Q: You last commented on RET.A in response to a question in May. Has your position on this company changed at all since then? An article today in the Globe opines that the rising Canadian dollar will improve RET.A's buying power.
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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: Given Fairfax's recent investment in AGT I'm looking for an opinion on the company. How would you rate it for growth among other company's in the consumer defensive sector?
As always, thanks for the great service. I find the Q&A board and the reports extremely helpful in making investment decisions.
As always, thanks for the great service. I find the Q&A board and the reports extremely helpful in making investment decisions.
Q: All seems well here? I've let it run to an overweight position, especially for the size of company, whats the biggest company risk you see going forward?
Q: People reported Q3 results on Monday - comments?
Q: Currently own a fair number of shares. Thinking of increasing on forthcoming anticipated sales. Your thoughts.
Q: FRII continues to drop. Would you be a buyer at these levels or wait until there is some upwards momentum? When does it next report and what do you expect from the company?
Q: Hello.
At the moment Assure Holdings reminds me of CRH or PHM before the market took notice and the explosive share price gains that followed. Can you comment on valuation and overall as a speculative position? It looks quite cheap to me albeit a very limited public reporting history. Keystone recently recommended the stock as a spec buy. I'm interested to get 5i's take. Thanks.
At the moment Assure Holdings reminds me of CRH or PHM before the market took notice and the explosive share price gains that followed. Can you comment on valuation and overall as a speculative position? It looks quite cheap to me albeit a very limited public reporting history. Keystone recently recommended the stock as a spec buy. I'm interested to get 5i's take. Thanks.
Q: Good Morning.
Regarding Firan, they reported earnings of .01 vs est .06 They seem to be making good progress on building the business considering:
Achieved sales of $25.5M, an increase of 29% over Q2 2016
Grew Aerospace segment sales by 60% over Q2 last year
Grew Circuits segment sales by 17% over Q2 last year
Gross margins increased by $0.9M or 18% over Q2 last year
Closed the Teledyne PCT facility at the end of Q2
Q2 profitability impacted by the extension of Teledyne PCT operations and ongoing ramp up of activity of Chatsworth operations, which are expected to continue to ramp up through Q3
May I have your thoughts? Thank you
Regarding Firan, they reported earnings of .01 vs est .06 They seem to be making good progress on building the business considering:
Achieved sales of $25.5M, an increase of 29% over Q2 2016
Grew Aerospace segment sales by 60% over Q2 last year
Grew Circuits segment sales by 17% over Q2 last year
Gross margins increased by $0.9M or 18% over Q2 last year
Closed the Teledyne PCT facility at the end of Q2
Q2 profitability impacted by the extension of Teledyne PCT operations and ongoing ramp up of activity of Chatsworth operations, which are expected to continue to ramp up through Q3
May I have your thoughts? Thank you
Q: This company first came on my radar in an issue of Capital Ideas Research. Since then, I've found out that Mark Schmiel (Fidelity Special Situations & Canadian Growth Company) holds approximately 10% of the companies shares in his funds.
What does Acuity do that makes them different? What are their prospects for growth?
What does Acuity do that makes them different? What are their prospects for growth?
Q: FCF appear to be in a good financial position with the ability to make acquisitions, yet no new developments. Does your team have an update on FCF?
Thanks,
NA
Thanks,
NA
Q: Hi 5i,
What is your take on Freshii (FRII) at this point, with the stock at its publicly traded low, the promotional noise having quieted somewhat, and its next quarterly report upcoming?
Also, recognizing that it is largely guesswork, from the stocks you are already very familiar with, are there any that you think may be well positioned to beat market expectations in the upcoming round of reporting?
Thanks?
What is your take on Freshii (FRII) at this point, with the stock at its publicly traded low, the promotional noise having quieted somewhat, and its next quarterly report upcoming?
Also, recognizing that it is largely guesswork, from the stocks you are already very familiar with, are there any that you think may be well positioned to beat market expectations in the upcoming round of reporting?
Thanks?
Q: Are there public companies in Canada suitable for playing blockchain?
Q: Hello
Is ITP's $67M purchase of CANTECH a material event for ITP. I see the purchase price is $3Mhigher than originally stated due to some extra costs.
What is you opinion of ITP's prospects going forward.
Thank You
Have a great day
Clarence
Is ITP's $67M purchase of CANTECH a material event for ITP. I see the purchase price is $3Mhigher than originally stated due to some extra costs.
What is you opinion of ITP's prospects going forward.
Thank You
Have a great day
Clarence
Q: Hello 5i: Do you have any comments to make about PIH? It looks like a very interesting, under-followed Canadian small cap
Q: SVI-x Do you have any info. on this small co? Thanks for all your great help.I now have one of my grandkids interested and is following with great interest in all of the questions so my small investment has paid off. Jim
Q: If the above does not get bought out, is the dividend safe? What is the payout ratio looking like? What are earnings estimates like for the upcoming couple of years and revenue estimates? Thanks.
Q: What are you latest thoughts on TPK? I've avoided it for awhile but I see for the last 6 months or so it's trying to bottom technically - are they resolving their issues? The p/e is not onerous and the dividend is almost 4%. Thanks.
Q: have not seen any recent news for QTRH...
are you aware of any happenings with this newly developed holding company?
ed in pointe claire, que.
are you aware of any happenings with this newly developed holding company?
ed in pointe claire, que.
Q: It has been almost a year since a question on this company.
Can you please provide an update on this company.
It appears to be grinding higher.
Would recommend taking an initial position at this time?
Thanks
Can you please provide an update on this company.
It appears to be grinding higher.
Would recommend taking an initial position at this time?
Thanks
Q: I have some room for a small cap growth stock.
Thinking of itc or pho....or would you have other suggestions.
Why in the case of itc and pho would you prefer one over the other?
Thinking of itc or pho....or would you have other suggestions.
Why in the case of itc and pho would you prefer one over the other?