Q: Would you be comfortable in buying more shares of WCP if already own, at the moment it is only a 1.9% total weight since the price has fallen and thinking of buying more to bring the weight up to 2.8 %. or would it better just to buy another stock in this sector ? I already own VET and ALA.
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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, we already have 5% weighting in this co. with average cost of $28-$29. You have commented that stock, current levels is very inexpensive and Coveris acquisition, although had teething troubles but should eventually work out. Is it OK to add 1% to take advantage of current low price, in a Taxable account to average down and benefit with 4% dividend yield while waiting ? Thanks
Q: Hello all at 5i,
I am keeping a close eye on TSGI as are at least a few others. I have held TSGI for a long time, trimmed several times as value grew and am still nicely ahead on my remaining shares. They are in a taxable account so each time I sold I had to consider and manage the tax consequences.
After the recent decline I want the build TSGI's value back to a more historic percentage of my portfolio. This time I plan to do the purchasing in my TFSA spread out between now and the end of december. I'm also thinking of transferring in kind shares from my taxable account to my TFSA in january (and deal with the tax) as my 2019 contribution. This would leave a portion of my shares in my taxable account.
Your thoughts please on the above (purchase and transfer), pros, cons and potential plan changes I should consider.
Thank you for your insight.
I am keeping a close eye on TSGI as are at least a few others. I have held TSGI for a long time, trimmed several times as value grew and am still nicely ahead on my remaining shares. They are in a taxable account so each time I sold I had to consider and manage the tax consequences.
After the recent decline I want the build TSGI's value back to a more historic percentage of my portfolio. This time I plan to do the purchasing in my TFSA spread out between now and the end of december. I'm also thinking of transferring in kind shares from my taxable account to my TFSA in january (and deal with the tax) as my 2019 contribution. This would leave a portion of my shares in my taxable account.
Your thoughts please on the above (purchase and transfer), pros, cons and potential plan changes I should consider.
Thank you for your insight.
Q: You have recently stated you felt pho is likely to be flat for some time, what do you feel is the problem, is it only due to the sector being week or is this particular company losing its future growth potential and if this is a time to sell and move to other sectors.
Doug
Doug
Q: With the current price of oil, and lower gasoline prices at the my local gas station, how will this effect PKI's profitability?
Q: Regarding Photon, on a quick back of the napkin analysis it looks like the company is being valued at 2 times sales, once you strip out the cash.
Can you tell me what a typical multiple is?
It's astonishing that the company is back to 2016 valuations given all of the positive catalysts.
Can you tell me what a typical multiple is?
It's astonishing that the company is back to 2016 valuations given all of the positive catalysts.
Q: Going forward after checking on cost issues--transportation and etc. and also the Conference Call and other concerns coming out, what are your opinions and facts? Going backwards I feel sorry for the people who had paid $100.00 or more a share, will they have the time to make a recovery?
Q: amazing, but with all the carnage out there a resource company with one product keeps hitting it out of the park.
incredible results, so my question is what is a resonable multiple that largo should sell for — 12 times, if its 12 times largo should be around 6-7 dollars, am i correct?dave
incredible results, so my question is what is a resonable multiple that largo should sell for — 12 times, if its 12 times largo should be around 6-7 dollars, am i correct?dave
Q: Please comment on the results of these companies. Thanks
Q: If you have lots of questions in the queue, this can wait, no rush.
You sometimes say GUD is dead money it has been and may still be I agree. However I have 300k of GUD and the last 6 weeks I probably saved 60k since most of my other stocks are down 20 to 25% and GUD has held up. Now suppose I take the dead money approach and invest my 300k in dividend paying stocks say 5%. That would give me 15k by Nov 2019 assuming those stocks keep their value no guarantee there. But if I keep my GUD it needs to go up .41 cents to $ 8.68 as I write this to cover the 15k. Question, what are the odds GUD will trade at 8.68 one year from now ? What are the odds it will trade down .41 cents ? As a fund manager you would respond one way, but would like your view as a personal investor.
And if they do make a large acquisition, I suspect the sp would jump 20% at the open, and this why I keep GUD my biggest position. Question do you agree ?
As you I am disappointed they have not made a large acquisition, I am questioning if they ever will based on their strategy since inception. After all Mr. Goodman did say this was for his grand kids. He has money, is in no rush obviously, perhaps prefers a stress free life at this point of his life. When did you speak with him last time or to management ? They would never reveal they were ignoring a large acquisition anyway. Question do you feel he has the drive for a large acquisition ?
Thanks, for your help.
