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.
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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 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.
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.
Q: ATS has been steadily falling for the last while - down 15% in a month. Any idea as to why? Their last quarter seemed OK. Is this a keeper, or is it time to leave?
Q: What are your thoughts on Shopify?? Sell or not?
Q: Good morning gentlemen, would it o k to jump into mx . Why do you think it’s so low from its high. Is the div safe. What is your take on this . Would you buy it today for 2-3 year hold. Thanks. Alnoor
Q: What does NR stand for in the stock rating Growth Portfolio list?
Thank you,
Thank you,
Q: You commented on the good quarter but noted the only negative being lack of positive cashflow for the quarter. Would this not be expected for this type of company, with very large contracts, and high working capital requirements? The value proposition looks hard to ignore all things considered so I’m just trying to understand if this is actually something to worry about or not? Thanks
Q: How do you see earnings of MCR which were released last night.
It appears to be a beat. They seem to have cut their operating expenses
a lot from the previous quarter on a percentage basis.
It appears to be a beat. They seem to have cut their operating expenses
a lot from the previous quarter on a percentage basis.
Q: Thoughts on the stock hitting a 52 week low?
Q: Hi there,
I have half positions in SHOP and KXS, have some capital to deploy in a non-register account, 5 year horizon. Which of the two is a better buy at his point, and why? Thanks.
I have half positions in SHOP and KXS, have some capital to deploy in a non-register account, 5 year horizon. Which of the two is a better buy at his point, and why? Thanks.
Q: SHOP keeps soaring. Great to see a Canadian tech stock do so well.
Do you think it will be a take-over target for one of the mighty US tech stocks? Amazon seems to me to be a possibility.
Thank you, Peter
Thanks, Peter
Do you think it will be a take-over target for one of the mighty US tech stocks? Amazon seems to me to be a possibility.
Thank you, Peter
Thanks, Peter
Q: Good day team, with such a big performance this year, in your opinion, will the stock be under more selling pressure ( I.e. Volatility) when tax season comes ? Thank you!
Q: Two questions:
1) Of the two, which one would you be more optimistic about for the medium term (3-5 yrs).
2) Which would you prefer to sell for a tax loss. (and not repurchase)
And a third question...
Regarding TSGI, the last report (06/18)had upgraded the rating to an A-. It has been a while...is it safe to assume that an updated report would see a downgrade?
Thanks.
1) Of the two, which one would you be more optimistic about for the medium term (3-5 yrs).
2) Which would you prefer to sell for a tax loss. (and not repurchase)
And a third question...
Regarding TSGI, the last report (06/18)had upgraded the rating to an A-. It has been a while...is it safe to assume that an updated report would see a downgrade?
Thanks.
Q: What is the current p/e on Great Canadian Gaming and forward p/e? What are you expecting for growth over the next 5 years and is there any concern for their debt levels? thanks
Q: With NFI hovering around a 52 week low and with a 6.67 dividend yield, maybe it is time to take a chance and purchase the stock. Insiders seem to think so with three insiders purchasing a total of 96500 shares since May 30th. You would think so or would you think otherwise. Thanks, Bill
Q: When I look at the latest Q&A from Feb. of 2019 on the CSU website Mark Leonard makes reference that it is difficult to find acquisition companies like CSU that have high ROIC but when Leonard did a screen for CSUs board he was able to find 6 companies out of 4000 with ROIC comparable to CSU. Any ideas how to screen for these companies or what companies Mr. Leonard might be talking about? Thx
Q: Any reason for drop today when the Tsx & US markets are up nicely & a recent decent Q? Txs for u usual great services & views
Q: I am new to 5i but I hold many of your A & B -rated stocks, so I am trying to figure out what's happening with NFI and to decide whether to sell it at 20% loss or not. They had decent quarter and the stock was up during Wed massacre. Yet, it was down 6% yesterday (in neutral market) and down again today when everything is up. Do you have any idea what is going on? I have well diversified taxable portfolio with NFI at 3%, would you recommend holding, selling, or adding more?
Q: I receive a e-mail lattely to sell Alcanna, dhigh Artic Energy and Versabank that are part of the Growth Portfolio. Theses names are part of the grow portfolio, and when I look at the Growth model Portfolio, the name are still there. Any reason why?
Q: So, the goons over at Motley Fool Canada having been hyping up a recent Canadian tech IPO, with the usual comparisons to Amazon, Netflix and Shopify.
Travis over at Stock Gumshoe speculates that they're talking about LightSpeed POS (in this blog https://www.stockgumshoe.com/reviews/stock-advisor-canada/whats-the-shopify-2-0-teased-by-motley-fool-canada/), a company I was already familiar with thanks to your growth portfolio.
I'm was wondering if I could get your take on this enormous hype - obviously this is Motley's bread and butter, but since you just issued a report on Lightspeed back in June I'm curious.
Travis over at Stock Gumshoe speculates that they're talking about LightSpeed POS (in this blog https://www.stockgumshoe.com/reviews/stock-advisor-canada/whats-the-shopify-2-0-teased-by-motley-fool-canada/), a company I was already familiar with thanks to your growth portfolio.
I'm was wondering if I could get your take on this enormous hype - obviously this is Motley's bread and butter, but since you just issued a report on Lightspeed back in June I'm curious.