Q: Hi folks,I am perplexed at performance of West Fraser,touching new lows even though Lumber has recovered somewhat to $300+ & Wft/t supposedly best in class of lumber stocks.Just started 1/2 position @ 39.12 but before I avg down for other 1/2,would like your thoughts & opinion on stock. Thanks as always,wft/t now in $37's
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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: Hi 5i,
Are you able to provide any more detail on the rumour that Brookfield Renewable Energy Partners (BEP.UN) might be interested in Transalta Renewables (RNW)? At the current share price, is there sufficient value for them to pay enough of a premium to have a chance at a successful bid and still stay within an earnings-accretive price range? Thanks!
Are you able to provide any more detail on the rumour that Brookfield Renewable Energy Partners (BEP.UN) might be interested in Transalta Renewables (RNW)? At the current share price, is there sufficient value for them to pay enough of a premium to have a chance at a successful bid and still stay within an earnings-accretive price range? Thanks!
Q: Hi, Friday was the monthly expiry of June listed monthly options. I am trying make some inferences out of the trading activity for these two companies on Friday June 17. CSU had very large individual orders (22,000 shares or more) on bid and ask about $510, just before market open. Stock opened and closed with large volume on open and close, without much activity and price change during the day. As for PBH, there was not much activity for most day and stock dropped like a rock in last hour of trade with almost 225,000 shares changing hands and closing at its low. Was it as a result of traders covering their positions on long or short side and does it signify future direction of these co.'s ? Thanks for your valued insight.
- Constellation Software Inc. (CSU)
- Stella-Jones Inc. (SJ)
- Kinaxis Inc. (KXS)
- Alimentation Couche-Tard Inc. (ATD)
- Savaria Corporation (SIS)
Q: Portfolio weighting a aside. For a young investor if you were topping up two of these, which two would you choose? Cheers
Q: You seem to be concerned about Brexit and ignore the very real huge deficit the federal government is incurring in Canada which seems to be more important to me. The Canadian economy is NOT growing. RR
Q: Good Morning Peter, Ryan, and Team,
I manage an income oriented account which pretty much mirrors your Income Portfolio except for several higher growth, high conviction names from the Balanced Portfolio. This account still has SLW from when Silver Wheaton was part of the Income Portfolio. I would like to continue to have some precious metals exposure in this income oriented account. Is SLW still a good holding or should I switch into another precious metals name ??
Thank you for your help. DL
I manage an income oriented account which pretty much mirrors your Income Portfolio except for several higher growth, high conviction names from the Balanced Portfolio. This account still has SLW from when Silver Wheaton was part of the Income Portfolio. I would like to continue to have some precious metals exposure in this income oriented account. Is SLW still a good holding or should I switch into another precious metals name ??
Thank you for your help. DL
Q: Hi, Sylogist continues to buy back its stock significantly under new NCIB, most recent being 99,700 shares for $9.99 on June 17. I know it's a solid vote of company's confidence in its own stock being undervalued. So, is it a good strategy to add to my position alongside the company at current levels $10. My second question is if Sylogist prefers using its cash chest to buy its own stock, does it indicate that new acquisitions are not near the horizon ? Thanks
Q: First bought a small position when it had dropped to $90 from its alt-time of around $117. Averaged down several months ago to a $53 cost and about a 3.5% position. Am thinking about chasing it at its current price of $29 to lower my cost to $40. Can't understand the downward pressure on this stock. I know it has some debt but also strong earnings. Can't help but think of Teck when it was down below $4 not that long ago and now is over $15. I don't like averaging down but it just seems so mis-priced. Forgetting about the short manipulations, do you you see any faundamental downside risk.
Q: hlp.u just initiated a healthy dividend. They have a portfolio of upscale retirement homes,mainly in Indiana and are looking to expand into other states. What are your thoughts on management,finances and their outlook for a 1 to 2 year hold. Thanx.
Q: I hold WMB in my RRSP.
