Q: hello 5i:
on 2 March, Gary asked the following question:
Question: I am looking to add some of the names that you cover. In your opinion - which 5-10 names offer the best potential for price appreciation over the medium to long term.
As a counter, could I ask for your 5-10 best VALUE picks, that would include stocks with secure dividends for the medium to long term.
thanks
Paul L
I was thinking of purchasing Home Capital after checking it out carefully. However I notice in today's Globe that there has been insider selling to the tune of over 48,000 shares. Do you think this is a cause for concern?
Q: Chesswood has announced they will issue, 2,871,800 subscription receipts ("Subscription Receipts") at a price of $9.75 and yet the share price today is up some 11% and over $11.00. I would have thought this would have had a negative effect. Can you explain? Thanks John
Q: Hi Peter & Team
I hold CIC since inception which pays a good
dividend. However; I have not been able to get
information re fees, etc.
Please give me your take on this fund.
Is it worth holding on? I have small weighting.
THANKS AS ALWAYS FOR YOUR GREAT SERVICE!
Patty
Q: several weeks ago there was report I think it was talked about on bnn that ranked Brokerage banks services. Would you know how I could get the link to the report.
Q: I own a half position in Intact (IFC) and its had a good move upward since early November 2014. Do you think it is now fully/over valued and does it have more upside in 2015? I don't have any other P&C insurance companies. Are there others that have more upside going forward?
Thanks, Tim.
Q: I've owned this stock in a LIRA account for a few years and it's done reasonably well but seems to have leveled out over the past year or so. Any thoughts on further growth or should I dump it into something like VUG, Vanguard Growth, or?
Q: What is your opinion of this company? It's PE ratio looks attractive and it has been able to deliver consistent results over time. Is my first impression accurate? Does it deserve a second look?
Q: Hi peter,
whats your take Guardian earning, 15% dividend increase is great.
Some analyst say Guardian shares are undervalued and could be worth north of 25$ if they decide to sold their bmo shares.
thanks
Q: CBC will air investigation of EH loan procedures and it appears to be very unflattering, if last nite's National teaser is any indication (loan rates at 57% annualized); stock is off today; short-term or long-term impact?
Q: I have some US dollars to invest. What do you think of the growth prospects for this company. I see a trailing PE of 18 times and a forward PE of less than 9. Or is there something else you like better.
As always thanks for your help.
Q: I would appreciate your outlook on the recent acquisition by Chesswood. Does this news justify adding to a partial position. The market seems to approve.
Q: Can I get 5i's updated view on Element Financial? Earnings were released on Wednesday and they seemed to match guidance and street expectations. I also noticed it has been doing quite well over the past few months compared to banks (although bank earnings see to be giving banks some catch up). How do you think EFN will do versus the rest of the financial sector?
Q: Hi Peter and Team, regarding AHF, would you consider the stock a soft hold, a strong hold or simply a sell into this current strength? Almost at break even at .90 cents. Thanks!
Q: Good morning. I would appreciate your thoughts on bought deal announced today with National Bank selling 9 million shares at $12.60. The shares were selling at $14.00 2 days ago. It almost seems that there is an effort to keep the share price down and the stock is becoming frustrating to hold. With rising AUM and National Bank backstop should there not be shareholder value?