Q: A past guest on BNN had a negative opinion on AYA, one of the reasons cited was a large financial obligation early in the new year, and the company didn't have the available cash. 5i thoughts? Is there any Trump factor in this name? With a change at the helm, should an investor have more or less confidence in this name moving forward? It's been quite the roller coaster being in this stock since low single digits, the drama is tiring and I'm starting to question whether it is worth it.
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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 Peter and gang,
I notice that 5i's Income Model Portfolio sold its full position in DH as of Nov 30,2016, was the decision based solely on the fact that DH had recently reduced its dividend payout significantly or other factors were also at play? If yes, what are these factors?
I am currently down by about 35% on DH, just wondering if I should hold or sell. If I were to sell my full position and put the money on something else such as Kinaxis or Premium Brand. And of these 2 companies, which one is your preference?
Thanks and much appreciated.
I notice that 5i's Income Model Portfolio sold its full position in DH as of Nov 30,2016, was the decision based solely on the fact that DH had recently reduced its dividend payout significantly or other factors were also at play? If yes, what are these factors?
I am currently down by about 35% on DH, just wondering if I should hold or sell. If I were to sell my full position and put the money on something else such as Kinaxis or Premium Brand. And of these 2 companies, which one is your preference?
Thanks and much appreciated.
Q: Good morning,
I have half a position in Savaria and am looking to make this a full position. My question is regarding the outlook of growth in 2017. They have indicated that 60% of their business is in US. In this new protectionist environment in US, do you have any concerns here?
I have half a position in Savaria and am looking to make this a full position. My question is regarding the outlook of growth in 2017. They have indicated that 60% of their business is in US. In this new protectionist environment in US, do you have any concerns here?
Q: I have held Fiera for a number of years Could you please explain what they have done to make this a much more valuable company I read the press release but i did not really understand it
With the large share price appreciation what are the growth and profit prospects for the company
Happy New Year
Paul
With the large share price appreciation what are the growth and profit prospects for the company
Happy New Year
Paul
Q: Hi Peter and Staff
In a response today you indicated a payout ratio of 128 percent.
Can this be correct ? How can they do that!
Thanks for all you do
Denniz
In a response today you indicated a payout ratio of 128 percent.
Can this be correct ? How can they do that!
Thanks for all you do
Denniz
Q: Joining 5i (and following your advice!) has been my best investment decision ever. Thanks for a wonderful service.
I'm planning to move one of Cineplex, Stantec, or Stella Jones from a RIFF to a TFSA, and am wondering which of the three you would think would be poised for greatest growth over the next few years.
I'm planning to move one of Cineplex, Stantec, or Stella Jones from a RIFF to a TFSA, and am wondering which of the three you would think would be poised for greatest growth over the next few years.
Q: Happy holidays to staff and members.
Would it ever make sense for pbh to purchase gcl? Does the ownership structure of gcl make that a possibility? Gcl has such a low market cap but has significant revenue, I wonder if pbh would be able to ring value out of the company?
Regards,
Robert
Would it ever make sense for pbh to purchase gcl? Does the ownership structure of gcl make that a possibility? Gcl has such a low market cap but has significant revenue, I wonder if pbh would be able to ring value out of the company?
Regards,
Robert
Q: Hello 5i,
Just wondering if there is any company specific new on BOS recent recovery or is it likely related to an industrial Trump Bump and tax loss selling recovery? Is it still worth holding on to for a higher exit price?
Thanks,
Angelo
Just wondering if there is any company specific new on BOS recent recovery or is it likely related to an industrial Trump Bump and tax loss selling recovery? Is it still worth holding on to for a higher exit price?
Thanks,
Angelo
Q: Can you please describe the key differences between these two seafood companies aswell as identify your preference for growth with a bit of income. I am interested in the sector in general and both stocks have pulled back of late.
Do you think either is attractive at these levels? I have very little overall exposure to the food/consumer sector as is.
Thanks!
Do you think either is attractive at these levels? I have very little overall exposure to the food/consumer sector as is.
Thanks!
Q: CSU not very strong lately. Any reason it might not be as strong as usual ? Any unforeseen weakness ?
Q: RPI.un, WPK and Bemis/N have all been treading water and relative strength has faltered for at least six months also. Do you have any concerns such as input costs from energy, etc. or end-markets for Richard's specifically? Thanks.
Q: Happy New Year Every One!
Has CSU become the steady Eddie already or do you expect it to pop and surpuse $700 in 2017?
All the best to you and your families in 2017!
Has CSU become the steady Eddie already or do you expect it to pop and surpuse $700 in 2017?
All the best to you and your families in 2017!
Q: It appears that ACQ might break out of its last year range. You indicated that the growth expectation is lower now. Would you still recommend it above $25.
Thank you for your great service.
Peter
Thank you for your great service.
Peter
Q: Referring to you company report I am not sure what you mean when you say "WPK is closely aligned with Wipak". Can you explain what the relationship is?
Thanks
John
Thanks
John
Q: I am overweight in financials and have owned HCG for several years. I'm planning to sell at a (small) loss but would wait if you felt further price appreciation is likely.
Thanks for your advice.
Thanks for your advice.
Q: I am sensing that Stella Jones may suffer as a result of the very real possibility of NAFTA disputes under a Trump presidency. I note that the stock price has been moving south lately. I am considering sale of my SJ stock and using the funds to add to my holdings in GIL. I would appreciate your comments.
Q: Current thoughts on CGX? What is the consensus revenue and EPS for 2017?
Q: Whats going on with savaria it just keeps going down.
Q: Last year you mentioned that a 60% growth was expected in 2017 for ACQ. Does that still hold?
Q: i am curious, this analyst at mackie downgraded knight today from outperform to hold, knight has zero debt and about 650 million in cash and is looking to do deals and maybe a very big deal.
why would he do this-- to me the upside seems huge and the downside minimal, he says he is looking for sideways action but one big deal could change everything. thanks dave
why would he do this-- to me the upside seems huge and the downside minimal, he says he is looking for sideways action but one big deal could change everything. thanks dave