Q: please comment on the quarer and the trading halt
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: Good Morning 5i Team
With the progress HCG has made over the last few quarters, I'm thinking of adding to my shares. What % of a portfolio do you think is appropriate for the company. I'm working on accumulating full positions (4%) in each of TD, BNS, and MFC.
Thanks
Peter
With the progress HCG has made over the last few quarters, I'm thinking of adding to my shares. What % of a portfolio do you think is appropriate for the company. I'm working on accumulating full positions (4%) in each of TD, BNS, and MFC.
Thanks
Peter
Q: Is this a decent place to park some cash for 6 - 12 months?
If not, what would you recommend that has a safe return?
Thanks
If not, what would you recommend that has a safe return?
Thanks
- GE Aerospace (GE)
- Dollarama Inc. (DOL)
- Brookfield Renewable Partners L.P. (BEP.UN)
- AltaGas Ltd. (ALA)
- Stars Group Inc. (The) (TSGI)
- AutoCanada Inc. (ACQ)
- Gluskin Sheff + Associates Inc. (GS)
- Mawer Global Small Cap Fund Series A (MAW150)
- Helios Fairfax Partners Corp Com Sub Vtg (HFPC.U:CA)
- BMO Europe High Dividend Covered Call ETF (ZWP)
Q: Hi Peter/Ryan
I am in the dog house on listed stocks in my registered accounts (RRSP/TFSA/RESP). For TOY and TSGI , I will wait for your review in Q&A section. As part of cleaning up portfolio would you keep these or if not then replace with which stocks? Money requirement and risk is not an issue.
Value your opinion. Thanks
I am in the dog house on listed stocks in my registered accounts (RRSP/TFSA/RESP). For TOY and TSGI , I will wait for your review in Q&A section. As part of cleaning up portfolio would you keep these or if not then replace with which stocks? Money requirement and risk is not an issue.
Value your opinion. Thanks
Q: In the conference call the guidance discussed was $2.13-2.68 (although someonelse suggested $2.16-2.71). The analyst estimate from your website shows $2.88 for 2018 and an estimate of $3.24 90 days ago. This seems to be a considerable downward trend although management seemed quite upbeat and insisted there are no structural changes to account for the weakness. Given this context I have two questions. Are there other metrics to suggest management is executing well? Are you comfortable with the potential such that you would take a new position at this price or would you wait for next quarter?
Mike
Mike
Q: Hello, do you still consider TOY a good stock for future growth? With revenue growth slowing last quarter to 12.6 % ( vs 37.4 % Aug 2017) and further declining to 2.3% this quarter (vs 27.6 % Nov 2017) and outlook of mid-single digit Gross Product Sales growth for full year 2018.
Does that not seem to be an extremely low revenue growth outlook for a stock like this? I understand the Toys "R" Us issues are a big driver of this low revenue growth but do you have confidence they can return to 20 % plus growth ? I know I am focusing on revenue growth but it seems so low... maybe they have a more positive view for 2019, did you gain any further insights from the conference call?
Does that not seem to be an extremely low revenue growth outlook for a stock like this? I understand the Toys "R" Us issues are a big driver of this low revenue growth but do you have confidence they can return to 20 % plus growth ? I know I am focusing on revenue growth but it seems so low... maybe they have a more positive view for 2019, did you gain any further insights from the conference call?
Q: The share prices of both TSGI and NFI have recorded significant declines recently. However, I feel the growth prospects for both companies are solid and, as such, consider this to be a good buying opportunity for a 3-5 year hold. Do you agree and, if so, would you ease in with 1/2 positions at this time or take full positions and simply put them away for a few years?
Q: PHO really missed the boat. Have a small position. Is it best to move on, hold or buy a bit more on the downturn. As I watch the questions pass by, I sense there are many big misses -- RHT, TSGI, NFI and quite a few more. Are you doing something different in your analysis that might account for this? Sorry for being a bit negative but some of the shine might be coming off.
Q: Can you please comment on their earnings, Would you buy at this price drop?
Q: Yesterday you mentioned that earnings will likely taper in 2019, barring acquisitions.
What are your reasons for this assumption?
What are your reasons for this assumption?
Q: Goeasy results looked great as usual but the stock is down more than 10% as I write this. What is the market not liking in the latest report? Is this stock a screaming buy now or stay away until it settles down?
Thanks for great service.
Rob
Thanks for great service.
Rob
Q: please comment on earnings
Q: On Nov 1 Bruce asked about SQ and KXS and you said you would side with Sq for growth, I believe. With the current drop in SQ what would be your decision?
thanks
thanks
Q: Hi,
In what order would you choose the listed companies to sell for tax loss harvesting.
And would you hesitate to re-purchase any of these in 30 days?
And would now be a good time to sell them? Or would it be better to wait a week or two.
Thanks,
Mike
In what order would you choose the listed companies to sell for tax loss harvesting.
And would you hesitate to re-purchase any of these in 30 days?
And would now be a good time to sell them? Or would it be better to wait a week or two.
Thanks,
Mike
Q: Why the pullback today on GSY? Thank You.
Q: Just wondering what your thoughts are on the substantial drop in PHO today. Also do you think the sell-off is overdone, therefore representing a buying opportunity. Thanks.
Q: please comment on earnings
Q: You have already responded about the earnings - my questions is more about strategy. Both these stocks broke their intermediate trends (using 200 MA) sometime ago (I think you called it a technical breakdown) . But both price and now earnings momentum are horrible why hold? I realize in the long term maybe okay but when things get this ugly (down more than 20% from their high) would it not it be better to allocate capital some where else - rather than have dead money? Thanks
Q: Would appreciate knowing your top Consumer Discretionary pick from the viewpoint of 1) Growth and 2) Income. Thanks for your good advice guys.
Q: Both reported today. One up and one down. How do you rate them?
Thanks for your opinion,
Bryn
Thanks for your opinion,
Bryn