Q: This company is in an interesting space and has a CEO, Stephen Reid, who was previously employed at a senior level with Alaris Royalty.Given the success of other financial firms in the space "vacated" by the banks, what is your opinion of FCF's prospects? 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: This company makes up a very small percentage of an overall balanced portfolio. Last quarter was obviously a mess. Market is pricing in a reduction in the dividend. From it's current valuation, what would you expect the market reaction to be if they reduced their dividend by 50%? Further decline/appreciation or are we now in a basing/trading range for the next few quarters?
Regards,
Robert
Regards,
Robert
Q: Good afternoon,
As part of an overall portfolio, I hold some speculative positions in precious metal stocks. These are somewhat balanced between names like FNV, THO, and PG on the one hand, and smaller and riskier names on the other. In the latter category I do hold some shares of ORG. I believe it is run by the former Red Back team, but would appreciate your views on whether a position should be maintained.
Thank you.
As part of an overall portfolio, I hold some speculative positions in precious metal stocks. These are somewhat balanced between names like FNV, THO, and PG on the one hand, and smaller and riskier names on the other. In the latter category I do hold some shares of ORG. I believe it is run by the former Red Back team, but would appreciate your views on whether a position should be maintained.
Thank you.
Q: A recent questioner addressed the issue of identifying high growth and high momentum stocks at attractive valuations that remain under the radar but have the potential to become investor and fund manager "favorites".
I am wondering if PIH could be such a stock. With increasing share price and trade volume appreciation, and rising growth in revenues/earnings, but attractive valuation (around 11 trailing P/E), am I wrong in thinking this one could start to gain increasing attention? Does it make sense to average up on a stock like this as I have been doing over the past couple weeks (the full position would be quite a small fraction of my overall portfolio)?
I am wondering if PIH could be such a stock. With increasing share price and trade volume appreciation, and rising growth in revenues/earnings, but attractive valuation (around 11 trailing P/E), am I wrong in thinking this one could start to gain increasing attention? Does it make sense to average up on a stock like this as I have been doing over the past couple weeks (the full position would be quite a small fraction of my overall portfolio)?
Q: Glacier has just announced a rights offering. Could you please explain how this works, what the advantages are for the investor and for the company, why would they do this and is this typically a prudent move by the company. Putting Glacier aside, do you recommend investing during a time when a company has made such an offering? Also, how do the backstop agreements work? Thanks for your great work.
Q: Please comment on earnings released today, they look very good but I am unsure of the streets expectations, no debt, cash on hand and EBITA doubled. Why is this stock stuck in a sideways action? Thanks
Q: Hi 5i Team!
FTG was a top pick on Market Call yesterday and is among the most active on the TSX today. Your lone opinion on FTG on April 12 indicates a positive impression and outlook. Would you please expand on your opinion as follows:
What current metrics matter to 5i when evaluating this company now, and how does this guide you in forming your opinion?
What metrics would you focus on when evaluating FTG a year from now?
What industry do they serve, and who are their main customers To what extent do they depend on domestic and export sales of their technology?
Is FTG a good candidate for a 2-3% patient wealth building portfolio or do you consider more of a cyclical investment?
Is FTG the kind of investment that would possibly considered by 5i in future as a candidate for the Growth Portfolio?
Appreciate your opinion, as always...
SGR
FTG was a top pick on Market Call yesterday and is among the most active on the TSX today. Your lone opinion on FTG on April 12 indicates a positive impression and outlook. Would you please expand on your opinion as follows:
What current metrics matter to 5i when evaluating this company now, and how does this guide you in forming your opinion?
What metrics would you focus on when evaluating FTG a year from now?
What industry do they serve, and who are their main customers To what extent do they depend on domestic and export sales of their technology?
Is FTG a good candidate for a 2-3% patient wealth building portfolio or do you consider more of a cyclical investment?
Is FTG the kind of investment that would possibly considered by 5i in future as a candidate for the Growth Portfolio?
Appreciate your opinion, as always...
SGR
Q: Hi, i would appreciate your comments about Espial Group. What do you think of the management. Would you consider it a buy at this price. Thanks as always.
Q: What are your thoughts about MAL, given the last quarter results. Do you think about growth potential? ... and what are the major future risks? They seem to do well and has high insider ownership. I like the stock but I am looking for what could be the downside. Would you hold it long term?
Thank you,
Thank you,
Q: What is your opinion of 5NPlus?
Q: I bought Starcore SAM while ago and it has increased in value along with other gold company shares. Please provide me with some thoughts on the company.Thanks.
Q: Any insight on IRD(international Road Dynamics).
Q: Intrinsyc technologies reported Q1 results. It appears to be really strong revenue growth once again. This TSX-listed technology stock deserves much more attention. What is your opinion?
Q: The returns on this fund are excellent, the mer not so much 2.34%.
Your thoughts please or alternate suggestions. Thank you.
Your thoughts please or alternate suggestions. Thank you.
Q: Please provide your thoughts about Terra Firma. What is the key business risk with this company? Would you rate it a buy at current price. Appreciate your help.
Q: More M&A going on in the burgeoning programmatic ad space with Comcast acquiring StickyAds today for $US 100m+
https://finance.yahoo.com/news/comcast-acquired-french-ad-tech-102757421.html
As mentioned in the article, Comcast had also acquired FreeWheel previously for $US 320m in 2014
As I understand it, AcuityAds already includes the marketing and technical aspects of a combined FreeWheel and StickyAds. Of course the scale of business is different but their valuation at US $420m+ might make AcuitiyAds at $CDN 33m look attractive to someone. Would you agree?
https://finance.yahoo.com/news/comcast-acquired-french-ad-tech-102757421.html
As mentioned in the article, Comcast had also acquired FreeWheel previously for $US 320m in 2014
As I understand it, AcuityAds already includes the marketing and technical aspects of a combined FreeWheel and StickyAds. Of course the scale of business is different but their valuation at US $420m+ might make AcuitiyAds at $CDN 33m look attractive to someone. Would you agree?
Q: Hi folks,can I please get your opinion on Q results for Redknee,I know they pre-announced bad so Q not surprise,but with some deals announced after Q results,is there hope for this company.Have small position and would you average down or is this an avoid,thanks as always,jb
Q: can you give me your comment on the result of HEO
Q: Now that most bad news is reflected in the stock, including a potential div reduction, I'd like to buy the stock at <= book value. The BVPS published on TMXMoney.com is .46. What is your estimation of the current book value per share?
Thank you very much
Thank you very much
Q: What are your thoughts on IDG, and would you consider this Consumer Discretion?