Q: Will you continue to cover AYA as it is no longer in the model portfolio?
Thanks
Dolores
Thanks
Dolores
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: Hello Peter and 5i team!
I am in the process of having my portfolio mirror the 5i Model Portfolio. I currently own Tricon Capital, would it be considered a good substitute for Home Capital Group or would you recommend making the switch? Which one currently has the higher upside potential? The portfolio is held in RRSP/TSFA accounts.
Thanks for the great service!
Angelo
I am in the process of having my portfolio mirror the 5i Model Portfolio. I currently own Tricon Capital, would it be considered a good substitute for Home Capital Group or would you recommend making the switch? Which one currently has the higher upside potential? The portfolio is held in RRSP/TSFA accounts.
Thanks for the great service!
Angelo
Q: Hi there, can you recommend your top 5 companies with good prospects that currently have no analyst coverage (excluding 5i). Also, please briefly explain why you like them. Thanks!
Q: Hello Peter and the 5I team
I am curious about SIS. I have no doubt that there will be a bigger demand for these types of services and products in the future. What I am concerned about is potential competition. Who is their main competition?? What is the market share of this sector that SIS has?? What gives this company that moat to defend their market share?? I am also wondering what is the ROE of the company?? I was also curious, do they have a type of franchise system for distribution or are the dealers of the products directly owned by the company? Do they build the elevator and lift systems in China, I noticed the CEO mentioned they had people in China I expect that is to over see manufacturing of components for their lift equipment. Finally what is your opinion of the Management ( I watched a few videos on the guy, he seems Ok)???
I am curious about SIS. I have no doubt that there will be a bigger demand for these types of services and products in the future. What I am concerned about is potential competition. Who is their main competition?? What is the market share of this sector that SIS has?? What gives this company that moat to defend their market share?? I am also wondering what is the ROE of the company?? I was also curious, do they have a type of franchise system for distribution or are the dealers of the products directly owned by the company? Do they build the elevator and lift systems in China, I noticed the CEO mentioned they had people in China I expect that is to over see manufacturing of components for their lift equipment. Finally what is your opinion of the Management ( I watched a few videos on the guy, he seems Ok)???
Q: BNN mentioned insider selling on Amaya recently. Please confirm and expand on this.
Q: Which company would be your top pick in the medical devices space in Canada? Prism seems to cover all the bases for seniors wishing to remain in their homes throughout retirement and retrofitting their homes accordingly, but it is small (listed on the Venture Exchange). However, it does pay a nice dividend. Any thoughts?
Q: 5i Research Company Updates of April 4, 2016:
Well, we will get the bad news out first. As most Members know, the CEO of Amaya Inc. (AYA, Rated B+) has been charged with insider trading and has stepped aside from his duties. The issue has been well discussed in our Q&A section. We still consider the stock 'buyable'. Stepping aside was the right thing to do, but we are taking AYA out of our Model Balanced Equity Portfolio. There is still potential, but we think we can do better for the portfolio. We certainly see it as a 'high maintenance' name, and portfolio stocks we think need to be less volatile than AYA. Plus, if there is indeed a $21 bid mounted by the ex-CEO, the upside from current prices is limited.
Notwithstanding the ex-CEO is presumed innocent, taking AYA out of the Model Balanced Equity Portfolio is meaningful.
Would you now advise staying clear from Amaya for the time being, even with a rating B+ ?
In comparison, would you view Cineplex (CGX), recently maintained at A-, as a clearly better choice ?
Well, we will get the bad news out first. As most Members know, the CEO of Amaya Inc. (AYA, Rated B+) has been charged with insider trading and has stepped aside from his duties. The issue has been well discussed in our Q&A section. We still consider the stock 'buyable'. Stepping aside was the right thing to do, but we are taking AYA out of our Model Balanced Equity Portfolio. There is still potential, but we think we can do better for the portfolio. We certainly see it as a 'high maintenance' name, and portfolio stocks we think need to be less volatile than AYA. Plus, if there is indeed a $21 bid mounted by the ex-CEO, the upside from current prices is limited.
Notwithstanding the ex-CEO is presumed innocent, taking AYA out of the Model Balanced Equity Portfolio is meaningful.
