Q: Just a follow-up to your recent answer on ADF, does any “single customer” type risk exist with this company or do they have a broad base of clients? 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: This morning they reported and for the EPS, they beat handily the with .51 vs expected .39. The cause of this was a great increase in their margins. On the other hand, the revenue came much lighter at nearly 75M vs expected 92.6M.
They mentioned 1 customer had a delay which will come at a later date of 35M which would have made the revenue for the quarter at 110M vs once again the expected 92.6.
In your experience, how would the market react to such news?
They mentioned 1 customer had a delay which will come at a later date of 35M which would have made the revenue for the quarter at 110M vs once again the expected 92.6.
In your experience, how would the market react to such news?
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CGI Inc. Class A Subordinate Voting Shares (GIB.A)
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Element Fleet Management Corp. (EFN)
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Kinaxis Inc. (KXS)
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Open Text Corporation (OTEX)
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WELL Health Technologies Corp. (WELL)
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Docebo Inc. (DCBO)
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Topicus.com Inc. (TOI)
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Propel Holdings Inc. (PRL)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Lumine Group Inc. (LMN)
Q: Any stocks you see that have strong fundamentals and show some god technicals as well ?
Q: Doo been hammered since its recent Q results?Is it buyable now & what is a good entry price.Txs for U usual great services & views
Q: Is it timely to add to Well,which I bought a few years ago at much higher price?What is a good entry price?Txs for U usual great services & views
Q: Not that CLS has dropped so much, so quickly, do you think it's worth picking up right now? That is to say, or the fundamentals strong enough to start picking this up now, or is it likely to drop even further? As it seems to be connected to the EA industry, at a proceed to bubble, how do you foresee the next 3 to 5 years for this company?
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Marathon Petroleum Corporation (MPC)
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Occidental Petroleum Corporation (OXY)
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Imperial Oil Limited (IMO)
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Tourmaline Oil Corp. (TOU)
Q: With lng Canada online soon, things are looking good in the years ahead for Nat gas Price in general but there is also a recession risk if we dont get a soft landing. My question is would you be confortable holding a full oil&gas positions atm or keep a decent cash position like mr. Buffet .
I'm not sure how big of an impact a recession might have on the Sector given whats ahead with current lng development and the Sector being already depressed as it is, how much further down could it go if we do get the recession
I'm not sure how big of an impact a recession might have on the Sector given whats ahead with current lng development and the Sector being already depressed as it is, how much further down could it go if we do get the recession
Q: Hi 5i
At today's prices which one would you choose to start a new position? TFSA for a long term hold.
Thanks, Gary
At today's prices which one would you choose to start a new position? TFSA for a long term hold.
Thanks, Gary
Q: Thoughts on the quarter. Market seems to like the results.
Steve
Steve
Q: Morning
Thoughts on Freehold Royalty
FRU-TO as a good sustainable dividend stock?Thank you
Thoughts on Freehold Royalty
FRU-TO as a good sustainable dividend stock?Thank you
Q: Hi 5i,
Would appreciate your thoughts on DND fourth quarter results? Specifically, their progress towards debt reduction and the upside vs downside risk from the current valuation.
Thank you,
Greg C.
Would appreciate your thoughts on DND fourth quarter results? Specifically, their progress towards debt reduction and the upside vs downside risk from the current valuation.
Thank you,
Greg C.
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Marriott International (MAR)
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American Tower Corporation (REIT) (AMT)
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Philip Morris International Inc (PM)
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Union Pacific Corporation (UNP)
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Enbridge Inc. (ENB)
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Canadian Natural Resources Limited (CNQ)
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TMX Group Limited (X)
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Toromont Industries Ltd. (TIH)
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Premium Brands Holdings Corporation (PBH)
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Texas Pacific Land Corporation (TPL)
Q: Hi 5i!
Thanks for all your great work, I appreciate it very much,
What are your top Dividend growing growth stocks? 5 US and 5 Canadian?
