Q: Hello 5i. Was wondering if you could take a look and respond to the following negative report issued on LSPD and let us know your take on it. Thanks
https://drive.google.com/file/d/1x7XyW5gcy5l42pGUkoiE0vsywobRXjfl/view
Q: With the current swing to losses, isn't COV at risk of needing financing in the future? This would be a large negative at the current share price. Can you comment on their current financial situation and the need to go to markets (assuming no further revenue from Saudi)?
Q: I realize these are very different stocks, but I hold both and want to sell one of them. Which has the best:
- management,
- balance sheet,
- prospects over both the short term and long term
- the best relative valuation?
Thanks.
Jim
Q: I know you are positive about the future for KXS, (recently chosen as a top pick on one of the BNN Market Call shows). Just wondering what it is that makes you so positive about its prospects. Also, do you know of any catalyst/s that might help it to move higher in the next few months.
Q: 2% position,p/p $43.93.Is it time to add to a 4% position? Do U consider LSPD to be a core holding & somewhat similar to Shop.If I remember correctly,U accurately recommeded Shop @ $65,$125 & $235.Thanks for u usual great services & views
Q: Which would you choose to add a conservative nature to a senior's portfolio, AQN or AW.UN.ca and why? I note AQN is not in any model portfolio and yet its performance seems better than that of AW.UN and with less volatility.
Q: I own shares of MX and down significantly on this stock. From what I understand, a big part of the drop can be attributed to largest shareholder M&G Investments selling 3% of company shares in August - here is their letter to MX shareholders: https://www.newswire.ca/news-releases/m-amp-g-investments-sends-letter-to-methanex-shareholders-868146646.html
What do you think of this situation? Would you recommend MX as a 3-5 years hold or should I sell and take a loss?
Q: Hi Guys
can you shed some light on Alaris Royalty. With their partners being unable to seek financing through the normal channels with interest rates this low , how are they going to succeed in such a competitive world with the high rates Alaris must be charging them?
thanks Gordie
Q: With the continuous slide in price for the last one week without any adverse news , do you still consider holding this stock hoping for a turn around soon?
Q: Down a lot on TSGI and saw in your email blast and that you dropped TSGI from one of your portfolios, but I've not sold yet as I wanted to ask a couple of a questions about their recent earnings report. For the 3 months ending June/19, adjusted earnings were $0.48/share. (1) What was the expectation for earnings? (2) Is this earning miss that bad given that revenues and the number of shares outstanding has increased by over 50%? Thank you as always for your great work and responses.
Q: Hi Peter and 5i team,
The impact of low interest rates is most acute in the life insurance industry. We have shares of Sun Life which has done well this past year. Would it not be prudent to sell now and lock in profits? What about switching to a consumer staple stock? What is your favourite in this sector for growth?
Thank you for your opinion.