Q: As a follow up to my previous question regarding the drop in the price of Stella jones shares I too did not see anything in the company specific news that would affect the price of the shares. But when you see the shares dropping as they have there may be other underlying reasons for other investors to sell their shares. Under a Trump led government in the USA is there anything in the policies, attitude toward free trade etc that you can see as potential negatives for the company?
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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 51 team,
Please remind me of your rationale for particularly holding SYZ in the balanced portfolio; the allocation in the tech sector being at 18.5%
Thanks,
Antoine
Please remind me of your rationale for particularly holding SYZ in the balanced portfolio; the allocation in the tech sector being at 18.5%
Thanks,
Antoine
Q: Another raise of 75 million,
Old saying the bulls have their day the bears have their day and the pigs get nothing,
Has goodman gone to far with this raise or do you think it is because he has a huge deal planned. Dave
Old saying the bulls have their day the bears have their day and the pigs get nothing,
Has goodman gone to far with this raise or do you think it is because he has a huge deal planned. Dave
Q: Hi Peter A lot of concerns over PBH the recent downward pressure is the result of on analyst's downgrade for reasons he only knows .
By selling into this crap only exacerbates this issue .
The company is preforming well and expansion is on target and is raising cash through debenture offering at a great rate and as a investor I believe this is the best form of debt ,in a worst case is exchangeable for shares.
As members of 5i we are fortunate to have this private forum to share thoughts
Stan
By selling into this crap only exacerbates this issue .
The company is preforming well and expansion is on target and is raising cash through debenture offering at a great rate and as a investor I believe this is the best form of debt ,in a worst case is exchangeable for shares.
As members of 5i we are fortunate to have this private forum to share thoughts
Stan
Q: What opinion on Home Capital and the information from short seller Marc Cohodes reported by BNN
Sudden un explained departure often mean problems on the inside.
Thanks
Jean
Sudden un explained departure often mean problems on the inside.
Thanks
Jean
Q: There are two companies in your model portfolio ( SJ and KXS) that are being taken out behind the wood shed and being thrashed severely. Can you offer any reasons for this? Are there any possible concerns regarding the companies that we should be aware of and should we continue to hold the shares. Stella Jones is of particular concern with its downward spiral and down around 5% this morning.
Q: Hi Peter, just curious why Knight would do a bought deal for a relatively low amount ($75M) vs their total available cash. Is this because they thought when the stock hit $10 that it was a great price ? Thank you, Paul
Q: Knight is hitting new highs. I woukd like to add to my position bringing it to 6 percent of my portfolio. If they buy pieces of valeant or endo I woukd imagine the street would consider a net positive for the stock. Your thoughts please.
Q: I have ridden many stocks up and down over the last few years. I know you shouldn't sell unless something changes at a company but I am also tired of seeing profits slip away. I have 110% gain in PBH (but it was a half position to start with). What would you recommend? Thanks!
Q: Hi 5i! Saw this article on the potential resolution of Northland Power’s strategic review:
https://www.bloomberg.com/news/articles/2016-12-05/china-three-gorges-sdic-said-among-bidders-for-northland-power
The article mentions a couple of potential bidders and a recently passed deadline for initial bids but does so on an “individual who wishes not to be named” basis. What would be the best you could do as an estimate of potential upside on a bid, downside on nothing emerging, and probabilities of the various alternatives? I have a decent gain already, which I could book if estimations favor doing so, but I have hung in to this point to see how the review might go. Thanks!
https://www.bloomberg.com/news/articles/2016-12-05/china-three-gorges-sdic-said-among-bidders-for-northland-power
The article mentions a couple of potential bidders and a recently passed deadline for initial bids but does so on an “individual who wishes not to be named” basis. What would be the best you could do as an estimate of potential upside on a bid, downside on nothing emerging, and probabilities of the various alternatives? I have a decent gain already, which I could book if estimations favor doing so, but I have hung in to this point to see how the review might go. Thanks!
Q: hey guys
can I get your opinion on MDF please
can I get your opinion on MDF please
Q: The stock price is dipping ever since the company announced the forecast for 2017 which was not bad. Is it worth holding/ accumulating at the current price
Q: I purchased 1000 shares HR Reit approximately 6 months ago . I am down about 6% , now wonder if I should hold, sell or add more?. I am looking for long term growth and income. Please advise, Thank you Phyl Greenaway
Q: I have a question about xtc few headwinds here good for me to wait till bad news to come to buy or keep and hold long term thanks
Q: My question is a general one arising from the recent bid to take Amaya private. I want to know if a person who is making a bid for a company can trade stocks in that company while his bid, now made public, is being considered.
Q: Hi I am considering buying K Bro Linen. I noticed it is at its lowest valuation of the year. Do you consider this a good price to purchase or would you wait until tax loss season is over. Thank you for your consideration
Q: Good Morning. I have been wondering if any of the 5I team have had the opportunity to speak with the management of TNC? If so, what is you sense regarding the quality and experience of their management team?
Thank You
Clarence
Thank You
Clarence
Q: Why does Savaria keep dropping? Is it still OK to hold? I bought it at your recommendation and have done well so far but I am wondering about it now. Many thanks for your service.
Peggy
Peggy
Q: Please advise if this is a seasonal sensitive company and when from a seasonal aspect would be a good time to sell re the significant xmas season exposure
Q: Recent guest on Market Call said ATD.B is overvalued, "watch out for a fall". Your opinion please. Thanks.