Q: Thoughts on Span-America Medical System acquisition announced yesterday?
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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: Hello,
How do subscription receipts work? How do you purchase them? Do you think the subscription receipts coming for SIS are a good investment? Thanks Luke
How do subscription receipts work? How do you purchase them? Do you think the subscription receipts coming for SIS are a good investment? Thanks Luke
Q: I notice that Savaria Corp is having its annual meeting on May 15. They have also called it a special meeting. Could you elaborate on the reasons why a "special meeting" would be held? Thanks!
Q: What are your thoughts on BDI? Does it show any signs of recovery? Is it worth holding? Thks guys.
Q: Hello,
I would like to start a new full position in an non-registered account. What would be your suggestions at the moment for growth and long-term (5-10 years+)?
Thank you,
I would like to start a new full position in an non-registered account. What would be your suggestions at the moment for growth and long-term (5-10 years+)?
Thank you,
Q: Your thoughts and analysis on the SIS Acquisition as well as PUR financial results?
Thanks!
Thanks!
Q: Hey Guys, can you comment on earnings and if you would buy more or hold?
Thanks
Thanks
Q: Please advise the price of subscription receipts for SIS's acquisition.Thanks
Q: Back around the New Year, there was much concern about TOY and the reaction to consumers complaining about the Hatchimals they purchased as gifts. 5i suggested patience and reiterated their confidence that TOY management would resolve the issues. I thought, therefore, that it might be worth noting the following comments made by the lawyers for the plaintiffs who had filed a class action lawsuit that was withdrawn a could of weeks ago.
"Mark Geragos, the lawyer who voluntarily withdrew the law suit on behalf of the plaintiff added, "Spin Master's proactive response was very successful and, to date, they have either responded to all of the outstanding questions or provided replacements, or refunds to consumers. We applaud Spin Master for the highly effective manner in which they have dealt with their customers. Given these factors, we have decided to voluntarily withdraw our class action."
This speaks highly - again - to the quality of advice we members receive from you. TOY is now trading at all-time highs.
Thanks!
Paul F.
"Mark Geragos, the lawyer who voluntarily withdrew the law suit on behalf of the plaintiff added, "Spin Master's proactive response was very successful and, to date, they have either responded to all of the outstanding questions or provided replacements, or refunds to consumers. We applaud Spin Master for the highly effective manner in which they have dealt with their customers. Given these factors, we have decided to voluntarily withdraw our class action."
This speaks highly - again - to the quality of advice we members receive from you. TOY is now trading at all-time highs.
Thanks!
Paul F.
Q: Hi 5I,
As when anything goes wrong in a specific industry such as HCG and mortgages, many companies may be tarred with the same brush. Is there any company that has fallen just being in the same space as HCG that may be a good under valuation buy? Thank-you
As when anything goes wrong in a specific industry such as HCG and mortgages, many companies may be tarred with the same brush. Is there any company that has fallen just being in the same space as HCG that may be a good under valuation buy? Thank-you
Q: Good day
I will like your assistance on guiding my investment decision. I have read your report on Knight Therapeutics. After Knight has deployed its war chest($736,000,000), you are forecasting earnings per share of $0.59, plus the EPS for the last quarterly report of 0.06$. If earnings grow at 15% per year for the next 5 years, then in 2022, EPS will be :
2017 2018 2019 2020 2021 2022
$0.65 $0.75 $0.86 $0.99 $1.14 $1.31
I am assuming cash is deployed this year, the share count remains constant and investors in 2022 are willing to pay 15 times EPS. If this scenario holds, then in 2022, the share price should trade at around $20 (1.31 X 15). At current price ($10.60), this scenario would result in an annual rate of return for the next five years of 13.1%. Are you comfortable with my scenario or would you change some of my parameters ?