You sometimes say GUD is dead money it has been and may still be I agree. However I have 300k of GUD and the last 6 weeks I probably saved 60k since most of my other stocks are down 20 to 25% and GUD has held up. Now suppose I take the dead money approach and invest my 300k in dividend paying stocks say 5%. That would give me 15k by Nov 2019 assuming those stocks keep their value no guarantee there. But if I keep my GUD it needs to go up .41 cents to $ 8.68 as I write this to cover the 15k. Question, what are the odds GUD will trade at 8.68 one year from now ? What are the odds it will trade down .41 cents ? As a fund manager you would respond one way, but would like your view as a personal investor.
And if they do make a large acquisition, I suspect the sp would jump 20% at the open, and this why I keep GUD my biggest position. Question do you agree ?
As you I am disappointed they have not made a large acquisition, I am questioning if they ever will based on their strategy since inception. After all Mr. Goodman did say this was for his grand kids. He has money, is in no rush obviously, perhaps prefers a stress free life at this point of his life. When did you speak with him last time or to management ? They would never reveal they were ignoring a large acquisition anyway. Question do you feel he has the drive for a large acquisition ?
Thanks, for your help.
Q: Add our names for two thumbs up for 5i research! I am suffering like everyone else. But, I realise that I have received good advice from 5i. But, I don't expect you to have a crystal ball. And so the final decisions are ours.
We are wondering whether it is too late to sell Premium Brands for a tax loss. It is already the 14th, which means that we would not be able to buy it back until mid December. I expect much of the tax loss selling would be finished by that time, and , if it ever does turn around, it might be before that date that PBH starts to climb. (I suppose despite all of this we are always optimistic!) So, would it be just better to hold than to book the loss and possibly miss the turnaround, if it comes?
thanks
We are wondering whether it is too late to sell Premium Brands for a tax loss. It is already the 14th, which means that we would not be able to buy it back until mid December. I expect much of the tax loss selling would be finished by that time, and , if it ever does turn around, it might be before that date that PBH starts to climb. (I suppose despite all of this we are always optimistic!) So, would it be just better to hold than to book the loss and possibly miss the turnaround, if it comes?
thanks
Q: anything else in the cc to account for the huge miss on EPS and ebitda ??? Thx
Q: Hi, could you please comment on Boyd Group earnings release. Thanks
Q: Good morning 5i Team
NFI share price peaked in late March and has been been dropping since. The slide has accelerated since the Q3 report. Having read the report and listened to the call, I can't figure out what is causing such a sharp selloff. Here are four things that are noteworthy but still don't justify it in my mind:
1) new manufacturing plants (increased competition in the future)
2) Slightly lower backlog
3) Revelation that for every 10 new units sold, NFI typically takes 7 units in trade, and the re-sale value of trade-ins is declining, hurting margins.
4) Today's news (that the market has probably known for over a month) that 70 jobs will be moving to the US to accommodate the 70% US content rules.
I guess a fifth would be the overall market decline.
I've been watching NFI looking for an entry point. This looks like a good time but I feel that I must be missing something here. I would appreciate your thoughts before I pull the trigger.
Thanks. As always, your insights and guidance is much appreciated.
Peter
NFI share price peaked in late March and has been been dropping since. The slide has accelerated since the Q3 report. Having read the report and listened to the call, I can't figure out what is causing such a sharp selloff. Here are four things that are noteworthy but still don't justify it in my mind:
1) new manufacturing plants (increased competition in the future)
2) Slightly lower backlog
3) Revelation that for every 10 new units sold, NFI typically takes 7 units in trade, and the re-sale value of trade-ins is declining, hurting margins.
4) Today's news (that the market has probably known for over a month) that 70 jobs will be moving to the US to accommodate the 70% US content rules.
I guess a fifth would be the overall market decline.
I've been watching NFI looking for an entry point. This looks like a good time but I feel that I must be missing something here. I would appreciate your thoughts before I pull the trigger.
Thanks. As always, your insights and guidance is much appreciated.
Peter
Q: I don't see any news on PEO (-5%) do you?
Sheldon
Sheldon
Q: In a previous answer today, you said you would be ok start a postion but not adding to it. How do you come with that ? If its under a 1 % of your total portfolio, doesnt that matter? this was a praised stock at $120 and it doesnt seem like much has changed.
Q: Hi can you provide your thoughts on BYD.Un. Seems like another high flyer is going down at a rapid pace
Q: Hi, Could you please post estimates for earnings release of tomorrow. Thanks
Q: Dear sirs,
Aside from previous earnings commentary, would you add to or initiate positions at these levels in Premium Brands?
Thank you,
Aside from previous earnings commentary, would you add to or initiate positions at these levels in Premium Brands?
Thank you,
Q: It would appear that many of the investment firms share the same positive views of KXS going forward. While there were a number of reduced 12 month targets, the adjustments were relatively minor. For example, Canaccord is now $97,50, TD is $98, 8 Capital is $100 and RBC is $105.