quarter, when would you expect any financing to be announced? For an investor looking to add to their TFI holding, would you recommend waiting to take advantage of the drop in the stock price that an equity deal would likely cause?
Q: Can you comment or provide any additional insight on rumours of a possible impending block trade of 1M shares by Morgan Stanley?
Q: Today, on RBC, "(Reuters) - Governments around the world are subsidizing the construction of semiconductor factories as a chip shortage hobbles the auto and electronics industries and highlights the world's singular dependence on Taiwan for vital supplies.". Much impact for PHO do you think?
Q: Is real looking more appealing at this levels?
Q: Pho has a filing on Sedar re a potential prospectus. Enquiring minds would like your view on this?
Ciao
Ciao
Q: I know you have mentioned that you think BRP (DOO) is a good growth stock that you like. In looking at the results they just released today, I see an normalized earnings number for the quarter of $1.82, a 62.5% increase over last year. The guidance for 2021 shows an estimated normalized earnings of $7.62 (mid point of the range), which would be a 41% increase over the 2020 number. At roughly $102, the stock is trading at a p/e of only about 13.4 times this year's estimated earnings. That looks very cheap to me for a company with that high an earnings growth rate. Just wondering what your thoughts are on the quarter, and if you agree that the stock looks very cheap comparing the p/e to the growth rate. Trading at a similar p/e to GSY, with a comparable growth rate.
Q: I believe DOO had earnings. Have seen no comments on my search.
If correct could you please offer some
Sheldon
If correct could you please offer some
Sheldon
Q: Thanks for answering my last question. I should have been clearer about what I was after. You replied that you would not add to a position today.
Ultimately, if you were holding this stock and being down 50% would you hold or sell today?
Thanks again
Ultimately, if you were holding this stock and being down 50% would you hold or sell today?
Thanks again
Q: Hi 5i Team,
After today's earnings release and the conference call, should I be adding to my XBC shares. I'm down over 40% right now.
Thanks
After today's earnings release and the conference call, should I be adding to my XBC shares. I'm down over 40% right now.
Thanks
Q: Please comment on earnings
Q: Would you be adding to a well position at this time?
Q: Hi,
Seems like since they have decided to drop the acquisition of that UK company, DND is cash flush with the financing they did not to long ago at $50.50 per share. The stock has since been trading well below that level. I was surprised when they stated an increase to their credit facility to $700 million, today. The company now has Capital of a billion dollars. I cant see any other reason for a company to be sitting on a billion dollars via financings other than if they have some massive acquisitions in the pipeline. May i get your take ? Thanks,
Seems like since they have decided to drop the acquisition of that UK company, DND is cash flush with the financing they did not to long ago at $50.50 per share. The stock has since been trading well below that level. I was surprised when they stated an increase to their credit facility to $700 million, today. The company now has Capital of a billion dollars. I cant see any other reason for a company to be sitting on a billion dollars via financings other than if they have some massive acquisitions in the pipeline. May i get your take ? Thanks,
Q: As the price of REAL drops would you consider this factor putting the company in play for a takeover? I am thinking of starting to buy into a position now that it is low fourteens and would like to hear your thoughts. This is a profitable debt free company which nobody seems to like and is priced like it has low growth future. Generally I do not bottom feed but I am intrigued.
Q: Gentleman; what are your thoughts on the earnings report announced after the close on Wednesday?
Tks, Ron P.
Tks, Ron P.
Q: Any update? Short or long term?
Q: What is your take on the latest quarterly report? More importantly what do you think the outlook is where people will be driving less where safety features in new autos like sensors etc are reducing accidents etc?
Do you consider this a growth stock going forward?
Sheldon
Do you consider this a growth stock going forward?
Sheldon
Q: Could you comment on earnings and their conference call and what is your thoughts going forward,thinking growth should be picking up with the recovery in the hospitality industry coming soon.
- Park Lawn Corporation (PLC)
- Costco Wholesale Corporation (COST)
- Dollar General Corporation (DG)
- Walmart Inc. (WMT)
- Dollarama Inc. (DOL)
- Alimentation Couche-Tard Inc. (ATD)
- Premium Brands Holdings Corporation (PBH)
Q: What are your suggestions for US and CDN Consumer Defensive at this time?.
Q: Could you recommend 2-3 growth stocks traded on CDN exchanges that would be a good fit for a medium term TFSA investment? Thanks.