Q: I hold some GXO/PPY/SPE. I was thinking of adding RRX or increasing PPY. Or can you suggest something more suitable?
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 5i Team, Empire Company had a 2015 unusual expense of $1.9B, what was this related too? Also, can you explain EMP's arrangement with Crombie REIT and whether you think it is a long term positive? Also, EMP has the largest concentration of stores in Eastern Canada (ON, QC, Maritimes). Based on recent challenges in the Western provinces & demographic data/projections do you feel that Canadians moving from West to East will have a positive material impact on EMP? Thx!
Q: I am looking to take advantage of opportunities in the Calgary office space segment given the low price of oil. I purchased Boardwalk at $43 and I'm quite happy with it. I'd like to purchase a best in class REIT that focuses on the Calgary or Western Canada office segment. What would you recommend? This investment is for my RRSP and I consider it to be long term.
Thanks,
Jason
Thanks,
Jason
Q: Hi guys - I'd be interested to get your opinion on Middleby Corp.
Thanks
Joe
Thanks
Joe
Q: 3-5 years utility co. Between EMA. To or Fortis. Or any suggestion ? .thanks for your answer to our last Q.
Q: Hi, This is to send a note of commendation for how you set your stock selection strategy and discipline. It was clearly evident when you recently added PBH and KXS to the Balanced Portfolio with a full 5% position undeterred by the fact that stock traded at $55.69, close to its all time high. I would not have had the guts to initiate a position in PBH at these levels, watching stock price for 3 years, climbing steadily from $15-$16 level to present. New addition of PBH to my favorite 5i Portfolio was a your strong vote of confidence in the co. helping me to finally decide to pull the trigger and I am quite happy about it. I already had a full position in KXS from before. Thanks for the incredible value you offer to retail investors like me, everyday
Q: Hello,
Hoping to get your thoughts on Guestlogix. I own the Convertible Bonds.
It looks like they sold Openjaw but I don't think the sale price has been disclosed...PWC said the sale would provide enough to pay off all secured creditors and that there would be "significant" funds available for unsecured creditors.
Would you be able to:
1) provide your thoughts on the future of the remaining company
2) would the convertible bonds be considered unsecured or could they lump them in as equity?
3) Would you be willing to take a stab at a recoverable amount for the CV's, if any? Don't worry, I'm not expecting much.
Thanks in advance - appreciate your service.
Hoping to get your thoughts on Guestlogix. I own the Convertible Bonds.
It looks like they sold Openjaw but I don't think the sale price has been disclosed...PWC said the sale would provide enough to pay off all secured creditors and that there would be "significant" funds available for unsecured creditors.
Would you be able to:
1) provide your thoughts on the future of the remaining company
2) would the convertible bonds be considered unsecured or could they lump them in as equity?
3) Would you be willing to take a stab at a recoverable amount for the CV's, if any? Don't worry, I'm not expecting much.
Thanks in advance - appreciate your service.
Q: I have read that one or two "super" stocks can make up for a lot of losers. How is a super stock different from a growth stock with momentum which tends to fizzle out. Would averaging up be recommended or just let the weighting grow in the portfolio.
Thanks.
Thanks.
Q: please compare CJR.B and DHX.B growth, and is the dividend safe (CJR.B)?
Q: I have held this for 4 years.Is there any hope for this one.
Thank you Chester
Thank you Chester
Q: THoughts about quarterly results? thx
Q: TXJ, a low price clothing company in the US, was mentioned on BNN today. Do you have any info on this company? The chart looks very good, and the rationale given was quite persuasive.
Q: Hi 5i, I just received a package from GWR for a special shareholders meeting later this month. One of the items to vote on is to move the stock listing over to the US Nasdaq listing. The rationale is to add more value to the stock, open the stock up to a larger pool of investors and to simplify the structure of the company. It looks very positive to me but could I get a second opinion on this development? The only downside I see is the stock will be a US security and there are tax considerations for Canadian investors. Thanks, greatly appreciative Dave T.
Q: I currently own WSP Global at 3% weight and under water on it. I also own Stanec at only a 1% weight. Would it better to sell Stantec and add to WSP or increase Stanec to a 2-3 % weight.
Thanks
Dolores
Thanks
Dolores
Q: A BNN guest mentioned a small cap company had a revenue run rate of $40M and anticipated an increase to $100M by year end. What exactly is revenue run rate and what does this company (Convalo- CXV) have to do to achieve this increase? How much credibility do you give this metric?
Thanks
Thanks
Q: I haven t followed the market much in the last 3 months or so but i wonder what has really changed (growth story, oil output, china, somewhat rich valuation) and when i see the S&p500 almost at all time high i wonder about the risk / return in the next 12-24 months and i hesitate to add new money. Can you please comment on the macro picture at the present time and other related comments if any. Thank you.
Q: Hi 5i team,
I have a 3 month old son and have opened him up an RESP. Can I get your opinion on what 2-3 stocks you would invest in that provide decent income (in the form of a dividend), and are relatively safe knowing that he will need the money in 18 years. I was thinking of playing it more conservative, but I have been contemplating taking a shot at something with a good growth potential.
Thanks so much.
I have a 3 month old son and have opened him up an RESP. Can I get your opinion on what 2-3 stocks you would invest in that provide decent income (in the form of a dividend), and are relatively safe knowing that he will need the money in 18 years. I was thinking of playing it more conservative, but I have been contemplating taking a shot at something with a good growth potential.
Thanks so much.
Q: Your analysis of Symbility please.Thanks.
Q: hello 5i:
in a comment on CSH.UN today, you felt that it was a good buy for income and some growth. I wish to establish a position, BUT, I see at the present time, Chartwell trades at a P/CF of 29.5, vs a 5-year average of 16.8. This appears to be very overvalued. Can you comment please?
in a comment on CSH.UN today, you felt that it was a good buy for income and some growth. I wish to establish a position, BUT, I see at the present time, Chartwell trades at a P/CF of 29.5, vs a 5-year average of 16.8. This appears to be very overvalued. Can you comment please?
Q: How is this stock looking now for a long term hold?