Q: Breakwave dry Bulk Shipping/BDRY. This keeps creeping up almost every day. Please comment. Thanks!
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Hi,
Are you able to tell me anything about this company? Would you recommend a speculative buy on this?
Thanks,
Craig
Are you able to tell me anything about this company? Would you recommend a speculative buy on this?
Thanks,
Craig
Q: What are your thoughts on REAL earnings announced this morning (Wednesday). Looks good and a beat. Should this get the stock moving?
Q: Can you tell me anything about this micro app such as management,projects,cash burn and likelihood of success or just a lottery ticket
Thanks
Thanks
Q: your opinion on this reit. its seems to be buying a lot of properties. looking forward is div safe?
Q: please provide your opinion on this company ... on the surface, it seems to have an aggressive business plan with new technology and clients
Q: Hi Team,
Please give us your thoughts on the quarter.
Thanks!
Please give us your thoughts on the quarter.
Thanks!
Q: Hi 5i team,
Was looking at the Kinaxis Company Profile page on your web site in anticipation of KXS upcoming earnings report on May 5.
There is a huge divergence in the Q1, Q2, FY1 and FY2 wrt the 90/60 vs the 30, 7 and Current consensus EPS estimates.
Can you please explain the reason for the divergence? Was this simply due to their lowered guidance after their last Q release?
It seems like this is setting up for some major disappointment ahead wrt EPS changes.
Is this already reflected in the current stock price?
What is Kinaxis track record for meeting/beating guidance?
I assume the stock is a hold until on or after May 5 and perhaps buy into any weakness in anticipation of some new meaningful contracts in 2021?
Cheers,
Steve
Was looking at the Kinaxis Company Profile page on your web site in anticipation of KXS upcoming earnings report on May 5.
There is a huge divergence in the Q1, Q2, FY1 and FY2 wrt the 90/60 vs the 30, 7 and Current consensus EPS estimates.
Can you please explain the reason for the divergence? Was this simply due to their lowered guidance after their last Q release?
It seems like this is setting up for some major disappointment ahead wrt EPS changes.
Is this already reflected in the current stock price?
What is Kinaxis track record for meeting/beating guidance?
I assume the stock is a hold until on or after May 5 and perhaps buy into any weakness in anticipation of some new meaningful contracts in 2021?
Cheers,
Steve
Q: Good Day
I am reading the voting information regarding the proposed take over and I am interested in the meaning of "Shareholders (other than the Shaw Family Shareholders) will be entitled to receive, for each Share held, $40.50 in cash, without
interest, less applicable withholdings"; particularly the part "less applicable withholdings". What does this statement mean?
Thank you
I am reading the voting information regarding the proposed take over and I am interested in the meaning of "Shareholders (other than the Shaw Family Shareholders) will be entitled to receive, for each Share held, $40.50 in cash, without
interest, less applicable withholdings"; particularly the part "less applicable withholdings". What does this statement mean?
Thank you
Q: Can you name the 5 silver producers which are stable and planning to increasing production in the next few years.
Best Regards 5I team
Ed
Best Regards 5I team
Ed
Q: Hi, what's the best chart etc. to track the progress of iron ore and LIF? thx. M
Q: Hello Folks:
No one can predict markets, however with the S&P and Dow close to records I would think upside less likely than downside.
Consequently we have sold Deere and Cat at good profit as their PE ratios make it difficult understanding where much upside can be achieved.
We have a 7% position with Amazon, In your view would you keep this position or sell one half on the basis of being able to replace at a much lower future downturn price, or would you leave it alone.
Do you feel because of these inflated PE ratios one should raise some cash for a future downturn?
I am always am aware of the old adage that one's stock portfolio is like a bar of soap; the more you rub it the smaller it gets.
Thanks again for your great service
brian
No one can predict markets, however with the S&P and Dow close to records I would think upside less likely than downside.
Consequently we have sold Deere and Cat at good profit as their PE ratios make it difficult understanding where much upside can be achieved.
We have a 7% position with Amazon, In your view would you keep this position or sell one half on the basis of being able to replace at a much lower future downturn price, or would you leave it alone.
Do you feel because of these inflated PE ratios one should raise some cash for a future downturn?
I am always am aware of the old adage that one's stock portfolio is like a bar of soap; the more you rub it the smaller it gets.
Thanks again for your great service
brian
Q: I would appreciate any thoughts that you might be willing to share upon the quality and reliability of management in this company. Seems rather promotional. Thank you.
