Q: A number of guests on BNN favour ACQ since beginning of 2017,but its price is down @ $22.55 from $23.86 on Jan 3/17.Please advise if it is time to buy.Thanks for u usual great services & opinions.
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: Your updated report on Knight Therapeutics gives six A+ ratings and one A. Did you arrive at an A- overall rating due to management risk concerning CEO Goodman's possible health issues? With the present management team, is there eventually a possibility that his departure, for whatever reason, would not diminish the company due to existing talent?
How likely is it that Endo would sell Paladin to Knight? Is that not the ultimate embarrassment - selling a company for which you paid a fortune - for a song?
Thanks.
How likely is it that Endo would sell Paladin to Knight? Is that not the ultimate embarrassment - selling a company for which you paid a fortune - for a song?
Thanks.
- AutoCanada Inc. (ACQ)
- AirBoss of America Corp. (BOS)
- Spin Master Corp. Subordinate Voting Shares (TOY)
Q: I am currently holding Air Boss of America at a loss. Considering selling and using proceeds to purchase Auto Canada. Is this advisable or are there other investments in consumer cyclical other than AW.UN, CGX, XTC that you would prefer. Thanks.
Q: I am looking for growth within a 7 to 10 year time frame and would like you to rank Enghouse, Spin Master, and Envirostar in order of preference. I have a diversified portfolio and would be comfortable adding one or all three to my current holdings. Could you provide a one liner for each equity outlining their merits. I included EVI as a possible US growth stock based on a previous answer you provided the past week. Thank you.
Q: How does the possible exercise of the options noted below from their current MD&A impact the price and opportunity?
In April 2014, the Corporation completed a private placement underwriting 5.75 million units at a price of $3.25 per unit, for net proceeds of $17.5 million. Each unit consisted of one common share and one-half warrant entitling its holder to purchase one additional common share of Savaria at an exercise price of
$4.25. These warrants expire on April 15, 2017.
In April 2014, the Corporation completed a private placement underwriting 5.75 million units at a price of $3.25 per unit, for net proceeds of $17.5 million. Each unit consisted of one common share and one-half warrant entitling its holder to purchase one additional common share of Savaria at an exercise price of
$4.25. These warrants expire on April 15, 2017.
Q: Your technical perspective on HLF, please. November 8 closed ($27.22). March 3 closed (17.15). Down 37%. Today $18.00 and rising. Buy, sell or hold?
Q: Hello 5i
Would you please comment on the trading of SYZ and how it is being slapped around at these low prices.
Is this normal for a small cap company and should be expected due to lackluster earning and capital running to other hot stocks?
Why such a dearth of interest in a 3% Dividend paying stock?
Thanks
DAve
Would you please comment on the trading of SYZ and how it is being slapped around at these low prices.
Is this normal for a small cap company and should be expected due to lackluster earning and capital running to other hot stocks?
Why such a dearth of interest in a 3% Dividend paying stock?
Thanks
DAve
Q: FYI, BMO just started covering FSZ with an OUTPERFORM rating. The added exposure bodes well, congratulations on picking another winner ahead of the pack!
Initiating Coverage of the Small-Cap Canadian Asset Managers: BMO Capital Markets analyst Nik Priebe launched coverage
on the Canadian asset managers. In general, he believes the asset managers offer competitive dividend yields and attractive valuation
multiples in the context of historic averages. Dividend yields of 5-6% are largely covered by free cash flow. The small-cap
asset managers also provide a significant degree of insider ownership, which we view as a positive attribute supporting a better
alignment of management interests with those of shareholders. Lastly, for investors concerned about the impact of new mutual
fund regulations, the small-cap asset managers offer lower exposure owing to a diversified asset mix. His coverage includes:
- Fiera Capital (Outperform): provides investors with exposure to a unique growth strategy, strong earnings momentum, and a
competitive dividend yield.
