Q: Any concerns about BYD being down, on much higher than average volume, on a day almost everything else was up? Any news that drove the volume and/or price?
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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: Could you comment on recent decline in Badger and what the cause may have been.
Thank you
Thank you
Q: What are your current thoughts on AutoCanada following its recent purchase of Grossinger Auto Group, a dealership group in the States? Thank you.
Q: What are your thoughts on CEO Don Walker and COO Tommy Skudutis disposing of a fairly large block of shares this week? Cause for concern?
Q: Would you be comfortable with a 3% position at this time (new position) or should I wait until it settles a bit ? Also, can you please comment on the payout ratio, sustainability of the dividend and the quality of the management team. Will the current share price make it be harder for them to make new profitable acquisitions ? Thank you.
Q: Good morning 5i
While skimming local media this morning the article in globe business caught my attention; Acasta.
Taking the article at face value highlights the benefit of not being rushed to put capital to use. Mistakes can be costly; overpaying and large debt levels.
I don't like seeing Gud underwater but I know it is not permanently impaired nor priced for destruction.
Pg b17. Globe business. Mar. 24
Thanks for the service.
Dave
While skimming local media this morning the article in globe business caught my attention; Acasta.
Taking the article at face value highlights the benefit of not being rushed to put capital to use. Mistakes can be costly; overpaying and large debt levels.
I don't like seeing Gud underwater but I know it is not permanently impaired nor priced for destruction.
Pg b17. Globe business. Mar. 24
Thanks for the service.
Dave
Q: Add hold or sell?
Q: Please comment on FSZ's Q4.
Q: hello Peter & Team
I have been a STN shareholder since April 2014 a few months prior to the STN stock split announced Oct same year. At the time, I took a 4% long term position based on the company rarely if ever missing on expectations and it having a history as one of the Dividend gems over a very long period of time - 50+ years if I recall.
I have been very patient and although consistent capital gains are unfair to expect from every investment, I have to admit especially when considering the pedigree and your resent report, the sideways motion of this stock price over the past 4 years has been less than flattering in my view. And now they have missed expectations 5 of the last 8 quarters.
My expectations over the past 4 years when I bought the stock? A nice dividend which I have realized, and a modest Capital gain (say 5 - 7%/yr) which I didn't think unreasonable. I bought my shares @ pre-split $67.54. Today the stock is trading at (pre-split) $65.24.
I recently read your Oct 2017 report which outlines an A- rating which would lend me to believe this is an excellent company to hold in my portfolio for solid dividend & capital gains growth expectation. But as I see it right now, there is nothing on the horizon which lends me to believe anything is going to change. Interestingly, if you google STN in the Globe & Mail, it comes back as "no news for the past 2 years." And that pretty much sums it up!
Comparatively speaking... if I had bought SJ at the same time I would have seen a 35% Capital Gain over the same period of time.
Questions... If you were me, would you be happy with this performance? Would you recommend continuing to hold STN and if so why? (A- rating) And is there any reason you see for the dramatic increase in trading volume over the past 3 days?
Apologies for sounding disillusioned.
Thanks for all you do
gm
I have been a STN shareholder since April 2014 a few months prior to the STN stock split announced Oct same year. At the time, I took a 4% long term position based on the company rarely if ever missing on expectations and it having a history as one of the Dividend gems over a very long period of time - 50+ years if I recall.
I have been very patient and although consistent capital gains are unfair to expect from every investment, I have to admit especially when considering the pedigree and your resent report, the sideways motion of this stock price over the past 4 years has been less than flattering in my view. And now they have missed expectations 5 of the last 8 quarters.
My expectations over the past 4 years when I bought the stock? A nice dividend which I have realized, and a modest Capital gain (say 5 - 7%/yr) which I didn't think unreasonable. I bought my shares @ pre-split $67.54. Today the stock is trading at (pre-split) $65.24.
