Q: I have a question about A&W Revenue Royalties. The early warning report dated Jan 05 seems to boil down to A&W food services increasing (or wanting to increase) its ownership stake in A&W Revenue Royalties Income Fund from 21.1% to something in the vicinity of 24.7%. I cannot see this as anything but good news as it is essentially insiders buying significantly into the fund. My question is, is this just that and would you consider the December buy levels (slightly above the current price) a sign of confidence toward the stock price? Or, is there something else potentially going on here? Thank-you.
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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.
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NFI Group Inc. (NFI $17.98)
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Alimentation Couche-Tard Inc. (ATD $73.64)
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Premium Brands Holdings Corporation (PBH $93.51)
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Spin Master Corp. Subordinate Voting Shares (TOY $21.89)
Q: Good afternoon,
I have enough money to add a 5% position in one of the above companies. I know you like them all. Is there a particular one that jumps out at you at today's levels that you may consider a buy above the others? Growth being the main consideration, to be held inside a TFSA. Thanks for the great service. - Jeff
I have enough money to add a 5% position in one of the above companies. I know you like them all. Is there a particular one that jumps out at you at today's levels that you may consider a buy above the others? Growth being the main consideration, to be held inside a TFSA. Thanks for the great service. - Jeff
Q: Savaria is a small company in what seems to be a fairly fragmented market. What are their competitive advantages? Do they benefit from patents? Who are there primary competitors?
Bought a full position on your recommendation and it has run up nicely from the ~$14 range. Would you continue to hold? Also, what is the forward PE multiple?
Thanks very much!
Bought a full position on your recommendation and it has run up nicely from the ~$14 range. Would you continue to hold? Also, what is the forward PE multiple?
Thanks very much!
Q: What are your thoughts on $wsp going forward. I currently hold a full position.
Thanks Valter
Thanks Valter
Q: Go Easy has had a nice run bought in at $27.00 Now 39 do you think it has a ways to go or would you take some money off the table thanx
Q: With Savaria getting 64% of their revenue from the US, do you see a material change in EPS with the US tax being reduced to 20-25% for Savaria?
Thanks, Barry
Thanks, Barry
Q: 5i has not been too constructive on Airboss of late, and Ryan suggested on BNN that the management didn't really have their act together. What would you suggest as a switch for better growth potential. Does not need to be in the same sector or same level of risk. What do you feel has long term growth potential.
Thanks
Thanks
Q: Update please
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BRP Inc. Subordinate Voting Shares (DOO $88.99)
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Chorus Aviation Inc. Voting and Variable Voting Shares (CHR $19.68)
Q: chorus has gotten hammered last few days, any reason other than the labor contract .
and brp you had as a top pick, they announced new products and it also went down. anything i am missing.
dave
and brp you had as a top pick, they announced new products and it also went down. anything i am missing.
dave
Q: We noticed that Enercare is down over 7 percent in the last three months. As bond yields go up and Enercare dividends are not increasing at the same rate, do you have any concerns over their valuation for the next one to three years?
Q: CGX downgraded today with a $37 target price.Dropped by $1.83 to $32 to continue its recent decline.Now at a 5 yr low.
Q: Guest on Market Call Tonight states CGX is spending all of its free cash flow on the dividend. Please refute or confirm, I'm in the stock for the dividend. Thanks 5i.
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Photon Control Inc. (PHO $3.60)
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $80.04)
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Kinaxis Inc. (KXS $187.00)
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Alimentation Couche-Tard Inc. (ATD $73.64)
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Premium Brands Holdings Corporation (PBH $93.51)
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Savaria Corporation (SIS $20.51)
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goeasy Ltd. (GSY $207.45)
Q: Can you please provide the strength of each company in terms maintaining growth within this 6 months or more from good to least?
Q: They announced the hiring of a new president recently. The article mentioned that the new hire had a background in growing the cloud business at his previous company. Was this hiring part of an orderly transition at the company and does his background suggest a new direction for the company or just a good fit for what has always been going on there? Can we expect a little "spark" to this company now?
Appreciate your insight.
Paul F.
Appreciate your insight.
Paul F.
Q: Hi,
I bought gud at just over $10. Being at 7.92 right now and 3% of my portfolio do you think it’s a good time to average down and increase holding to 5%? Or would you view that as too much of a position?
I bought gud at just over $10. Being at 7.92 right now and 3% of my portfolio do you think it’s a good time to average down and increase holding to 5%? Or would you view that as too much of a position?
Q: This morning, I am establishing a 1/2 position in CGX. I feel a little bit like I am catching a falling knife, but with a 5% return on a near monopoly and retirement only a few years (3) away, it feels like a good long term,holdgfor income. What are your thoughts?
Q: 5i has pointed to RPI.un as a way to play the online shopping and package shipping theme. I’ve been very happy with this high-yielding, thin-trading stock since late 2013, but am wondering if there is any particular reason it is up sharply today. I couldn’t find any news and trading volume is not offering any clues.
Thanks for the excellent service and your useful insights.
Thanks for the excellent service and your useful insights.
Q: In my TFSA I have a 3/4 position in CXI and have held it for a couple of years. Have 1/4 position in PHO. How would you view selling CXI to buy PHO? Sector not an issue and looking for the one with the greatest growth potential. Willing to hang on to CXI if you think it has a future.
Appreciate your insight.
Paul F.
Appreciate your insight.
Paul F.
Q: Hi 5i,
Can you please comment on the news out of NFI today?
Thank you!
Can you please comment on the news out of NFI today?
Thank you!
Q: As a follow up to my original question, was there anything compelling on the conference call today?
Thank you
Thank you