Q: Can you comment on GOOS earnings please? Does this sort of clear the way ahead for a while anyway? Also I like to understand what a company's growth opportunities are but I have a terrible time doing that with retail stocks. What are these for GOOS in your opinion? Thank-you.
Q: Peter; I asked their investor relations department re hold up- the below is his reply. Hello Rod
As shared in last Friday's Sangoma has signed an agreement to buy a
company called Star2Star https://www.sangoma.com/investor-relations/
The transaction meets the criteria for review by our exchange, the TSX-V,
and we submitted the necessary documents on January 29th. In the course
of their review the TSX-V may ask questions which the company will answer
but the timetable is governed by the exchange so we don't know exactly
when they will complete their review such that trading can recommence.
Regards
David
Q: Can you give us your concensus on Suncor's quarter and outlook?
I have several hundred shares that average close to the present price.
Would you hold, sell a portion, or dump them all?
My feeling is with time they may climb back some, but it's risky with all the rush to green companies whether they've proven themselves or not.
Q: Hi 5i,
Can you explain what's going on with STC these past few days. My online brokerage site shows the price fluctuating but also shows the trading halt still in place and no volume. Is all this unusual?
Thanks,
Peter
Q: John O'Connell commented at the money show that ENB is a ponzi scheme based on its overpaying dividends and then having to go to the market to raise the necessary capital to complete their capex plans. Sounds a little harsh. Comment?
Q: I handle my 40 year old daaughters portfolio. In her $170,000 balanced portfolio which is equally balanced, BYD has grown to 13%, LSPD to 19% and SHOP to 7.5%. The funds are not required for any other purpose than growing the income for retirement. We are not too concerned about the downside of these. Still, 5i keeps insisting that a maximum to hold for equities shwould be 5%. Should we trim and put the excess else where and if so could you suggest where or keep on with no change. We are comfortabl with this. Thank you
Stanley
Q: I have been holding this company for a number of years. It isn't as richly priced due to it's slower growth rate. I've been hopeful that the company would be able to show some increased growth but that hasn't really materialized. What is your opinion on this company and would you consider simply moving on to other opportunities?
Q: I have been dithering about buying AC in my TFSA for some time now and would appreciate your read on the stock, primarily from a political aspect. Seems the federal government is not in love with the sector as it continues refusing to pay out cancellation money. However the government recognizes the critical national role it plays and AC’s historical relationship to government national transportation policy. Then there is the government’s push to severely contain international travel. So many moving parts. I get a sense that it is too early to buy and best to get more clarity forsaking the initial pop the stock would take on good news. Your thoughts would be appreciated. Derek
Q: Hi, Another question on CSU/TOI relationship. CSU still has direct/indirect ownership of Topicus - How much of the new co. shares are owned by CSU and would it reflect in CSU stock price, once TOI started trading ? By default, in addition to the Topicus shares received from spin out, as CSU shareholders, we also own the same % of Topicus? We are trying to figure out that while continue to own Constellation shares, what would be a reasonable position to add to Topicus (received thro' dividend). Thank You
PHO looks to be around its all-time highs. It also seems to be a strange trading stock, maybe because of the size of the company? Looks like it maxes out in this neighborhood and bottoms out around $0.75-$0.90/share.
If you were taking a guess today, do you see it running higher from here? Or time to take profit.
Q: As with you Canaccord has lowered expectations in the near term. They mentioned a weaker Q2 on Title expenses with the outlook for a stronger 2nd half. Would that be how you would look at this stock? Price target for Canaccord remains attractive in the near term but overall should I wait for Q2 results?
Q: I am looking to add a consumer staples stock to my portfolio as I currently own none. Could you please give me your opinion of PBH and L? I see Loblaw as more of a value play and PBH as growing more over the next 2 years. I am concerned over the difference in valuations between the two companies but would like some growth. The dividends are similar for both. Is one riskier over the other? Should I buy one over the other or perhaps buy both? Thanks.
Q: XBC $9.56-0.85,P/P $4.47, 2.5% position ENGH $58.72 - 1.93, P/P $64.27 1.5% position Any recent declines on both.Should I add. Thanks for usual great services & views
Q: With the recent acquisition, it seems that Sangoma is issuing 22 million shares now, and then an enormous number of shares (88 million) issued in slow quarterly chunks between 2022 and 2026 to the acquired company. How will this affect the share price in the future, ie. are these going to be quarterly share price dilutions that current shareholders need to dread? Or overhangs? Please explain.