Q: Bep.un dropped from its peak of some $63 in Jan 2021 to May & since then has been trading in a range. Is this sector related rather than company specific? Txs for u usual great services & views
On Aug 9th, Bmo capital markets raised it's outlook on price for GSY to 207$. When an analyst raises it's price for a stock, what is the time frame they believe it will hit that mark?
Q: An article in today's TorStar indicated that the company will sell 7.7 million shares at a price of $93per share. The underwriters have been granted an over allotment option up to 1.155 million shares.
It's not clear that the dollars quoted were in U.S. or Cdn dollars. If it's in Cdn. then the Monday closing price of $116.57 is within range. Can you confirm? Thanks.
Q: Just a follow-up to the question I just posed. Own SYZ for several months now and down 23%. Should I keep it going forward. Like other tech holdings - in total represent a small fraction of total assets owned.
Q: Good morning 5i
My tech sector within a RRIF is over 20% of CSU, LSPD, TOI, and KXS. KXS has been at a loss until today. Would this be an opportunity to trim back and what other sectors would you consider as buy opportunities going forward next 3-5 years. The RRIF is otherwise well balanced after following your growth and balanced portfolios.
Thanks for all the excellent advice.
Q: Can you think of a rational reason in why CJT's SP has been range bounded for close to a year? I thought the strong results just released this week should allow CJT's SP to move forward, but only to see the sell off day after day. This is most perplexing? What's your take on CJT? Thanks.
Q: Hi, Topicus stock has been on a tear this week, specially, during past 2 days. What are the factors, contributing to this remarkable performance, in your view. Is this the scarcity value, excellent results or the “ Mini - CSU” effect? We are quite happy to hold a decent position ( A Big Thank you for your valuable guidance, in absence of any analyst coverage) wondering, should we wait to add and what would be an attractive entry point. Thank you
Q: I bought GUD as a long term investment. It worries me when you say you are losing patience with it and I suspect you will take it out of the portfolio if you find a very compelling replacement for that sector. But has anything fundamentally changed from when you included it in the portfiloio besides the time it is taking to spend the horde of cash?
Q: hi folks, your thoughts on Anaergia acquisition of Rhode Island Bio Energy facility...sounds good for future of Anrg but n/r lacked details of purchase price, etc....& how much it will help the bottom line of Anrg....have small spec position & would U add or wait until first Q results come out?? ...& would you view Anrg similar to Xebec xbc?.... Thanks as always, jb Piedmont
Kindly suggest a replacement with a better growth profile than Parkland Corp for a 10+ year hold in a registered account. Preferably in the Consumer Cyclical or Industrial sector.