Q: why wft down so much in the last few day
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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: Hi team,could you please give a reason why METRO (mru) is down the last
couple of days, is it a buy?
Thx
couple of days, is it a buy?
Thx
Q: What are your thoughts on Nyx at these levels?
Q: Can you comment on equity raise- how does bal sheet look with this , and what will payout ratio be. Decent for the next year or so?
Q: I appreciate your answer to Brian on the results today. It seems to me they were very strong, but the stock has been down 1 to 2 % this morning. My question is, that on any given day, (on average) would a rise in the Canadian dollar have an inverse effect on the price of this equity? I seem to notice that the dollar fluctuation often seems to affect the valuation of stocks that trade of more than one exchange quite markedly.
Q: I would like to commend Peter, and poster Robert and his post.
Right ON!!!
98% of people need a diversified portfolio and no one gets every investment to work out. No one.
Even though I am one who prefers a more concentrated portfolio with more effort and patience put towards my selections I never get everyone to work out as I had hoped and predicted. However, patience even mends the bad ones over time to some degree if they have good management.
During my continuing education in this investing in businesses thing (25 years) I have learned that even the big guys/girls that manage $1/2 billion and more routinely have an investment go the way of the DoDo bird or at least they end up selling after 2 years for a smallish loss (lottery win size for most people).
We all have to take ownership when we plunk our money down. 5i gives their opinion which is what we pay for. We may not agree always but ultimately it is our choice. 5i cannot get into more detailed explanations and analysis because many members do not want that nor would they understand it. This is just they way it is.
And I agree the markets are at all time highs which is scary. My finger is on the Shorting button, LOL. And am waiting for good companies to go on sale to buy.
The Shiller PE on the U.S. market, an often watched indicator, is at 27.0 today which is considered explosive, unsafe and dangerous area. Anything above 23 is unsafe territory historically. 15 is normal.
So be careful out there. Diversify and have some cash (amo, ammunition) sitting on the sidelines for good buy opportunities as they present themselves. PATIENCE is always rewarded.
Incoming dividends is lower our cost base, ACB, on many of our stocks (at least for me) so my at risk $ is getting lower as time passes.
Heck, even the road from Toronto to Calgary is not a straight ride. It goes up and down, and left and right but it gets one to the destination with some patience. And think of all the things one gets to see and learn along the way.
Have a great day.
Right ON!!!
98% of people need a diversified portfolio and no one gets every investment to work out. No one.
Even though I am one who prefers a more concentrated portfolio with more effort and patience put towards my selections I never get everyone to work out as I had hoped and predicted. However, patience even mends the bad ones over time to some degree if they have good management.
During my continuing education in this investing in businesses thing (25 years) I have learned that even the big guys/girls that manage $1/2 billion and more routinely have an investment go the way of the DoDo bird or at least they end up selling after 2 years for a smallish loss (lottery win size for most people).
We all have to take ownership when we plunk our money down. 5i gives their opinion which is what we pay for. We may not agree always but ultimately it is our choice. 5i cannot get into more detailed explanations and analysis because many members do not want that nor would they understand it. This is just they way it is.
And I agree the markets are at all time highs which is scary. My finger is on the Shorting button, LOL. And am waiting for good companies to go on sale to buy.
The Shiller PE on the U.S. market, an often watched indicator, is at 27.0 today which is considered explosive, unsafe and dangerous area. Anything above 23 is unsafe territory historically. 15 is normal.
So be careful out there. Diversify and have some cash (amo, ammunition) sitting on the sidelines for good buy opportunities as they present themselves. PATIENCE is always rewarded.
Incoming dividends is lower our cost base, ACB, on many of our stocks (at least for me) so my at risk $ is getting lower as time passes.
Heck, even the road from Toronto to Calgary is not a straight ride. It goes up and down, and left and right but it gets one to the destination with some patience. And think of all the things one gets to see and learn along the way.
Have a great day.
