Q: Why do you list DOL as Consumer cyclical ?
It's consumer defensive everywhere else ?
Thanks.
It's consumer defensive everywhere else ?
Thanks.
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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: Good morning 5i
In light of thinking capital buy out by purpose investments, Would you comment on whether vb business has the potential to develop into sought after leading fin tech company or just a lender in a high risk sector?
Thanks
Dave
In light of thinking capital buy out by purpose investments, Would you comment on whether vb business has the potential to develop into sought after leading fin tech company or just a lender in a high risk sector?
Thanks
Dave
Q: Are you still keen on Photon control??
Q: Dear 5i:
Multipart Balanced Equity Portfolio question (please deduct credits as appropriate):
I have roughly $12000 to contribute to my RRSP (2018 contribution) right now, which four or five companies should I put this money in? Please exclude TECK, CSU, BNS, MX, PBH, and SIS in your response since I have full weights in these companies. I would much rather just add to positions to bring the weights of each position closer to 'equal weight', but this would involve averaging down (which 5i doesn't generally endorse). However, you have commented previously in the past that any company currently in the BE portfolio is 'buyable today'. So would averaging down be reasonable if one is only considering BE portfolio companies (for example, would be happy to average down on CLS/GUD if you think this is a reasonable move). I would far prefer to avoid individual security concentration risk by adding to other positions rather than trimming a winning position (regret trimming TOY, for example). Please provide your thoughts and guidance, and thanks as always.
Multipart Balanced Equity Portfolio question (please deduct credits as appropriate):
I have roughly $12000 to contribute to my RRSP (2018 contribution) right now, which four or five companies should I put this money in? Please exclude TECK, CSU, BNS, MX, PBH, and SIS in your response since I have full weights in these companies. I would much rather just add to positions to bring the weights of each position closer to 'equal weight', but this would involve averaging down (which 5i doesn't generally endorse). However, you have commented previously in the past that any company currently in the BE portfolio is 'buyable today'. So would averaging down be reasonable if one is only considering BE portfolio companies (for example, would be happy to average down on CLS/GUD if you think this is a reasonable move). I would far prefer to avoid individual security concentration risk by adding to other positions rather than trimming a winning position (regret trimming TOY, for example). Please provide your thoughts and guidance, and thanks as always.
Q: How do you see CCL.B fare with the trade issues and if there would be tariffs?
Thank you.
Thank you.
Q: big move up. what caused the pop?
Q: Can you tell me the short interest on GUD? Also, when is their next quarterly reporting date? Thanks.
Q: Boyd seems to be on quite a run here but i have seen no news and they don't report till later this month. given the impacts from the hurricanes, my understanding is that Boyd was anticipating a softer quarter here. Have i missed something - generally this one does run up prior to announcing and then tends to sell off after earnings. Given your views of the company, is this what is happening here.?
Q: Hello 5i
I see you continue to be positive on RHT and recommend it at all near term prices.
With an effort to protect against downside movement in holdings owned, one of the technical rules I am working to utilize is to not purchase investments with declining stock prices.
What are your thoughts on buying RHT here ($2.23) and with the awareness of a price that appears to be undergoing a short term technical pullback. (potentially magnitude may be 1/3 of the rise)
Appreciate the service and your thoughts.
Dave
I see you continue to be positive on RHT and recommend it at all near term prices.
With an effort to protect against downside movement in holdings owned, one of the technical rules I am working to utilize is to not purchase investments with declining stock prices.
What are your thoughts on buying RHT here ($2.23) and with the awareness of a price that appears to be undergoing a short term technical pullback. (potentially magnitude may be 1/3 of the rise)
Appreciate the service and your thoughts.
Dave
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Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
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Gluskin Sheff + Associates Inc. (GS)
Q: Fsz or GS and why? Which is the safest for a long term hold for income?
Q: News of RRX announcing Strategic Review Process announced today. Last time the company was in play the shares traded between $10-12 but no buyer was found. At this point in time, what are your thoughts for a reasonable takeover valuation. 8x 2018 cash flow minus debt?
"Monday, March 5, 2018
Raging River Exploration Inc. Initiates Process to Review Strategic Repositioning, Announces Fourth Quarter and Year End 2017 Operating and Financial Results and Provides Operations Update"
"Monday, March 5, 2018
Raging River Exploration Inc. Initiates Process to Review Strategic Repositioning, Announces Fourth Quarter and Year End 2017 Operating and Financial Results and Provides Operations Update"
Q: 2% of PHO @ $1.92.Is this a good time to add a bit after recent decline,When is it reporting & estimated eps & revenue.Txs for u usual great services & views.
Q: Over early morning java, I read in the TO Star that TOY is acquiring GUND. The share price for TOY is like stable, aka no dramatic move, up or down. The purchase of GUND from a private entity seems to be viewed by the street as a yawn. What is your take of this buy of GUND by a favourite position of mine, TOY (thanks to 5iR)? ....Tom
Q: Good Morning,
How do you feel about Loblaw in general. Do you think the worst is over? I am considering a purchase as a more defensive name in the event of a down market / high interest rate scenario?
How do you feel about Loblaw in general. Do you think the worst is over? I am considering a purchase as a more defensive name in the event of a down market / high interest rate scenario?
Q: Thank you for your recent article. It prompted me to finally free myself of some terminal losers (CRH, PHM, VMD, DBO). Long overdue.
I would appreciate your opinion on whether I should also sell BOS, KBL and PLI rather take the long ride to the bottom like I did with Nortel.
I would appreciate your opinion on whether I should also sell BOS, KBL and PLI rather take the long ride to the bottom like I did with Nortel.
Q: Hello team,
What is the reason behind DOL continued weakness. How is their debt situation? Would you be a buyer at these levels?
Have a wonderful week!
What is the reason behind DOL continued weakness. How is their debt situation? Would you be a buyer at these levels?
Have a wonderful week!
Q: Noticed Reliq quarterly reports are on Sedar. Wondering what you thought of them.
Thanks.
Thanks.
Q: Please comment on WCP earnings and market reaction.
Q: Hello, I have two questions on KWH. First, what is the debt to cash flow ratio of KWH? Second, I see a P/E ratio of 230, is that what you have in your database? This seems to me pretty expensive. Thanks, Gervais
Q: Earnings release looked fine to me, thus I stepped in on the pull back to now hold a 7% position. Divi is next week, which I will take and I expect ET to move back up into its regular trading range based on this earnings release. When that happens I will sell off half of my current position. Question, what do you think of earnings release and my short term strategy?