Q: Which 3 companies would you recommend to buy with our weak dollar?
Thanks
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 Peter & Co,
It was a brutal day for materials and energy,
I'm glad that my holdings in the Materials sector (5.7% of portfolio) consist of Chemtrade, Interfor (for US housing) and Stella Jones.
I wonder if I should further reduce my Energy holdings (4.4%) consisting of Tourmaline, Vermillion and Whitecap or get out completely; ditto for Energy Infra/Midstream (9.3%) consisting of Altagas, Enbridge, Inter Pipe, Keyera and Pembina.
Thanks for your input.
Antoine
It was a brutal day for materials and energy,
I'm glad that my holdings in the Materials sector (5.7% of portfolio) consist of Chemtrade, Interfor (for US housing) and Stella Jones.
I wonder if I should further reduce my Energy holdings (4.4%) consisting of Tourmaline, Vermillion and Whitecap or get out completely; ditto for Energy Infra/Midstream (9.3%) consisting of Altagas, Enbridge, Inter Pipe, Keyera and Pembina.
Thanks for your input.
Antoine
Q: Do you still think linamar is a hold or should we be taking our profits now. thank you
Q: An earlier Q&A made me wonder whether I should get into my margin, to make more money! I have 8 years of secure employment until I can retire and currently have no debts. What stocks do you suggest for good growth potential without taking on a high amount of risk?
PS. Thanks to 5I, I am actually making money in the market!
PS. Thanks to 5I, I am actually making money in the market!
Q: I'm principally interested in the security of income and capital. Please provide your views on ISV with a view to a long term hold. Is there another provider of similar services
you would recommend. Thanks
you would recommend. Thanks
Q: What do you think of PTS? I purchased it about 8 months ago and it's down 11% since then. It's down by >50% since early 2014. I'm trying to decide whether I should bail or not. It has a decent enough forward PE and seems to be in a good business niche but it continues to disappoint.
Q: I am looking to invest in 15 companies that are listed on the Cdn stock exchanges and earn the majority of their revenues from the US. What would be your recommendations? I don't need you to consider diversification as I will manage that within my portfolios. Thanks.
Q: Hi Guys,
I sold WTE a few years ago and have regretted it ever since and have not been able to buy back for lower than I sold. It seems to hold it's value very well and I'm wondering why it hasn't shown weakness since coal Seems to be out of favour right now. Do you think it's a good hold for income?
Thanks
I sold WTE a few years ago and have regretted it ever since and have not been able to buy back for lower than I sold. It seems to hold it's value very well and I'm wondering why it hasn't shown weakness since coal Seems to be out of favour right now. Do you think it's a good hold for income?
Thanks
Q: Can Dollarama DOL do enough to counter the effects of the weakening Canadian dollar and keep their expansion plans and everything else on the upswing? Or do you foresee serious problems?
Q: Thanks for your report on AFN. I've been watching this stock for the past couple of weeks, and thinking of selling my ACQ to buy AFN, one of the reasons is the higher dividend, and the other is that I am down 20% on ACQ and thought AFN might have better short-term growth prospects. Both companies are coming out with earnings soon. What do you expect for earnings for both of these companies, and do you think this would be a reasonable switch. Thanks very much.
Q: Hello Peter and 5iResearch Team, Can you please provide your analysis of IMAX vs Cineplex in terms of relative strength, and industry growth prospect. Can you please tell me which one you would purchase for a long-term 3-5 yr. hold. I can place IMAX in a RRSP and CGX in my TFSA. Would like to buy only one. Thank you. Linda
Q: Hi 5i. In your opinion please: "When is the correct time to use a margin account (or any sort of leverage) for the average knowledgeable investor?" Also to what extent in the form of ratio to assets and/or income. I know this is dependent on individuals but your knowledge and experience are highly valued by me.
Thank you
Jeremy
Thank you
Jeremy
Q: I would like to have your thoughts on AJX.
The good : balance sheet (no debt and 10 million $ in cash : 15¢ per share), but 25 % in intangible assets and goodwill; the industry, gross margin, divested non-core businesses(usually at a profit; restructuring seemed finished), strong USD (lowers Canadian expenses), positive cash flow from operation for the past two years, not taxable for the next few years (unrecognized tax losses on the balance sheet), 31% insider ownership following the merger (including 15% by Investor Growth Capital, “IGC” an independent venture capital firm specializing in expansion stage investments),
The not so good: management turnover over the last few years, erratic sales growth to be kind, cannot seem to grow revenue to amortize fixed cost (merger should help), cannot seemed to capitalize on promising industry trends, goodwill write-off $40 M, micro-capitalization, stock liquidity,
The unkown: merger (60% vs 40%) with a private entity (Novariant: $30 M in sales) that's taking awhile to get done (announced mid-March 2015), they changed auditors (KPMG to) mid-April and the CFO leaves mid-may.