Q: bce , aw.un, with stocks like these , they seam to stay the course when people get scared they even tend to go up. do you see any stocks like these with that potential ,thank you.
Q: could you please comment on the recent activity regarding the Crescendo Partners' Letter? I have held this company for some time (avg price $4.75) and kept expecting to see it return to those levels only to be disappointed each new quarter. The letter definitely sums of my feelings, but not sure if it was the proper way to do it. Any guestimations on the sum of the parts if RKN decided to sell. p.s. wasn't too impressed with the response letter.
Q: Just wondering what your thoughts were on what sectors look beaten up and/or unloved and provide a decent entry point for a longer term hold? Materials, healthcare, US Banks come to mind. Any others?
Q: Maybe its me, but can you verify what EIF's consensus 2016 and 2017 current eps estimates are?
Prior to their earnings report, Investor's Edge showed 2016 estimates at $2.49 and 2017 estimates at $2.66. Post earnings report, Investor's Edge is now showing $2.29 and $2.46 as 2016 and 2017 estimates. A little puzzling considering EIF's recent report was pretty good, in my opinion.
Thanks for your thoughts.
John
Prior to their earnings report, Investor's Edge showed 2016 estimates at $2.49 and 2017 estimates at $2.66. Post earnings report, Investor's Edge is now showing $2.29 and $2.46 as 2016 and 2017 estimates. A little puzzling considering EIF's recent report was pretty good, in my opinion.
Thanks for your thoughts.
John
Q: Factoring in real estate and gold as separate sectors, based on your current outlook, what would be a 12 sector composition of a conservative equity portfolio? What percentage for each sector?
Q: What are your thoughts on the earnings release and outlook. Selling off significantly this morning. Trading at roughly 3x EBITDA with a forecast of $43-46M.
Q: Chemtrade Logistics is issuing $125 million 5 year convertible bond at 5% with a conversion prices of 24.85 or 40% premium? Although the conversion premium is too high I do like the coupon how is the company financially?
Q: I think you guys do an amazing job. No one has a crystal ball and 5i is always very cautious & conservative. I watch BNN everyday for 3 hours, read Bloomberg and ROB, etc.etc.
I am a risk taker, which is why I reach out to you and you always caution me. So I am grateful for your service and happy to be a Member for Life!
Keep up your great work. Austin
I am a risk taker, which is why I reach out to you and you always caution me. So I am grateful for your service and happy to be a Member for Life!
Keep up your great work. Austin
Q: I have to respond to ron’s comments on CXR .
In a diversified portfolio he would have 10% exposure in Healthcare as recommended by 5i. So the dive in CXR would have a small effect on him overall. Thanks to 5i, I am up 16% from February this year with a diversified portfolio.
In a diversified portfolio he would have 10% exposure in Healthcare as recommended by 5i. So the dive in CXR would have a small effect on him overall. Thanks to 5i, I am up 16% from February this year with a diversified portfolio.
Q: Just a word of thanks for doing a very comprehensive job in reviewing my portfolio. It certainly fulfilled my expectations and outlined a valid plan for more productive portfolio. Well worth the cost.
Tom
Tom
Q: I own CBL but as a retired senior that searches for high dividend plus growth stocks I would like to add beyond my 5.5% holding in CBL. what is your assessment of this Company for, I hope, a long term hold.
Thanks, as always, for your advice.
Don
Thanks, as always, for your advice.
Don
Q: Altus Group (AIF) released good results today and stock reacted positively. Can you comment on the company and its results and if you recommend buying at these levels? If you do recommend it what type of investor or investment objective is this stock suitable for ? Thanks again. John C
Q: Your comments on earnings please. Looks to be priced well, growing at good clip, and beat expectations...yet down ~2% today? Is this a case of "sell on news" - or can something more be read into the weakness?
Thx.
Thx.
Q: Your comments on the quarter from BDI, PLI and KBL please.
Thanks,
Eric
Thanks,
Eric