Would you now advise staying clear from Amaya for the time being, even with a rating B+ ?
In comparison, would you view Cineplex (CGX), recently maintained at A-, as a clearly better choice ?
Q: Hi, I watched this co. for past few years since it was mentioned by Jason Donville 2/3 yrs ago when it was trading around $15-$16, but failed to act. It has been rated highly for some time by your team, so despite its sharp price rise over past 6 months, I decided to finally act and bought half position, after stock was added to your Balanced portfolio, this week. My dilemma is whether I should wait for a pull back to add to full 5% position. Interestingly, stock is already trading above most analyst' 12 months price targets, the only exception being TD with $60 target ( pre C&C acquisition). Thanks
Q: I have about $5000, market value of BAD in a TFSA would it be better to sell and use the proceeds to buy SIS or something more likely to increase in the shorter term, or just hang in. The current loss is 20%. Thanks.
Q: In your reply to Andrew (today April 8) you mentioned considering replacing CNR with SIS. Just curious why in that SIS is thinly traded and is at a all time high today. I have been burned by several small cap stocks lately (eg. PHM) and want to learn from my mistakes (i.e. stop buying small caps at their highs). I have owned CNR for some time and it has been good to me. I like SIS but with its large upward movement recently do you think the risk level has increased significantly? Thanks.
Q: Hi team, I've held Exco for a year and am just a smudge above water with it... I wonder if you have any sense of its future upside? The dividend alone is not enough to keep me in the game... Your thoughts? Thanks! Kate
Q: What did you think of their recent letter to shareholders? Im wondering if this stock is getting overbought? Thoughts?
Q: Please rank the following consumer discretionary stocks for a long-term hold in order of preference..... A&W (AW.UN), Boston Pizza (BPF.UN), The Keg (KEG.UN), and Pizza Pizza (PZA). I am a retired, fairly conservative, investor looking for steady dividend income with minimal risk to loss of capital. Thanks!
Q: If Bazov doesn't bid what are the implications for the stock price? Thank-you.
Q: Peter:
Today RDM's market cap exceeded $100 million. As a former fund manager will this bring in more institutional investors into this stock and allow it to trade higher multiples?
Today RDM's market cap exceeded $100 million. As a former fund manager will this bring in more institutional investors into this stock and allow it to trade higher multiples?
Q: AYA stopped offering forward earnings guidance with Mr. Bassov's bid in works. Now that he is no longer with the Co. shouldn't guidance be reinstated?
Q: I am trying to decide where your sentiments really lie on Ten Peaks coffee. I'm thinking of a possible switch from TPK to BOS, given BOS's recent decline, and its high rating.
In your recent report on Ten Peaks, you gave it a C +. By 5 I standards, a C+ rating denotes "Companies we do not expect much growth from. May pay a dividend we would view as sustainable. Would own for income, needs to be watched."
This doesn't sound very hopeful for TPK.
Is it then, in 5 I terms, on the low end of probability as a growth stock? All along I've been reading this as one which has good potential, but your recent rating makes me think twice.
I've had my eye on BOS for some time, and wondered if now might not be a good time to switch, notwithstanding the very diverse industries in which they lie.
Thank you!
In your recent report on Ten Peaks, you gave it a C +. By 5 I standards, a C+ rating denotes "Companies we do not expect much growth from. May pay a dividend we would view as sustainable. Would own for income, needs to be watched."
This doesn't sound very hopeful for TPK.
Is it then, in 5 I terms, on the low end of probability as a growth stock? All along I've been reading this as one which has good potential, but your recent rating makes me think twice.
I've had my eye on BOS for some time, and wondered if now might not be a good time to switch, notwithstanding the very diverse industries in which they lie.
Thank you!
Q: Is it time to buy in to this one
Q: Just wondering why you are selling this from your growth portfolio? thanks Clare
Q: From a technical standpoint as per IE,if SYZ breaks out from $9($9.35 high today & also 52 week high),the next resistance is $11.Note your recent positive comments( including its repurchase of 1.4 shares @ av.cost of $6.94 since 7/15 & suggestion that it can be a multi-bagger when probed by National Post in early march-was $8.34 on 3/4 ).Is this a good point to add to my small holdings?Thanks for your usual great services & views.