Q: well it walks like a takeover and looks like a takeover it must be a takeover Thats AMAYA reply george
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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: AYA Amaya is skyrocketing on some good volume - any insight into this? Profit take (7% of portfolio now) or hold in your opinion?
Thanks,
Eric
Thanks,
Eric
Q: Hello 5i team,
I have been reading your general guidelines on asset allocation in the various comments and have decided to add some fixed income in my portfolio.
My plan, in this case anyway, is to sell some companies that I hold in my RRSP and buy them back in my non-registered account.
One company that i am considering selling is Atco. Now, my question is whether, at this point in time, i would be better to buy back Atco, or one of its peers instead. I note in the RBC site that it cites Enbridge as a peer. I am not sure that they are the same but maybe so.
So, my question is whether i should buy a peer company or buy back Atco at this time? And on what basis would you decide this?
I should say that I suspect that Enbridge is fasting growing than Atco and has a higher dividend. I should say that I don<t immediatly need the dividend. Really appreciate your service and thanks for any help
I have been reading your general guidelines on asset allocation in the various comments and have decided to add some fixed income in my portfolio.
My plan, in this case anyway, is to sell some companies that I hold in my RRSP and buy them back in my non-registered account.
One company that i am considering selling is Atco. Now, my question is whether, at this point in time, i would be better to buy back Atco, or one of its peers instead. I note in the RBC site that it cites Enbridge as a peer. I am not sure that they are the same but maybe so.
So, my question is whether i should buy a peer company or buy back Atco at this time? And on what basis would you decide this?
I should say that I suspect that Enbridge is fasting growing than Atco and has a higher dividend. I should say that I don<t immediatly need the dividend. Really appreciate your service and thanks for any help
Q: Good Morning, could I please have your updated view on CSE and any comments related to their recently announced financing.
Thanks
Thanks
Q: Is CF a good entry point now?Note that 1)releasing results on June 3--Any surprises? & 2)Co.has not declared NCIB buy back since last purchase of 31k shares in the low $8 range.Your normal expert opinion is appreciated
Q: what do you think of the banks right now is this a good time to buy for a long time hold. What bank do you prefer. thanks
Q: Hi guys,
I am wishing to add another position for my kids RESP. They have a 10 year time frame before the oldest may start needing the funds. Currently they hold cgx,esl,ipl,xeg,xfn,xre,xsu,mg,thi, in roughly equal parts. I am trying to balance diversification, with growth, some income and things that they may in time find interesting (thi and cgx). I am contemplating sj, key, or stn. What would you recommend or should I just keep adding to what they already have. Thank you for your help.
I am wishing to add another position for my kids RESP. They have a 10 year time frame before the oldest may start needing the funds. Currently they hold cgx,esl,ipl,xeg,xfn,xre,xsu,mg,thi, in roughly equal parts. I am trying to balance diversification, with growth, some income and things that they may in time find interesting (thi and cgx). I am contemplating sj, key, or stn. What would you recommend or should I just keep adding to what they already have. Thank you for your help.
Q: My wife and I are looking to retire in 6 to 7 years and are setting up our portfolio so that we will have investments paying approximately 7% dividends in 7 years relative to the current purchase price. Could you suggest five stocks that have the best chance of growing to a 7% yield relative to initial purchase price in 7 years and continuing to rise with inflation over time? We look forward to your response.
Q: Hi,
I'm following your new Income portfolio and I would like to add a company in the Health sector, Consumer discretionary and Consumer staples (other than Loblaws.) Do you have any recommendations in those sectors? Thank you.
p.s. It was tough to find a web site that broke down the TSX into 10 sectors and tougher to find a site with the constituents of each individual sector.
Really enjoy reading your articles and listening to the webinars.
I'm following your new Income portfolio and I would like to add a company in the Health sector, Consumer discretionary and Consumer staples (other than Loblaws.) Do you have any recommendations in those sectors? Thank you.
p.s. It was tough to find a web site that broke down the TSX into 10 sectors and tougher to find a site with the constituents of each individual sector.
Really enjoy reading your articles and listening to the webinars.
