Q: Comments please on the second day of sizeable losses for COV. Hoping to avoid a similar experience I had with a prolonged downward trajectory with CRH. What are your suggestions?
Thank you
Thank you
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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: Please comment on the impact of Amazon's latest ambition : to be a major hospital supplier on Savaria corp. Savaria stock price has dropped this morning.
Thanks
Thanks
Q: Can I have your view on the recent purchase of Jarislowsky Fraser Ltd by BNS. It doesn't seem to have affected the BNS stock price very much so wandering if this is going to be a good deal or not? Thanks.
Q: could you please give me an update on the conference call with covalon, both the positive and negative.
thanks dave
thanks dave
Q: What is the date of AVO takeover ?
JJ
JJ
Q: I am in the process of building the Balanced and Growth portfolios, and I would like to take advantage of the recent pullback. I had been waiting for a correction to buy SHOP, but I notice that not only did it not decline much, but that it has recovered extremely quickly. I was under the impression it would be very volatile. Apparently not.
Anyway, could you please help me order in terms of priority to buy the top three or so securities that I don't currently have in the two portfolios:
Balanced: CAE, Celestica, Altus, Parkland, Sun Life, Stella, Sylogist
Growth: Dollarama, Covalon, Photon, Shop, IWO
In terms of best in the sense that they were unfairly punished and therefore have the most potential going forward?
Thanks for always great insight.
Anyway, could you please help me order in terms of priority to buy the top three or so securities that I don't currently have in the two portfolios:
Balanced: CAE, Celestica, Altus, Parkland, Sun Life, Stella, Sylogist
Growth: Dollarama, Covalon, Photon, Shop, IWO
In terms of best in the sense that they were unfairly punished and therefore have the most potential going forward?
Thanks for always great insight.
Q: Can you please comment on the agreement with LCBO, do you see this as material for impact on income? What’s your take? Thanks!
Q: Any idea why Covalon fell 20% today? Thx
Q: Hi,
Covalon is down 19% today after the earnings release. Do you still consider this company a buy and if so would this be a good opportunity to get in.
Covalon is down 19% today after the earnings release. Do you still consider this company a buy and if so would this be a good opportunity to get in.
Q: The 5i Income portfolio could be categorized as an equity income portfolio and I'm wondering how you would quantify the risk of the portfolio relative to the S&P/TSX or other appropriate benchmarks.
Q: Your thoughts on their last quarter release ?
Q: Hi, could you please comment on the earning release, this morning. Thanks
Q: currently own this in my TSA and thinking of buying more to make it 2.5% total weight and just wonder what your thoughts on the latest report by CAE?
Thanks
Thanks
Q: If one was currently setting up a diversified portfolio including the following classifications - real estate, financial, health, technology, materials, utilities, energy, consumer discretionary, consumer staples, industrials and telecom - and wanted one core investment in each classification (either a specific larger established company or an ETF where there is no such company in Canada (such as tech and health)) what companies/ETFs would you suggest by classification. Thank you for your exemplary work and suggestions over the last few years.Mike
Mike
Mike
Q: I have sent Avigilon's Investor relations an inquiry about this, but, in general, wouldn't there be a shareholder's vote on the takeover? I don't usually stick around for these things (I take my profits and run!) but in this case I don't like the offer very much and would definitely vote against it. The only mitigating factor now however is the announcement that the CEO is retiring. Do you think this news is material to the possibility of another offer?
Thank-you.
Thank-you.
Q: Hi, I know you like GS for income and stock is cheap based on valuation.
What in your view is the risk level for the stock.
What is their full year revenue estimate for year ending June 2018
They recently had a departure of a main partner, do we know estimated revenue impact of that.
Thanks for your help.
What in your view is the risk level for the stock.
What is their full year revenue estimate for year ending June 2018
They recently had a departure of a main partner, do we know estimated revenue impact of that.
Thanks for your help.
Q: Hi 5i,
What is your take on Gluskin Sheff's earnings?
With the stock down over 5% today, do you view this as a more attractive buying opportunity, or would you wait till the markets stabilize?
Thanks
What is your take on Gluskin Sheff's earnings?
With the stock down over 5% today, do you view this as a more attractive buying opportunity, or would you wait till the markets stabilize?
Thanks
Q: Would you consider this correction a good entry point for dollarama?
Q: despite the downturn in the market, this stock has shown some positive momentum bouncing off pretty much a 52 week low Is this a buying sign? your thoughts please?
Q: I looked through the PTE questions, and I believe the questions I am asking have not been asked (yet). Specifically, there are two questions I have regarding PTE, that of insider selling and the Innohome partnership.
In mid-September 2017, one significant insider sold 875,000 shares, of a total position (as reported by SEDI) of 2.2 Million shares, or about 40%. How do you view such a large disposition by a significant insider, who obviously has a better line of sight to "future prospects" than outside investors ? I generally do not view insiders selling as inherently negative (if it occurs in smaller tranches), as I can understand that they too want to realize some value now & again. However, such a large disposition occurring before the UL858 regulation comes into play leaves me wondering.
In regards to the Innohome partnership, what are your thoughts as to how this is working (on an economic basis) for PTE ? My understanding is that PTE is selling the Innohome product via their distribution channels with HD, Wilmar, & Staples. This sounds to me like PTE has opened up the North American market for Innohome. I have not heard of any press releases suggesting that PTE products are being sold abroad (in Europe), which begs the question as to how PTE might be compensated for doing this. Do you have any thoughts as to how PTE might be benefitting from this ?
In mid-September 2017, one significant insider sold 875,000 shares, of a total position (as reported by SEDI) of 2.2 Million shares, or about 40%. How do you view such a large disposition by a significant insider, who obviously has a better line of sight to "future prospects" than outside investors ? I generally do not view insiders selling as inherently negative (if it occurs in smaller tranches), as I can understand that they too want to realize some value now & again. However, such a large disposition occurring before the UL858 regulation comes into play leaves me wondering.
In regards to the Innohome partnership, what are your thoughts as to how this is working (on an economic basis) for PTE ? My understanding is that PTE is selling the Innohome product via their distribution channels with HD, Wilmar, & Staples. This sounds to me like PTE has opened up the North American market for Innohome. I have not heard of any press releases suggesting that PTE products are being sold abroad (in Europe), which begs the question as to how PTE might be compensated for doing this. Do you have any thoughts as to how PTE might be benefitting from this ?