This investment represents 1% of my portfolio, I am trying clean my portfolio. My decision (of selling) is almost made (do not want this type of investment in my portfolio in the future: 5i provides better risk/return recommendation), I am trying to minimize loss here. I think there is some upside at this level/time Your recommendation: wait to see some quarterly results of the merged company before making my mind (my guess is: it's going to take several quarters of good results before the market jumps in following years of disappointment)? Sell on some technical strength? Sell immediately (not seem warranted as the stock is down recently following a major selling by an important shareholder for reasons not related to AJX)?
Thank you, Eric
The good : balance sheet (no debt and 10 million $ in cash : 15¢ per share), but 25 % in intangible assets and goodwill; the industry, gross margin, divested non-core businesses(usually at a profit; restructuring seemed finished), strong USD (lowers Canadian expenses), positive cash flow from operation for the past two years, not taxable for the next few years (unrecognized tax losses on the balance sheet), 31% insider ownership following the merger (including 15% by Investor Growth Capital, “IGC” an independent venture capital firm specializing in expansion stage investments),
The not so good: management turnover over the last few years, erratic sales growth to be kind, cannot seem to grow revenue to amortize fixed cost (merger should help), cannot seemed to capitalize on promising industry trends, goodwill write-off $40 M, micro-capitalization, stock liquidity,
The unkown: merger (60% vs 40%) with a private entity (Novariant: $30 M in sales) that's taking awhile to get done (announced mid-March 2015), they changed auditors (KPMG to) mid-April and the CFO leaves mid-may.
This investment represents 1% of my portfolio, I am trying clean my portfolio. My decision (of selling) is almost made (do not want this type of investment in my portfolio in the future: 5i provides better risk/return recommendation), I am trying to minimize loss here. I think there is some upside at this level/time Your recommendation: wait to see some quarterly results of the merged company before making my mind (my guess is: it's going to take several quarters of good results before the market jumps in following years of disappointment)? Sell on some technical strength? Sell immediately (not seem warranted as the stock is down recently following a major selling by an important shareholder for reasons not related to AJX)?
Thank you, Eric
Q: I think on June 17 you mentioned tpk as cheap at 12X earnings. I seem to see fy2014 earnings .45/share and q12015 .11/share This is more like P/E 20. Am I missing something??
Thanks Jim
Thanks Jim
Q: Hello All,
The silence is deafening. Since Lehman Bros., Central Banks have been in lock step in printing money and keeping interest rates artificially low. Both inflationary. Commodity prices have plunged. World economies have been relatively healthy.
The stock markets and real estate have performed. WHY THE DOLDRUMS IN COMMODITIES? No one seems to be discussing the implication of such huge worldwide debt and how we work ourselves back to normality. Such silence! Your thoughts, please.
L
Thank you,
L
The silence is deafening. Since Lehman Bros., Central Banks have been in lock step in printing money and keeping interest rates artificially low. Both inflationary. Commodity prices have plunged. World economies have been relatively healthy.
The stock markets and real estate have performed. WHY THE DOLDRUMS IN COMMODITIES? No one seems to be discussing the implication of such huge worldwide debt and how we work ourselves back to normality. Such silence! Your thoughts, please.
L
Thank you,
L
Q: Please provide your analysis on TELUS' stock in the next 6 months, what are the key risks and opportunities ahead for this business?
-Should we expect growth within core services of wireline, wireless?
-Given CRTC's ruling for pick and pay TV packages and also the change to 2 year cell phone contracts (exit contract free of charge after two years - what is the impact of these regulation changes on TELUS?
-What is the impact of losing the acquisition battle with Rogers on acquiring Mobilicity? Does this immediately impact TELUS' stock price?
-Should we expect growth within core services of wireline, wireless?
-Given CRTC's ruling for pick and pay TV packages and also the change to 2 year cell phone contracts (exit contract free of charge after two years - what is the impact of these regulation changes on TELUS?
-What is the impact of losing the acquisition battle with Rogers on acquiring Mobilicity? Does this immediately impact TELUS' stock price?
Q: What are your thoughts on KP Tissue? Thanks.
Q: IMAX: recomm. as a growth stock to-day. It looks hugely over valued, high debt., low ROE, no dividend, down because IPO in China has been postponed.
Q: Which company represents better valuation for a long term hold? What are the pros and cons of these two for income purposes?
Q: Good Morning: I would like your opinion on how low you think Bombardier can go before the Federal or Provincial government steps in to prop them up once again?
Thanks - Brian
Thanks - Brian