Q: Seems like XBC is still in the doghouse and may be for a while, so I'm trying to decide whether to ride it out given the potential, or cut losses and move to something else. Do you have any new information or views following formal release of their earnings on March 25 or the management conference call? Right now, do you consider XBC a buy, hold or sell, and if a buy or hold what would be reasonable to expect going forward in terms of share price recovery and length of time to do so based on the earnings release or what may have been communicated by management during the conference call?
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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 is going on at Couche Tard? First of all they tried to acquire a French grocery retailer and now they are selling 4% of their North American Stores. What do you think their strategy is for the future? Seems like they want to diversify into something other than convenience stores. What is your opinion of the company and their management? I own some shares and am up 25 %.
Thanks
Thanks
Q: Are you in general agreement with today's conclusion from TD Equity Research on Q4 results? For those willing to "hang in", it appears there is descent upside from here:
2021 midpoint revenue guidance implies more than25% revenue per-share growth and continues to imply a constructive outlook forXebec across its various end-markets (hydrogen, RNG, and other gasses). However,we believe that Xebec is firmly in "show-me" territory with investors and, based on thefactors described above, we are increasing our risk rating to SPECULATIVE (fromHigh previously), consistent with other companies in the Cleantech sector that are notexpected to generate meaningfully positive cash flow in the near term. This changein risk profile requires a rating change to SPECULATIVE BUY (from Buy previously).Based on our revised estimates, and an increase in the discount rate we employ, ourtarget price decreases to $7.50 (from $10.00 previously).
The report also mentioned XBC is abandoning it custom made RNG equipment products and will sell only standard equipment going forward.
2021 midpoint revenue guidance implies more than25% revenue per-share growth and continues to imply a constructive outlook forXebec across its various end-markets (hydrogen, RNG, and other gasses). However,we believe that Xebec is firmly in "show-me" territory with investors and, based on thefactors described above, we are increasing our risk rating to SPECULATIVE (fromHigh previously), consistent with other companies in the Cleantech sector that are notexpected to generate meaningfully positive cash flow in the near term. This changein risk profile requires a rating change to SPECULATIVE BUY (from Buy previously).Based on our revised estimates, and an increase in the discount rate we employ, ourtarget price decreases to $7.50 (from $10.00 previously).
The report also mentioned XBC is abandoning it custom made RNG equipment products and will sell only standard equipment going forward.
Q: Hi , will you buy, hold or sell shopify as a block of over 700,000 shares on sale ?thanks.
- Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A)
- Leon's Furniture Limited (LNF)
Q: Which do you prefer for Total Return...long term hold.
Thanks...Steve
Thanks...Steve
Q: My portfolio is low in the consumer cyclical / discretionary sector. I have funds to add one stock at 2.5% portfolio weighting for a potentially long time frame. I'm torn between DOO and MG. Which would you recommend to add now and why?
Q: Where would you put the odds of TFI doing an equity financing prior to closing the UPS deal? Is it possible they might finance the purchase with debt alone? With the deal expected to close in the second quarter, when would you expect any financing to be announced? For an investor looking to add to their TFI holding, would you recommend waiting to take advantage of the drop in the stock price that an equity deal would likely cause?
Q: New to the site here. Why are there companies in the model portfolios that are not rated? If you are recommending them why wouldn't you rate them? Thanks!
Q: Hi 5i
I would like to take a position in AC, but I'm worried about Canada’s vaccine rollout. I don't see a resumption to normalized traffic this year. My guess is they might hit 50% capacity late this year, and that might be aggressive. Can tell me how long AC can last with current monthly cash flow burn before they have to raise more money? Also can you provide your best estimates to traffic for 2021 and 2022.
Thx
I would like to take a position in AC, but I'm worried about Canada’s vaccine rollout. I don't see a resumption to normalized traffic this year. My guess is they might hit 50% capacity late this year, and that might be aggressive. Can tell me how long AC can last with current monthly cash flow burn before they have to raise more money? Also can you provide your best estimates to traffic for 2021 and 2022.
Thx
Q: Can you comment or provide any additional insight on rumours of a possible impending block trade of 1M shares by Morgan Stanley?
Q: Is real looking more appealing at this levels?
Q: Pho has a filing on Sedar re a potential prospectus. Enquiring minds would like your view on this?
Ciao
Ciao
Q: With the choice of adding to CAE(currently about 2% of equity portfolio) or purchasing a new position in AC which would you recommend and why? I recognize CAE may be less volatile in this market. Thank you .
Q: I know you have mentioned that you think BRP (DOO) is a good growth stock that you like. In looking at the results they just released today, I see an normalized earnings number for the quarter of $1.82, a 62.5% increase over last year. The guidance for 2021 shows an estimated normalized earnings of $7.62 (mid point of the range), which would be a 41% increase over the 2020 number. At roughly $102, the stock is trading at a p/e of only about 13.4 times this year's estimated earnings. That looks very cheap to me for a company with that high an earnings growth rate. Just wondering what your thoughts are on the quarter, and if you agree that the stock looks very cheap comparing the p/e to the growth rate. Trading at a similar p/e to GSY, with a comparable growth rate.
Q: I believe DOO had earnings. Have seen no comments on my search.
If correct could you please offer some
Sheldon
If correct could you please offer some
Sheldon
Q: Thanks for answering my last question. I should have been clearer about what I was after. You replied that you would not add to a position today.
Ultimately, if you were holding this stock and being down 50% would you hold or sell today?
Thanks again
Ultimately, if you were holding this stock and being down 50% would you hold or sell today?
Thanks again
Q: Please tell me what your take is on MMX,its acting very strange.Why is this stock so erratic.
Any news about their results and findings?
Is Sprott still in the game ,are the buying or selling shares lately?
Where do you see this stock in the future?
Any news about their results and findings?
Is Sprott still in the game ,are the buying or selling shares lately?
Where do you see this stock in the future?
Q: Hi 5i Team,
After today's earnings release and the conference call, should I be adding to my XBC shares. I'm down over 40% right now.
Thanks
After today's earnings release and the conference call, should I be adding to my XBC shares. I'm down over 40% right now.
Thanks
Q: Please comment on earnings
Q: Would you be adding to a well position at this time?