Q: Is the drop in value of ECI in line with their earnings miss? Seems like a bigger correction than one would expect. I've read your comments from last week, but wonder if today's price action may alter the view at all?
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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.
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- Celestica Inc. (CLS)
- NFI Group Inc. (NFI)
- Balanced Equity Portfolio (BEPORT)
- Spin Master Corp. Subordinate Voting Shares (TOY)
Q: Can you rank the stocks best to worst in your opinion. These are the stock s that are in my Consumer Cyclical (Discretionary) sector. Would you add, swap or remove any of them? My portfolio holdings/thoughts are very similar to your BE Portfolio. Thank you and great job.
Q: I'm looking at the latest financials for Crius. I'm seeing a big drag on cashflows from investments in working capital. It looked similar in the previous Q1, essential this working capital issue is eating up all their operating cash. Further they are "lending" out money at high rates which is draining their investing cashflows. Finally they are borrowing money to pay the distribution. This doesn't look very sustainable to me. Can you help me make sense of this cashflow statement? Where is the actual money? When I look at the adjustments they make to derive distributable cash I don't agree that normalizing out the working capital investment is a good approach, looks like this is just part of the business. What will change as they grow to make this company capable of actually paying this dividend?
Thanks,
Rob P.
Thanks,
Rob P.
Q: In light of the recent good Q & your positive comments,but weak sector & "sell in May & go away",it is advisable to increase my 1/4 position(p/p $6.11) to 1/2 position? Thanks for your normal great services & views
Q: Given the recent pullbacks (profit taking on news) in companies which you like (KWH.UN, OTEX, ZCL, ECI,PHO and GPS), do all still represent good buys and are any more compelling buys than the rest.
Thanks
Dave
Thanks
Dave
Q: I am down more than 30% on CRH on a small position. Is it still wort keeping or time to move on to better stocks..
Q: Good day 5i Team. Enercare dropped like a bomb on Friday. Yet BMO reports they had a record 1st Q...Is it just profit taking...or something else?? is this a good time to buy more? I own 2% of my very balanced PFs which have some growth some income but mostly balanced
Thanks for this incredible site!
Thanks for this incredible site!
Q: Your April 27, 2017 response says GUD's patience does not mean anything is wrong. Goodman is currently away in Israel for discussion with Medison
Biotech. Hope GUD goes commercial in 2017. Any comment on this move ?
Biotech. Hope GUD goes commercial in 2017. Any comment on this move ?
Q: hello
Would you consider Enercare a buy at these levels?
I'm looking for a solid dividend payer with a product or service that we can all relate to. Thanks
Would you consider Enercare a buy at these levels?
I'm looking for a solid dividend payer with a product or service that we can all relate to. Thanks
Q: YOU ANSWERED A READERS QUESTION ON EFN FAVOURABLY . YET SHARE PRICE OVER LAST WEEK AND 3 MONTHS ARE NEGATIVE.
ECN ON OTHERHAND SEEMS TO BE DOING MUCH BETTER .PLEASE CLARIFY
ECN ON OTHERHAND SEEMS TO BE DOING MUCH BETTER .PLEASE CLARIFY
Q: Gentlemen,
As you know I have $100,000 face value of the the NFI Convertible Debenture that is now selling at approx $400.
Maturity is June 30, 2017. I am trying to figure out what price to sell them at, given that the stock is selling in Canadian funds and the bonds are price in US funds.
The stock converts at 100 shares per $000 bond, but I am confused by the currency.
To figure out the price that I offer these debentures for sale, do I simply multiply the stock price X's 100 X's the currency exchange rate of 1.37 and divide by 10 to get the price per $100 face value?
The conversion info is here:
https://www.newflyer.com/investor-relations/performance
As you know this is a large trade for me and I don't want to screw up.
Thanks
Sheldon
As you know I have $100,000 face value of the the NFI Convertible Debenture that is now selling at approx $400.
Maturity is June 30, 2017. I am trying to figure out what price to sell them at, given that the stock is selling in Canadian funds and the bonds are price in US funds.
The stock converts at 100 shares per $000 bond, but I am confused by the currency.
To figure out the price that I offer these debentures for sale, do I simply multiply the stock price X's 100 X's the currency exchange rate of 1.37 and divide by 10 to get the price per $100 face value?
