Q: Would you add to positions in either of these companies after today's news and the subsequent rises, or wait?
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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: Not sure if you follow this at all. I am looking to purchase shares in ARCO (Arcos Dorados Holdings Inc). The stocks has done well, perhaps part of the Brazil bounce, but still looks cheap. My thinking is that with McDonald's once again doing well, this stock may also. Thank-you very much.
Q: I a chasing dividends. Own 21 other diversified stocks with 5-6 percent weightings. I am looking at CPX, AD, FC and TF. What are your ratings on these 1 to 4. Thanks in advance.
Q: On Aug. 10th Medicure announced their results for the Qtr. and they looked good to me. What is your take on their results?
Gerry
Gerry
Q: David Einhorn has taken a 3% plus position in AYA according to morningstar. Is Einhorn an activist like Carl Icahn?
Q: Would you kindly share your analysis of Lumentum (LITE) and Viavi (VIAV)? Also, would you own them long term?
Q: Just to update MRC briefly, can you tell me your thoughts on it currently and going forward? The last report in 2015 was quite positive.
Does it rank in your top 5 REIT Reccos for growth and income, and what are those Top 5?
Thanks
Sheldon
Does it rank in your top 5 REIT Reccos for growth and income, and what are those Top 5?
Thanks
Sheldon
Q: Hello 5I,
This is a follow-up to questions asked about Extendicare Inc that were asked in June. At the time you commented that it was fine for higher risk income. Has your view changed any with the release of 2nd Qtr earnings? CIBC points out that "EXE trades at a discount to its peers on every metric" .The company has identified $465M of development/redevelopment initiatives that it is planning to undertake. CIBC feels that EXE can accomplish this with internal resources.
Your thoughts would be greatly appreciated.
Cheers,
Bob Ahearn
This is a follow-up to questions asked about Extendicare Inc that were asked in June. At the time you commented that it was fine for higher risk income. Has your view changed any with the release of 2nd Qtr earnings? CIBC points out that "EXE trades at a discount to its peers on every metric" .The company has identified $465M of development/redevelopment initiatives that it is planning to undertake. CIBC feels that EXE can accomplish this with internal resources.
Your thoughts would be greatly appreciated.
Cheers,
Bob Ahearn
Q: re Timmons Gold: TMM, the share price has struggled mightily vs the gold group which has had a great run. The stock has come off the bottom but does it have a future? A sector laggard always raises red flags. Their one producing mine appears to have a remaining short life expectancy. Am I missing something here? Thanks.
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SmartCentres Real Estate Investment Trust (SRU.UN)
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Artis Real Estate Investment Trust (AX.UN)
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Pure Industrial Real Estate Trust (AAR.UN)
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Slate Office REIT (SOT.UN)
Q: I have been watching SOT.UN and yesterday it dropped after making an acquisition. I have a balanced REIT portion to my portfolio for income, and I am wondering about adding Slate on this drop as it has an 8.8% payout. My other holdings are Artis REIT, Pure Industrial REIT and Smart REIT. Is Slate of a comparable quality to my existing REIT's and would it be a good addition for income?
Q: Could you please provide your opinion of AMD ( Advanced Micro Devices )Thanx Robbie
Q: Just a follow up comment to your reply. If you think autonomous driving is going to be high growth then you may want to consider International Road Dynamics IRD, on tsx. I know they are tiny but they are seeing an acceleration ( pun intended) of business from public and private concerns. Autonomous driving needs lots of data, monitoring and infrastructure and IRD supplies those products. Recurring revenues as a percentage of business is growing.
Q: As a member of 5iResearch I rec'd an email showing at list of companies with buys, strong buys, Holds, Sell, etc. When I do a search in 5i on this company I cannot find any information. And yet you are listing it as a strong Buy. Could you explain why this would be a good buy.
Q: Hello group.. Just sold 3600 shares of pli . Can you give me two replacement choices.. No oil aS heavy there! Thaks for everything.. Great job guys!! Cliff
Q: Cambrex had good momentum and did very well for a while. Any idea why it turned negative ? Should I hold or sell ?
Thank you very much,
Jacques
Thank you very much,
Jacques
Q: Is there an oil services ETF in Canada that would be similar to OIH on US markets
Q: When does the amount of debt that ATD.b take on become a problem? It seems all companies that grow through acquisition eventually hit the debt wall and collapse? thank you for the quality service
Q: A great day to be a 5i member,Qhr,atd.b and pki up substantially.Should we sell qhr and reinvest in other companies in the growth port.,the only one I don't own is drt.
Q: You have said that AD os "ok to buy". I heard on BNN that they have 5 (of about 14?) investments that are not now paying any royalties, although they are trying to (re)structure something with those five. Is it true? Was this your understanding when you said it is "ok to buy"? That level of nonpayment worries me.
Q: Peter and Ryan,
I read recently that you feel the consumer discretionary and consumer staples sectors should be top priorities in a conservative income investor's portfolio. Would you please suggest 3-4 companies in each sector that you currently think would provide well balanced sector representation. Understanding your focus is Canadian companies, if possible, I would appreciate 1-2 American companies be included as well. As always, thanks for your most appreciated guidance.
I read recently that you feel the consumer discretionary and consumer staples sectors should be top priorities in a conservative income investor's portfolio. Would you please suggest 3-4 companies in each sector that you currently think would provide well balanced sector representation. Understanding your focus is Canadian companies, if possible, I would appreciate 1-2 American companies be included as well. As always, thanks for your most appreciated guidance.