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.
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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: 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
Q: Which stock has the greater upside in your opinion ? Thanks.
Q: Howdy 5i,
Can you please provide Bloomberg estimates for MDA's CF/Share for 2017 & 2018?
Would you have any concern about the business facing protectionist policies from the US with their country's new leadership?
Thank you for your opinion and info?
Can you please provide Bloomberg estimates for MDA's CF/Share for 2017 & 2018?
Would you have any concern about the business facing protectionist policies from the US with their country's new leadership?
Thank you for your opinion and info?
Q: Is it possible to get an update of your opinion of Gamehost ?
Thanks
Dave
Thanks
Dave
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $80.54)
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Currency Exchange International Corp. (CXI $22.00)
Q: Good afternoon,
I am new to 5iresearch, and have been spending the last few weeks researching your Balanced Portfolio.
I am struggling a little with both CXI and CCL. I would like to include them in my own portfolio construction, but am concerned with their recent (significant) price appreciation.
Notwithstanding the various explanations for the recent price performance of both companies, I am simply wondering if you would add to your exposure of both CXI and CCL at current levels?
I am new to 5iresearch, and have been spending the last few weeks researching your Balanced Portfolio.
I am struggling a little with both CXI and CCL. I would like to include them in my own portfolio construction, but am concerned with their recent (significant) price appreciation.
Notwithstanding the various explanations for the recent price performance of both companies, I am simply wondering if you would add to your exposure of both CXI and CCL at current levels?
Q: Hi Guys,
Your thoughts on Gildan Activewear going forward, I hold a full position and just wondering if it is time to move on.
thanks,
jim
Your thoughts on Gildan Activewear going forward, I hold a full position and just wondering if it is time to move on.
thanks,
jim
Q: Any idea when CXI might be announcing its 4Q results. I believe the quarter ended October 31, 2016.
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Constellation Software Inc. (CSU $4,355.17)
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Maxar Technologies Inc. (MAXR $70.54)
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Enghouse Systems Limited (ENGH $20.97)
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Open Text Corporation (OTEX $50.29)
Q: Happy New Year to everyone, lets hope for a profitable 2017.
I have chosen a 15% weighting for my IT stocks. I own 4% of CSU, 3.7% of ENGH, 2.2% of MDA and 3% in OTEX-N. I'm underweight but unsure which stock to add to. I always appreciate your advice, thank you for all you do.
I have chosen a 15% weighting for my IT stocks. I own 4% of CSU, 3.7% of ENGH, 2.2% of MDA and 3% in OTEX-N. I'm underweight but unsure which stock to add to. I always appreciate your advice, thank you for all you do.
Q: I have a 1% weighting in Knight, with its recent addition to theTSE and its recent rise to new levels would it be advisable to double the weighting in a balanced diversified portfolio looking for some growth?
Thanks.
Thanks.
Q: HCG still is waiting for a banking license, once this is obtained and they can start taking deposits and diversify their revenue streams, some/many of the short sellers may get frustrated...for HCG, slow and steady wins the race, it is only a matter of time before HCG gets some more love for its merits. Is my rationale totally flawed or partly flawed? How do you see it? Thanks!
Q: Mr. Hodson, what about this new CSU business in Japan ?