The conversion info is here:
https://www.newflyer.com/investor-relations/performance
As you know this is a large trade for me and I don't want to screw up.
Thanks
Sheldon
Q: Regarding the Balanced Equity Model Portfolio please explain the trade updates.If I sell 1% of PBH and hold 7,000 dollars worth, does this mean I should sell $70 worth? It doesn't make sense.
Q: After good Q,NFI is down today.Any reason besides likely profit taking?Thanks for u usual great services & views.
Q: SPB has taken a big hit since the beginning of this month. Do you know why? The technical based on my charting look quite poor. Are there any good reasons that we should continue to own the shares, ie do you see the share price recovering and if so why? In a recent ranking of stocks to buy similar to SPB ( your answer to a question) you rated this company last out of 6 or 7 companies, Not sure that instills a lot of confidence in our retaining the shares as I sense that you are not overly positive on the company?
Q: Hi there,
I have a question regarding allocation and trimming. In the beginning of the year I had rebalanced my portfolio and started with ~4% weighting in 25 names spread over the Balanced Equity portfolio. Many of the names have performed well and have been growing nicely since. A the same time I have been adding new funds (via work bonus, tax refund, monthly contributions etc) to my portfolio. In many cases this has taken the ~4% starting position lower as the overall total portfolio amount has increased. I know you suggest being prudent and trimming names that have done well, however as I continuously add money to my portfolio, the names that have done well are not necessarily increasing in overall portfolio weight due to new funds being added. As new money enters in my portfolio I have been adding new names (versus adding to the starting 25 positions - my portfolio is currently about 28 names). In this situation, how would you recommend trimming the winners that have gone up over the last 4 months?
Thanks!
I have a question regarding allocation and trimming. In the beginning of the year I had rebalanced my portfolio and started with ~4% weighting in 25 names spread over the Balanced Equity portfolio. Many of the names have performed well and have been growing nicely since. A the same time I have been adding new funds (via work bonus, tax refund, monthly contributions etc) to my portfolio. In many cases this has taken the ~4% starting position lower as the overall total portfolio amount has increased. I know you suggest being prudent and trimming names that have done well, however as I continuously add money to my portfolio, the names that have done well are not necessarily increasing in overall portfolio weight due to new funds being added. As new money enters in my portfolio I have been adding new names (versus adding to the starting 25 positions - my portfolio is currently about 28 names). In this situation, how would you recommend trimming the winners that have gone up over the last 4 months?
Thanks!
- Savaria Corporation (SIS)
- Spin Master Corp. Subordinate Voting Shares (TOY)
- Crius Energy Trust (KWH.UN)
- ECN Capital Corp. (ECN)
Q: Can you please comment on the earnings of SIS,TOY,ECN and KWH.un with regard to expectations and your opinions moving forward.
Thank you
Thank you
Q: I recently subscribed to 5i, the ETF update and the Canadian Money Saver Magazine. I have been learning lots and you guys do great work!
I just finished university and am looking towards building my first portfolio. I have been comparing the various models portfolios from 5iResearch, the Canadian Money Saver Magazine Model ETF portfolio, and Couch Potato. I have an understanding about the goals and strategy behind all the model portfolios except for the CMS Model ETF portfolio. Similar to how you break down the model portfolios on 5i, can you provide an overview of what the CMS model ETF portfolio investment strategy, investment suitability/risk tolerance, and targeted annualized returns are.
Thanks for the great service you provide! Look forward to being a long time member!
I just finished university and am looking towards building my first portfolio. I have been comparing the various models portfolios from 5iResearch, the Canadian Money Saver Magazine Model ETF portfolio, and Couch Potato. I have an understanding about the goals and strategy behind all the model portfolios except for the CMS Model ETF portfolio. Similar to how you break down the model portfolios on 5i, can you provide an overview of what the CMS model ETF portfolio investment strategy, investment suitability/risk tolerance, and targeted annualized returns are.
Thanks for the great service you provide! Look forward to being a long time member!
Q: Please comment on results of KWH.UN .Thanks for u usual great services & opinion
Q: do you have any commentary on ENB recent earnings results
Q: In a diversified portfolio would you endorse a full position in ITC or wait?