Q: I was thinking that I may sell CSE to realize a capital loss to offset some realized gains - and then reinvest into either CPX or ECI since I would like to replace a the yield. Your views? 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: Would appreciate your analysis of BEP. Why include it in the Income Portfolio rather than BIP or BPY? For total return, would it be better to owm BAM instead?
Thanks
Thanks
Q: Hi Peter: Just read your report on PKI. I purchased 3000 shares Sept 12/13 @ 17.18 per share. I am 80 years in good health. Should I sell and lock in my profit or keep for the good dividend I receive? Thank you for your opinion.
Ron
Ron
Q: Any reasons why this is taking such a beating
Q: Hello Peter et al
At what point do insiders have to cease buying company stock when they are in negotiations to take over another company? For example there has been a lot of insider buying of SYZ in the past 10 months including the purchase by the CEO of 12600 shares on 15 Sept. Does the recent purchase in effect confirm there are no takeover negotiations in progress?
Also would you consider calling a company such as SYZ in an effort to obtain a first hand impression of how the company is doing? Obviously they can only pass on publically released information but a person may be able to “read between the lines”.
We have about a 2% holding of SYZ and in view of the Q3 results and insider buying are anxious to buy more, but need a little shove to do so.
Many thanks for any comments. Bob
At what point do insiders have to cease buying company stock when they are in negotiations to take over another company? For example there has been a lot of insider buying of SYZ in the past 10 months including the purchase by the CEO of 12600 shares on 15 Sept. Does the recent purchase in effect confirm there are no takeover negotiations in progress?
Also would you consider calling a company such as SYZ in an effort to obtain a first hand impression of how the company is doing? Obviously they can only pass on publically released information but a person may be able to “read between the lines”.
We have about a 2% holding of SYZ and in view of the Q3 results and insider buying are anxious to buy more, but need a little shove to do so.
Many thanks for any comments. Bob
Q: I have owned CAE for a couple of years and despite winning contracts and continuing to lead the industry, the stock doesn't seem to be going anywhere (I am about break even). I am considering a switch to MDA but am wondering two things. Is MDA's risk profile substantially higher than CAE and secondly, the Canadian Stock Exchange website classifies CAE as an industrial stock and MDA as a tech stock. I have enough tech already but I would have thought these companies were actually quite similar and would have considered them both as industrials.
Your insight is always greatly appreciated
Paul F.
Your insight is always greatly appreciated
Paul F.
Q: http://www.stockhouse.com/companies/bullboard/t.gud/knight-therapeutics-inc?postid=24101431
Mr. Hodson, is this connected with GUD ? If so, why is Advaxis not mentioned in the September 17, 2015 Company Report within Growth Plans (sampling of recent deals) ?
You may publish your response if you wish. Thanks for your attention.
Mr. Hodson, is this connected with GUD ? If so, why is Advaxis not mentioned in the September 17, 2015 Company Report within Growth Plans (sampling of recent deals) ?
You may publish your response if you wish. Thanks for your attention.
Q: I noticed the company subsidiary closed 2 deals with Nikon and Xerox, but the stock price has been steady. What is your take on the 2 agreements?
Thank you
Steve
Thank you
Steve
Q: Any changes in company fundamentals over the six months/year? or changes since your last report on them? Any others you can recommend in this sector that you like?
Q: I purchased this stock in June of 1913 at $23.11 - it is now $16.82 - do I hold or sell as it seems to be declining. I am a senior and am looking for income.
Thanks for your advise
HA
Thanks for your advise
HA
Q: Hi Guys, please comment on the acquisition of World gaming by Cineplex and if it would be a good idea in your opinion to add to a 2 1/2 % position at this time. Many thanks for your words of wisdom and insight into investing. I could not be successful without it.
Q: It is very interesting to me that Cineplex has bought WorldGaming. I can see theaters as being a venue for online gambling. What other reasons might Cineplex have for this purchase? Licenses? Software? Could this be serious competition to Amaya?
