Q: Please comment in Badger's earning and outlook. Is it expensive and would you start a position here?
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: what is your outlook for this company?
Larry
Larry
Q: My investment strategy has been 1st to buy good companies. I accept that there will be volatility in the short term but believe that in the long term good companies will perform well. I am retired and this has worked well for me and your advices have helped to direct me to good stocks that I would not have found on my own.
The last 6 weeks have been challenging from an emotional investing standpoint. But I have been through this before and the best action for me has been to stay the course.
Often I like to take some opportunity in this down market and I find I often jump in too early.
I like PBH, hold 2 % and think it would be a good long term hold and am considering topping it up 1%. I hear this “capitulation” term used when a stock has hit the end of its fall. With a specific stock is there a “formula” that defines this capitulation point. If possible can you reference PBH as an example?
Thanks John
The last 6 weeks have been challenging from an emotional investing standpoint. But I have been through this before and the best action for me has been to stay the course.
Often I like to take some opportunity in this down market and I find I often jump in too early.
I like PBH, hold 2 % and think it would be a good long term hold and am considering topping it up 1%. I hear this “capitulation” term used when a stock has hit the end of its fall. With a specific stock is there a “formula” that defines this capitulation point. If possible can you reference PBH as an example?
Thanks John
Q: If Kinaxis reported some sales slipped outside of Q3, have analysts adjusted these numbers into Q4? I'm probably simplifying things here but in the next quarter if the market has settled and the results affirm this slippage then would the stock price increase? I like this company and can't help to think this price dip is a huge opportunity for those who can wait?
Q: Please comment on earnings and Revenue. Revenue for both Companies was up.
CAE the need for training pilots over the next ten years is very high. Company should do well.
SIS aging population A good story. Should I buy more of both companies ? RAK .
CAE the need for training pilots over the next ten years is very high. Company should do well.
SIS aging population A good story. Should I buy more of both companies ? RAK .
Q: Looks like savaria missed big time is this company worth holding.
Q: What is your opinion on Savaria's recent earnings, thanks?
Q: Any thights oir infor on the price drop with Fiera today?
Slainte
Slainte
Q: Can you comment on Badgers recent results. Thanks Gerry
Q: Pho is down by so much, would you consider it a bit? I have read the comments and you’ve said you expect it to be flat for sometime. What is the long term for semi conductors?
Q: I would like to add to PKI to increase holding from 2.6 to 3.7 weight and KXS from 2.8-4.4 weight. Would you consider these weight holding appropriate?
Thanks
Thanks
Q: Sorry if this has already been answered but could you give the reporting date for COV
Q: Hello all at 5i,
I am keeping a close eye on TSGI as are at least a few others. I have held TSGI for a long time, trimmed several times as value grew and am still nicely ahead on my remaining shares. They are in a taxable account so each time I sold I had to consider and manage the tax consequences.
After the recent decline I want the build TSGI's value back to a more historic percentage of my portfolio. This time I plan to do the purchasing in my TFSA spread out between now and the end of december. I'm also thinking of transferring in kind shares from my taxable account to my TFSA in january (and deal with the tax) as my 2019 contribution. This would leave a portion of my shares in my taxable account.
Your thoughts please on the above (purchase and transfer), pros, cons and potential plan changes I should consider.
Thank you for your insight.
I am keeping a close eye on TSGI as are at least a few others. I have held TSGI for a long time, trimmed several times as value grew and am still nicely ahead on my remaining shares. They are in a taxable account so each time I sold I had to consider and manage the tax consequences.
After the recent decline I want the build TSGI's value back to a more historic percentage of my portfolio. This time I plan to do the purchasing in my TFSA spread out between now and the end of december. I'm also thinking of transferring in kind shares from my taxable account to my TFSA in january (and deal with the tax) as my 2019 contribution. This would leave a portion of my shares in my taxable account.
Your thoughts please on the above (purchase and transfer), pros, cons and potential plan changes I should consider.
Thank you for your insight.
Q: You have recently stated you felt pho is likely to be flat for some time, what do you feel is the problem, is it only due to the sector being week or is this particular company losing its future growth potential and if this is a time to sell and move to other sectors.