Q: Hi 5iTeam - Could you provide an update on the fundamentals of H20 Innovation as well as its growth prospects and insider ownership/recent activity.
Thanks.
Rob
Thanks.
Rob
Q: Hello 5i,
I have a general question regarding the P/E ratio in Portfolio Analytics. Do you have a "rule of thumb" about when that ratio tips a stock from being a value stock- i.e. relatively low P/E to "normal" or "average" to one which has become "high risk" due to an elevated P/E ratio? Is there a range within a sector or is it complete individual per equity based on other (unknown to me) considerations?
To specify, in terms of the P.A. P/E, my portfolio ranges from <-5.7 & -2.7> for BIPC and BEPC respectively and then proceeds in a range of gradation to EIF at 48.7, WSP at 51.4 and PBH at 55.9.
At what point do I look at these numbers from the perspective of "actionable" information?
I can totally see where this might be far too complex to answer in a question so if you can point out any specific resources that might help, that would be great.
Many thanks!!
Cheers,
Mike
I have a general question regarding the P/E ratio in Portfolio Analytics. Do you have a "rule of thumb" about when that ratio tips a stock from being a value stock- i.e. relatively low P/E to "normal" or "average" to one which has become "high risk" due to an elevated P/E ratio? Is there a range within a sector or is it complete individual per equity based on other (unknown to me) considerations?
To specify, in terms of the P.A. P/E, my portfolio ranges from <-5.7 & -2.7> for BIPC and BEPC respectively and then proceeds in a range of gradation to EIF at 48.7, WSP at 51.4 and PBH at 55.9.
At what point do I look at these numbers from the perspective of "actionable" information?
I can totally see where this might be far too complex to answer in a question so if you can point out any specific resources that might help, that would be great.
Many thanks!!
Cheers,
Mike
-
Enbridge Inc. (ENB)
-
TC Energy Corporation (TRP)
-
Pembina Pipeline Corporation (PPL)
-
Keyera Corp. (KEY)
Q: Supposing the US enacts an effective climate change policy, shouldn't gas do better than oil/coal/tarsands, etc? If so, who among Canadian energy processors/transporters should realize the greatest benefit?
Q: Hello 5i
In general we all like to see a track record, but with that said, what is you first impression of these three equities?
Thank you for the great service,
In general we all like to see a track record, but with that said, what is you first impression of these three equities?
Thank you for the great service,
-
BMO S&P 500 Index ETF (ZSP)
-
BMO US Dividend ETF (ZDY)
-
iShares Core S&P/TSX Capped Composite Index ETF (XIC)
-
iShares S&P/TSX 60 Index ETF (XIU)
-
iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
-
Vanguard U.S. Total Market Index ETF (VUN)
Q: Hi gang, have $200,000.00 canadian to invest for 2-3 years. Just want to invest 50-50 Canada-USA. Would like to be as safe as possible. Some stocks and some ETF. If possible dividend paying one. Thanks
Alnoor.
Alnoor.
Q: Greetings 5i,
Tesla just reported Q1. Trading down even though it looks like Elon beat expectations. Some controversy on Seeking Alpha regarding what alalysts were expecting vs realistic expectations. So lots of varied opinions and Tesla is down about 9 or 10%. Im still up about 15% as Im recently in, but I dont hold alot of conviction in this name vs something with more of a realistic valuation such as Berkshire or Sunlife/Manulife or maybe even one of the Brookfield subs. So a 2 part question. What does 5i think of this quarter and Tesla overall. Would you switch to one of the above mentioned names or hold for another quarter and re-evaluate?
As always take as many credits as required.
Cheers!
Tesla just reported Q1. Trading down even though it looks like Elon beat expectations. Some controversy on Seeking Alpha regarding what alalysts were expecting vs realistic expectations. So lots of varied opinions and Tesla is down about 9 or 10%. Im still up about 15% as Im recently in, but I dont hold alot of conviction in this name vs something with more of a realistic valuation such as Berkshire or Sunlife/Manulife or maybe even one of the Brookfield subs. So a 2 part question. What does 5i think of this quarter and Tesla overall. Would you switch to one of the above mentioned names or hold for another quarter and re-evaluate?
As always take as many credits as required.
Cheers!
Q: I would like your opinion of silvercrest metals, pan-american and MAG silver corp in terms of valuation, growth potential and risk. Could you rank order them?
thanks
thanks