Q: The Book Value sits at above $19.00 per share. The stock trades just above $12.00. Today FFH announced that it bought some shares from individuals @ 15.29 and issued a warnings about possible future share purchases. Management obviously has to find a way to unlock shareholder value. What is your take on the announcement today.
Q: I hold SPOT and have been adding to my position on current weakness. Their earnings took a hit recently but they also acquired DigiGeoData which looks like a good move to me. They are profitable at this size and can scale quickly. I'm surprised that it continues to fall past the 70 cent mark and hit 64 cents today to make the p/e of 9x, p/book of 2 and price to sales under 8x. The fundamentals look great to me - am I missing something?
Q: Given the latest quarter report and the drop in share price, management still seems optimistic longer term. How do you see this company/stock over 5 years?
Q: Methanex is on a bit of a run here. Given that it’s cyclical and natural gas costs are high (input cost), would this be a time to harvest gains and deploy elsewhere or does it have further room to run? Price hit $100 a few years back, if I recall correctly.
Q: Hi 5i,
Was looking to add to my half position of FTS and came across this news.... heading.....
"Veritas Downgrades Fortis to Sell from Buy, Keeps CA$57.50 Price Target."
Can you provide any insight on why they would consider FTS a sell and would you agree?
Would you be comfortable adding at this price for 2-3 yr hold or would you wait for maybe better entry point?
Q: With the big drop in APPS today, do you find it attractive and recommend starting a position in it? Is the Google Sandbox Privacy news that significant to APPS?
Thanks for the amazing work you and your team does!
Q: If a dividend or distribution is declared in December 2021 but payed in January 2022, is the revenue taxable in 2021 or 2022?. I think 2022 but I might be wrong. Thanks.
Q: I was seriously underweight in the health care sector in my portfolio, so this year's TFSA contributions (mine & spouse's) went to NBLY & AND.
Obviously 6 weeks is a ludicrously short time to evaluate performance, and these two investments only constitute a tiny fraction of my overall portfolio, but can you provide some assurance that these remain reasonable investments? Especially in the context of being the only direct health care exposure. Both are down substantially, NBLY esp. down almost 30%. Did I just happen to pick a bad time to buy?
NBLY results reported this morning didn't look that bad?
Q: Increase iShares US High Yield Bond ETF (XHY) to 5.0%
Trade Rationale - With the equity markets continuing to see volatility, we are adding to XHY for some fixed income diversification and to enhance portfolio yield.
Can you enlighten me a bit more about this buy. XHY has been going down for a while. Thank you.
Q: Hi. Can you confirm consensus EPS estimates for this weeks release is $2.62? If so, why would the analysts forecast an increase of 17% vs. Q4 last year when it is growing earning at 35%+ AND reported $2.70 in the prior quarter. Do they know something the rest of us don’t?
Q: Could I get your opinion on this company , please and thank you....and also if you could provide the terms of their warrants it would be much appreciated...Cheers