Q: What are your thoughts on CCO Cameco and their large decline
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Investment Q&A
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Q: Need your detailed analysis with this one. Looking at the latest quarterly earnings from SNC-Lavalin, most of their net income comes from what they call their ICI or Infrastructure Concessions Investments which consist of the recently sold Altalink and 407ETR (to name two.)
The former management took a strategy to diversify SNC income precisely to ensure a more predictable income quarter to quarter rather than the more risky and fickle revenue that comes from the Engineering and Construction side of the business. So, while they have a new strategy and now 3 billion more dollars, my concern is that their dividend from quarter to quarter is in jeopardy.
It's safe to say that the SNC-Lavalin of 2012 is not the same company as SNC of today anymore, so how secure and safe is it's dividend with this massive change in strategy?
The former management took a strategy to diversify SNC income precisely to ensure a more predictable income quarter to quarter rather than the more risky and fickle revenue that comes from the Engineering and Construction side of the business. So, while they have a new strategy and now 3 billion more dollars, my concern is that their dividend from quarter to quarter is in jeopardy.
It's safe to say that the SNC-Lavalin of 2012 is not the same company as SNC of today anymore, so how secure and safe is it's dividend with this massive change in strategy?
Q: Thank you 5i for being here. Stumbling across your site just under 2 years ago has been the best investment I have ever made.
Speaking of The Best Investment - if you had to buy just 1 name for 5-10 year hold (I am 62 years old) which name would it be.
Thank you as always.
Speaking of The Best Investment - if you had to buy just 1 name for 5-10 year hold (I am 62 years old) which name would it be.
Thank you as always.
Q: I am thinking of adding to my shares of BCB Cott due to the fact they are acquiring aimia foods. What is their debt level? It looks like the stock price has bottomed and to me the risk/reward looks good. Would you agree?
Q: Orange Capital LLC is offering $5 per unit for Partners Reit, and Hudbay Minerals is offering to purchase the shares of of Augusta Resources. The Augusta Board advises rejection.Please give me your reasons and view as to whether or not I should tender to one or both or neither of these offers. Thank you
Q: Hi Peter,
Pl advise reasons why MX is in the declining trend as compared to its competitors ? Any fundamental or technical reasons ? Will you recommend the stock at current prices and the risks associated at these levels?
Regards,
Pl advise reasons why MX is in the declining trend as compared to its competitors ? Any fundamental or technical reasons ? Will you recommend the stock at current prices and the risks associated at these levels?
Regards,
Q: Hi Gents,
What is the Summary Portfolio that was posted to site 2 Jun (I am new to site, and cannot find an explanation or come up with one myself)? It cannot be the A and B stocks as there are C rated stocks on the list, and it is more than the Income and Model combined.
Thanks.
Bob
What is the Summary Portfolio that was posted to site 2 Jun (I am new to site, and cannot find an explanation or come up with one myself)? It cannot be the A and B stocks as there are C rated stocks on the list, and it is more than the Income and Model combined.
Thanks.
Bob
Q: I own both LGT.B & ALC. LGT.B has been on a tear for the past 2 weeks but not ALC. Can you suggest a reason for the discrepancy?
I am thinking ALC has had to borrow money to purchase the new ships. Could the borrowing costs be depressing ALC's earnings? Presumably once the loans are paid down and the lower operating costs of the new ships start to make their impact ALC's earnings (and share price) will increase. (Hopefully the loans will be paid down before interest rates start to rise). Does this make sense?
Both ALC and LGT.B seem to be thinly traded however I found it more difficult to purchase LGT.B over ALC. I suppose a thinly traded stock ought to increase more rapidly due to the lack of float. (It should also drop more rapidly too!) I think the main trouble with these 2 companies is lack of float. ALC did a 10 for 1 stock split about 18 months ago which helped. I suppose LGT.B would need to reach about $100 to do a split.
Anyways thanks for listening (actually reading).
I am thinking ALC has had to borrow money to purchase the new ships. Could the borrowing costs be depressing ALC's earnings? Presumably once the loans are paid down and the lower operating costs of the new ships start to make their impact ALC's earnings (and share price) will increase. (Hopefully the loans will be paid down before interest rates start to rise). Does this make sense?
Both ALC and LGT.B seem to be thinly traded however I found it more difficult to purchase LGT.B over ALC. I suppose a thinly traded stock ought to increase more rapidly due to the lack of float. (It should also drop more rapidly too!) I think the main trouble with these 2 companies is lack of float. ALC did a 10 for 1 stock split about 18 months ago which helped. I suppose LGT.B would need to reach about $100 to do a split.
Anyways thanks for listening (actually reading).
Q: Hi Peter + Group Re Western forest products (WEF) what the overhang from Brookfield secondary offering Dated Oct 9 2013 @ $1.45.c/w warrant@$1.60 exercisable until July 31 2014. It appears The stock is under selling pressure until the warrants expire. What is your thoughts on this?
Q: Hello, I am wondering about WEF:TO (Western Forest Products and what is causing the large trading activity today at 2.5 million shares. Was there some news today?
Q: Hello 5i Team.
