Q: What are your thoughts on the likelihood of the Cineworld takeover of Cineplex actually taking place?
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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: Do you have a sense of how the Covid crisis will impact the earnings of ENGH over the next few quarters and longer term?
Thank you very much..
Thank you very much..
Q: When does Byd.un.ca report earnings for the current quarter?
You mentioned earlier they could be horrible, or is that already priced in?
Thanks again for all your help.
You mentioned earlier they could be horrible, or is that already priced in?
Thanks again for all your help.
Q: I have read your comments on CGX and would you rate this stock as a hold or sell if owned?
Thanks
Thanks
Q: Please comment on Update & preliminary Q1 results released after market close today.Thanks for u usual great views & services
Q: GUD re-launch of Trelstar has a great impact. Today it closed at $7.54 up 0.61 on 761k shares(av 353k) Please comment Thanks for u usual great services & views
- Park Lawn Corporation (PLC)
- Sun Life Financial Inc. (SLF)
- Constellation Software Inc. (CSU)
- CAE Inc. (CAE)
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
- Real Matters Inc. (REAL)
- Boyd Group Services Inc. (BYD)
Q: Hello 5i team,
I greatly enjoyed your report on Covid 19 and investment themes. I have a pretty good idea as to 10 to 20 names of stocks that could fit into those themes.
Could you name just 10; I'd be curious to see how close I am.
Thanks,
Antoine
I greatly enjoyed your report on Covid 19 and investment themes. I have a pretty good idea as to 10 to 20 names of stocks that could fit into those themes.
Could you name just 10; I'd be curious to see how close I am.
Thanks,
Antoine
Q: On April 17, HR.UN announced various responses to the current crisis (including credit facilities well in excess of its mortgage encumbrances), a distribution in line with its previous payouts, and deferred development projects. Do these argue for its keeping the dividend intact?
Q: When does CSU report and what are its expected earnings for the quarter?
Thanks for all your help, Bryan
Thanks for all your help, Bryan
Q: You've mentioned Boyd as one of your favorites a number of times lately, and I'd like your reasoning. This doesn't appear to be a cheap stock, by any means, with a forward PE of 96 (G&M). Moreover it's in the business of servicing cars which are mostly in their garages and parking spots these days. Is this a forward view to next year, because I am expecting its next quarterly report to be absolutely dreadful.
Q: Your Flash Update review of BAD was on-the-whole encouraging, but when I look at price action over 2014 to 2019, I see a safe but essentially static business. Yes, its dividend is secure, but any Big 5 bank pays twice as much. Given the effects of the current shutdown on municipal budgets, and the carnage still underway in the oil patch, I have to wonder if its appreciation potential is now baked-in. What am I missing?
Q: Hi there, what are your thoughts on Shopify's recent parabolic moves? Is it justified? If you were looking for a long term entry point, where would you be looking as an entry point?
Thanks!
Thanks!
Q: According to StockCharts, GUD has increased 32.45% in the past month. The only stock in your Balanced Equity portfolio that is down is NFI, down 27.45%. My question is, re NFI why? Should we be patient? Can we see NFI rebound when the pandemic subsides and people start moving around again?
Q: In answer to @Cheryl, Knight released two news yesterday. The Triumvira repayment shows that Goodman's strategy of battling mostly 'singles' (except the GBT 'homerun') is working.
However, a more meaningful news is that Knight finished repurchasing 100% of their shares buyback under their NCIB. I don't recall a company actually buying "all" of the NCIB allocation. We knew they had bought 78% of it as of March 30, 20 in their Q4 2019 quarterly report. We could have expected they would buy the other 18% but still did it quickly with Stock having dropped a lot in the COVID market (even though they said COVID had not affected their business - well not yet at least).
Question: their NCIB only expires on July 8. Does it mean GUD has to wait until July 8 to request another NCIB to the TSX if they want to continue buying back their shares? Medison still owns 7.5% (10.5M shares) of the company, and I would really like to have GUD arrange a 'block' buyback of Medison's Shares via a 'special NCIB' repurchase to finish the Meir Jacobson involvement once and for all without disrupting the share price, or at least causing uncertainty/concern on that.
Is that possible? And if so, does it have to wait until current NCIB expires in July even as they have completed 100% of the current NCIB already? Thank you!
However, a more meaningful news is that Knight finished repurchasing 100% of their shares buyback under their NCIB. I don't recall a company actually buying "all" of the NCIB allocation. We knew they had bought 78% of it as of March 30, 20 in their Q4 2019 quarterly report. We could have expected they would buy the other 18% but still did it quickly with Stock having dropped a lot in the COVID market (even though they said COVID had not affected their business - well not yet at least).
Question: their NCIB only expires on July 8. Does it mean GUD has to wait until July 8 to request another NCIB to the TSX if they want to continue buying back their shares? Medison still owns 7.5% (10.5M shares) of the company, and I would really like to have GUD arrange a 'block' buyback of Medison's Shares via a 'special NCIB' repurchase to finish the Meir Jacobson involvement once and for all without disrupting the share price, or at least causing uncertainty/concern on that.
Is that possible? And if so, does it have to wait until current NCIB expires in July even as they have completed 100% of the current NCIB already? Thank you!
Q: Do you think Shopify can hit or exceed its old high of ($786.07) on its next earning report ?(early May)
It certainly seems to be tracking Amazon, which is hitting new highs daily.
Thnx for your great service you provide the individual investors!! 👍
Dave
It certainly seems to be tracking Amazon, which is hitting new highs daily.
Thnx for your great service you provide the individual investors!! 👍
Dave
Q: Any ideas as to what is driving this back up? Stock has almost doubled since March 18th. I can get where TSGI is doing okay because 62% of revenues is online poker and games but I would have thought Flutter would be more comparable to GC with sports betting non existent the same as physical casinos with no action. Thx
Q: The loan repayment made by GUD seems to have made the market happy, is it significant?
Q: Your views about the company at this price. Will its debt be a problem in coming months as it grows by acquisitions and its acquisition in USA?
I do not hold any position but thinking of adding it. I hold 60% portfolio in Financial (banks and insurance and railroads)
Thanks
I do not hold any position but thinking of adding it. I hold 60% portfolio in Financial (banks and insurance and railroads)
Thanks
Q: Why is the market punishing this one so badly. ? I view it as a table pounding buy. Can you provide me with any arguments against it?
Thanks
Thanks
Q: Do you think that dividend is safe this one of my core holds