Q: getting very concerned about STN, peaked in December at $72.34 and now $64.10, can take a very nice profit, time to say so long?
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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: I have been considering Enghouse (ESL) as I can now put some money in my TFSA. However, I noticed Descartes (DSG)and started comparing to ESL. I read your previous comments and they do not indicate any leaning to one or the other. The market caps are similar but ESL has a lower P/E. What is your opinion of these two? Thanks in advance.
Gary
Gary
Q: Hello 5i Crew
I'm interested in when the following will be reporting their 2013 4th quarter: AVO, AYA, FEYE. Thanks for all that you do and I check your site at least 3x daily !!
I'm interested in when the following will be reporting their 2013 4th quarter: AVO, AYA, FEYE. Thanks for all that you do and I check your site at least 3x daily !!
Q: Could you recommend 2 stocks from the 5i model portfolio to hold in a TFSA, the other 18 stocks would be in a regular non sheltered trading account.
Q: Hi Guys,
I noticed in your latest Jan 03 5i research summary you have given TCN a C+ rating yet the actual December report states a B rating.
Have things drastically changed or is this just a little slip up
cheers.
I noticed in your latest Jan 03 5i research summary you have given TCN a C+ rating yet the actual December report states a B rating.
Have things drastically changed or is this just a little slip up
cheers.
Q: Current TFSA holdings are BEP.UN, BNS, PKI, and HR.UN. Have room for 15k investment and plan on buying MCR plus one other stock. The 15k for two stocks will equal about 5% each of the combined TFSA/Investment Acct portfolios.
Do you have a preference of MG, or ACQ for the second stock? I have no other exposure to the automotive industry.
Bob
Do you have a preference of MG, or ACQ for the second stock? I have no other exposure to the automotive industry.
Bob
Q: GLN Glentel is up $2.00 in the last two weeks and it raised it's dividend four percent yesterday. Is it going up because people sold it for tax loss and are now buying it back or is interest coming back into because of improving prospects? I'd appreciate your thoughts. THANKYOU
Q: EQI How do you feel about EQI as of now? Smoothwater appears to be supporting the stock which worries me. Do you think they might pull back on that support to try to sway us little people to go with their offer? Would CXS be a decent more stable alternative?
Q: Stantec (STN) has now fallen 10% from it's high of over $72. Any concern or is this normal after the big run-up of 2013? Might it be a good time to add to my position?
Q: Happy New Year
Thanks for the great service. Question for my TFSA account, looking to add one stock from the A or B+ rating. Currently own BNS, STN, CSU, ESL. Looking for long term hold and a dividend grower.
Thanks
Kevin
Thanks for the great service. Question for my TFSA account, looking to add one stock from the A or B+ rating. Currently own BNS, STN, CSU, ESL. Looking for long term hold and a dividend grower.
Thanks
Kevin
Q: I have BYD.un in my TSFA. I would like to buy more in the new year. You have recommended it to others. My screen with TD shows a P/E 313 & a payout ratio of 454. Is a red flag?
Q: avo - any thoughts on the latest acquisition?
Q: For a TFSA of $35 000 with Amaya(AYA)representing 75% and CGI (GIB.A) 25%, where would you advise putting an additional contribution of $5 500 ? Both are good companies. Would adding to these companies make any sense, or is there enough there, and some diversification would be advisable ? What about putting this additional contribution in GIB.A ? Thank you kindly for your advice.
Q: Happy New Year Peter and associates,
I own shares of Descartes Systems(DSG); is there a point in also owning shares of BSM Technologies (GPS)?
Tony Sepetdjian
I own shares of Descartes Systems(DSG); is there a point in also owning shares of BSM Technologies (GPS)?
Tony Sepetdjian
Q: Can you comment on the two most recent acquisitions that Descartes made?
Thank you
Peter
Thank you
Peter
Q: My question is about Great Canadian Gaming Inc. (GC).
In your recent report you gave this company a B rating. I am trying to understand how this came to be. I most definitely do not understand something as I do not see this in a positive light (but you have proved me wrong many times and I am trying to learn). The following is what I have read in your report.
- The company pays no dividend and has high debt.
