Q: Typical market reaction to financing. Who are the main backers of this company and does 5i still see long term potential . Thanks Steve
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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: ECN through its subsidiary in the Us has a deal with Sam's Club to help with financing of home repairs & renovations. Is this deal material to ECN or just a small add on? Thanks for your great guidance.
Dave
Dave
Q: Hello, I hold 450 shares of BAM.A in my non registered account. If I understand correctly, on June 28th I will receive 3 shares of the new Brookfield Reinsurance company plus some cash for the fractional share. For tax purposes, will this be entirely considered as dividend (the 3 shares + cash amount)? Thank you
Q: Hi,
I have a small position in EGLX was looking for an entry to add to my existing position. Would you consider today’s drawdown a decent time to add to that position?
Thanks.
I have a small position in EGLX was looking for an entry to add to my existing position. Would you consider today’s drawdown a decent time to add to that position?
Thanks.
Q: Hi Team,
I have noticed ATZ has been recommended quite a bit recently by 5i as a favorite. I didn't see a report on it yet when I looked, so I was wondering if you could elaborate a bit as to why this stock looks good right now (business prospects, growth, re-opening play?, valuation, etc), and if it would be one of your top picks in the canadian market to buy right now? Or if there is another compnay you prefer better in the consumer discretionary space within canada? Thanks
Shane
I have noticed ATZ has been recommended quite a bit recently by 5i as a favorite. I didn't see a report on it yet when I looked, so I was wondering if you could elaborate a bit as to why this stock looks good right now (business prospects, growth, re-opening play?, valuation, etc), and if it would be one of your top picks in the canadian market to buy right now? Or if there is another compnay you prefer better in the consumer discretionary space within canada? Thanks
Shane
Q: Can you comment on EGLX marketed public offering. Why would they choose this method of raising cash and at what price do you think they will sell the shares at? How is their financial position? Are they burning a lot of cash? Thanks
Q: Hi,
I own DND and its trading at around $48,69. The offer to go private is at $50,50. Here is my thinking, Why would I sell at the current price if the worst case scenario is the buyout at $50.50? The other option is that there can be a higher bid, or this whole thing of going private just falls apart, which might stall the share price, temporarily. Not to confuse myself nor you, I am thinking if the best case scenario is just to hold my shares because if they were not intending to go private, I would have had a 5+ year time horizon anyway. Would you agree with my thought process?
Thanks,
I own DND and its trading at around $48,69. The offer to go private is at $50,50. Here is my thinking, Why would I sell at the current price if the worst case scenario is the buyout at $50.50? The other option is that there can be a higher bid, or this whole thing of going private just falls apart, which might stall the share price, temporarily. Not to confuse myself nor you, I am thinking if the best case scenario is just to hold my shares because if they were not intending to go private, I would have had a 5+ year time horizon anyway. Would you agree with my thought process?
Thanks,
Q: I have some cash to invest in my TFSA. Have held PKI.CA for 3 years. Collected dividends and now breaking even on share price. I am thinking of cashing out and buying ATZ as a faster recovery play. What do you think of this switch? What is a good entry point for ATZ since it jumped yesterday and today?
Thanks for all of your wise guidance over the years.
Donna
Thanks for all of your wise guidance over the years.
Donna
Q: Hello,
You answered a question on TOI the other day stating 7x sales is a bargain and 4x would be very attractive. Can you relate those answers in terms of share price?
Thank you
You answered a question on TOI the other day stating 7x sales is a bargain and 4x would be very attractive. Can you relate those answers in terms of share price?
Thank you
Q: Hi,
Bam PR’d that they will be issuing 1 share as a special dividend for every 145 shares held in Bam. That will leave me with 1 share and some change left over. Do I read it correctly that the new shares will be priced at the same price as BAM shares?
What to do with this singleton?
Bam PR’d that they will be issuing 1 share as a special dividend for every 145 shares held in Bam. That will leave me with 1 share and some change left over. Do I read it correctly that the new shares will be priced at the same price as BAM shares?
What to do with this singleton?
Q: Your thoughts on their quarterly results?
Thanks...Steve
Thanks...Steve
Q: With the new information released today by Brookfield around the Insurance company can you explain what it means. I'm a little confused by the details. It doesn't sound like a spin off where shareholders will own shares in the new insurance company. Also 1 share for every 145 Brookfield shares? Thx
Q: Hi 5i, pls provide your thoughts on latest qtr, guidance going forward and your view as a hold for next 5 years.
Thx
Thx
Q: Good morning, considering TFII being a cyclical stock, at what stage in the cycle would you say it is in these days? In other words if i bought it now hopefully it's not too late in the game, thanks
Q: I see you are sitting on over 7% cash in the Income Portfolio. Any plans to deploy these funds in the short term....or is this strategic?
I notice the Balanced Portfolio is at 1% cash, while the Growth Portfolio is at 6% cash.
To my way of thinking, I can understand the Growth Portfolio having a higher cash balance due to the more volatile nature of the fund and wanting more cash, so as to take advantage of opportunities that may arise. But...I would have thought the most conservative fund, the Income Portfolio, would have the least amount of cash, so as to generate the most income at the steadiest level.
Thoughts?
Thanks...Steve
I notice the Balanced Portfolio is at 1% cash, while the Growth Portfolio is at 6% cash.
To my way of thinking, I can understand the Growth Portfolio having a higher cash balance due to the more volatile nature of the fund and wanting more cash, so as to take advantage of opportunities that may arise. But...I would have thought the most conservative fund, the Income Portfolio, would have the least amount of cash, so as to generate the most income at the steadiest level.
Thoughts?
Thanks...Steve
Q: I am up 141% on this stock and it is approaching 7% of my Canadian stock portfolio. While I do not need to sell a portion of it, does a 7% size begin to concern you?
Q: If you were the Dax - what would be LSPD strategy going forward 12 months?
Clayton
Clayton
Q: Concerning tfii question of John the 7th june, i think it is due to a downgrade from BMO : https://www.lapresse.ca/affaires/entreprises/2021-06-06/l-investisseur-avise/une-premiere-chez-goodfood.php
I did a quick google translate on tfi section ;
Up about 75% year-to-date, TFI lost support from BMO this week. Analyst Fadi Chamoun on Monday withdrew his recommendation to buy the stock in Montreal-based trucking company formerly known as TransForce. The upside potential is limited, he said, although future results could be wow. "Much of it is already discounted at the current price," he believes.
I did a quick google translate on tfi section ;
Up about 75% year-to-date, TFI lost support from BMO this week. Analyst Fadi Chamoun on Monday withdrew his recommendation to buy the stock in Montreal-based trucking company formerly known as TransForce. The upside potential is limited, he said, although future results could be wow. "Much of it is already discounted at the current price," he believes.
Q: Any news to explain the 5% drop today? I don't see any news,
Q: An Analyst today says time to sell MG while you can. I realize that recommendation to sell and buy are what makes a market. Maybe trying to drive market down for an opportunity to buy.
Roy
Roy