Q: From your income portfolio, what are the top three you would consider a good buying opportunity today?
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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: Recently NFI has released a number of press releases on new bus orders. This company has a habit of doing that. I just wonder which ones are real meaningful deals and which ones are just "noise". I'm particularly interested in the one this morning on the new bus order from Toronto. Please enlighten us. Thanks.
Q: What are your thoughts on SIS's premature earnings release with disappointing EBITDA miss and lowered guidance? Also they pointed to less acquisitions and more focusing on getting the house in order. Obviously not good to hear they are struggling in Europe. I have always liked this mgmt and I feel they handled this primarily negative release well and I appreciate their transparency and guidance on how they plan to fix the issues. But what does this mean for a company that has struggled for the last 5 months, are we now looking at another year plus of lowered guidance, less or no acquisitions, restructuring, and beaten down share price? Thanks
Q: Hi, Could you please provide the street estimates for the quarterly results to be released on February 22. Thanks
Q: Hi 5i team,
Your comments please on the preliminary unaudited results for Q4 & full year 2018. Would this news change in any way your confidence in the company?
Thanks!
Silvia
Your comments please on the preliminary unaudited results for Q4 & full year 2018. Would this news change in any way your confidence in the company?
Thanks!
Silvia
Q: My mistake, my question just put to you is about Suncor US in USD not Suncor Canada
Q: Do you see any significant potential in Knight's announced up tp US$125M financing with Mokshal8 and why would they announce this on a Monday morning when North American markets are closed?
Q: Simple question
Does 5i view this deal as significant in any way (from the Globe)
Knight Therapeutics Inc. (GUD-T) announced the closing of a strategic financing agreement in Moksha8 Inc., a specialty pharmaceutical company focused on licensing and marketing “innovative and established therapeutics” in Latin America, for up to US$125-million.
Under the agreement, Knight will initially lend Moksha8 up to US$25-million in working capital funding, of which US$10-million will be issued at closing. Knight said it may issue up to an additional US$100-million in funding for M&A and the acquisition of new licenses.
Does 5i view this deal as significant in any way (from the Globe)
Knight Therapeutics Inc. (GUD-T) announced the closing of a strategic financing agreement in Moksha8 Inc., a specialty pharmaceutical company focused on licensing and marketing “innovative and established therapeutics” in Latin America, for up to US$125-million.
Under the agreement, Knight will initially lend Moksha8 up to US$25-million in working capital funding, of which US$10-million will be issued at closing. Knight said it may issue up to an additional US$100-million in funding for M&A and the acquisition of new licenses.
Q: Hi,
could I get your take on the latest quarterly release please for AEM? There were a lot of charges/impairment loses which I find complicates things when trying to determine how the company business is doing.
Fundamentally, was this is positive quarter? Also, what caused such a large impairment loss? I see they reduced the goodwill on 3 mines. Does this mean they paid to much for these in the past?
Thanks,
Dan
could I get your take on the latest quarterly release please for AEM? There were a lot of charges/impairment loses which I find complicates things when trying to determine how the company business is doing.
Fundamentally, was this is positive quarter? Also, what caused such a large impairment loss? I see they reduced the goodwill on 3 mines. Does this mean they paid to much for these in the past?
Thanks,
Dan
Q: Hi 5i,
Latest commentary on Dol, please.
Many thanks,
KC
Latest commentary on Dol, please.
Many thanks,
KC
Q: Hi 5i team
I have a 2% position of TECK.B that I did not sell when you adjusted your BE portfolio. I am thinking of selling it but only if you think I could have better performance from one of the following BE stocks...I am missing from the Balanced Equity portfolio AEM, ATD.B, BYD.UN, GC, SU,...I have but could top up CCL.B, MG, PBH, MX. All other BE stocks are at acceptable levels.This is in a RRSP account and I plan to hold for a while. No worries about sector weightings. Thank you, Hope you had a great family day. J
I have a 2% position of TECK.B that I did not sell when you adjusted your BE portfolio. I am thinking of selling it but only if you think I could have better performance from one of the following BE stocks...I am missing from the Balanced Equity portfolio AEM, ATD.B, BYD.UN, GC, SU,...I have but could top up CCL.B, MG, PBH, MX. All other BE stocks are at acceptable levels.This is in a RRSP account and I plan to hold for a while. No worries about sector weightings. Thank you, Hope you had a great family day. J
Q: Hello learned friends,
Looking at dipping a toe with Doo. Any concerns at this point in time, or would it be prudent to wait on some positive momentum. Just some extra coins banging around that need a place to settle into. Am open to any suggestions if this doesn't float your boat!
Looking at dipping a toe with Doo. Any concerns at this point in time, or would it be prudent to wait on some positive momentum. Just some extra coins banging around that need a place to settle into. Am open to any suggestions if this doesn't float your boat!
Q: I'm wondering whether Enbridge has run its course for the next while? Considering the unusually good day on the TSX, and Enbridge's decent earnings report, one would think ENB might have received a better response!
Q: If TSGI and NFI were to get reviewed with an updated 5i report today, would they still be rated A- ?
Thanks
Thanks
Q: Could you provide your thoughts on Enbridge's announced results? Thanks.
Q: Hi 5i - any news on PHO? It is up significantly in 2019. Would you suggest holding to continue to ride the positive momentum? Thanks, Neil
Q: Re: your answer on FCR today "The move will lower the company's cost of capital (probably). It makes sense, and most investors have likely been treating like a REIT anyway. It is a real estate company with a portfolio of assets, with a high dividend. Similarities exist already. It will be similar to others, but with a retail focus, but at least anchored by grocery stores and drug stores. It will 'probably' be a taxable conversion, so this may annoy some long term shareholders with embedded gains. "
On your last paragraph saying "will probably be a taxable conversion" that means holding FCR on non register a/c
may get taxable conversion.
I hold 1013 shares in cash a/c and have 28% gain, so should I sell before the conversion?
Thanks as always,
Tak
On your last paragraph saying "will probably be a taxable conversion" that means holding FCR on non register a/c
may get taxable conversion.
I hold 1013 shares in cash a/c and have 28% gain, so should I sell before the conversion?
Thanks as always,
Tak
Q: another quarter of fantastic earnings, dividend raise , roe incredible etcetc,
so when will this stock get the 15-25 pe it deserves or will that never happen because of the business their in.
this is a growth stock that keeps growing with a 11 pe. dave
so when will this stock get the 15-25 pe it deserves or will that never happen because of the business their in.
this is a growth stock that keeps growing with a 11 pe. dave
Q: Good morning 5i,
Could you comment on news out of TOY?
Thanks!
Could you comment on news out of TOY?
Thanks!
Q: Please comment on the financial result of CSU. ThanKs a lot.