Q: The Globe Investor shows GUD as delisted. I doubt it is. Comments?
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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: Hello Peter & 5i Team, I write about Shawcor SCL. I have a 30% gain in SCL having accumulated these shares since July 2013 and I wonder if I shouldn't exit the position or at least take some profits? It was only in January when the company warned on Q4 coming out with bad news inconsistent with strong pipeline industry performances. Then we received a positive surprise with a strong Q1. I like the 30%+ ROE, cheap 2015 forecast PE of 11.5x, P/CF of 8.1x and expected cash balance of $500 million end of 2015 (TD Waterhouse forecasts). Is the business that volatile and does management not have better visibility to have predicted this surprising turnaround only 3-4 months later? Thanks for your reply.
Q: Hi Peter and Team,
Could you please provide an update on Merus Labs (MSL-T)? Is there any other Canadian company that you would prefer in this space? Thanks!
Heather
Could you please provide an update on Merus Labs (MSL-T)? Is there any other Canadian company that you would prefer in this space? Thanks!
Heather
Q: Two opinions if you would. What is with cxr last two days? What can you tell us about aif. Thank you as always.
Q: Canaccord Genuity downgraded Linamar to "sell" from "hold" but maintained a $50 (Canadian) price target. It says its margins are near peak levels and the stock is pricey. Do you agree with this assessment?
Q: technically, ShawCor SCL kicked the barn door to pieces on Friday -- out of a 13-month flat base
is it backed by numbers?
thanks
is it backed by numbers?
thanks
Q: David Maris of BMO is quoted as saying:
"As of now, we think the Valeant bid stands at a less than 50% probability of being successful, and we base this on our belief that the cost cuts announced are not credible.” There's also discussion about an Allergan golf course in California that may or may not exist (how could such a thing be hidden from public view?). This is the same guy who exposed Biovail's contorted explanation as to why they missed earnings, so he would seem to have some credibility. Also Bill Acker's past record on acquisitions is far from perfect.
I still hold VRX from the 2012-13 model portfolio. Would it be better to stand aside with this latest revelation? Thanks, J.
"As of now, we think the Valeant bid stands at a less than 50% probability of being successful, and we base this on our belief that the cost cuts announced are not credible.” There's also discussion about an Allergan golf course in California that may or may not exist (how could such a thing be hidden from public view?). This is the same guy who exposed Biovail's contorted explanation as to why they missed earnings, so he would seem to have some credibility. Also Bill Acker's past record on acquisitions is far from perfect.
I still hold VRX from the 2012-13 model portfolio. Would it be better to stand aside with this latest revelation? Thanks, J.
Q: What do you think of SUM?
Q: Hello 5i Team,
LNR: This is a question about trading Linamar. Looking at Level II, most trades are always for 100 shares, and maybe the odd 200 lot, or 50. How is it that the share price rises so much (3% at this writing) on such small lot sizes? What don't I understand?
Many thanks.
LNR: This is a question about trading Linamar. Looking at Level II, most trades are always for 100 shares, and maybe the odd 200 lot, or 50. How is it that the share price rises so much (3% at this writing) on such small lot sizes? What don't I understand?
Many thanks.
Q: DND, Could you please give me your opinion of Ciphers report today, to me it looks good but I'm wondering why the stock is down? What is your forecast for this company, is it time to sell?
Thank you
Thank you
Q: Hi Peter
Is there any reason why Macro Enterprises (MCR) is moving higher lately. It's up 37% off its lows over the past 10 days.
I can't find any news on it.
Thanks
Is there any reason why Macro Enterprises (MCR) is moving higher lately. It's up 37% off its lows over the past 10 days.
I can't find any news on it.
Thanks
Q: What is your outlook for GIB.A since the first quarter report has been filed?
Q: Hello Team,
I am surprised there were no questions about CCL Industries (CCL.B) today. Wow, what a great day (up over 8% after reporting record numbers!). So glad you pointed out that company to me. Any additional insights?
Cheers. Michael
I am surprised there were no questions about CCL Industries (CCL.B) today. Wow, what a great day (up over 8% after reporting record numbers!). So glad you pointed out that company to me. Any additional insights?
Cheers. Michael
Q: would u buy surge energy at today price or is there a better one
Q: LGT.A
Hi Peter
May I have your thoughts on Logistec . I am think about purchasing this stock . Is now a good time to enter . Or is it too expensive .
Candi
Hi Peter
May I have your thoughts on Logistec . I am think about purchasing this stock . Is now a good time to enter . Or is it too expensive .
Candi
Q: can you comment on LOY results- revenue growth looks good but the net income is a bit disappointing. Would you call it cheap at these levels? Thanks
Q: I have some cash I am thinking of deploying either in atd.b or hlf. which would you choose...or would you suggest something from the model portfolio instead. Thank you.
Q: What are thoughts about Nordex earnings (nxx-t). Would this be a good buy.
Tom
Tom
Q: Hi Peter,
Red knee solutions rkn has been on a slide lately despite being voted as a top 10 growth company. Your thoughts on this going forward. Also the technicals are weak.
Thanks
Paul
Red knee solutions rkn has been on a slide lately despite being voted as a top 10 growth company. Your thoughts on this going forward. Also the technicals are weak.
Thanks
Paul
Q: please give an update on mre. Martinrea International
thanks
thanks