Q: Peter; Is the LSPD announcement re the SBA connection a big deal or just ho hum everyone can do it? Thanks.Rod
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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.
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Brookfield Renewable Partners L.P. (BEP.UN $34.91)
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Brookfield Renewable Partners L.P. Limited Partnership Units (BEP $25.37)
Q: Hello 5i team,
You mentioned in a previous response that you would not expect BEP to have the same high returns as in previous years. Can you briefly elaborate more on this?
Since BEP is in a dip, I wanted to purchase the US equivalent shares. Are you still comfortable with this company (you give it an A rating)?
Thank You,
Andrew
You mentioned in a previous response that you would not expect BEP to have the same high returns as in previous years. Can you briefly elaborate more on this?
Since BEP is in a dip, I wanted to purchase the US equivalent shares. Are you still comfortable with this company (you give it an A rating)?
Thank You,
Andrew
Q: Hello,
What are your thoughts on Topicus earnings? Also, is it a buy here and now?
Lastly, assuming an exchange of 1.00 to 1:48, no prefs and the same results occur over 4 quarters, are the numbers below correct?
$179.6m euros rev x 4 qs x 1.48 exchange/ 39.41m s/o = 26.98 revenue per share
$90 Price per share / 26.98 rev per share = 3.34 price to sales
$20.7m euros earnings x 4 qs x 1.48 exchange/ 39.41m s/o = 3.11 earnings per share
$90 Price per share / 3.11 earnings per share = 28.9 p/e
$91.5m fcf x 4 qs x 1.48 exchange/ 39.41m s/o = 13.74 fcf per share
$90 Price per share / 13.74 fcf per share = 6.55 price to fcf
13.75 fcf per share/ 90 price per share = 15% fcf yield
What are your thoughts on Topicus earnings? Also, is it a buy here and now?
Lastly, assuming an exchange of 1.00 to 1:48, no prefs and the same results occur over 4 quarters, are the numbers below correct?
$179.6m euros rev x 4 qs x 1.48 exchange/ 39.41m s/o = 26.98 revenue per share
$90 Price per share / 26.98 rev per share = 3.34 price to sales
$20.7m euros earnings x 4 qs x 1.48 exchange/ 39.41m s/o = 3.11 earnings per share
$90 Price per share / 3.11 earnings per share = 28.9 p/e
$91.5m fcf x 4 qs x 1.48 exchange/ 39.41m s/o = 13.74 fcf per share
$90 Price per share / 13.74 fcf per share = 6.55 price to fcf
13.75 fcf per share/ 90 price per share = 15% fcf yield
Q: Hi, Could you please comment on Topicus.com earnings. Thanks
Q: Please comment on Q & impact on price Txs for U usual great services & views
Q: What are your views on TOI for TFSA, in light of current pricing?
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Aritzia Inc. Subordinate Voting Shares (ATZ $86.39)
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Dye & Durham Limited (DND $8.71)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.17)
Q: Hi,
I have the above three in my TFSA and each is down a bit (DND the most). In which order would you add to them? If you wouldn't average down, let me know.
Thanks,
Robert
I have the above three in my TFSA and each is down a bit (DND the most). In which order would you add to them? If you wouldn't average down, let me know.
Thanks,
Robert
Q: Your thoughts on BEP.UN earnings release and impressions going forward? Thanks for your service...
Robert
Robert
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Photon Control Inc. (PHO $3.60)
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $79.85)
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ATS Corporation (ATS $38.84)
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Savaria Corporation (SIS $20.78)
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WELL Health Technologies Corp. (WELL $4.70)
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Boyd Group Services Inc. (BYD $233.15)
Q: In a growth portfolio, which two of the above would you add to today?
Thanks for your opinion.
Thanks for your opinion.
Q: With the news of selling off some resources how do you feel about the future growth and dividend future? What would you suggest the timeline is for me to be in a positive position.
Thank you for all you do,
Bonnie
Thank you for all you do,
Bonnie
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Sun Life Financial Inc. (SLF $81.32)
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $79.85)
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WSP Global Inc. (WSP $283.56)
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TFI International Inc. (TFII $128.96)
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Brookfield Asset Management Inc Class A Limited (BAM $58.68)
Q: Doing some spring cleaning and attempting to tilt my folio into more income and less growth/risk. I follow the BP almost exclusively and would like your opinion on which Div payers in the BP you would increase in weight, and what non Div payers you would decrease. Thanks!
Q: Could I have your analysis for AC. I know the airline industry is losing a lot of money right now. Do you forsee them going bankrupt as they did in 2003? Or do you see their stock gradually increasing over the years?
Q: Surprised in the drop in price of shop after the report of another good quarter. Do you still see growth in share price for a patient investor or is this now a more realistic share price?
T Steve
T Steve
Q: Can you explain what's happening to SHOP. Blowout quarter, stock immediately shoots up over 10% and now its tanking. I can see some profit taking but is there more here?
Q: If you only had one choice between KXS and TOI which would you buy today and what would be the portfolio weighting?
Thanks
Peter
Thanks
Peter
Q: To follow up on shares outstanding issue. On yahoo current market cap is 3.6B where in fact we should read it as close to 12B. Given this market cap what do you think of TOI valuation now? CSU market cap is 38B. Are there any funds that own TOI now or is it still mostly individual investors?
Q: In reviewing the XBC 2020 year end financial call, a few things jumped out during the Q & A that I would like to hear you opinion on. (1) CEO Kurt Sorschak said he would be buying shares the following day at this depressed price. However I can't see any insider transactions according to Yahoo finance. Is there a lag time on that info being released or would he maybe not have followed through? (2) Someone asked them to comment on the departure of COO Prabhu Rao and there was essentially no response or additional information given, which would make me believe there is more to it. Is that a concern?
Thanks for the great service
Marc
Thanks for the great service
Marc
Q: Please comment on earnings and outlook
Q: Hello,
A question about Suncor. Currently the BP position is just over 1%. What signals are you looking at to increase the position to a more meaningful level?
A question about Suncor. Currently the BP position is just over 1%. What signals are you looking at to increase the position to a more meaningful level?
Q: Would you consider Well a stock suitable to be held as a full position, half, less? It is held in a portfolio that is (using the subjective phrase), "mildly conservative" because Well's business is more traditional (health care records, etc)
Thanks
Thanks