Q: what is going on with savaria down 2 days now buying opportunity ?
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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: Hi,
When I look at AIF on the TSX website, it lists the stock in the technology sector. Would you count them towards your technology or real estate sector allocation?
Thanks!
Keith
When I look at AIF on the TSX website, it lists the stock in the technology sector. Would you count them towards your technology or real estate sector allocation?
Thanks!
Keith
Q: GUD has started its crescendo. How long, in your expectation, for Goodman to repeat his Paladin act ? The chap is almost on a mission, and exudes confidence. Even his own father is in awe.
Rightly so, I believe.
Rightly so, I believe.
Q: My position in BYD.UN is now 501.53% over cost. However, it just isn't going anywhere recently. Is it possible that Boyd Group has finally reached it's level of incompetence? If you no longer consider this a proven growth stock, I'll gladly sell and get into something else. Any suggestions?
Elmer
Elmer
Q: I would appreciate your perspective on Q2 and YTD results.
Q: It appears SYZ has recently been covered by Morningstar with an overvalued rating, S&P Capital IQ with a buy and Thomson Reuters with a 4 out of 10. This might be contributing to some weakness in the share price of late.
Q: I was very positive on the company previously and have held it for a while. I added to my position on the additional AUM announced on Jan 30. Can you comment on recent news of National Bank changing from FSZ to Goldman Sachs? How do the plusses and minuses affect your current opioion on FSZ? Buy sell or hold?
Q: The TSX identifies AIF as technology and KWH as utility. I'd be inclined to categorize AIF as Real Estate, as it seems it might move more in line with that sector. I can understand KWH as a utility, though it might also be considered energy. Can you give me your thoughts on the sectors; would you stick with the TSX?
Thank you.
Thank you.
Q: Hi 5i team,
I have just read your report. One of their investments (Real Matters) is supposed to do its IPO over the next few months. February was even floated around recently. Following the start of your coverage of AIF (very happy about that), what is your main assumption about their investment in Real Matters. Sell their shares in the IPO, sell a prorated portion of their shares, distribute the shares to their current shareholders, keep their shares, increase ownership? What % would give to each of these scenarios? Any other possibilities? Thank you, Eric
I have just read your report. One of their investments (Real Matters) is supposed to do its IPO over the next few months. February was even floated around recently. Following the start of your coverage of AIF (very happy about that), what is your main assumption about their investment in Real Matters. Sell their shares in the IPO, sell a prorated portion of their shares, distribute the shares to their current shareholders, keep their shares, increase ownership? What % would give to each of these scenarios? Any other possibilities? Thank you, Eric
Q: Hi there Bought a bit more of SYZ after what I thought were excellent quarterly results. Since then share price has been dropping steadily. Other than inside selling any other idea why this might be occurring? Another question I pondered about was how an insider sold 500000 shares in a couple days when the stock is so lightly traded. Do you think that was a single block trade - a prearranged transaction?
Thanks
Stuart
Thanks
Stuart
Q: Hi 5i: Re Gildan. I just logged on to ask about Gildan's drop today and I've read your response to the earlier Gildan question. I was concerned that Gildan was very exposed to a Trump attack, given that they changed their minds about buying American Apparel's US manufacturing facilities, and only bought rights to the brand. The news item I read on RBC Direct described the large layoffs in California and notes that Gildan employs thousands outside the US. The American Apparels "brand" is all about "American . . . .". Seems to me Gildan is very vulnerable; one might even say "asking for it"!. What do you think?
Q: What are HCG plans moving forward regarding getting the banking license? Will they take deposits, issue credit cards, wealth management etc? Will they expand revenue streams by opening branches?
Q: What do you feel is the end game for MRC as a long term shareholder. Illiquid and buying back shares makes it even more illiquid, under valued by many measures. Do you feel they will be bought out or taken private at some point? Or they need the public markets for the subsidiaries.
Q: New report soon on GUD ?
Q: AYA raised guidance on Jan 20 and then last week made a payment out of cash on hand on the deferred purchase price. What does it all mean and how does the prospects look Going forward?
TIA
TIA
Q: Hi Peter, I am 18% down on this name? Do you see any risk holding DHX for another 3 years? What is their average EPS growth projections? Can it be a takeover target by Disney? If market goes down, can we expect DHX to hold value as this is being non-cyclical stock?
Q: Gil is down over 5% this morning. I have a half position. Is this an opportunity to add more or should I sell? I sell a full position when my ACB declines more than 5%. Thank you.
Q: Hi Peter & Team,
Would you recommend adding more XTC after the latest results? Also, do you think the situation south of the border could provide some headwinds for the company? It has dropped to about 2.5% of my portfolio after the pullback this past year.
Thanks
Would you recommend adding more XTC after the latest results? Also, do you think the situation south of the border could provide some headwinds for the company? It has dropped to about 2.5% of my portfolio after the pullback this past year.
Thanks
Q: Hi, Looks like MDA is quietly making a comeback. What do you think of its prospects going forward. Is the Canadian govt contract a big boost? Should I think of adding it into my portfolio for the industrial sector(I already have Brk.b, Sis, WSP and SNC).Thanks.
Q: You recently noted a forward p/e of 19x. I am wondering what 2017 earnings you show. RBC has 2017 est.at $0.49 which would be 14x at todays price. Also I am wondering what you show as the high low p/e for the company.
Thanks
Mike
Thanks
Mike