Q: Have held GUD for over 3 years and as a reward I am down aprox, 5% with no divy. to temper my impatience. Am thinking of replacing with BCI or OTEX in my growth portfolio. Would you endorse this move?.....which would have more upside? At what point does 5i run out of patience and throw GUD to the curb?
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: CAE has been on a steady climb this week up approx 10%. Care to speculate why?
Thanks
Sheldon
Thanks
Sheldon
Q: In an April 2nd answer pertaining to a question about PBH, you stated that it is not cheap at 27X earnings. Both TD WaterHouse & 5iResearch’s company page states PBH’s P/E ratio is about 44X. Does the 27X figure refer to the forward P/E. If it does, from where did you obtain that figure & is it possible for 5iResearch clients to have access to companies forward P/E ratios. Thanks … Cal
Q: I can't see any news on Boyd to account for a 4% jump on a dreadful day. Any insight?
- Bank of Nova Scotia (The) (BNS)
- Stella-Jones Inc. (SJ)
- Magna International Inc. (MG)
- Savaria Corporation (SIS)
Q: Added positions in SIS and SJ today on the dip. Any other really good buying opportunities off the list in the portfolio (dont need energy or financials) with the current volatility. SIS and SJ where on my add next list and hadn't really made a plane beyond those...
Q: because goeasy announced some mgmt changes, the stock is getting hit . is this justified.the stock is getting very very cheap.i know it is one of your favorites. can you comment dave
Q: A BNN guest recently made mention of a European competitor that may soon enter the NA marketplace that could severely impact Savaria's business, to the point where a friend of his considers SIS a short (I think this is also in part due to its valuation). Are you aware of any such threat on the horizon? Does Savaria have any kind of moat or special advantage that might insulate it from new (presumably established & high quality) competition?
Q: Hi there,
I currently hold almost all of the names in the Balanced Equity Portfolio and would like to dip my toes into the Growth Portfolio. What are your currently top 5 ideas from the Growth Portfolio whose risk profile would be the most similar to the names held in the Balanced Equity Portfolio?
Thank you!
I currently hold almost all of the names in the Balanced Equity Portfolio and would like to dip my toes into the Growth Portfolio. What are your currently top 5 ideas from the Growth Portfolio whose risk profile would be the most similar to the names held in the Balanced Equity Portfolio?
Thank you!
Q: I currently have positions in Kinaxis and Constellation with allocations of 4.28% and 2.07% respectively. Would it be advantageous to reverse the allocations. Selling Kinaxis would involve taking a large capital gain.
Thank you for the great service.
Thank you for the great service.
Q: Did you glean anything from the company call?
Q: Hello 5i, I am up over 70% on this company. So I am wondering if it is time to consider selling or should I accumulate more. It's still under 5% of my portfolio. Do you see any reason to sell? What is your assessment of the company. They seem to be doing all the right things for some growth. Do you see anything in the near term that could cause some downward pressure? Thanks for your service..
Q: Gentleman your opinion on Shopfied
Q: Fiera is paying the quarterly dividend on May 2nd. If they were on schedule, this would have been paid on March 15th. Just wondering if the gap in time is included in the May 2nd payment?
Q: Would this company have technology that would make it attractive to US firms as a take out, it seems to be competing against companies that have market caps in the billions in the US, in this same field.
Thanks
Thanks
Q: Can you share your thoughts on todays corporate update.
Thanks
John
Thanks
John
Q: I am sure you're getting a lot of questions regarding PLI
Is there any hope recovering our capital?
Is there any hope recovering our capital?
Q: Could you comment on stock split and whether there is further growth there in the Canadian economy ?
Q: Any comment on the news release after closing last night?
Q: Please comment on their results out today. Thanks
Q: KXS had a media day yesterday, do you know if they did an update on the contract with Toyota? To me that is likely a "company maker" deal. I have been after them for an update (since the deal was announced two months ago) but their IR department seems to think that is some sort of "state secret" and just read off a scripted non answer that said absolutely nothing when I contacted them.
Do you by any chance have more information to share on the Toyota deal? Thanks.
Do you by any chance have more information to share on the Toyota deal? Thanks.