Initiating Coverage of the Small-Cap Canadian Asset Managers: BMO Capital Markets analyst Nik Priebe launched coverage
on the Canadian asset managers. In general, he believes the asset managers offer competitive dividend yields and attractive valuation
multiples in the context of historic averages. Dividend yields of 5-6% are largely covered by free cash flow. The small-cap
asset managers also provide a significant degree of insider ownership, which we view as a positive attribute supporting a better
alignment of management interests with those of shareholders. Lastly, for investors concerned about the impact of new mutual
fund regulations, the small-cap asset managers offer lower exposure owing to a diversified asset mix. His coverage includes:
- Fiera Capital (Outperform): provides investors with exposure to a unique growth strategy, strong earnings momentum, and a
competitive dividend yield.
Q: GUD.
With a new rating at A-, is it in essence a vote of confidence in the CEO ? Yet, for the time being, there is more cash than realizations completed.
With a new rating at A-, is it in essence a vote of confidence in the CEO ? Yet, for the time being, there is more cash than realizations completed.
Q: Hi 5i Team,
I'd like to know if having GUD in two of your portfolios is a commentary on the company or for diversification reasons. Thanks a lot for your insight.
I'd like to know if having GUD in two of your portfolios is a commentary on the company or for diversification reasons. Thanks a lot for your insight.
Q: DH Corp.insiders continue to hold their shares. Can they legally sell now or are they committed to tender their shares directly ? I am still holding on to my shares for now in case a better offer comes forward.
Q: Love PBH but have been reducing my position because it represents 20% of my portfolio and keeps going up. Should I keep selling this winner ?
Q: Good morning 5i Team,
I'm interested to buy a position in CCL B. Please advise if the stock will continue to grow in the next few years. Is it better to buy before the split or after the split in May this year? Is it better to buy the A or B shares? I note the PE is high! What is your opinion on management, ,divident growth, momentum and valuation?
Thank you!
Rossana.
I'm interested to buy a position in CCL B. Please advise if the stock will continue to grow in the next few years. Is it better to buy before the split or after the split in May this year? Is it better to buy the A or B shares? I note the PE is high! What is your opinion on management, ,divident growth, momentum and valuation?
Thank you!
Rossana.
Q: with the 6.00 share price drop in the stock would it be one of the better buys right now or was there a good reason for the drop?
Q: What are the main differences between GPS and TV
Is there one you prefer over the other.
Is there one you prefer over the other.
Q: Re Ian's question about the convertible Tricon, is the $10.46 in US dollars?
Q: Noticed a question earlier about the convertible debentures (TCN.DB.U); just wanted to bring to attention that this is a USD denominated debenture and the conversion price of $10.46 is also quoted in USD. So, based on the current CAD/USD rate this was issued at the typical premium as the concurrent subscription receipt offering was at $9.90 CAD, and the stock is still trading below the conversion price which would be roughly $13.90 at today's CAD/USD rate.
Q: just reading an article about Boeing contract for $30M to renew their communication subsystems. Wondering if you know what the average lifespan of satellite equipment and is the start of a potential replacement cycle for MDA. Thanks. Chris
Q: Had a bond mature and am considering replacing it with TCN.DB.U. Seems like a pretty good deal, 5.75% 31-MAR-2022 maturity with conversion at 10.46. It's trading at 103.00 and TCN is at 10.90 so you get over double the yield and it should trade with TCN because its already above the conversion rate. Some convertibles come to market with the conversion price 30, 40, 60% above current equity price. Why did this new TCN convertible come to market already at the conversion price?
Q: Hi,
Thank you for the report on FSZ. It seems like a good company trading at a low valuation. Why has FSZ's share price fared so poorly over the past 5 years or so? (It seems to trade for a lower price than it did 5 years ago). Does the fact that FSZ's share price has declined for most of the past few years affect its rating?
Thanks,
IF
Thank you for the report on FSZ. It seems like a good company trading at a low valuation. Why has FSZ's share price fared so poorly over the past 5 years or so? (It seems to trade for a lower price than it did 5 years ago). Does the fact that FSZ's share price has declined for most of the past few years affect its rating?
Thanks,
IF