Q: As per your comment that any declines in stocks/market present an opportunity,I am thinking of adding/buying the following companies:Sis,Mnw,Inn($6.79 despite take out offer of $7.25 with a $100m deposit),Bos,Kxs,SH,Syz & Atd.b.Your opinion please. Thanks for your usual great views & services.
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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 a full position in Xsr I am down about 24%,can you advise me if I should hold or cell thank you
Q: Hi folks,I am perplexed at performance of West Fraser,touching new lows even though Lumber has recovered somewhat to $300+ & Wft/t supposedly best in class of lumber stocks.Just started 1/2 position @ 39.12 but before I avg down for other 1/2,would like your thoughts & opinion on stock. Thanks as always,wft/t now in $37's
Q: Hi 5i,
Are you able to provide any more detail on the rumour that Brookfield Renewable Energy Partners (BEP.UN) might be interested in Transalta Renewables (RNW)? At the current share price, is there sufficient value for them to pay enough of a premium to have a chance at a successful bid and still stay within an earnings-accretive price range? Thanks!
Are you able to provide any more detail on the rumour that Brookfield Renewable Energy Partners (BEP.UN) might be interested in Transalta Renewables (RNW)? At the current share price, is there sufficient value for them to pay enough of a premium to have a chance at a successful bid and still stay within an earnings-accretive price range? Thanks!
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Constellation Software Inc. (CSU $3,316.17)
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Stella-Jones Inc. (SJ $86.47)
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Kinaxis Inc. (KXS $175.27)
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Alimentation Couche-Tard Inc. (ATD $74.04)
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Savaria Corporation (SIS $23.19)
Q: Portfolio weighting a aside. For a young investor if you were topping up two of these, which two would you choose? Cheers
Q: Do you have an opinion on an investment/growth prospects, in this company?
Q: Hello 5i Team,
Would you consider PJC to be a good long term hold as part of a diversified dividend growth portfolio? Could you comment on the health of their balance sheet as well as their growth prospects going forward.
Thanks
Would you consider PJC to be a good long term hold as part of a diversified dividend growth portfolio? Could you comment on the health of their balance sheet as well as their growth prospects going forward.
Thanks
Q: Hi Peter/team I am planing to retire in 2 years time ,can you give me 5 or 6 company names to hold for 6-7 years thanks for your great service Jim!!
Q: Hello Peter and team
My daughter holds AQN and BAM'A in her RSP account and has to add one more position. Which of BNS or Telus would you choose to add as a long term hold? Could I have your opinion of this total selection disregarding diversification.
Thanks for your great service.
My daughter holds AQN and BAM'A in her RSP account and has to add one more position. Which of BNS or Telus would you choose to add as a long term hold? Could I have your opinion of this total selection disregarding diversification.
Thanks for your great service.
Q: Redknee recently had an upgrade and your guest wrote in about it and you said they had received a new contract. Also NMX (Lithium). A guest wrote in about it and you said they had done some sort of financing. They both dropped off considerably (Redknee a lot more). Did something go wrong with them recently? Another question is a lot of shares are A and B and in the case of tech you take the B shares and Andrew Pellier - you take the A. So sometimes it is an A and sometimes it is a B? Going to squeeze in one more. What does guidance mean in your context.
Thank you very much, Dennis
Thank you very much, Dennis
Q: Which is cheaper, which has the best growth and which has more insiders owning shares: stantec, snc, are or Wsp?
Q: Aya and Cxr are the 2 Cos in question. Thanks, Catherine
Q: As a pensioner, I just came into $150K of "extra" money that I would like to invest in the 5 year and more time frame. (I'm optimistic). I would like 6 names you can recommend within the following framework.
1. Must be TSE listed company.
2. Much of the income must be from outside of Canada.
3. Must be in the top tier of stable companies.
4. Should be growth rather than dividend focused.
Three "ideal" investments I have in mind is TD, MG, and BAM.A. So along this line, what can you recommend? Thank You.
1. Must be TSE listed company.
2. Much of the income must be from outside of Canada.
3. Must be in the top tier of stable companies.
4. Should be growth rather than dividend focused.
Three "ideal" investments I have in mind is TD, MG, and BAM.A. So along this line, what can you recommend? Thank You.
Q: Do you think that Enghouse has had it's run? Is it time to sell and replace it with SIS? Thank You.
Q: Magna and Linamar are down $25,and $33 in one year. Are things that bad? Are they cheap now? Would you think it is time to start buying a 1 percent position in each since they are good companies anti have no idea where the bottom price is or do these prices look close to a bottom?
Q: Which do you like better for the long term: Dollarama or CCL Industries?
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Concordia Healthcare (CXR)
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Stars Group Inc. (The) (TSGI $37.49)
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The Intertain Group Limited Exchangeable Shares (ITX $11.95)
Q: Hi there, can you please comment or provide analysis on how CXR, IT, AYA and others within the portfolios would be affected due to the Brexit vote coming up soon, considering revenues from European region and due to FX? I believe Brexit vote may be causing stock price weakness for CXR, maybe? Also, would anyone want to take out CXR before the Brexit vote knowing how volatile Europe would be if England exited? Thanks!
Q: Ron's comment made mention of the fact that a short interest approaching 25% of the float should raise red flags. Can you explain this?
DON
DON
Q: Any thoughts on why BAM.A is down so much lately (especially today). BAM.A seems more volatile than it's holdings (BIP, BPY, etc.). Am I correct on this, and if so, can you explain why it is more volatile. Thanks.
Q: what can you tell me about this company