Q: What are your thoughts on Cott? Would it be a buy now? Thanks.
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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: Hello 5i Team,
I have a hard time understanding the recent drop of Gold and, in contrast, the sharp rise in base metals. I thought the former was a hedge against uncertainty and inflation and the latter to be a reflection of supply & demand.
Thanks,
Antoine
I have a hard time understanding the recent drop of Gold and, in contrast, the sharp rise in base metals. I thought the former was a hedge against uncertainty and inflation and the latter to be a reflection of supply & demand.
Thanks,
Antoine
Q: Where is the best place to hold some short term cash that will be deployed over the next 2-3 of months? Is it worth holding in high interest account, ETF or just to leave as cash and deploy as opportunities come up.
Thanks
Thanks
Q: Investors are spooked,angry,feel cheated ,& sick & tired of owners selling their stock @ a discount to market price after the stock has gone up sharply sometimes to near or new highs.How could one feels if purchased SIS @ 0r near recent high of $12.68 & it took a 10% haircut to $10.74 after owners bought deaL @ $11.34. NFI also dropped after owner sold in the low $40 & just returned to $40.21 after good reception to its q report yesterday.I bought @ $41
Q: With all the cord cutting going on and quite a few people moving to streaming services (google box etc) how would this effect the cable companies.
And is there any company we can profit from in the streaming business.
And is there any company we can profit from in the streaming business.
Q: I have 4000 SIS stocks,has made money so far is pullback in price also gold and oil pull back a good opportunity to buy?.
Q: Hi 5I
What happens if we do nothing in regards to DCI being sold? If we do nothing(not cast a vote either way-for or against the transaction)do we just receive cash value for shares held and not have shares transferred to the new company if it is approved by the voting shareholders?
What happens if we do nothing in regards to DCI being sold? If we do nothing(not cast a vote either way-for or against the transaction)do we just receive cash value for shares held and not have shares transferred to the new company if it is approved by the voting shareholders?
Q: Re: Jason question
I would very highly recommand the site "Masters in busines" from Bloomberg and scrolll down to the interview of Aswath Damodaran by Barry Ritholtz, on Valuation, data and investing. I consider this interview the most unbiaised and educating I never had the chance to hear on the difficulties of valuing companies.
IN HOPE THIS IS USEFUL
Claude
I would very highly recommand the site "Masters in busines" from Bloomberg and scrolll down to the interview of Aswath Damodaran by Barry Ritholtz, on Valuation, data and investing. I consider this interview the most unbiaised and educating I never had the chance to hear on the difficulties of valuing companies.
IN HOPE THIS IS USEFUL
Claude
Q: I am interested in your views on why the stock market suddenly became so enthusiastic about Trump when it was continuously going down a couple of weeks ago when it appeared that he would win. In the middle of the night on Nov 8th, the Dow futures were way down as expected and then miraculously they rebounded in the morning. Should we expect this to last?
Q: Hi guys,
I was looking at Free Cash Flow Yield as a metric to evaluate companies that I want to invest in. Do you find this metric useful? Also, what would be considered a good free cash flow yield? I've heard people look at companies with 10% free cash flow yield, but that seems like it would be hard to find. Some of the companies in my portfolio like Disney and Stella Jones seem to have closer to 5% free cash flow yield. I know Disney has been investing heavily in their parks, which has lowered their FCF yield in the short-term.
Thanks,
Jason
I was looking at Free Cash Flow Yield as a metric to evaluate companies that I want to invest in. Do you find this metric useful? Also, what would be considered a good free cash flow yield? I've heard people look at companies with 10% free cash flow yield, but that seems like it would be hard to find. Some of the companies in my portfolio like Disney and Stella Jones seem to have closer to 5% free cash flow yield. I know Disney has been investing heavily in their parks, which has lowered their FCF yield in the short-term.
Thanks,
Jason
Q: Thoughts about adding to my position in CGI. Results looked good. Net debt down to $1.3 billion or 15.8% net debt to total capitalization. Down nicely from over 40% after Logica acquisition. Company is buying back shares even though there is no dividend. Double digit eps growth over the past year.
Jason
Jason
Q: First of all TY for your reassuring post on the shocking results of the USA election. 2 years of imbecilic bombardment to get to that result...wow. Can you please comment on EIF's quarterly results. AS always TY Ryan and Peter.
Q: Hi Peter and Team,
Fortunate timing in light of yesterday's surprising election results: Our daughter-in-law learned just yesterday that her RRSP of $77000 and her LIRA of $22600 that previously contained under-performing high MER mutual funds were transferred (in cash, thank goodness) to her new accounts at iTrade which I will manage. Given today's volatility, and volatility going forward, what should she do? She is a "60% equity, 40% fixed-income" investor. Thanks so much in advance for your valued advice.
