Q: Any comments or concerns with the recent downward price moves for Tricon and its announcement that for the time being it will not move ahead with its IPO of TIP? Or is this downturn a buying opportunity? 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: Amaya is in New Jersey - faith in David Baazov (and 5i) has been rewarded!
Q: Hi I have a substantial investment in the banks mainly for income. There has been a lot of articles lately about the threat of fintechs to the Canadian banks. What is you take on this threat. Thanks Mike
Q: Good Morning Peter, pls update on GSY when time allows, would you add to a position here ? thank you, Paul
Q: Hi Peter and Team:
Liquor stores (TSX) is making a a year low, whihc was also repeated in 2008-2009. The yield is 10% as is covered by the cash flow, but only 50% with the earnings. Liquour comsumption is normally seen as secure as people tend to buy liquor in bad times and a lot in good times .
What do you think ??. If I buy it will be a very small part of my portfolio, with the purpose of increasing my average yield and not getting into a risky investment (I already have enough Artis, Superior Plus, REITS and Banks for normal yield with reasonably low risk)
regards
Alex
Liquor stores (TSX) is making a a year low, whihc was also repeated in 2008-2009. The yield is 10% as is covered by the cash flow, but only 50% with the earnings. Liquour comsumption is normally seen as secure as people tend to buy liquor in bad times and a lot in good times .
What do you think ??. If I buy it will be a very small part of my portfolio, with the purpose of increasing my average yield and not getting into a risky investment (I already have enough Artis, Superior Plus, REITS and Banks for normal yield with reasonably low risk)
regards
Alex
Q: The selling and lack of buying on this stock seems to be relentless. They have just now closed their convertible debenture. I am wondering if there is some kind of arbitrage going on between the stock and the debenture?
Q: Hi Peter, it seems that AYA is continuing its downward move do you think its going to continue, is there a specific reason, will we see it return to $30.00 anytime. Would you average down at any point and do you still like it for the long term. Thanks
Q: In your August report you thought the stock was interesting at the $33 level. Keeping in mind they own 6 VW dealerships representing 13% of revenue which seems to add an new element of uncertainty. Would you consider it reasonable to add to a small position at today's price.
Many thanks
Mike
Many thanks
Mike
Q: In response to Gerald's question about Amaya and New Jersey approval, David's reply during the Q4'14 earnings call on April 1, 2015 was:
"As it relates to New Jersey, I would say that we feel that this is coming. We would expect to receive and launch, I would say, in the next quarter."
David followed up on this in the Q1'15 earnings call on May 14, 2015 with:
"I think we’re still on track from what I said on the last call in terms of New Jersey."
Those statements (in my opinion) in no way guarantee a launch in Q3. Investors seem to have unfortunately taken it as fact though.
"As it relates to New Jersey, I would say that we feel that this is coming. We would expect to receive and launch, I would say, in the next quarter."
David followed up on this in the Q1'15 earnings call on May 14, 2015 with:
"I think we’re still on track from what I said on the last call in terms of New Jersey."
Those statements (in my opinion) in no way guarantee a launch in Q3. Investors seem to have unfortunately taken it as fact though.
Q: Hi team, What do you think of the latest dealership acquisition in (of all places) Alberta?
Thank you,
Silvia
Thank you,
Silvia
Q: I am down almost %50 on this stock. Do you see any upside in this stock?
Q: If you could only buy one of BOS and XTC which would you choose?
Q: Your response to Carla, "With some new uncertainty around the auto sector and trade agreements, XTC looks a bit better right now after its $6 drop for no real reason other than the market. "
I believe you meant to say BOS looks better because it is the stock that dropped $6.
Steve
I believe you meant to say BOS looks better because it is the stock that dropped $6.
Steve
Q: Hi 5 i team
I was curious about TMA, is the div safe? Why has it been crushed lately? Any info you can share would be greatly appreciated.
I was curious about TMA, is the div safe? Why has it been crushed lately? Any info you can share would be greatly appreciated.
Q: Hi Gang
I am presently overweight in Financials. I hold BNS, TD, SLF and BNS. Of these, my BNS has been the weak sister in the past 2 years. I am thinking of selling my BNS because it will trigger the lowest capital gains, and with the proceeds purchase DH. My thoughts are this will keep me in the "area" of banking, but also improve my diversification since I am much lower in the Tech area . I realize I will sacrifice some dividend income, but am prepared to do that if my overall reasoning is logical. I am aware BNS is supported by you, but so is DH.
Your thoughts please.
Thanks
I am presently overweight in Financials. I hold BNS, TD, SLF and BNS. Of these, my BNS has been the weak sister in the past 2 years. I am thinking of selling my BNS because it will trigger the lowest capital gains, and with the proceeds purchase DH. My thoughts are this will keep me in the "area" of banking, but also improve my diversification since I am much lower in the Tech area . I realize I will sacrifice some dividend income, but am prepared to do that if my overall reasoning is logical. I am aware BNS is supported by you, but so is DH.
Your thoughts please.
Thanks
Q: In the future as the debt is significantly paid down they would become a cash cow. If so do think they would then pay a dividend and if so could you project when.
Q: Hi 5i Team!
Looking for an update on WSP Global...
After several acquisitions in the past 18 months, can you tell me what their debt to equity is like?
Do you have any insight into how the integrations are going? What is your view of management?
Thanks so much!
Looking for an update on WSP Global...
After several acquisitions in the past 18 months, can you tell me what their debt to equity is like?
Do you have any insight into how the integrations are going? What is your view of management?
Thanks so much!
Q: David Bassov asserted that AYA's entry into NJ would happen in Q3. That timing is now down to the wire. How do you think it will affect the stock if approval doesn't occur by then? What would this result do to DB's reputation? And finally, do you think there is still chance for approval?
Q: Hello team, Any news on BOS that would explain the downturn?
Thank you!
Thank you!
Q: Is it just me or is Amaya looking very cheap right now? I don't see any specific catalyst that would cause the recent sell off.