Q: What do you think of the latest earnings? What's the difference among cash flow, free cash flow and EBITDA?
thanks
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: Just a correction to someone's comment about Currency Exchange International: For Canadians, the private placement is a four month hold and not twelve months which is the case for Americans. I think its important to note.
Q: Hello Peter and the 5i team
My question's are concerning Stella Jones.
1. Who are Stella Jones competitors and how much market share do they have in the rail tie business?
2. Which rail companies are customers of Stella Jones?
3. I have heard that some rail companies are starting to go with cement ( or some other material) for the use of their ties. Is this true? and will it affect Stella J?
4. How much growth do you see in this company over say the next 4-5 years?
5. What is the payout ratio of SJ and is it sustainable?
Thanks
My question's are concerning Stella Jones.
1. Who are Stella Jones competitors and how much market share do they have in the rail tie business?
2. Which rail companies are customers of Stella Jones?
3. I have heard that some rail companies are starting to go with cement ( or some other material) for the use of their ties. Is this true? and will it affect Stella J?
4. How much growth do you see in this company over say the next 4-5 years?
5. What is the payout ratio of SJ and is it sustainable?
Thanks
Q: Hello 5i:
given that BEP.UN is the favoured utility (and its been a GREAT stock), can you please give me your second and third choices in this sector? Would BIP be a logical choice, or, for the purposes of diversification, is one Brookfield company enough.
thanks
Paul L
given that BEP.UN is the favoured utility (and its been a GREAT stock), can you please give me your second and third choices in this sector? Would BIP be a logical choice, or, for the purposes of diversification, is one Brookfield company enough.
thanks
Paul L
Q: Company reported recently. Can we expect an update by 5i? Is there a time frame between same and a financial/material release? Thanks.
Q: Besides Chartwell what are some other names that provide assisted living at various increasing levels of care for Seniors? I would be interested in US names because of the larger population. The Canadian names all seem to have large dividends the are unsupported by published earnings.
Thank you.
David Kendrick
Thank you.
David Kendrick
Q: Your answer to Marilyn,Feb 20, regarding a CXI financial issue
raised more questions. Will the stock price pullback to 26 or 27 $ area? Is this not what usually happens when a company makes a "new issue" below current price? If this deal "allows larger investors to get in" as you suggest, could they possibly snap up the new issue price in some kind of dark pool; thus leaving out any possibility of a pullback that retail investors
could participate in? If the stock price for CXI does go down to $26 or 27, I think it would be a great buy opportunity - do you agree? Thankyou. I really enjoy the Q&A......Lionel
raised more questions. Will the stock price pullback to 26 or 27 $ area? Is this not what usually happens when a company makes a "new issue" below current price? If this deal "allows larger investors to get in" as you suggest, could they possibly snap up the new issue price in some kind of dark pool; thus leaving out any possibility of a pullback that retail investors
could participate in? If the stock price for CXI does go down to $26 or 27, I think it would be a great buy opportunity - do you agree? Thankyou. I really enjoy the Q&A......Lionel
Q: Hi team:
I have hold the above for awhile, all of a sudden, in the last 2 weeks, it went up
is there a fundamental reason for that ? time to add more or hold
is the dividend safe ? thanks
I have hold the above for awhile, all of a sudden, in the last 2 weeks, it went up
is there a fundamental reason for that ? time to add more or hold
is the dividend safe ? thanks
Q: I understand you tube will be coming out with it s very own kids channel. Could this be a bad sign for dhx investors?
Q: In reference to Sheldon's question (Feb 20th) regarding the recent rise in BDI's share price. It is no doubt partially due to the tax incentives announced by Stephen Harper recently....
"The federal government is hoping to kickstart a multibillion-dollar industry that, according to one analyst, is currently suffering an anxiety attack. Speaking in B.C., Prime Minister Stephen Harper unveiled new tax breaks for investment in liquefied natural gas.
The new measures mean companies will now get a capital cost allowance of 30 per cent for LNG equipment. And 10 per cent for buildings at LNG facilities. The government projects the tax break will save the industry about $50 million over the first five years.
Another estimate says it will allow companies to write off 90 per cent of their investments in seven years, instead of 27."
The above is taken from CBC.ca
http://www.cbc.ca/news/business/lng-tax-breaks-will-help-but-is-it-too-little-too-late-1.2965444
"The federal government is hoping to kickstart a multibillion-dollar industry that, according to one analyst, is currently suffering an anxiety attack. Speaking in B.C., Prime Minister Stephen Harper unveiled new tax breaks for investment in liquefied natural gas.
The new measures mean companies will now get a capital cost allowance of 30 per cent for LNG equipment. And 10 per cent for buildings at LNG facilities. The government projects the tax break will save the industry about $50 million over the first five years.
Another estimate says it will allow companies to write off 90 per cent of their investments in seven years, instead of 27."
The above is taken from CBC.ca
http://www.cbc.ca/news/business/lng-tax-breaks-will-help-but-is-it-too-little-too-late-1.2965444
Q: Hi Peter,
This name was recently on a list you gave me priortizing how to integrate the 5i port into my own.
However BDI is up approx 40% in 2 weeks. Has there been substantial news to legitimize this move?
Or should I wait for a pullback? Have not purchased (unfortunately) as yet.
Would appreciate your opinion of a buy strategy on this one.
Thanks
This name was recently on a list you gave me priortizing how to integrate the 5i port into my own.