Q: Would appreciate your opinion on AVO again. The CEO - Fernandes bought 50,000 shares at market last Friday & his partner & interim CFO Jung bought 10,000 - also at market highs! Do you see anything odd at all at these transactions? Thanks Peter.
Q: Peter and Crew,
Yet another question about Amaya (AYA).
I listened to the quarter report and was not impressed. Managemnet seemed to avoid many of the questions and did not provide much information.
My main concern is with the financing they have arranged at 13% plus 4 million options. This seems like a very steep interest rate for a "good" quality company. I trust the bond guys more than the equity people so I am greatly concernied that AYA is a very, very speculative investment. I have seen many other companies that I consider to be speculative with rates much lower than 13%.
Your comments would be appreciated.
Regards
John
Yet another question about Amaya (AYA).
I listened to the quarter report and was not impressed. Managemnet seemed to avoid many of the questions and did not provide much information.
My main concern is with the financing they have arranged at 13% plus 4 million options. This seems like a very steep interest rate for a "good" quality company. I trust the bond guys more than the equity people so I am greatly concernied that AYA is a very, very speculative investment. I have seen many other companies that I consider to be speculative with rates much lower than 13%.
Your comments would be appreciated.
Regards
John
Q: whats with AMAYA
Q: I would appreciate your comments on the article in this morning's Globe and Mail on K Bro Linen which for the most part was negative. Could I please have your comments and your thoughts on the stock going forward. Thank You. Brian
Q: Could you please comment on K-Bro's recent results. The Market doesn't appear to be impressed as the stock is off the earlier highs. It's in my RSP and am in mainly for income with longer term growth to the dividend with some capital appreciation. Does this thesis still hold. I am slightly below a full position in my account and am looking to use this weakness as an opportunity to average up.
Q: I would like to add Real Estate in my portfolio,
i am looking at FCR first capital realty with a p/e of 18.3, a book value of 15.93 (below its trading value and Dream Properties D.un which is trading at less then book value, has a p/e of 9.6 , which would you recommend and why, it seems D.un is well underpriced at this time. thanks for the service, Jean
i am looking at FCR first capital realty with a p/e of 18.3, a book value of 15.93 (below its trading value and Dream Properties D.un which is trading at less then book value, has a p/e of 9.6 , which would you recommend and why, it seems D.un is well underpriced at this time. thanks for the service, Jean
Q: Sell BCE and buy Stantec. We are heavy in utilities and light on industrials. Good idea? THANKS
Q: hello peter, i bought 100 shares of cnq when I first started investing for myself back in 2002. i bought 100 shares at 45.00, i now have 800 shares with a 650% gain, 21% of my portfolio. i have watched these shares go up and go down. I am thinking of maybee selling half my position, possibly to buy stantec, any thoughts? brenda
Q: Liquor Store. I am just wondering from a valuation perspective - it's starting to look like a good value play, and new management is in place to improve fundamentals. They are shifting towards products that sell faster/more common. Cf ratio < 10. P/S < 0.5, price to book ~0.8. Used a dcf valuation and I'm getting values in the range of $14-18 using different growth values (negative and positive) based on management targets. CF can cover the dividend but i wish they would cut it. What is your thoughts on this value play? I read the past comments and I've steered away from this stock!
Q: If you could only buy one of LNR or ACQ at today's prices, which would you choose? And would you buy now or wait until summer?
Thanks,
Carla
Thanks,
Carla
Q: Peter and all,
A pointed question on AVO: I took a small position at the end of 2013 and between the curious equity raise, the poorly handled executive exits and the rotation out of growth stocks I am down 36 per cent. But I still like the company's technology, and its most recent numbers were solid. The question: I am considering doubling down to cost average around $25. Would you do it if you were in my shoes? Or is there more rotation downside and/or taint to the stock from the various blunders?
Thank you!
A pointed question on AVO: I took a small position at the end of 2013 and between the curious equity raise, the poorly handled executive exits and the rotation out of growth stocks I am down 36 per cent. But I still like the company's technology, and its most recent numbers were solid. The question: I am considering doubling down to cost average around $25. Would you do it if you were in my shoes? Or is there more rotation downside and/or taint to the stock from the various blunders?
Thank you!