Q: Could you provide an update on LGT.B please? It has fallen off in the past year since I bought it. I was thinking to add to my position. It makes up a small portion of my portfolio.
Thank you
Thank you
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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: Just I last question on the Enron of Canada. With respect to SEC requirements in the US; is it not a requirement that an official investigation be immediately disclosed publicly?
In the case of VRX, I understand they received 2 official notices from the SEC regarding separate investigations in December, 2015.
In the case of VRX, I understand they received 2 official notices from the SEC regarding separate investigations in December, 2015.
Q: I have 5% of my portfolio in gold or precious metals stocks as follows: CGL, FNV, SLW and G. Do you believe this is a good method of getting exposure to gold? Do you think the 4 investments that I have purchased should be changed to get my 5% exposure?
Thank you. I will await your response.
Thank you. I will await your response.
Q: Can you comment on Vermillions latest quarter?
Q: Just a comment, really. A very big thank you for the exceptionally lucid commentary on Constellation, Enghouse and Open Text. Your notes gave me much-needed information and I now feel confident of the stocks I am purchasing. I realize the limitations now, of being able to describe these companies, but also know the difference now, "between a hawk and a handsaw." Thanks very much also to Jerry for the link to the excellent article on Kinaxis!
Q: Good morning 5i, it's only 8:30am and judging from the bid and ask numbers your blog from yesterday is already public. Do you think it is too late to take advantage of these ideas? Thank you
Q: Just further to Eric's question, from the bought deal prospectus:
"At the option of holders and provided that payment of the final instalment has been made, each Debenture will be convertible into common shares of APUC ("Common Shares") at any time on or after the Final Instalment Date, but prior to the earlier of maturity or redemption by the Company, at a conversion price of C$10.60 per Common Share. " As the stock is currently trading below the conversion price, hopefully the "overhang" is mostly priced in already, as 5i suggested in its answer. Recall that the stock was trading at about $11.50 prior to the announcement of the deal.
John
"At the option of holders and provided that payment of the final instalment has been made, each Debenture will be convertible into common shares of APUC ("Common Shares") at any time on or after the Final Instalment Date, but prior to the earlier of maturity or redemption by the Company, at a conversion price of C$10.60 per Common Share. " As the stock is currently trading below the conversion price, hopefully the "overhang" is mostly priced in already, as 5i suggested in its answer. Recall that the stock was trading at about $11.50 prior to the announcement of the deal.
John
Q: I'm interested in taking a position in aqn. Is there any financing overhang? I don't want to buy the stock at 10.50 and then find out they are going to the market for financing at $10. Thank you.
Q: Thank you for the analysis of CUS and SPB. One option you did not discuss is a purchase solely of SPB. I would appreciate your opinion on the option of purchasing only SPB at this time.
Q: Is this a good stock to purchase considering that i would hold it for 5 to 10 years? I like the brand name recognition in the online payment processing market.
Q: Good Day. I see that on the web site the net asset value of this fund as of Feb 26 is 2,083,335,121 and the size of the fund is 2,168,960,870. What is the distinction between these two numbers. Thanks again.
Q: In general what are the tax implications of investing in US markets.
Thank You
Thank You
Q: For an investor not sure if they will retire in 10, 15, or 20 years with no need for funds before then put definitely needing growth in order to retire, what portion, if any, of a portfolio would you put into fixed income. I can tolerate portfolio losses. The way I have been constructing the portfolio is to have about 30-40% in more solid dividend growth stocks such as BNS, BIP, JNJ, POW, etc. I have considered this more of the 'fixed income' part of the portfolio although I know that this is clearly not investing in debt instruments. I would appreciate you comments. Lets assume the 15 year scenario for simplicity. Thanks for the help!
Q: Hello 5i, Can I get your analysis on Richards. One thing I noticed going thru the financials is that the distribution is a return of capital and not a dividend. Could you clarify that as well and the implications on my investment as I understood it to be them simply returning my money as opposed to getting a dividend from profits. Thanks
Q: You mentioned in previous member answer that (a high) Return on Equity is one of the more important markers of a well run company of which Constellation Software is consistently one of.
Can you run a screen for other companies in your coverage that exhibit this characteristic?
Can you run a screen for other companies in your coverage that exhibit this characteristic?
Q: For a long term hold in an income account, would a switch from WSP Global to National Bank make sense?
Q: Thoughts on earnings release? Still like them? Many thanks
Q: Hi Team,
Currently rate reset prefs have been completely hammered (for obvious reasons). However, at this point should they be considered more compelling over the long term? Even though interest rates could certainly go lower, over the next 5 years I would expect the average interest rate to either be at or above where we are today. If that is a realistic expectation, then should there not also be some capital gain potential with these type of prefs?
Currently rate reset prefs have been completely hammered (for obvious reasons). However, at this point should they be considered more compelling over the long term? Even though interest rates could certainly go lower, over the next 5 years I would expect the average interest rate to either be at or above where we are today. If that is a realistic expectation, then should there not also be some capital gain potential with these type of prefs?
Q: Hello,could you please explain the amplitude of the 125 high P.E on BEP.UN this is the case in few of your picks.
Thank You
Dan
Thank You
Dan
Q: i understand why reset preferreds have generally taken a beating for the last year or so but I don't understand why those with generous reset rates such as Efn.pr. at 4.71 points above the bank rate also get dragged down. I would have thought this would have lessened the blow somewhat. Can you educate me on this?