Q: Hi 5i - any news on PHO? It is up significantly in 2019. Would you suggest holding to continue to ride the positive momentum? Thanks, Neil
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Re: your answer on FCR today "The move will lower the company's cost of capital (probably). It makes sense, and most investors have likely been treating like a REIT anyway. It is a real estate company with a portfolio of assets, with a high dividend. Similarities exist already. It will be similar to others, but with a retail focus, but at least anchored by grocery stores and drug stores. It will 'probably' be a taxable conversion, so this may annoy some long term shareholders with embedded gains. "
On your last paragraph saying "will probably be a taxable conversion" that means holding FCR on non register a/c
may get taxable conversion.
I hold 1013 shares in cash a/c and have 28% gain, so should I sell before the conversion?
Thanks as always,
Tak
On your last paragraph saying "will probably be a taxable conversion" that means holding FCR on non register a/c
may get taxable conversion.
I hold 1013 shares in cash a/c and have 28% gain, so should I sell before the conversion?
Thanks as always,
Tak
Q: another quarter of fantastic earnings, dividend raise , roe incredible etcetc,
so when will this stock get the 15-25 pe it deserves or will that never happen because of the business their in.
this is a growth stock that keeps growing with a 11 pe. dave
so when will this stock get the 15-25 pe it deserves or will that never happen because of the business their in.
this is a growth stock that keeps growing with a 11 pe. dave
Q: Good morning 5i,
Could you comment on news out of TOY?
Thanks!
Could you comment on news out of TOY?
Thanks!
Q: A&W earnings have been well received by markets. Your thoughts please. Thanks.
Q: Please comment on the financial result of CSU. ThanKs a lot.
Q: Noticed the special dividend of $20/share and read the companies brief comment that while still seeing an attractive acquisition pipeline they have excess capital requirements for 2019 hence the dividend. Managements track record is pretty impeccable and their reputation as capital allocators is second to none but is this a small cause for concern going forward, especially as they rely on acquisitions for most of their growth? I'll gladly take the $20/share but would have thought there were more acquisitions out there or maybe even some debt could have been paid down? Maybe I'll pose this question to CSU on their Q&A site as well but what are your thoughts?
Q: Please comment on earnings. Thank you.
Q: Please comment on CSU's Q4, including your thoughts on the normalized accounting effects of the bargain puchase gain.
Also, the $20 special dividend, about $400 million total, is 5 years of the usual regular quarterly dividend.
Do you see this as a sign their acquisition plans are slowing down or are they just reaping some rewards?
Also, the $20 special dividend, about $400 million total, is 5 years of the usual regular quarterly dividend.
Do you see this as a sign their acquisition plans are slowing down or are they just reaping some rewards?
Q: First I want to just thank-you for making me a better investor not just with your recommendations but with your approach. Covalon has. in Appendix B of their annual statement included the notice of the change of auditors. The 'resignation' of BDO is, as it turns out, at the request of Covalon. We are also informed (elsewhere) that there will be no vote on the financial statement. I have gone through about as many of their recent Sedar filings as I can take and perhaps I am reaching here, but is this normal practice to you? Any red flags?
Q: SIS looks to be running quite flat recently. Do you think they might be poised to run up (or down) soon, and if so, why?
Q: This is the 4th. Quarter that Absolute beat the forecasts. Would you be buying into the strength?
This growth story has a 4% dividend which is a nice topping on the cake.
I am thinking of a 2% to start.
What is your price forecast?
This growth story has a 4% dividend which is a nice topping on the cake.
I am thinking of a 2% to start.
What is your price forecast?
Q: In response to Dave and his question regarding The Stars Group you used a phrase that you have sometimes used before; i.e. "The relentless selling may indicate something more". Perhaps you could elaborate. On the face of it you seem to suggest some investors have information not generally available to the rest of us and I'm not sure that's what you meant.
Thanks
Mike
Thanks
Mike
Q: Do you have the next reporting date for COVALON?
Q: Hi 5i,
There have been a lot of questions on TSGI and you have been defending the company. The share price (short-ish term) has not agreed.
What would you need to see happen before we'd say "something isn't right here and it's time to move on."
Thanks!
Dave
There have been a lot of questions on TSGI and you have been defending the company. The share price (short-ish term) has not agreed.
What would you need to see happen before we'd say "something isn't right here and it's time to move on."
Thanks!
Dave
Q: Hi 5i team,
Following my reading of your updated SYZ report. About the strategic partnership with Microsoft that has an end date set in August 2019: when can we expect SYZ to make an announcement if renewed, or renewed with modifications or not renewed (different date?)? What could be the impact of a « no renewal » on revenue, earnings and stock price?
Thank you for your collaboration,
Eric
Following my reading of your updated SYZ report. About the strategic partnership with Microsoft that has an end date set in August 2019: when can we expect SYZ to make an announcement if renewed, or renewed with modifications or not renewed (different date?)? What could be the impact of a « no renewal » on revenue, earnings and stock price?
Thank you for your collaboration,
Eric
Q: This company didn’t participate in the recent market bounce, usually not a good sign. Approaching recent lows. Is the market ancipating a weak quarter? When do they report next? Thank-you.
Q: Peter; With all the terrible blizzards across the continent wouldn’t this pump up Boyd’s earnings nicely? Rod
Q: Hi there, I just saw this segment on BNN. Does this pose any risks for a company like GC?
https://www.bnnbloomberg.ca/video/biggest-money-laundering-investigation-taking-place-in-b-c~1607517
Thanks!
https://www.bnnbloomberg.ca/video/biggest-money-laundering-investigation-taking-place-in-b-c~1607517
Thanks!
Q: thoughts on growth and future am I buying at the top here|??with its huge size can this power on with less concern of it doing an alta gas? crash and burn