Q: Not sure if readers are aware, but it looks like Photon bought #650,000 of their own shares during September with their abundance of cash. Also, Mawer New Canada increased their position to over 4% of the company. Can you comment about these 2 developments?
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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: Kinaxis is currently trading at an extremely high multiple; about 55 times forward earnings in 2019. In the current environment does this not make the stock extremely vulnerable to a significant pullback. If not, why not? Thanks.
Q: i am concerned about the above 2 stocks, they are thin traders especially covalon.
in covalons case you are the only one following it, so when markets sell off a lot of investors panic and head for the exits.
with goeasy it trades a little more on a daily basis but it has just been killed lately, even though it is up on the year and their earnings announcements surprise to the upside it has gotten slaughtered,maybe again small investors are heading for the exits with their 25 shares, i am being sarcastic but i think your membership moves markets especially in these 2 . can you comment. dave
in covalons case you are the only one following it, so when markets sell off a lot of investors panic and head for the exits.
with goeasy it trades a little more on a daily basis but it has just been killed lately, even though it is up on the year and their earnings announcements surprise to the upside it has gotten slaughtered,maybe again small investors are heading for the exits with their 25 shares, i am being sarcastic but i think your membership moves markets especially in these 2 . can you comment. dave
Q: Hi, I'm new to your site and have a question about your recent increase of 2% in the company AD. When you added AD on September 21 the PE was at 55. I know that we can't judge a company by just the PE but wouldn't that mean that the company is somewhat overvalued? Thanks.
Q: Do you still consider this stock a buy? Would it be better to wait until after tax loss selling? Do you still believe in it long term?
Q: Your opinion. Buy, hold, or sell
Q: Good Day,
AS BNS continues to fall I see that the forward P/E based upon the consensus shown on the RBC Direct site is 9.5. Seems like good value considering the 4.7% yield. Your thoughts? Also wondering if you can determine what the P/E was at the lowest point during the 2008 financial crisis.
Thanks
AS BNS continues to fall I see that the forward P/E based upon the consensus shown on the RBC Direct site is 9.5. Seems like good value considering the 4.7% yield. Your thoughts? Also wondering if you can determine what the P/E was at the lowest point during the 2008 financial crisis.
Thanks
Q: What will be the impact to the shares of Superior Propane due to the weather and the need for farmers to use dryers to dry their grain crops. I have heard there is a shortage due to this useage of propane in Alberta.
Q: Hello 5i,
In the questions Oct 11, ,many of them included a concern of the amount of cash held in the income portfolio. Wasn't there already a suggestion of buying AD and PSI and thus reducing the amount of cash held?
Stanley
In the questions Oct 11, ,many of them included a concern of the amount of cash held in the income portfolio. Wasn't there already a suggestion of buying AD and PSI and thus reducing the amount of cash held?
Stanley
Q: Not considering any other factors other than the recent pull back and valuation/growth, what two names would you add to or start a position in today? Thanks.
Q: Please comment on the update on new products today.Thanks for u usual great services & advices
Q: Announced that it was selected by Premier Health Group as exclusive technology partner today & RHT dropped 10%.It has steadily declined from its $2.50 high in March.What is happening?I have lost 59%.Your advice please.Thanks for u usual great services & views
Q: Please tell me which company has more growth, momentum going forward.
Overall stability also be a prerequisite.
I see that PBH has missed a few last quarters, do you feel this may be an ongoing issue.
Thanks so much.
Overall stability also be a prerequisite.
I see that PBH has missed a few last quarters, do you feel this may be an ongoing issue.
Thanks so much.
Q: What do you show as the forward p/e for PBH?
Do they usually hit their numbers?
Thanks
John
Do they usually hit their numbers?
Thanks
John
Q: Hi, can you tell me the current short position and how it has trended over the past few months. Thanks
Q: What are your thoughts on this lawsuit between Frank and his daughter? Will it affect the company materially? And why do you think the stock has continued to take a dive despite USMCA which allowed a greater number of auto exports (should have been a positive?)
Q: Your Income Portfolio is sitting on 10% cash. I know you are not keen on both a) holding cash and b) market timing. Question 1 = what is your rationale for holding this amount of cash? Q2 = what are your plans and timing for reducing the cash component?
Thanks for your great service...Steve
Thanks for your great service...Steve
Q: With the recent market declines, what would be your top 3 picks in each of your portfolios?
Q: Good Afternoon,
Timely question I suppose with the market weakness today, I think the market is due for some weakness and volatility I'm not overly concerned by this. However, I am wondering what 5i's strategy going forward is in regards to the next recession?Perhaps we will find ourselves in a recession within the next few years, what will your strategy be for the B/E model? Can you see yourselves taking a more defensive stance , i.e raising cash, buying defensive sectors ( telecom, staples etc..) or just riding it out? I know the average recession is only about 9 months in duration.
Thanks very much.
Timely question I suppose with the market weakness today, I think the market is due for some weakness and volatility I'm not overly concerned by this. However, I am wondering what 5i's strategy going forward is in regards to the next recession?Perhaps we will find ourselves in a recession within the next few years, what will your strategy be for the B/E model? Can you see yourselves taking a more defensive stance , i.e raising cash, buying defensive sectors ( telecom, staples etc..) or just riding it out? I know the average recession is only about 9 months in duration.
Thanks very much.
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Bank of Nova Scotia (The) (BNS)
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BCE Inc. (BCE)
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WSP Global Inc. (WSP)
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NFI Group Inc. (NFI)
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Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
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Premium Brands Holdings Corporation (PBH)
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Income Portfolio (Income)
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Balanced Equity Portfolio (BEPORT)
Q: With the recent sell off, have any of the above stocks (contained in either the Income or Balanced Portfolios) reached the stage where you would call them "table-pounding buys"? In other words, has the market overreacted and the pendulum has swung too far?
Obviously, there is always the chance of a continued downdraft, but at some point you just step in top up your holdings.
The Income Portfolio is sitting on 10% cash...any thought to deploying some of it soon? Thanks...Steve
Obviously, there is always the chance of a continued downdraft, but at some point you just step in top up your holdings.
The Income Portfolio is sitting on 10% cash...any thought to deploying some of it soon? Thanks...Steve