Do you foresee an impact on natural gas demand and price if the US commits to the proposed 30% reduction in greenhouse gases from coal by 2030? Andy Bell on BNN June 2, 2014 said 40% of US carbon emissions come from coal fired electricity.
What would be a best guess on the timeframe of an impact?
I suppose another possibility is that Utilities seeking price stability develop wind, solar, or hydro capacity instead of developing natural gas power plants; I.E. ongoing costs of renewables could be more predictable and stable than natural gas.
Thanks, David.
Do you foresee an impact on natural gas demand and price if the US commits to the proposed 30% reduction in greenhouse gases from coal by 2030? Andy Bell on BNN June 2, 2014 said 40% of US carbon emissions come from coal fired electricity.
What would be a best guess on the timeframe of an impact?
I suppose another possibility is that Utilities seeking price stability develop wind, solar, or hydro capacity instead of developing natural gas power plants; I.E. ongoing costs of renewables could be more predictable and stable than natural gas.
Thanks, David.
Q: Hi Guys
My 19 year old son has the max to contribute to a TFSA. What would suggest for him to get started as an investment. He has a self directed trading account with zero in it.
Thanks
My 19 year old son has the max to contribute to a TFSA. What would suggest for him to get started as an investment. He has a self directed trading account with zero in it.
Thanks
Q: Hello and good afternoon,
Couche-Tard (ATD.B): the last post re ATD.B was end Apr, and your team spoke highly of it. That was pre-split. Has there been any material change in the corp to explain the decline over the past month (I could not find any news reports)? Ack the pending change of CEO, and perhaps it is simply a breather, providing a sale price in the process?
Thanks in advance. Bob
Couche-Tard (ATD.B): the last post re ATD.B was end Apr, and your team spoke highly of it. That was pre-split. Has there been any material change in the corp to explain the decline over the past month (I could not find any news reports)? Ack the pending change of CEO, and perhaps it is simply a breather, providing a sale price in the process?
Thanks in advance. Bob
Q: I have some cash in my TFSA. What do you think of Brookfield Infrastructure and the current price as an entry point.
Thanks
Thanks
Q: Air Transat (TRZ.B):
After a collapse in share price in March to $8.10, Transat's share price has been gradually recovering and then today was up over 6 percent to close at $9.40. To partially assess risk reward I look at average analysts' one year price targets which for Transat are either $15.47 (Globe) or $15.50 (Thompson R), offering significant possible upside potential. At $9.40 it is still selling at less than BV with no debt (that I can determine). It is a small position for me (about 1.5 %) but I am contemplating increasing that to perhaps 2 %, but I have no insight as to why the price has moved up. I was wondering what thoughts or recent info (in addition to your March report), you might have. Thanks.
After a collapse in share price in March to $8.10, Transat's share price has been gradually recovering and then today was up over 6 percent to close at $9.40. To partially assess risk reward I look at average analysts' one year price targets which for Transat are either $15.47 (Globe) or $15.50 (Thompson R), offering significant possible upside potential. At $9.40 it is still selling at less than BV with no debt (that I can determine). It is a small position for me (about 1.5 %) but I am contemplating increasing that to perhaps 2 %, but I have no insight as to why the price has moved up. I was wondering what thoughts or recent info (in addition to your March report), you might have. Thanks.
Q: Hi Team,
TKM is still drifting lower. With about $8 in Cash and a good pipeline of drug candidates, Monsanto agreement etc. what do you think about the company. What is the maximum risk to this stock given the cash they have.
TKM is still drifting lower. With about $8 in Cash and a good pipeline of drug candidates, Monsanto agreement etc. what do you think about the company. What is the maximum risk to this stock given the cash they have.
Q: Hello Peter- Is HBC a good value play due to its real estate holdings. Could it go the way of Loblaws and split?
Q: To Peter and good crew. I am concerned re electrification plants in Canada powered by coal sources. Are there some producing in this manner and if so could you tell me please. This question posed as a result of the new policy brought down today by Pres. Obama.
Q: Hi Peter and team,
Can you recommend some consumer staples or consumer discretionary stocks with a good yield, other then Cineplex?
Thanks,
Jason
Can you recommend some consumer staples or consumer discretionary stocks with a good yield, other then Cineplex?
Thanks,
Jason
Q: Hello 5i Team,
I have been buying a number of Brookfield companies on dips and now I am 11% invested with Brookfield:
BOX.UN - 1% non-reg
BPY.UN - 3% non-reg
BIP.UN - 5% non-reg
BPF.PR.E - 1% reg
I'm comfortable with these investments since I am looking at the longer term. If you think I should have a limit to my exposure with Brookfield alone and what might be a percentage?
Thanks,
Ronald
I have been buying a number of Brookfield companies on dips and now I am 11% invested with Brookfield:
BOX.UN - 1% non-reg
BPY.UN - 3% non-reg
BIP.UN - 5% non-reg
BPF.PR.E - 1% reg
I'm comfortable with these investments since I am looking at the longer term. If you think I should have a limit to my exposure with Brookfield alone and what might be a percentage?
Thanks,
Ronald