Q: I was disappointed in your answer to Andrew on June 30th regarding GIL. I too bought GIL based on your rating and recommendation (B+). I subscribe to 5i to help simplify my investment decisions, and do not expect to have to look for other subtle clues such as portfolio weight etc to assess how you actually feel about a stock. I don't expect perfection, but I do expect clarity, and timely updates of prior ratings if sentiment changes.
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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: Hi Peter, Ryan and Team,
This item was recently highlighted on BNN: "Parkland may return to high-yield debt to fund M&A: CFO". Is this a concern going forward, or should we stay the course with a total portfolio weight of 2.86%? Thanks for your insight.
This item was recently highlighted on BNN: "Parkland may return to high-yield debt to fund M&A: CFO". Is this a concern going forward, or should we stay the course with a total portfolio weight of 2.86%? Thanks for your insight.
Q: Hi there,
REAL stocks are up this year significantly still they are buying back shares..does this make sense? Why do companies do this? Thanks.
Regards,
Shyam
REAL stocks are up this year significantly still they are buying back shares..does this make sense? Why do companies do this? Thanks.
Regards,
Shyam
Q: Hello 5i team,
What is your take at this point for Gildan? How much cash do they have on hand?
I bought around the same time as your recommendation ($49.33). At the current price of ~$20.50, would you be reviewing this holding or are you still quite comfortable until the world returns to normal. When is the next quarter?
Thank You,
Andrew
What is your take at this point for Gildan? How much cash do they have on hand?
I bought around the same time as your recommendation ($49.33). At the current price of ~$20.50, would you be reviewing this holding or are you still quite comfortable until the world returns to normal. When is the next quarter?
Thank You,
Andrew
Q: hello 5i Research team, PHO: 3 of the 5 board members only got 75% or 76% of « vote for » at the annual meeting. This is quite unusual. Could you identify some potential significant investors that would have voted against? Are awhere of anything about those persons that would explain this? Should I worry, especially with a new president? Can we expect some divergence of opinion between management and shareholders that could cause some change in the organization? Thank you for your collaboration, Eric
Q: Can you please provide us with your comments with respect to the shut down of Line 5 in Michigan?
A couple of brokers view this as "Negative" with respect to the ENB's valuation.
Thanks
A couple of brokers view this as "Negative" with respect to the ENB's valuation.
Thanks
Q: Hi, new member here and a bit overwhelmed with reviewing all the stocks being discussed.
Can you give your top 3 growth, balanced and income stock picks today that you feel are undervalued/oversold with good growth/future prospects?
Your picks don't have to be in your current portfolio's. I would like your top picks overall.
Can you give your top 3 growth, balanced and income stock picks today that you feel are undervalued/oversold with good growth/future prospects?
Your picks don't have to be in your current portfolio's. I would like your top picks overall.
Q: hello 5i Research team,
LSPD : from their last press release results: what % of sales for the last quarter and the last month was from acquisitions? If not divulged, are you able to estimate it using acquisitions press releases? Thank you for your collaboration, Eric
LSPD : from their last press release results: what % of sales for the last quarter and the last month was from acquisitions? If not divulged, are you able to estimate it using acquisitions press releases? Thank you for your collaboration, Eric
Q: hello 5i Research team, Csu : do you know if the future spinoff of CSU on the Netherlands exchange going to trade as an ADR on another exchange? Do you know if it is expensive for retail investors to trade on the Netherland exchange? Do you think CSU is victim of conglomerate discount and that such spinoff is a reflection it? CSU recently nominated 4 new board members. It’s not often a company nominates 4 new board members. Do you think something is brewing for such a stable company? Thank you for your collaboration, Eric
Q: Hello,
just wondering in your opinion why the did street dislike today's earning release? revenue missed but is the sell off justified? i see in the previous question the company has been buying back shares, but that seemed to have little effect in the price movements for the stock lately.
lastly, would you be fine starting a 1-2% position for a long term hold today?
just wondering in your opinion why the did street dislike today's earning release? revenue missed but is the sell off justified? i see in the previous question the company has been buying back shares, but that seemed to have little effect in the price movements for the stock lately.
lastly, would you be fine starting a 1-2% position for a long term hold today?
Q: I have held Knight for several years based on your recommendation. It makes up slightly less than 2% of my portfolio. Would you recommend adding some more at this time? Thank You.
Q: Hi 5i,
Am curious of your thoughts on GUD’s quarter. I always am bamboozeled by company reports and would appreciate your take.
Tia!
Am curious of your thoughts on GUD’s quarter. I always am bamboozeled by company reports and would appreciate your take.
Tia!
Q: What will the likely effect of PBH's recently announced share offering be on the share price?
Q: Follow up on ET. I thought the drop was a reaction to the pre-earning announcement on the 23rd about reviewing the dividend and slowing business and that the price cuts were reactions to that. Thank-you.
Q: I'm out of touch with big broadcasting technology, but I can quite easily livestream on many platforms. Is Evertz well adapted to modern/future broadcast solutions? How do you think they have fared during covid? Would customer needs have changed, i.e. more demand?
Q: In the short term, what are the biggest risks? COVID risks, an increase in cases to restrict SMB transactions; Offering price at $37.30, can the price cross the secondary offering price without an increase in selling volume; August quarterly report, that reflects the SMB reduced transactions due to shut in businesses; or the price ceiling at $35.00, that the price can’t get across?
Clayton
Clayton
Q: I'm looking for guidance and advice on BAM.
Being a long time (15yr+) holder of the security, I love the company and the management. I truly believe they are fantastic investors. BAM represents a number 3 position in my portfolio.
I fear that post covid, and after many, many companies got their first real taste of WFH on a large scale, the commercial real estate market is in trouble.
Looking to feel comfortable not selling into this fear, as I really do value the company in high regard. I just fear we have seen the peak already, at least for an extended period.
Let me know your thoughts.
Thanks,
J.
Being a long time (15yr+) holder of the security, I love the company and the management. I truly believe they are fantastic investors. BAM represents a number 3 position in my portfolio.
I fear that post covid, and after many, many companies got their first real taste of WFH on a large scale, the commercial real estate market is in trouble.
Looking to feel comfortable not selling into this fear, as I really do value the company in high regard. I just fear we have seen the peak already, at least for an extended period.
Let me know your thoughts.
Thanks,
J.
Q: I am approaching my first year with 5i Research and it has been the best investment decision I've made. Thank you for your great service.
These days, it seems like an attractive strategy to buy a stock that has potential for significant upside recovery and has a great dividend that can accrue while waiting for that recovery. The risks would be that the dividend is stopped/reduced or the recovery doesn't happen. But some companies seem to be "good enough" that we can be *relatively* confident that it works out very well. Am I missing anything? Is EIF a great candidate for such a strategy? What are some better alternatives? Thank you.
These days, it seems like an attractive strategy to buy a stock that has potential for significant upside recovery and has a great dividend that can accrue while waiting for that recovery. The risks would be that the dividend is stopped/reduced or the recovery doesn't happen. But some companies seem to be "good enough" that we can be *relatively* confident that it works out very well. Am I missing anything? Is EIF a great candidate for such a strategy? What are some better alternatives? Thank you.
Q: In your last portfolio report I note that GIL is at a 1.36% weight.
If/when/or should the share price begin to recover post Covid, what fundamentals/metrics will be key to you increasing your weighting in the portfolio, if at all?
If/when/or should the share price begin to recover post Covid, what fundamentals/metrics will be key to you increasing your weighting in the portfolio, if at all?
Q: Disregarding everything else in a persons portfolio, which of these two stocks would be the best investments over a five year period, thanks?