Q: What is your opinion on the earnings from LNR? Is there any fundamental reason for the dip? 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: What's happenimg with SNC today? Is it worth taking a chance?
Q: Comments on DSG and SCL results please.
Q: I would like your opinion of Telus services to the health care industry, as it relates to growth and profitability. Their activity in this area is rarely talked about.
Thanks for comments
John
Thanks for comments
John
Q: Any idea what is going on with MRE? It is up close to 15% in the last couple days.
Q: I know it is early days with PLI but do you have any views/outlook on this company? (ie. have you met mgt, etc.)
Thanks
Chris
Thanks
Chris
Q: I like each of the Brookfield group of companies but am unsure the "best way" to own them. Should I buy shares in all the companies - Property, Renewable, Infrastructure and BAM or is BAM the best way to participate in the group? Or is this more of a sector decision?
Thanks for the insight.
Paul F.
Thanks for the insight.
Paul F.
Q: hello 5i,
Thanks for the quick response on my earlier question about Buffet's suggestion of 10 per cent fixed income. I neglected to ask in that question what would be the best choices for fixed income in the situation you described, i.e. having some money to take advantage of opportunities and in case of need. Anything that I can think of, except for cash, would seem to have 'a wait time' before you could get at it. GIC's for instance would be in possibly a 1-5 year ladder; a bond etf, although it could be sold, might be sold at a loss if you didn't wait long enough. I know that you can get GIC's that could be immediatly cashable, but you get less of a yield. High interest savings accounts don't give much these days, either.
any suggestions appreciated
thanks
Thanks for the quick response on my earlier question about Buffet's suggestion of 10 per cent fixed income. I neglected to ask in that question what would be the best choices for fixed income in the situation you described, i.e. having some money to take advantage of opportunities and in case of need. Anything that I can think of, except for cash, would seem to have 'a wait time' before you could get at it. GIC's for instance would be in possibly a 1-5 year ladder; a bond etf, although it could be sold, might be sold at a loss if you didn't wait long enough. I know that you can get GIC's that could be immediatly cashable, but you get less of a yield. High interest savings accounts don't give much these days, either.
any suggestions appreciated
thanks
Q: I would like to add a reit and utility. I already own hr and bep could you please recommend 2 of each with reasonable growth. Thanks.
Q: Could you please give your opinion on these?
Are they worth holding or switch to good large caps?
Are they worth holding or switch to good large caps?
Q: Could you please comment on the recent decline of Interfor. Thank you,
mandmsully2@yahoo.ca
mandmsully2@yahoo.ca
Q: Your thoughts on POT buying into the Brazilian co. Heringer. Do you think acquiring 9.5% guarantees that Heringer purchases POT's potash. Pot's share price dropped on the news, is this of no consequence. Thx Gerry
Q: Hi 5i,
What are your thoughts on CRH at current levels? Stock has finally corrected after going straight up like a stick. Stock seems relatively cheap (compared to other health care cos.) at around ~8x ev/ebitda. Company seems to have two fantastic business segments with the ability to grow accretively via a roll up strategy. Would you recommend buying more shares at the current level? Have you ever met management or have a view on them? I'm debating whether to add more Intertain or CRH to my portfolio currently. thx
What are your thoughts on CRH at current levels? Stock has finally corrected after going straight up like a stick. Stock seems relatively cheap (compared to other health care cos.) at around ~8x ev/ebitda. Company seems to have two fantastic business segments with the ability to grow accretively via a roll up strategy. Would you recommend buying more shares at the current level? Have you ever met management or have a view on them? I'm debating whether to add more Intertain or CRH to my portfolio currently. thx
Q: I am still holding WJX despite a 35% drop (since original purchase) in share price, because I remain of the opinion that it is a well-managed company.
Even this morning's release of financial results seems to bear out that management is doing their job OK in tough times. And maybe even going forward?
BUT . . . Is the drastic dividend policy change a significant enough factor to make it worth dumping my holdings, in your opinion?
Context: WJX is about 4% of my equity holdings, & my holding period is anticipated to be 3-5 years, maybe longer, & I rely on dividend reinvestment as a significant part of my strategy.
Thanks
Even this morning's release of financial results seems to bear out that management is doing their job OK in tough times. And maybe even going forward?
BUT . . . Is the drastic dividend policy change a significant enough factor to make it worth dumping my holdings, in your opinion?
Context: WJX is about 4% of my equity holdings, & my holding period is anticipated to be 3-5 years, maybe longer, & I rely on dividend reinvestment as a significant part of my strategy.
Thanks
Q: Hi team. What are your thoughts on Sjr.b at this price and where do you think it may be headed? Thank you
Q: Hi Peter and team - Do you or any of your readers have any recommendations for a Web site that gives accurate and relatively concise summaries of several of the fundamentals of a company, in particular its cash (and cash equivalents) on hand as well as debt. I have used Globeinvestor and TD Waterhouse but neither seem to show the cash component.
Thanks.
Thanks.
Q: Good morning, your comments on TFI earnings please.
Thanks.
Thanks.
Q: We have a portfolio of 26 holdings in a BMO Invest account, all dividend stocks as we depend on the dividends for about 50% of our annual income. BMO regularly provides opinions on our investments as given by various analysts. One of these is Ford Research and I would like to have your opinion of this firm. Frankly they seem to advise 'Hold' on almost all of our stocks but, today, advised 'Sell' on BIP.UN, HSE, IPL, and VET. Since BIP.UN is up 50% since I bought it, and pays a good dividend, and the other sells have also done well for us, how much confidence should I place in Ford's opinions?
Q: I would like to add one position in my RRSP and would like you to rank in order of preference Cineplex, Home Capital Group, A and W Royal Income Fund. I have read your reports and I know you like them all but would appreciate your input in making this decision. It's for a 10 year hold. 5i is AWESOME! Thanks
Q: When you give a report on a company you give it a rating A, B- etc.
Do you have this rating available on all the other stocks that you have not profiled
Great service
Do you have this rating available on all the other stocks that you have not profiled
Great service