Q: I was looking at your Growth Portfolio and see 14% allocation to ETF Russell 2000. Aside from US exposure what is your thesis behind this pick in particular?
Thanks again,
Dan
Thanks again,
Dan
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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: Since announcement of acquisition of 28 bankrupt Solo liquor stores + inventory before market opened on 5/27,it has risen sharply ($5.32 on 5/26,currently $6.18-yes it is up 0.27 in this poor N.A.markets). Is it on a recovery path & time to buy some?Thanks for u usual great services & views
Q: Anything to comment regarding the conference call?
Q: Are these companies still a hold or is it time to move on?
Q: I have a hard time understanding the valuation for GDI. What am I missing? Would you buy it at the current price?
Q: What do you think of Tsgi news this morning?
Q: I would like to start a position in Boyd and I know you guys are positive on its growth. My question is do you think this valuation is ok for a 3-5 year hold tyo get in at?
Thanks, Doug
Thanks, Doug
Q: Please comment on earnings. Thanks
Q: I’m certainly not complaining but Shopify has be so strong this year, can you provide any insight? Do you see this momentum continuing? Amazon seems now to be limiting the number of smaller sized vendors, is this a big plus for Shop?
Thank you
Thank you
Q: The bank just reported. Your analysis will be appreciated. That doesn't look good to me, not a huge miss but still. Any positive?
Thanks
Thanks
Q: Could you please give me an update on your thoughts on CAE Inc? It has been on run lately, is it still a buy rating? Thank you, Peter
Q: Would it be a good time to add GC to my TFSA? How is its debt level?
Q: Good day,
I currently have 15K$ in KXS, PHO, SIS, PBH, TSGI, TOY, DOL, PXT.
Are any of these stocks I mentioned worth dumping at this point?
Also, I have 10K$ in cash that I would like to invest, what would you recommend from the three portfolios as medium risk?
I currently have 15K$ in KXS, PHO, SIS, PBH, TSGI, TOY, DOL, PXT.
Are any of these stocks I mentioned worth dumping at this point?
Also, I have 10K$ in cash that I would like to invest, what would you recommend from the three portfolios as medium risk?
Q: hi folks:
as a followup to my earlier query on savaria's accounting i would like your further comment
sis employed hedges when it had ZERO debt , claiming it wanted to smooth out earnings variation caused by currency --- in those years this hedging cut profit in half
today they have debt which, along with the hedges, is impairing profit --- revenue is up 55% while operating income rose half that amount and EBITDA, (which is a phoney figure) is even less.
their accounting is unnecessarily complicated which always concerns me
if you look at a big company, like Teck or LNR, the reporting is 'fairly' straight forward
in my opinion these SIS guys try too hard to look better than they are - and are potentially just awaiting the next acquisition to get back to growth
comments?
thanks
as a followup to my earlier query on savaria's accounting i would like your further comment
sis employed hedges when it had ZERO debt , claiming it wanted to smooth out earnings variation caused by currency --- in those years this hedging cut profit in half
today they have debt which, along with the hedges, is impairing profit --- revenue is up 55% while operating income rose half that amount and EBITDA, (which is a phoney figure) is even less.
their accounting is unnecessarily complicated which always concerns me
if you look at a big company, like Teck or LNR, the reporting is 'fairly' straight forward
in my opinion these SIS guys try too hard to look better than they are - and are potentially just awaiting the next acquisition to get back to growth
comments?
thanks
Q: Has Great Canadian Gaming bought back shares since Q1 (last quarter)? Has there been any insider buying/selling?
Q: Have SIS closes the $14.55 financing?Thought it closed last week,but see no news.Please update.Thanks for u usual great services & views
Q: Both MG and GSY have receded from lofty levels, but are still up considerably. Do you think current prices are good entry levels or would you wait for a further pullback?
Thanks
Thanks
Q: I was a latecomer to learn about 5iResearch so alot of your stock picks in the model portfolios had grown too high for me to jump in on and put together a proper plan. I was wondering, with so many new stocks coming on the market since 2013, will you be putting together any new model portfolios with lower entry prices for members who were late to the party? You provide a wonderful service and I am enjoying learning from everyone's questions. Thanks so much.
Q: Hi Peter
every quarter they highlight growing sales and EBITDA, but it never translates to the bottom line
profit is flat
what is wrong with the company, that growth never comes out the bottom line?
also with 59% of revenue from the USA, why does it need to have currency hedges to protect itself from rising material costs priced in US dollars? --that should be a natural hedge
most quarters (except last one) those hedges are a drag on profits
and now they hedge interest rates too !!
thx in advance
every quarter they highlight growing sales and EBITDA, but it never translates to the bottom line
profit is flat
what is wrong with the company, that growth never comes out the bottom line?
also with 59% of revenue from the USA, why does it need to have currency hedges to protect itself from rising material costs priced in US dollars? --that should be a natural hedge
most quarters (except last one) those hedges are a drag on profits
and now they hedge interest rates too !!
thx in advance
Q: These three companies are a part of balanced equity model portfolio as of last report. All three are down somewhere in the range of 15-20% since April 30. Do you still like/recommend them (i.e. are they still a "buy") or there is a change in your views and you are going to dump them and replace in BE portfolio?