Gilles
I will like your assistance on guiding my investment decision. I have read your report on Knight Therapeutics. After Knight has deployed its war chest($736,000,000), you are forecasting earnings per share of $0.59, plus the EPS for the last quarterly report of 0.06$. If earnings grow at 15% per year for the next 5 years, then in 2022, EPS will be :
2017 2018 2019 2020 2021 2022
$0.65 $0.75 $0.86 $0.99 $1.14 $1.31
I am assuming cash is deployed this year, the share count remains constant and investors in 2022 are willing to pay 15 times EPS. If this scenario holds, then in 2022, the share price should trade at around $20 (1.31 X 15). At current price ($10.60), this scenario would result in an annual rate of return for the next five years of 13.1%. Are you comfortable with my scenario or would you change some of my parameters ?
Gilles
Q: I own some Home Trust notes ( due May17 and Dec18). Are these at risk? Why has the price dropped if they
are due in only a few weeks, is this a bond market looking to take advantage of fear?
are due in only a few weeks, is this a bond market looking to take advantage of fear?
Q: Dear 5i, I've read some good questions lately on REITs and return of capital, dividends, business income, and the adjusted cost base for these securities.
I just wanted to follow up and ask if my understanding of the different tax treatments is correct.
1. RRSP: all monies paid to the RRSP is basically exempt and no need to keep track of ROC, dividends, etc.
2. TFSA same as RRSP
3. Cash Account, monies paid to the account must be kept track of and the ACB will be reduced each time ROC is paid back to the investor.
Please confirm this means over a very long period of time the ACB could be reduced to zero or even negative? Is the ROC, Box 42 on a T3, the only amount I have to keep track of?
and another question, on BYD.UN, Why is BYD.UN allowed to operate under .UN status and in your opinion will they eventually be required to convert to a Corp.?
I just wanted to follow up and ask if my understanding of the different tax treatments is correct.
1. RRSP: all monies paid to the RRSP is basically exempt and no need to keep track of ROC, dividends, etc.
2. TFSA same as RRSP
3. Cash Account, monies paid to the account must be kept track of and the ACB will be reduced each time ROC is paid back to the investor.
Please confirm this means over a very long period of time the ACB could be reduced to zero or even negative? Is the ROC, Box 42 on a T3, the only amount I have to keep track of?
and another question, on BYD.UN, Why is BYD.UN allowed to operate under .UN status and in your opinion will they eventually be required to convert to a Corp.?
Q: Can you comment on Winpak's (WPK-ca) earnings, their cash position and speculate on how large they can grow their cash position before management begins to consider a special dividend?
Q: April 29/17 ? asked by david:
Jerome Haas of Lightwater Partners has been shorting HCG successfully for several years
using public info. He points out below that the loan originations were robust concurrently with the loan book decreasing, amongst others.
http://www.bnn.ca/investing/video/home-capital-short-seller-warns-on-the-whole-sector%7E1109205
Jerome Haas of Lightwater Partners has been shorting HCG successfully for several years
using public info. He points out below that the loan originations were robust concurrently with the loan book decreasing, amongst others.
http://www.bnn.ca/investing/video/home-capital-short-seller-warns-on-the-whole-sector%7E1109205
Q: The authorities knew if they dd anything home capital would have issues. I thought it would skate through with a fine and a few firings. Why bring down the whole company? Check the mortgages determine the default rate and then decide what to do.Announce action everyone deserts Home Capital gics and the company swirls into the bowl. Hoop insider probably knows the default rate ponies up the money.Please explain.
Q: In March and February your comments about this company were generally positive. Yet just recently you said that this company was the most likely candidate to be booted out of the balanced equity portfolio. Sounds like you views have changed in the past four weeks. Can you explain the apparent shift in your position please. Thx.
Q: Hello,
I have read a suggestion that perhaps OSFI or the government might "encourage" a big bank to purchase home capital. Any insight as to what a potential price could be? What metrics do you think someone could base a bid on?
Regards,
Robert
I have read a suggestion that perhaps OSFI or the government might "encourage" a big bank to purchase home capital. Any insight as to what a potential price could be? What metrics do you think someone could base a bid on?
Regards,
Robert
Q: Can you comment on Constellations Software's debt profile and cash position? From what I recall, it is a definite strength of the company. Is there any plausible short to medium term scenario where the company can destroy their strong financial position?
Q: Comments please on Constellation's latest quarter.
Thank you
Thank you