Q: recently purchased this stock and now I notice 5i prefers AGU. should I switch or establsh a new position in AGu
thx
thx
Q: With respect to your recent research report on ESL, it appears as if at least 96% of ESL's revenue comes from outside Canada. It seems strange to me that one of our top IT companies does practically no business in Canada. Are your revenue mix figures correct? Thanks
Q: Hi, Thanks for your comments on Sylogist. Just to add, Comapany has also been buying back its stock, recently. Last purchase for 200000 shares on Sep/11.
Q: TCN is offering its subsidiary Tricon Investment Partners in new IPO.
What is your opinion comparing these two, which one will be a better investment? Is TCN already fully priced?
What is your opinion comparing these two, which one will be a better investment? Is TCN already fully priced?
Q: AW has kind of dropped from its 30$ in June,is it the general market and how do you feel about it going forward? A good add to holding at this point ?
Q: Hello 5i team
I have invested in BAD in the past and did well, I still own a small position in this company ( I am not concerned with the weighting in my portfolio ). I work in the oil and gas field and I see BAD trucks at my work place, I drive home from work and see BAD trucks working on city Infrastructure projects. I like the idea that they can allocate their trucks away from slower areas (oil and gas sector) and move them to more profitable areas very quickly. I believe they have a good reputation in the field. I like that they build their own trucks and can ramp up assembly of these trucks on a whim. In having control of the construction of these trucks they have slashed the price of the trucks compared to buying them from a middle man dealer (a huge competitive advantage in my opinion) they have also maximized the usability of the truck since they have ultimate control of the product.
I have noticed over the years that large corporations ( In the O&G field and utility sectors) are becoming more focused on safety (probably due to wanting to keep insurance costs minimal) and in these slower times in the oil patch are starting to pinch their pennies harder. I see BAD as the safest, fastest and cheapest way of excavating pipes, cables etc which is just what their customers or potential customers should be wanting. I also see BAD as a excellent take out prospect maybe not today, maybe not tomorrow but some day. As they become more dominant in the north american hydro vac world they should look more attractive to some larger service companies. BAD seems to have a manageable debt load, good ROE and pays a div which hasn't grown but they have been in a aggressive growth phase and I expect after that phase is over that the div will begin to climb.
My question to you is why should a guy not back the truck up on this stock now (sector weighting not begin a concern to me)?? It should be able to easily survive this oil market slow down and come out the other end looking pretty good since it has plenty of business happening in the Infrastructure and utilities areas. What are the potential down falls of this stock?? What is your opinion of the management??
Thanks
I have invested in BAD in the past and did well, I still own a small position in this company ( I am not concerned with the weighting in my portfolio ). I work in the oil and gas field and I see BAD trucks at my work place, I drive home from work and see BAD trucks working on city Infrastructure projects. I like the idea that they can allocate their trucks away from slower areas (oil and gas sector) and move them to more profitable areas very quickly. I believe they have a good reputation in the field. I like that they build their own trucks and can ramp up assembly of these trucks on a whim. In having control of the construction of these trucks they have slashed the price of the trucks compared to buying them from a middle man dealer (a huge competitive advantage in my opinion) they have also maximized the usability of the truck since they have ultimate control of the product.
I have noticed over the years that large corporations ( In the O&G field and utility sectors) are becoming more focused on safety (probably due to wanting to keep insurance costs minimal) and in these slower times in the oil patch are starting to pinch their pennies harder. I see BAD as the safest, fastest and cheapest way of excavating pipes, cables etc which is just what their customers or potential customers should be wanting. I also see BAD as a excellent take out prospect maybe not today, maybe not tomorrow but some day. As they become more dominant in the north american hydro vac world they should look more attractive to some larger service companies. BAD seems to have a manageable debt load, good ROE and pays a div which hasn't grown but they have been in a aggressive growth phase and I expect after that phase is over that the div will begin to climb.
My question to you is why should a guy not back the truck up on this stock now (sector weighting not begin a concern to me)?? It should be able to easily survive this oil market slow down and come out the other end looking pretty good since it has plenty of business happening in the Infrastructure and utilities areas. What are the potential down falls of this stock?? What is your opinion of the management??
Thanks
Q: Could you please provide an update on SYZ?
Thanks - Richard
Thanks - Richard
Q: What do you think of Boyd's inclusion to the S&P/TSX Composite Index announced yesterday? I thought this would be a positive for the stock, but it's off ~4% since the news release.