Q: Company just reported a great quarter with good guidance and a 20% dividend increase. Stock declines 3% any idea why?? looks like the dividend has gone from .40 to 2.40 this year alone
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: I was reading your answer to an earlier question on FSV earnings. The diluted earnings per share were 0.42 vs 0.43 a year ago and expectations of .50 for the quarter.
Which metric would you consider more relevant - diluted eps or the adjusted eps of 0.74? I would appreciate if you could provide the reasoning as it applies to FSV.
Expensive no doubt, but would you consider it a buy?
Regards.
Which metric would you consider more relevant - diluted eps or the adjusted eps of 0.74? I would appreciate if you could provide the reasoning as it applies to FSV.
Expensive no doubt, but would you consider it a buy?
Regards.
Q: My company has announced an employee share offer plan. I would like your opinion on the pros and cons of employee share offer plans in general, and specifically on the plan being offered to me.
I work for a large European company (20B euro market cap; 65,000 employees in 50 countries), and the stock trades in Europe. This is not a small start-up company.
The key terms of the offer are: (a) 20% discount on the share price, (b) 1 free share for every 4 shares subscribed up to 10 matching shares, (c) account management fees paid by the company, (d) investment locked-in for 5 years (to Dec 2022) (except in the case of early redemption). I really don’t like being locked in for 5 years, but I guess that is the price to pay for a 20% discount.
I have been burned before on an employee share offer program (dot com era), so am always questioning why companies ask employees for help. The employer always promotes how good it is for employees (e.g. 20% discount), but what is in it for the company? If the company needs to raise money why not just go to the stock market? I don’t buy the pride of ownership in the company you work for, blah, blah, at least not with a very large company (I am one of 65,000 employees).
I am skeptical when employers tell employees how great something is for them. Been burned before 15 years ago when they told us how great it is for us to switch from a DB pension plan to a DC pension plan. They neglected to tell us how much better it is for them if we switched from the DBPP to the DCPP.
p.s. Maybe one day you can do a blog on pros and cons of employee share offers, and what an employee should look out for.
I work for a large European company (20B euro market cap; 65,000 employees in 50 countries), and the stock trades in Europe. This is not a small start-up company.
The key terms of the offer are: (a) 20% discount on the share price, (b) 1 free share for every 4 shares subscribed up to 10 matching shares, (c) account management fees paid by the company, (d) investment locked-in for 5 years (to Dec 2022) (except in the case of early redemption). I really don’t like being locked in for 5 years, but I guess that is the price to pay for a 20% discount.
I have been burned before on an employee share offer program (dot com era), so am always questioning why companies ask employees for help. The employer always promotes how good it is for employees (e.g. 20% discount), but what is in it for the company? If the company needs to raise money why not just go to the stock market? I don’t buy the pride of ownership in the company you work for, blah, blah, at least not with a very large company (I am one of 65,000 employees).
I am skeptical when employers tell employees how great something is for them. Been burned before 15 years ago when they told us how great it is for us to switch from a DB pension plan to a DC pension plan. They neglected to tell us how much better it is for them if we switched from the DBPP to the DCPP.
p.s. Maybe one day you can do a blog on pros and cons of employee share offers, and what an employee should look out for.
Q: Good morning
Thinking about the possible divestitures that POT will likely make to get approval of the merger. Are assets in situations like this typically sold before or after the merger?
If the assets are sold after the merger and at a premium to book value, it would seem the premium would be shared among shareholders of both companies even though the premium was not anticipated at the time the company values were set for the merger.
It would make more sense to me to sell prior to the merger and distribute the premium over book to the POT shareholders. Of course, if the premium is insignificant then it is a moot point.
Anyway, just curious to hear your thoughts.
Thanks for all your help.
Peter
Thinking about the possible divestitures that POT will likely make to get approval of the merger. Are assets in situations like this typically sold before or after the merger?
If the assets are sold after the merger and at a premium to book value, it would seem the premium would be shared among shareholders of both companies even though the premium was not anticipated at the time the company values were set for the merger.
It would make more sense to me to sell prior to the merger and distribute the premium over book to the POT shareholders. Of course, if the premium is insignificant then it is a moot point.
Anyway, just curious to hear your thoughts.
Thanks for all your help.
Peter
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Rogers Communications Inc. Class B Non-voting Shares (RCI.B)
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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WSP Global Inc. (WSP)
Q: I own all three of these companies. I am up 10% in WSP, 10% in CCL.B and 13% in RCI.B I want to add to one of them, which one would you suggest?
Thanks for your help. Dorothy
Thanks for your help. Dorothy
Q: Hi ,Earning growth is one of the many factors leading to price going up. Will you please list 10 companies with high earning growth with moderate to low risk for the next few years. Your wisdom is mostly appreciate. Is there a web site that have such information ?
Q: Hi, I’m getting a little disappointed in oil a gas sector and really do think it is more a liability ,as time and technology eats away at the sector.
I have Tog and Wcp 7% and thinking of selling Tog with a loss of 25%, an putting it in healthcare or Tech.
Would you agree with this switch, and what would you recommend.
Thanks, Brad
I have Tog and Wcp 7% and thinking of selling Tog with a loss of 25%, an putting it in healthcare or Tech.
Would you agree with this switch, and what would you recommend.
Thanks, Brad
Q: Comments on TFII earnings please. Looks good but not sure how good.
Q: Dear 5i
I am looking at either WFT or HD as a way to have an investment in the rebuilding efforts in the US. Do you view these as top candidates or would you recommend something else .
Thanks
Bill C
I am looking at either WFT or HD as a way to have an investment in the rebuilding efforts in the US. Do you view these as top candidates or would you recommend something else .
Thanks
Bill C
Q: Any reason for Thursday’s big jump in share price?
Q: If the Aecon sale goes through will the stock be removed from the TSX and holders of the stock cashed out? I have a 15% gain and am considering selling while the price is up.
thank you.
thank you.
Q: Looks like a good quarter but the stock price is falling. Any thoughts.
Q: Why the weakness in ZZZ.Is it because of Sears having to liquidate their mattres , bedding, pillows towels etc or is there something else. Have they saturated Canadian market. Will they try USA to expand ? RAK
Q: I hold ARE do you think there will be another offer and do you think govertment will approve the offer.
Should I sell or hold?
Thanks for the great service.
Should I sell or hold?
Thanks for the great service.
Q: Peter and team I have owned this stock for aprox. two year ,It pays good divs. do you see a improvement in stock price .
Jim.
Jim.
Q: Hi all at 5I,
As a young 20 year old looking for growth, I dont mind some volatility but really just looking for a balanced portfolio what would be your top 10 stocks to invest in a 5 year time frame? If you could provide some bullet points on which ones and why. Please feel free to take more than one question credit from my account.
Thanks,
Dan
As a young 20 year old looking for growth, I dont mind some volatility but really just looking for a balanced portfolio what would be your top 10 stocks to invest in a 5 year time frame? If you could provide some bullet points on which ones and why. Please feel free to take more than one question credit from my account.
Thanks,
Dan
Q: Peter and team could you recommend a trading stock in the Canopy field .
Jim.
Jim.
Q: Hi 5i. What is a good entry point for cnr long term. I'm wondering if there may still be a small pull back with Nafta negotiations in limbo? Thx Rob
Q: Air Canada profits went up (even after correcting for one-time tax recovery), but stock price went down. Any idea why ? Were expectations higher ?
Q: I don't use the site much. Do you have a section that shows your latest recommendations? ie a newly recommended paying stock