Q: Do you still favor HWO in this space? The share price took a big dump, perhaps from tax loss selling. With a clean balance sheet this name should start to gradually rise in the new year, but there's not much buzz surrounding it. Any catalysts - outside of the energy sector picking up?
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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: In one of your comment on GPS you mention " While the quarter was not great, GPS has spent the majority of the year investing in its business (Mobi, expanding sales force), trading profitability 'today' for growth 'tomorrow', and we are in 'wait and see' mode as mgmt executes its growth strategy. The stock now trades at a P/S of 1.6x.
Would you wait now for a few quarters to see how the earnings are before buying?
Would you wait now for a few quarters to see how the earnings are before buying?
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People Corporation (PEO)
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WSP Global Inc. (WSP)
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CAE Inc. (CAE)
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NFI Group Inc. (NFI)
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Intertape Polymer Group Inc. (ITP)
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Agrium Inc. (AGU)
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Savaria Corporation (SIS)
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Ag Growth International Inc. (AFN)
Q: Reviewing my portfolio for year end and find myself low in industrials. I currently hold the above stocks and would like your opinion on whether I should increase any or all of the above (currently all equal weighting) or add to this list?
Q: NWC continues to languish and I am considering adding to my position.
Are you still optimistic about growth prospects?
Thank you
Are you still optimistic about growth prospects?
Thank you
Q: Does the price of ATD.B shares generally move higher when oil prices increase?
Q: I see you have or will be removing Telus from the portfolio. If you had BCE instead of Telus would you be making the same move. Thank You
Q: Hi there, I noticed Open Text has lagged the index this year and is relatively flat. Do you think that 2018 will be a better year for the stock, as it is being introduced into the TSX60? Thanks!
Q: I have been watching COV.I am reluctant to buy as trading is very light with only 60 shares traded this morning.With a market cap <$100 million, would you recommend a full positon? Is insider ownership high? Your views are appreciated.
Happy New Year.
Happy New Year.
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Stars Group Inc. (The) (TSGI)
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Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A)
Q: Do you regret of not having Stars Group and Andrew Peller back in the portfolios this year with their very positive performances? In addition, on my question of the best inversed (betting on the stock market going down) ETF, what is SH in your answer?
Q: Noted Peter's two top picks earlier this week , ECN and SHOP.
The stories may sound good but could you comment on the fundamentals on both of these companies.
ECN, reduced revenue in 2/3 last quarters and EPS down in past two quarters, increase in diluted shares in past year. Balance sheet looks iffy with increasing debt.
SHOP, net income down, eps down, negative free cash flow, negative ROE, negative ROIC., but nice balance sheet with lots of cash.
If these are top picks , why are neither owned by guest, households, investment banker clients or guest firm or affiliates as indicated on disclosure at end of top picks?
Thanks
Jeff
The stories may sound good but could you comment on the fundamentals on both of these companies.
ECN, reduced revenue in 2/3 last quarters and EPS down in past two quarters, increase in diluted shares in past year. Balance sheet looks iffy with increasing debt.
SHOP, net income down, eps down, negative free cash flow, negative ROE, negative ROIC., but nice balance sheet with lots of cash.
If these are top picks , why are neither owned by guest, households, investment banker clients or guest firm or affiliates as indicated on disclosure at end of top picks?
Thanks
Jeff
Q: In your view, which of these should be added currently COV, AVO & CLS? Or all? Any other best pick from your current portfolios? Own KXS, SIS, PHO, NFI,
Q: Hello Peter/5I Team
Please list your top 10 stocks from the Balance or Growth portfolio that you think will have the greatest upside potential in 2018.With no consideration to diversification or weighting.Thank you for your great advice in 2017.
Merry Christmas and a healthly New Year.
Regards
Claudio
Please list your top 10 stocks from the Balance or Growth portfolio that you think will have the greatest upside potential in 2018.With no consideration to diversification or weighting.Thank you for your great advice in 2017.
Merry Christmas and a healthly New Year.
Regards
Claudio
Q: Hello: It is probably way to early to guess, but I just want your thoughts about how selling marijuana might affect shoppers drug mart/loblaw,
Q: I picked up some Knight recently during tax loss buying and am anticipating a 15 to 20% bounce over the next few weeks. Do you think it’s worth holding on for the longer term or taking any short term gain and moving on?
Q: today announced 187.5k options vested for 3yrs & exercisable over 5yr period at $4.65 per..Price closed today @ $4.80.This gives a bad indication of price in 3yrs time or co.is giving away the shares without hard work.Your take please.Thanks for u usual great services & views.
Q: Does TOY make most of their sales during the Christmas period? I am doing well on TOY (thanks to 5i) and while I am a long-term investor, I am wondering if you might be able to prepare me as to what the stock might do post Christmas. Does the share price reflect TOY as a year-round entity or has it possibly been bid up by investors that are mainly betting on next quarter's results, after which they would dump the stock?
Appreciate your insight.
Paul F.
Appreciate your insight.
Paul F.
Q: COV--Spiked after great Q on Dec 18,but today pared gain.Confused.It is a point to add to my 1% holding(p/p $4.55) GUD is having a nice run from recent bottom.On Dec 18 announced that 60P has submitted a new drug to US FDA for approval.Is this material.Any idea when Goodman will strike a big deal?.Is this a goodtime to average down on my $10.16 p/p. Thanks for u usual great services & views. Merry X'mas & All the Best for the N.Y.Continue to provide great picks
Q: In the income portfolio it lists ENB having a 1.75%dividend, I believe it is 5.4%, Can you check this out?
Q: Seasons greetings: which company has a better growth potential. Kxs or Dol.
Thanks
Thanks
Q: What do you think about Loblaw's recent admission of bread price-fixing for over 14 years - and what impact will it have on the company?