Fortunate timing in light of yesterday's surprising election results: Our daughter-in-law learned just yesterday that her RRSP of $77000 and her LIRA of $22600 that previously contained under-performing high MER mutual funds were transferred (in cash, thank goodness) to her new accounts at iTrade which I will manage. Given today's volatility, and volatility going forward, what should she do? She is a "60% equity, 40% fixed-income" investor. Thanks so much in advance for your valued advice.
Q: In case of a significant post election down draft could you suggest 3 Canadian stocks as a compelling trading idea? Feel free to wait for the opening bell with the answer.
Thank you for excellent service.
Thank you for excellent service.
Q: Do you think TRP would be a good buy just now?
Q: I own IPL and I was reviewing their Q3 release on Friday. I am having trouble reconciling their net debt to total capitalization ratio of 54.5%.
Based on their MD&A, total debt is $5,596.6, shareholder's equity is $3,269.9 and cash and cash equivalents is $70.4 and restricted cash if $105. This gives me a net debt to total capitalization ratio of 62.3% without including the restricted cash and 61.1% including the restricted cash. IPL Q3 reports 54.5% net debt to capitalization. Not sure where the error is. I inquired with the Company, but I haven't received an answer. I was wondering if you could provide one?
Thanks,
Jason
Based on their MD&A, total debt is $5,596.6, shareholder's equity is $3,269.9 and cash and cash equivalents is $70.4 and restricted cash if $105. This gives me a net debt to total capitalization ratio of 62.3% without including the restricted cash and 61.1% including the restricted cash. IPL Q3 reports 54.5% net debt to capitalization. Not sure where the error is. I inquired with the Company, but I haven't received an answer. I was wondering if you could provide one?
Thanks,
Jason
Q: I have an income portfolio that is patterned after your model income portfolio with a few differences. My portfolio currently has 21 positions with a 5% holding in each of BEP.un and BIP.un. Do have any thoughts on the merits of holding both these companies in the portfolio? Should one be sold? If so, which one and why? Thanks
Q: I just wanted to say ... thanks 5I! You are worth your weight in gold (in today's market, : ) .... ) by the simple graciousness and concern that you show for your investors.
Opening this morning's 5I message says it all.
Thanks, 5 I!
Opening this morning's 5I message says it all.
Thanks, 5 I!
Q: Greetings Peter et all,
I am in need of your astute assistance.
Scenario:
A 58 year old with failing health. (10-15 years?)
With approx 600K to deploy...I require approx 4K tax free from dividend and stock appreciation to maintain a life.
Need appropriately safe investments to achieve above.
Small, safe, manageable, tax friendly.
Two example vehicles would be very much appreciated thank-you
Be well my friends
I am in need of your astute assistance.
Scenario:
A 58 year old with failing health. (10-15 years?)
With approx 600K to deploy...I require approx 4K tax free from dividend and stock appreciation to maintain a life.
Need appropriately safe investments to achieve above.
Small, safe, manageable, tax friendly.
Two example vehicles would be very much appreciated thank-you
Be well my friends
Q: I have small positions (less than 0.5% each) in WEF and CCO, both at losses (20% down on WEF, 62% down on CCO). I am debating whether I cut my losses on each and consolidate this freed capital into increasing my position in CAE (currently at 0.5%: making this move would increase my position to about 1.2%).
In defence of WEF, I know that this is a cyclical company, and with the prospect of more construction in the US (I believe there have been some rumblings about increasing house construction in the US), I am aware that WEF could improve over the next 6-12 months. Also, it pays a 4% dividend to wait, so that would be another case to keep it. As for CCO, I am not aware of any tail winds for uranium in general, but I don't think CCO will head much lower than it already has.
On the other side of the argument, I am aware that hanging onto losing positions in the hopes that they improve is not a successful strategy. I believe that CAE is a company worth investing in, and I do plan to increase my position in it, either by adding capital to my investing account (which I will have to wait on until extra capital becomes available to me for investing), or redeploying my existing investment capital.
My question is whether I act now by selling these companies, or whether I hang onto them and wait until I accrue additional free cash to increase my CAE position. I am unwilling to sell my other positions in my account at this time. Thanks so much for your time, and I await your reply.
In defence of WEF, I know that this is a cyclical company, and with the prospect of more construction in the US (I believe there have been some rumblings about increasing house construction in the US), I am aware that WEF could improve over the next 6-12 months. Also, it pays a 4% dividend to wait, so that would be another case to keep it. As for CCO, I am not aware of any tail winds for uranium in general, but I don't think CCO will head much lower than it already has.
On the other side of the argument, I am aware that hanging onto losing positions in the hopes that they improve is not a successful strategy. I believe that CAE is a company worth investing in, and I do plan to increase my position in it, either by adding capital to my investing account (which I will have to wait on until extra capital becomes available to me for investing), or redeploying my existing investment capital.
My question is whether I act now by selling these companies, or whether I hang onto them and wait until I accrue additional free cash to increase my CAE position. I am unwilling to sell my other positions in my account at this time. Thanks so much for your time, and I await your reply.