Thanks,
Murray
Thanks for all your great work, I appreciate it very much,
What are your top Dividend growing growth stocks? 5 US and 5 Canadian?
Thanks,
Murray
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Caterpillar Inc. (CAT)
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Chevron Corporation (CVX)
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The Walt Disney Company (DIS)
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Freeport-McMoRan Inc. (FCX)
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GE Aerospace (GE)
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Goldman Sachs Group Inc. (The) (GS)
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LyondellBasell Industries NV Class A (Netherlands) (LYB)
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Williams Companies Inc. (The) (WMB)
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Rogers Communications Inc. Class B Non-voting Shares (RCI.B)
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Premium Brands Holdings Corporation (PBH)
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Acadian Timber Corp. (ADN)
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Apollo Global Management Inc. (APO)
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Nutrien Ltd. (NTR)
Q: Good Morning. I need to trim my holdings portfolio down to a more manageable number. My portfolio is pretty well balanced. From the list of NTR,PBH, DIS,RCI.B, ADN,GE, FCX,WMB,GS,CVX, CAT,LYB and APO how would you rank them with 1 being the best and 5 the least favoured. Please take as many credits as you need. Thanks Peter
Q: I've taken a position in Celestica partly based on your reviews. In one of the recent questions about CLS you mentioned a desirable entry point, any guidance on a stop price?
Based on this chart i will set my stop limit just below the 200 SMA at $57.50
https://schrts.co/tRVNxnXs
Seem reasonable for downside protection?
With the BOC lowering rates i think that is positive for small caps like CLS however i'm still nervous about a broader market decline.
Based on this chart i will set my stop limit just below the 200 SMA at $57.50
https://schrts.co/tRVNxnXs
Seem reasonable for downside protection?
With the BOC lowering rates i think that is positive for small caps like CLS however i'm still nervous about a broader market decline.
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BCE Inc. (BCE)
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Brookfield Renewable Partners L.P. (BEP.UN)
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: What are you highest conviction Canadian dividend stocks at this moment with interest rates falling, if one is looking for a combination of dividend yield and total return.
Q: Good Morning
What are your thoughts on DSG latest quarter?
THKS
Marcel
What are your thoughts on DSG latest quarter?
THKS
Marcel
Q: The Globe reports that Moody's just downgraded BCE. I understand that the downgrade means borrowing costs are higher. What else does it mean?
Do you think that BCE will have need to borrow money in the next couple of years.
Thanks a lot for your views.
Do you think that BCE will have need to borrow money in the next couple of years.
Thanks a lot for your views.
Q: What are your thoughts on the c rating downgrade ? Dividends are currently over 100% of FCF. How do they maintain the div under this situation
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Suncor Energy Inc. (SU)
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Canadian Natural Resources Limited (CNQ)
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Constellation Software Inc. (CSU)
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Descartes Systems Group Inc. (The) (DSG)
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Alimentation Couche-Tard Inc. (ATD)
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Premium Brands Holdings Corporation (PBH)
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TerraVest Industries Inc. (TVK)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Nutrien Ltd. (NTR)
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ADF Group Inc. Subordinate Voting Shares (DRX)
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Boyd Group Services Inc. (BYD)
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Topicus.com Inc. (TOI)
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Lumine Group Inc. (LMN)
Q: I would like to set up a concentrated balanced portfolio of 6 Canadian value and 6 growth companies. I'm looking for the very best companies Canada has to offer, currently. I realize you have a balanced portfolio but I'm looking for the companies that are poised to do the best in the current ecomonic environment. As always, thanks for your much appreciated advice.
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StorageVault Canada Inc. (SVI)
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American Tower Corporation (REIT) (AMT)
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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Granite Real Estate Investment Trust (GRT.UN)
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Dream Industrial Real Estate Investment Trust (DIR.UN)
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SBA Communications Corporation (SBAC)
Q: Hello, since the rate cutting have started, what reit would you be interested in Canada and in the US?