Q: I have small position on FSV and doing well, It appears to be overvalued. Do you think it is good idea switching to AIF? thanks, Tim
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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: Good afternoon
In 2016 I purchased FSV @ $57. It popped in February and I sold it @ 65 and made $10,000. It just keeps on going but I'm hesitant to get back in because the PE is 65.
Any thoughts?
Thanks
In 2016 I purchased FSV @ $57. It popped in February and I sold it @ 65 and made $10,000. It just keeps on going but I'm hesitant to get back in because the PE is 65.
Any thoughts?
Thanks
Q: Can you comment on their recent acquisition of California Closets and how quickly this will be accretive to earnings? The market seems to like the purchase but this continues to be a very expensive stock on a PE basis. I show 63X trailing earnings. Is there some other metric I should be using for this stock?
Q: Nice calls on these two...I bot them last week with your research and have now covered my next 10 years worth of subscriptions..Thank you very much..learning more and more with your coverage..
Q: Greetings: since your January report on FSV the company has posted quarterly and full year 2016. The stock responded well. Can you comment on your prior concerns about valuation? They raised dividend, so I assume they are confident in the future. I have owned it since before the spinoff and am up over 100%. My position is still less than 5% because I sold Colliers, which was half of my original position, but I am even more concerned about valuation now since the rise in share price. Should I be? Just wondering if it is time to move on, but reluctant to sell winner. Thanks
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Colliers International Group Inc. Subordinate Voting Shares (CIGI)
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FirstService Corporation (FSV)
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Altus Group Limited (AIF)
Q: I have owned cigi AND FSV through the split. Would you move into aif.No tax worries.
Q: I'm considering purchasing First Services. What do you think?
Q: Can you give me your opinion on this stock
Q: It dropped quite a bit the last few days. Do you think it is a good entry point for RRSP now or is it still too expensive to get in? Thanks.
Q: Could you please comment on today's earnings report and would you consider this to be a good entry point for an RRSP account.
Thanks
Thanks
Q: I own all three and would like to increase my weightings up to a maximum 3-5% position in each name. What do you guys think of these names currently? Will the recent news about tempur-pedic affect sleep country much?
Good job on bnn Ryan.
Good job on bnn Ryan.
Q: I have some cash and would like to add to an existing position. do you think it's too "rich" at this stage and should I wait for a better entry point?
Q: How is it best to determine the valuation for First Service? I am guessing price/cash flow because looking at the P/E, it appears to be extremely expensive. What would be a reasonable P/CF range for this company? What would be a reasonable P/CF range for this sector?
Jim
Jim
Q: Gentlemen
I am looking for a company to fill out my Real Estate space in my portfolio. Which of the above do you favour?
I am a conservative investor and with a good quality company be willing to hold for the long term.
Thanks
I am looking for a company to fill out my Real Estate space in my portfolio. Which of the above do you favour?
I am a conservative investor and with a good quality company be willing to hold for the long term.
Thanks
Q: Could you please comment on the latest quarter. A good buy at this level? Thanks.
Q: Good Morning Peter, Ryan, and Team,
I manage an income oriented account which closely tracks the 5i Income Portfolio. However within that account I do have a small basket of more growthy but still steady eddy names with position weights of 2% each. The idea is to squeeze out a bit more return than just income stocks over time. The present holdings are GUD, SIS, ESL, SYZ, BCI, PKI. I was thinking of adding FSV and DSG to this group. Your feedback would be greatly appreciated. Thank you. DL
I manage an income oriented account which closely tracks the 5i Income Portfolio. However within that account I do have a small basket of more growthy but still steady eddy names with position weights of 2% each. The idea is to squeeze out a bit more return than just income stocks over time. The present holdings are GUD, SIS, ESL, SYZ, BCI, PKI. I was thinking of adding FSV and DSG to this group. Your feedback would be greatly appreciated. Thank you. DL
Q: Could you tell me if the distributions of FSV are in US or CAN dollars?
Q: I've decided to sell DH as other than the dividend I don't think it now has the management or leading edge technology to compete in the US anymore. They had a good business for many years but have not kept pace. Looking for a replacement in a RIF which includes MIC, IPL, EIF, KXS, ESL, KEY & WSP. Your recommendations. Thank you.
Q: I have trimmed my real estate holdings to 10% of my stock portfolio with 5% in each CIG and FSV. However, I am wondering if I should be taking into account my commercial & residential real estate outside of my stock portfolio? They do generate monthly income and I don't want to sell the properties. Perhaps I should not hold any real estate in my stock portfolio?
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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FirstService Corporation (FSV)
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Uni-Select Inc. (UNS)
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Primo Water Corporation (PRMW)
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Premium Brands Holdings Corporation (PBH)
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Pacific Insight Electronics Corp. (PIH)
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Richmont Mines Inc. (RIC)
Q: I am resubmitting this question as apparently the symbols did not show up with my first question. Can you please comment on these stocks as to suitability for a GROWTH portfolio and if you have any concerns over any of these. Are there any substitutions you would make to this list? Thank you.