Q: Thank you for answering my question on NAV.
The unanswered part of the question is "of the 3 is DIR.un still your favourite. Lastly please rank by risk."
Q: wsp reported late Monday. your assessment of earnings was positive. why is it down so much Tuesday am. is there something you missed or interpreted in reading the results
Q: hi folks, thoughts/opinion of Q1/23 results for Digital Turbine Apps/q....like most beaten tech stocks...numbers & guidance seemed okay..not great...but they are profitable, & company seems to be doing better than others in their Sector...took full positon at $20sh and very happy to hold thru the tech rout...merci beaucoup for all you do...jb Piedmont QC
Q: I’m thinking of selling a position in Enbridge and buying Northwest Co.(NWC). I feel confident that NWC has a further pop from here comparing it’s P/E to it’s historical P/E. This is just a short term speculation trading idea. Other things I like are the management, recent insider buying by the CEO and price to sales ratio. I’ll still own Enbridge long term in my portfolio but this will be my first time looking into Northwest and just wanted your comments on my thoughts and on the pros and cons of Northwest. Thank you.
Q: Hello 5i Team
I am thinking of buying Roger’s after the recent drop in price, do you think they will regain the price drop?Is it a good time to start a small position.
Thanks
Q: TD and BMO recently issued preferred shares. TD 5 Year Rate Reset Series 28 yielding 7.232%, reset 4.2%. BMO 5 Year Rate Reset Series 50 yielding 7.376%, reset 4.25.
Both press releases both include the line "will issue to certain institutional investors"
Can retail investors purchase these? The rate and reset seem fantastic based on the quality of the issuers.
Q: There has not been a question regarding this company since early 2021. At that time it was trading around $5 and it was suggested the results would be binary. Now it is $15, could you provide an update on this company regarding its progress and growth in revenue/profitability. Thank you. John
Q: On Aug Simply Wall St stated that Doo's FV is $191.42 & basing on then price of $97.40,it is 49.1% undervalued Tonight It announced acquisition of Shawingan operations of Kongsberg. Today Zacks
ranked it #2(ie Buy) and a A grade for value.Please comment.Txs for u usual great services & views
Q: I was just stopped out of CG on today's ex-dividend date. The stock took a precipitous drop, apparently, due to the announced departure of Kewsong Lee. I realize that this kind of thing happens all the time; however, is there a materially negative issue that should preclude my re-purchase of CG?
Thanks,
David
Q: With the share price depressed, I would imagine management would not want to issue equity for acquisitions as it would be too dilutive. In light of this, does Converge have enough cash flow to hit the 5 billion run rate in revenue for 2025? Or are acquisitions going to be largely debt financed? If debt financed, do they earn enough on these to overcome high interest rates and cost of capital? Thanks.
Q: I have cash available to add a couple of stocks to this portfolio.
AQN,AT,ATA,BAM.A,BCE,BNS,EIF,ENB,KEY,NVEI,PBH,PRN,PXT,SLF,TFII,TOI,TSU,VDY,VFV,VGG,VVL,WELL,WSP,XAW.
Regardless of sector what are your top 2 or 3 recommendations to add to this portfolio.
Q: I am wondering about the NAV for DIR.un as the company reported an updated value of $16.64 last week with its Q2. How often does a REIT update its own numbers for this as a rule? I note it trades at a 25% discount to this number now whereas a year ago it traded at a premium to NAV.
What comparable NAV numbers would SMU.un and GRT.un have and of the 3 is DIR.un still your favourite. Lastly please rank by risk.
Q: MPW pays a dividend of some 7%. I do hold a small position and am wondering if I should maintain or exit. I like the yield but in the past I have not had capital appreciation success with "high yield" stocks and usually ended with a net loss. I don't see any reason to exit except the high yield is telling me the market knows something I do not. Am I "over-reacting" ? Thanks John
Q: both companies keep hitting 52 week highs on large volume-so for me the old adage tends to apply-stocks that hit 52 week highs tend to go higher still, stocks that hit 52 week lows tend to go lower still.
i know both are speculative-what is your opinion, would you be a buyer.dave
Q: Your opinion on salt and it’s seemingly come from out of nowhere rise in value. Does it have staying power? As always, Thanks for your great service.