However BDI is up approx 40% in 2 weeks. Has there been substantial news to legitimize this move?
Or should I wait for a pullback? Have not purchased (unfortunately) as yet.
Would appreciate your opinion of a buy strategy on this one.
Thanks
Q: CXI announced a new issue today at 26.75, with some interesting conditions I have not seen before. It is to be held for 4 months and then trade on a restricted basis for 12 months. Can you explain this?
Thanks so much,
Marilyn
Thanks so much,
Marilyn
Q: Hi there,
I'm hesitating between Aya and Xtc for my tfsa. Looking for growth. Worried that Aya is too pricey. Would Xtc be a better choice? Current holdings:
Bns 6.5% Bep.un 4.6% Cph 3.7% Cxi 6% Enb 8.5% Fts 1.8% Gud 1.8% Rei.un 7.1% Slf 4.3% Trp 5.7% Wef 0.8%
Bac 2.1% Ko 4.2% Ge 2.8% JNJ 5.1% Ma 5.7% Orcl 4.4% Bin 1.7% Efa 6.4%
10% left to invest. 5% in tfsa and 5% in USRRSP.
Advice please.
Much appreciated!
I'm hesitating between Aya and Xtc for my tfsa. Looking for growth. Worried that Aya is too pricey. Would Xtc be a better choice? Current holdings:
Bns 6.5% Bep.un 4.6% Cph 3.7% Cxi 6% Enb 8.5% Fts 1.8% Gud 1.8% Rei.un 7.1% Slf 4.3% Trp 5.7% Wef 0.8%
Bac 2.1% Ko 4.2% Ge 2.8% JNJ 5.1% Ma 5.7% Orcl 4.4% Bin 1.7% Efa 6.4%
10% left to invest. 5% in tfsa and 5% in USRRSP.
Advice please.
Much appreciated!
Q: hi- how would you interpret their results? They seem quite upbeat and raised the dividend but had a substantial loss/share.
thanks
thanks
Q: Hi guys, earnings are due next month. What is the word on the street regarding Fernandes making it two in a row? Just wondering if I should grab a chair before the music stops.
Thank you for the intel.
Thank you for the intel.
Q: In your response to my previous question on SYZ you noted insider ownership has come down to 5% from the 11% in the October report. You gave a B for insider ownership. I am wondering what you would give it based on new %? Your qualitative rating was C+ based on high valuation (stock was at $11.31)would this rating change because of the new stock price?
Thanks
Mike
Thanks
Mike
Q: I read your updated report on HCG and agree that this is a great company. However, the NIM, EPS growth and ROE have all been declining as the yield curve has become more flat and competition for mortgage business has increased. Do you see this as a short term issue or more or a longer term problem?
Thanks,
Hans
Thanks,
Hans
Q: Good Afternoon,
I will be making my annual RRSP contribution in the next week or so and based on your research and all the Q & A here I have narrowed it down to 2 stocks, CXI or DHX.b. I was leaning toward CXI but it has taken a huge run in the last week or so now not so sure. This is for the very long term, which one of the two do you feel has the most upside. Thank-you
I will be making my annual RRSP contribution in the next week or so and based on your research and all the Q & A here I have narrowed it down to 2 stocks, CXI or DHX.b. I was leaning toward CXI but it has taken a huge run in the last week or so now not so sure. This is for the very long term, which one of the two do you feel has the most upside. Thank-you
Q: Please comment on the quarterly results released today. I hold a 2% position, and am considering adding to this sector. Would Goldcorp remain your first choice?
Q: Hello
This is a follow question on a Q&A I read about Glentel.
Basically you suggest to the Gentel shareholder to 'TENDER' their shares as otherwise there may be some delay.
My Question may seem silly, but how do I go about Tendering shares, when shares are held through a broker? I emailed my broker and they where not informative on how to do that.
Thank you.
Original Q&A I saw is cut and paste below.
Question: I talked to I trade where are GLENTEL shares are held and was told that you can no longer choose the option of cash or shares in BCE. If you wanted to do so you had to say so three days before the shareholders meeting earlier in January. Most people would obviously choose the shares with BCE hitting new highs. Is it still possible to get shares in BCE? THANKS
5i Research Answer:
In most cases, if you have missed the deadline, then you will by default get the pro rata allocation that everyone else gets: i.e. some BCE shares and some cash. You do need to tender your shares, otherwise there may be some delay. You will then need to buy BCE shares with the cash received if you want to swap all of the value of GLN into BCE.
This is a follow question on a Q&A I read about Glentel.
Basically you suggest to the Gentel shareholder to 'TENDER' their shares as otherwise there may be some delay.
My Question may seem silly, but how do I go about Tendering shares, when shares are held through a broker? I emailed my broker and they where not informative on how to do that.
Thank you.
Original Q&A I saw is cut and paste below.
Question: I talked to I trade where are GLENTEL shares are held and was told that you can no longer choose the option of cash or shares in BCE. If you wanted to do so you had to say so three days before the shareholders meeting earlier in January. Most people would obviously choose the shares with BCE hitting new highs. Is it still possible to get shares in BCE? THANKS
5i Research Answer:
In most cases, if you have missed the deadline, then you will by default get the pro rata allocation that everyone else gets: i.e. some BCE shares and some cash. You do need to tender your shares, otherwise there may be some delay. You will then need to buy BCE shares with the cash received if you want to swap all of the value of GLN into BCE.