Additionally, reading the section on "Recent financial results" the following stood out when I read it.
- For the 9 month period, revenue was $305.9 million, basically FLAT compared to the prior period.
- These arrangements are NOT as attractive as the previous ones and overall revenues have DECLINED from these facilities.
- Boulevard also produced REDUCED revenues due to proximity of highway....
- These negatives were offset by IMPROVEMENT in the other casinos, notable River Rock (sounds like we're putting our eggs in one basket)
- For the 9 months, adjusted net earnings were $34.9 million, DOWN 4% from last year.
Additionally, I do not believe that I read about much growth. In the "Growth" section of the report.
- Growth can come from the of new sites, BUT this ability to grow is strictly controlled by provincial/state regulations.
- The Ontario Lotto and Gaming Corporation is evolving its operations in Ontario which MAY present opportunities for GC.
Overall, what I feel I read is that the company pays no dividend, has lots of debt, its financial numbers are flat (if not decreasing), growth is a possibility (however it is out of the companies control) and there are "exceptionally tight regulations and any violations are met with strict penalties, ...". How would this be a "B" company? Especially if we also consider that the stock has already had a run up.
I have missed a number of your great stock opportunities due to my incorrectly questioning your analysis. This time I thought I would ask before writing it off for other opportunities.
Thanks again. There is no rush to respond to this question. It can go at the bottom of the list.
In your recent report you gave this company a B rating. I am trying to understand how this came to be. I most definitely do not understand something as I do not see this in a positive light (but you have proved me wrong many times and I am trying to learn). The following is what I have read in your report.
- The company pays no dividend and has high debt.
Additionally, reading the section on "Recent financial results" the following stood out when I read it.
- For the 9 month period, revenue was $305.9 million, basically FLAT compared to the prior period.
- These arrangements are NOT as attractive as the previous ones and overall revenues have DECLINED from these facilities.
- Boulevard also produced REDUCED revenues due to proximity of highway....
- These negatives were offset by IMPROVEMENT in the other casinos, notable River Rock (sounds like we're putting our eggs in one basket)
- For the 9 months, adjusted net earnings were $34.9 million, DOWN 4% from last year.
Additionally, I do not believe that I read about much growth. In the "Growth" section of the report.
- Growth can come from the of new sites, BUT this ability to grow is strictly controlled by provincial/state regulations.
- The Ontario Lotto and Gaming Corporation is evolving its operations in Ontario which MAY present opportunities for GC.
Overall, what I feel I read is that the company pays no dividend, has lots of debt, its financial numbers are flat (if not decreasing), growth is a possibility (however it is out of the companies control) and there are "exceptionally tight regulations and any violations are met with strict penalties, ...". How would this be a "B" company? Especially if we also consider that the stock has already had a run up.
I have missed a number of your great stock opportunities due to my incorrectly questioning your analysis. This time I thought I would ask before writing it off for other opportunities.
Thanks again. There is no rush to respond to this question. It can go at the bottom of the list.
Q: Hello,
Is ESL still a buy at this price?
Would you choose ESL or AYA if you could only buy one of them?
Thanks,
Carla
Is ESL still a buy at this price?
Would you choose ESL or AYA if you could only buy one of them?
Thanks,
Carla
Q: Fiera is a money manager, has grown by acquisition, which is the only way to grow in the pension management business. What do they do when they run out of new operations to acquire? I would like for long term hold for the dividend and growth, I would appreciate your view on weather Fiera Capital would work for me? Thanks Barry love your site
Q: BEP.un What little I know about stocks is from reading Ben Graham type of stuff- so when I look at the balance sheet of Brookfield- it looks perilous. And then to look at WPK as you note it as no debt at all. BEP.un is an A and Wpk is a B. I don't get it?
Q: I have been considering taking a position in First Service Corp. (FSV)and one of the things that I like to look at is insider buys and sells. Over the last 6 or so weeks there has been substantial insider selling. I realize that insiders sell for a variety of reasons, some of which may be for their own reasons rather than Corporate developments, but the selling recently has been quite significant, which makes me hesitant about adding this company to my portfolio. It would appear that insiders are not confident about further share appreciation from current levels. Your comments would be appreciated.