Please advise which option to elect in the merger of The Williams Companies Inc (WMB) with Energy Transfer Equity LP (ETE). The three choices are:
1 - 1.8716 share of ETE for 1 share WMB
2 - $43.50 cash for 1 share WMB
3 - $8.00 cash and 1.5274 share of ETE for 1 share WMB
Thank you
Please advise which option to elect in the merger of The Williams Companies Inc (WMB) with Energy Transfer Equity LP (ETE). The three choices are:
1 - 1.8716 share of ETE for 1 share WMB
2 - $43.50 cash for 1 share WMB
3 - $8.00 cash and 1.5274 share of ETE for 1 share WMB
Thank you
Q: Can you please tell me what the latest status is of the takeover offer? Has the vote taken place yet? If not, when is it slated for? When will the deal be either approved and finalized (shareholders receive their money) or not be approved? What are your current thoughts of the deal?
thank you
thank you
Q: Do you have any information on why there is such high volume on SLF today? Thank you.
Q: Hello Peter,
In your latest Market Update you are suggesting:
"....We would view any declines in the market/stocks during the lead up to the Brexit vote as an opportunity to add to names that investors may have been waiting for 'better prices' on...."
Providing that there will be opportunity,I am planing to buy PBH,SIS,NFI,JKHY.US and AMZN.US .
My question is: when do you think is better to buy ,on day of voting for BREXIT , before day of voting or after day of voting?
Thanks
In your latest Market Update you are suggesting:
"....We would view any declines in the market/stocks during the lead up to the Brexit vote as an opportunity to add to names that investors may have been waiting for 'better prices' on...."
Providing that there will be opportunity,I am planing to buy PBH,SIS,NFI,JKHY.US and AMZN.US .
My question is: when do you think is better to buy ,on day of voting for BREXIT , before day of voting or after day of voting?
Thanks
Q: I hold RY and TD volume is 3 times higher today. All other banks volume is higher too. Price has not move up so much. Is everyone selling or buying more.
Q: Good morning Peter and Team,
I have some personal (negative) experience with an engineering consulting firm owned by WSP. What would be your best choice(s) as an alternative to WSP in the engineering/infrastructure space?
Thanks as always for your valued advice.
I have some personal (negative) experience with an engineering consulting firm owned by WSP. What would be your best choice(s) as an alternative to WSP in the engineering/infrastructure space?
Thanks as always for your valued advice.
Q: What do you make of their announcement of a share issue?
Q: Could you please give me a list of your favourite insider owned companies presently? A percentage of insider ownership and a brief reasoning as to why you are choosing the company/companies over other possibilities. If there is one that could be considered a full position purchase at this time or would you ease into all the names. Thank you
Q: Do you have an opinion on an investment/growth prospects, in this company?
Q: Hi Peter, Ryan & Co.
One of the money managers on BNN recommended GSBD as a "top pick" today. This company seems to fly under the radar, yet offers a rather attractive 9% yield. I have not been able to find much detail on this company. Can you please comment on the company's payout ratio, sustainability of its dividend, risk profile, etc. I'd like to know if I'm taking on excessive risk in exchange for the juicy yield.
Many thanks,
Brian
One of the money managers on BNN recommended GSBD as a "top pick" today. This company seems to fly under the radar, yet offers a rather attractive 9% yield. I have not been able to find much detail on this company. Can you please comment on the company's payout ratio, sustainability of its dividend, risk profile, etc. I'd like to know if I'm taking on excessive risk in exchange for the juicy yield.
Many thanks,
Brian
Q: Hello 5i Team,
Would you consider PJC to be a good long term hold as part of a diversified dividend growth portfolio? Could you comment on the health of their balance sheet as well as their growth prospects going forward.
Thanks
Would you consider PJC to be a good long term hold as part of a diversified dividend growth portfolio? Could you comment on the health of their balance sheet as well as their growth prospects going forward.
Thanks