I recently read your Oct 2017 report which outlines an A- rating which would lend me to believe this is an excellent company to hold in my portfolio for solid dividend & capital gains growth expectation. But as I see it right now, there is nothing on the horizon which lends me to believe anything is going to change. Interestingly, if you google STN in the Globe & Mail, it comes back as "no news for the past 2 years." And that pretty much sums it up!
Comparatively speaking... if I had bought SJ at the same time I would have seen a 35% Capital Gain over the same period of time.
Questions... If you were me, would you be happy with this performance? Would you recommend continuing to hold STN and if so why? (A- rating) And is there any reason you see for the dramatic increase in trading volume over the past 3 days?
Apologies for sounding disillusioned.
Thanks for all you do
gm
Q: To re-balance my portfolio, I could use more consumer stocks. Currently I have Starbucks and Hanes Brands.
If Hanes Brands is considered Consumer Cyclical, I would would be looking for a Consumer Non-Cyclical. Would ATD.B a good choice with the recent pullback or would would you recommend something else. The stock would be purchased in my TFSA account.
For a Consumer Cyclical BRP is of interest but with yesterday's increase, should I wait for the next pullback or can you offer another alternative.
Thank you
If Hanes Brands is considered Consumer Cyclical, I would would be looking for a Consumer Non-Cyclical. Would ATD.B a good choice with the recent pullback or would would you recommend something else. The stock would be purchased in my TFSA account.
For a Consumer Cyclical BRP is of interest but with yesterday's increase, should I wait for the next pullback or can you offer another alternative.
Thank you
Q: I have a half position on ADW.a, I am wondering if ADW.a is currently over priced? Does it make sense to add to this at these levels?
Q: What is your reading of the quarterly and annual results? Has the investment thesis changed in any way?
Q: Is there a specific reason for this stock to be falling the way it has recently ,other than today? Should I sell or hold?
Jack
Jack
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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Richards Packaging Income Fund (RPI.UN)
Q: Hi there,
Just doing some portfolio re-balancing as my portfolio seems to have gotten off track a bit lately. I am running with about a 22% weight in industrials but have CCL and richards Packaging classified there. I always struggle where to classify these two - more suited to materials or do you have an alternate classification. i am extremely underweight in Consumer Discretionary. Any recommendations? i have been reluctant to buy anything in this space lately!
Just doing some portfolio re-balancing as my portfolio seems to have gotten off track a bit lately. I am running with about a 22% weight in industrials but have CCL and richards Packaging classified there. I always struggle where to classify these two - more suited to materials or do you have an alternate classification. i am extremely underweight in Consumer Discretionary. Any recommendations? i have been reluctant to buy anything in this space lately!
Q: Hi, could you please comment on the earnings release. They also had some comments on same stores sales growth and outlook - your thoughts please. Thanks
Q: Hello 5i team,
I hold 3 stocks in the energy sector: ENB since 2012, KEY since 2010 and PKI since 2006.
With an average total return of 5% per year (which basically equals the yield) ENB is, by far, the worst performer.
That begs the question: granted ENB is a good company, but it does not seem to be a good stock to own.
Thank you,
Antoine
I hold 3 stocks in the energy sector: ENB since 2012, KEY since 2010 and PKI since 2006.
With an average total return of 5% per year (which basically equals the yield) ENB is, by far, the worst performer.
That begs the question: granted ENB is a good company, but it does not seem to be a good stock to own.
Thank you,
Antoine
Q: What is the consensus for TPK's Q4 revenue, ebitda and eps please.
Q: What is the consensus for NFI's Q4 revenue and adjusted ebitda please.
Q: Please comment on TPK earnings. Thanks
Q: I keep hearing about TOY being tied exclusively with Toys R Us but I have seen Spin Master toys being sold in numerous outlets including: Canadian Tire, Mastermind and Walmart. Shoppers even has some of their product like Paw Patrol.
It seems the recent decline has been a bit over done?
It seems the recent decline has been a bit over done?