Q: I'm always adding to my positions in 5i stocks (mainly BE portfolio plus some growth portfolio stocks) and I like to buy "cheap". Can you point to anything that might be on sale right now? Thanks as always.
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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: Over the past few days, I have heard several talking heads on BNN (which I watch infrequently) disparage the Consumer Staples sector and ATD specifically, saying the valuations are too high. Which metrics are they using? You haven't rated ATD yet so I haven't found the answer on this site.
I like watching the technicals (but don't react to them). Neither the sector as a whole nor ATD is overbought and in fact the sector is closer to oversold. And, ATD has been on an unbroken uptrend since July of 2009 - but is that a bad thing?
I like watching the technicals (but don't react to them). Neither the sector as a whole nor ATD is overbought and in fact the sector is closer to oversold. And, ATD has been on an unbroken uptrend since July of 2009 - but is that a bad thing?
Q: I am still kicking myself at my stupidity. I sold these when 5i sold them from the model portfolio and bought FM and G when FM was still in the model portfolio thinking it was on sale.I have since been in contact with the IR at FSV and the future looks good they assure me.FM has gone south quickly since their massive offering. There are lots of other stocks that are more "expensive" in the model portfolio.I am just disappointed at the choice of resource stocks by 5i and the damaged caused in my returns.
Q: Please comment earnings report for above three and forward guidance. Thanks. C
Q: Q3 report. Comment please.
Q: Your comments on their 3rd quarter results please. Looks like they continue to forge ahead. I have most of the balanced portfolio with full positions, and half of the growth at 3% positions or less for a total of 60% per your suggestion. Re your philosophy of adding to a winning position, and considering Kinaxis performance to date would you bring it up to a full position.
Thanks Peter
Thanks Peter
Q: Hi Peter and Team,
I saw this article on National Post that could be driving down ATD.B. Sounds like Credit Suisse analysts are saying that its price to cash flow ratio is inflated and that it's driving a bubble in consumer stocks. What are your thoughts on this? I have a fairly large position (~8%) in ATD.B and don't want to get caught in a sector falling out of favor (like what just happened in biotech).
Jordan
I saw this article on National Post that could be driving down ATD.B. Sounds like Credit Suisse analysts are saying that its price to cash flow ratio is inflated and that it's driving a bubble in consumer stocks. What are your thoughts on this? I have a fairly large position (~8%) in ATD.B and don't want to get caught in a sector falling out of favor (like what just happened in biotech).
Jordan
Q: ATD is getting hammered this morning on apparently no news. I have a small position initiated (like 1%) and was planning on building over a period of months. Is there a reason not to add on this pull back?
Q: Peter and Team,
What stocks in the Model Portfolio might fall into the category of "Roll-up companies" that seem to be getting attacked by short sellers lately?
What stocks in the Model Portfolio might fall into the category of "Roll-up companies" that seem to be getting attacked by short sellers lately?
Q: Hello Peter and Team. Could you please provide any insight or views? Shares continue to gap down with every passing month since its summer highs. EFN has been a darling in the CDN financial space. Is there expectation for soft earnings?
Thanks
Thanks
Q: Hello team, Any reason for the big drop? Any chance EFN can also be a target of the "short sharks" due to it's big debt?
Thank you!
Thank you!
Q: Is EFN about to be the next company hit by a short sellers report. Price action is not indicative of any other related market events other than the next Canadian company in line.
Q: A report I read on IT says the short float raised from 2.58% to 5.38% in a month. Should this be cause for concern or are these numbers not unusual. Given the recent short attacks, I am nervous with this market. Thanks
Q: What is your opinion on cpd?
is it a buy now and what is your future outlook?
Would cpd rise with a rise in interest rates and with interest rates at the bottom this would be a good entry here?
is it a buy now and what is your future outlook?
Would cpd rise with a rise in interest rates and with interest rates at the bottom this would be a good entry here?
Q: Hi, could you please post the consensus estimates for EPS, EBITDA and Revenue for Q3 for Kinaxis and CCL Industries. Thanks
Q: Hi,
It is in the model portfoliio. In Oct. 22 on MarketCall, Eric Nuttell mentioned that he has a high regards for the company, but that the dividend may be at risk.
Do you perceive any risk in the dividend?
Thanks,
IF
It is in the model portfoliio. In Oct. 22 on MarketCall, Eric Nuttell mentioned that he has a high regards for the company, but that the dividend may be at risk.
Do you perceive any risk in the dividend?
Thanks,
IF
Q: Drt-Please advise when it reports.Yahoo finance states Nov 4-9,& Eps of .04 & $58.51m revenue. Gxi-On Bnn today,B Campbell of Stone Castle states that the new CEO cut $6m - $6.5m costs resulting in increase of EBITDA from $6.5m to $12m on $65m revenue.It reports on Nov 12.Given its record of overpromising & underdelivering,albeit a new Ceo,it is an entry point now.As always,appreciate your usual great services & views.
Q: I see a number of very positive comments about TNC. Is this a name that could be added to your Growth Portfolio? If yes - what name, if any, would you drop to make room? Thanks
Q: Any news/reason for the 5% pullback in EFN today? I would like to add to my position and was wondering if this is a good opportunity? Thanks!
Q: Good morning, just a clarification to your answer from Imtiaz. Your statement "We have seen a recent President's Letter report on the company, and it basically was throwing in the towel" insinuates that management is "giving up". Is this apparent from the letter? Will you keep it in the portfolio for now? Thanks very much.
Kim
Kim