Doug
Doug
Q: With the current price of oil, and lower gasoline prices at the my local gas station, how will this effect PKI's profitability?
Q: Regarding Photon, on a quick back of the napkin analysis it looks like the company is being valued at 2 times sales, once you strip out the cash.
Can you tell me what a typical multiple is?
It's astonishing that the company is back to 2016 valuations given all of the positive catalysts.
Can you tell me what a typical multiple is?
It's astonishing that the company is back to 2016 valuations given all of the positive catalysts.
Q: Going forward after checking on cost issues--transportation and etc. and also the Conference Call and other concerns coming out, what are your opinions and facts? Going backwards I feel sorry for the people who had paid $100.00 or more a share, will they have the time to make a recovery?
Q: Comments on recent numbers please.
TIA pat
TIA pat
Q: If you have lots of questions in the queue, this can wait, no rush.
You sometimes say GUD is dead money it has been and may still be I agree. However I have 300k of GUD and the last 6 weeks I probably saved 60k since most of my other stocks are down 20 to 25% and GUD has held up. Now suppose I take the dead money approach and invest my 300k in dividend paying stocks say 5%. That would give me 15k by Nov 2019 assuming those stocks keep their value no guarantee there. But if I keep my GUD it needs to go up .41 cents to $ 8.68 as I write this to cover the 15k. Question, what are the odds GUD will trade at 8.68 one year from now ? What are the odds it will trade down .41 cents ? As a fund manager you would respond one way, but would like your view as a personal investor.
And if they do make a large acquisition, I suspect the sp would jump 20% at the open, and this why I keep GUD my biggest position. Question do you agree ?
As you I am disappointed they have not made a large acquisition, I am questioning if they ever will based on their strategy since inception. After all Mr. Goodman did say this was for his grand kids. He has money, is in no rush obviously, perhaps prefers a stress free life at this point of his life. When did you speak with him last time or to management ? They would never reveal they were ignoring a large acquisition anyway. Question do you feel he has the drive for a large acquisition ?
Thanks, for your help.
You sometimes say GUD is dead money it has been and may still be I agree. However I have 300k of GUD and the last 6 weeks I probably saved 60k since most of my other stocks are down 20 to 25% and GUD has held up. Now suppose I take the dead money approach and invest my 300k in dividend paying stocks say 5%. That would give me 15k by Nov 2019 assuming those stocks keep their value no guarantee there. But if I keep my GUD it needs to go up .41 cents to $ 8.68 as I write this to cover the 15k. Question, what are the odds GUD will trade at 8.68 one year from now ? What are the odds it will trade down .41 cents ? As a fund manager you would respond one way, but would like your view as a personal investor.
And if they do make a large acquisition, I suspect the sp would jump 20% at the open, and this why I keep GUD my biggest position. Question do you agree ?
As you I am disappointed they have not made a large acquisition, I am questioning if they ever will based on their strategy since inception. After all Mr. Goodman did say this was for his grand kids. He has money, is in no rush obviously, perhaps prefers a stress free life at this point of his life. When did you speak with him last time or to management ? They would never reveal they were ignoring a large acquisition anyway. Question do you feel he has the drive for a large acquisition ?
Thanks, for your help.
Q: Add our names for two thumbs up for 5i research! I am suffering like everyone else. But, I realise that I have received good advice from 5i. But, I don't expect you to have a crystal ball. And so the final decisions are ours.
We are wondering whether it is too late to sell Premium Brands for a tax loss. It is already the 14th, which means that we would not be able to buy it back until mid December. I expect much of the tax loss selling would be finished by that time, and , if it ever does turn around, it might be before that date that PBH starts to climb. (I suppose despite all of this we are always optimistic!) So, would it be just better to hold than to book the loss and possibly miss the turnaround, if it comes?
thanks
We are wondering whether it is too late to sell Premium Brands for a tax loss. It is already the 14th, which means that we would not be able to buy it back until mid December. I expect much of the tax loss selling would be finished by that time, and , if it ever does turn around, it might be before that date that PBH starts to climb. (I suppose despite all of this we are always optimistic!) So, would it be just better to hold than to book the loss and possibly miss the turnaround, if it comes?
thanks