Q: I have 2.5% positions in TD and BNS and no other Canadian financials. I have had Sun Life on my watch list for awhile. Not sure why it is drifting lower after last quarter's results. Would now be a good time to add it, or would it be better to continue watching the negative momentum. Or maybe it would be advisable to top up BNS and TD instead? Maybe you could speculate on why SLF is declining. I am not sure how they are doing in Asia, but I imagine there is a fair bit of potential there, if they can tap into it.. Thanks, as always, for great service.
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Investment Q&A
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Q: Follow up questions:
Thank you for your answer.
Are the expectations of 6 to 10 cents provided by the company or are you doing your own calculation to get this number ?
Also, as a business scale and grow, do you try to estimate future margin and profit (say 3 years out) or is it a futile exercise given that there are so many variables...
I am trying to get better at assessing companies like Reliq. I usually pass on them as they always seem too risky for me and 1-product company most times.
Any advise or general comment would help. Thank you
Pierre
Thank you for your answer.
Are the expectations of 6 to 10 cents provided by the company or are you doing your own calculation to get this number ?
Also, as a business scale and grow, do you try to estimate future margin and profit (say 3 years out) or is it a futile exercise given that there are so many variables...
I am trying to get better at assessing companies like Reliq. I usually pass on them as they always seem too risky for me and 1-product company most times.
Any advise or general comment would help. Thank you
Pierre
Q: Greetings, Peter & Co.
Are there any major concerns you would have with a purchase of ECN Capital? Is the dividend considered 'safe'?
With appreciation.
Ed
Are there any major concerns you would have with a purchase of ECN Capital? Is the dividend considered 'safe'?
With appreciation.
Ed
- Covalon Technologies Ltd. (COV)
- Stars Group Inc. (The) (TSGI)
- TFI International Inc. (TFII)
- Reliq Health Technologies Inc. (RHT)
Q: TFI - TFSA or Unregistered account?
Bought 2.5% position in Cov on spec at $7 based on 5i's recommendation. Hold on or take the money and run?
RHT / TSGI- average down or be patient?
Thanks. Keep up the excellent work.
Best Regards,
KC
Bought 2.5% position in Cov on spec at $7 based on 5i's recommendation. Hold on or take the money and run?
RHT / TSGI- average down or be patient?
Thanks. Keep up the excellent work.
Best Regards,
KC
Q: Hi Peter/Ryan,
I bought TSGI at 40 in my RESP account and it is down 20%. I was thinking of buying at current price of about 32 in my TFSA account. However, Scotiaitrade research team rating on TSGI is HOLD (Thomson Reuters, Valueengine). I would appreciate your opinion in terms of should I wait for some good news before I add more money into this stock.
Thanks
Ninad
I bought TSGI at 40 in my RESP account and it is down 20%. I was thinking of buying at current price of about 32 in my TFSA account. However, Scotiaitrade research team rating on TSGI is HOLD (Thomson Reuters, Valueengine). I would appreciate your opinion in terms of should I wait for some good news before I add more money into this stock.
Thanks
Ninad
Q: What would be your suggestion for a 5 yr hold split between the growth/ balanced portfolios with a modest amount of $50,000 . I realized that it is small amount for proper diversification and how many names would be adequate . Thank you !
Q: Hi team
I have some extra cash to be deployed
this stock has been on a downward spiral
I have half position in PBH already also in decline, consumer staples should do well
in the summer months, but)
wonder if I could increase my position in PBH or start a 1/3 or half position in QSR
which one would you prefer for a 3 years plus hold with some consideration for a small
dividend income as well, thanks
Michael
I have some extra cash to be deployed
this stock has been on a downward spiral
I have half position in PBH already also in decline, consumer staples should do well
in the summer months, but)
wonder if I could increase my position in PBH or start a 1/3 or half position in QSR
which one would you prefer for a 3 years plus hold with some consideration for a small
dividend income as well, thanks
Michael
Q: Can you please explain how you value this company in terms of ratios and financial metrics ?
Q: Why is after the strategic alliance announcement with QUNIE Corporation on 9/05 met with a selloff? We kind of expect a pop in SP, could it be just a drag down by the hit in the U.S. tech stocks the last two days? What is your take on this?
Q: Good Afternoon 5i,
What are your current thoughts on SHOP? Are you worried about the news that Instagram is preparing their own eCommerce program?
Thanks!
What are your current thoughts on SHOP? Are you worried about the news that Instagram is preparing their own eCommerce program?
Thanks!
Q: Could you comment on results ?
- WSP Global Inc. (WSP)
- Boyd Group Income Fund (BYD.UN)
- BRP Inc. Subordinate Voting Shares (DOO)
- Magna International Inc. (MG)
Q: I am modeling a portfolio after your balanced portfolio (with the occasional stock from your growth portfolio as a replacement) and already hold your other suggestions in the industrial and consumer area. Looking at adding one of the above 4 stocks this week. (DOO would be in place of MG if chosen). What would be your suggestion and why? Thanks!
Q: Hello Peter, Even after recent decline Materials still represent 17% of balanced portfolio. do you suggest a high weight to this sector. do you still like it it / comfortable for it to show better performance ahead (relative to discr or fin).thanks
Q: Hi Team, I can't find any news explaining WSP's 7.3% pop on Sept. 6. Have you picked up anything? Thank you. Michael
Q: Shop has taken quite a hit over the last few days. Are you aware of any reasons to account for this.Thanks John
Q: What do you think about the future prospects of ATD.B? The past 2 plus years it has gone up to the high $60s, then fell back to the $50s. It can't seem to get over the $68 level. With the past two quarters showing good results, do you think it will get out of this trading range and finally get over $70.00?
Q: Do you have an estimate of SIS earnings per share for say 2019 with their Swiss acquisition and any observations on issues associated with the integration of the new co; also is your price target of 21 based on the combined earnings and for which year?
Thanks
Thanks
Q: In a well balanced portfolio that is similar to the 5iR Balanced Portfolio, both BYD.un and PKI have increased in portfolio weighting from the initial investment positions. I recall 5iR saying to keep SIS less than 4.5%. For BYD.un and PKI, what would you suggest be the upper limit for the portfolio weighting of each of these two position?.......and thanks for these position recommendations.....Tom
Q: 5I bought it at $49. Here's my chance to get it cheaper for $42. Down 22% in a matter of a week or so. I knew I wasn't buying a blue chip stock but I didn't think I was speculating either. Setting aside the issue of " Comfort Level ". I had no problem taking a 5% position in ENB when it was volatile because it was a blue chip stock....What level of investment product did I buy ? Why should I stick with it ? I have a 2.2% position in TSGI. If it is a good company should I increase that to 4% or just weather the storm ? Are there better opportunities elsewhere ?
Q: how did the er look? thx