Q: I hold XTC -- it seems to be hitting on all cylinders and has been particularly strong recently. Could a takeover be in the works? Technically it looks like it has formed a rounded bottom (late April period to now) and if that resolves to the upside, we might be looking at 19-20 bucks in short order. Thoughts?
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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: Can Dollarama DOL do enough to counter the effects of the weakening Canadian dollar and keep their expansion plans and everything else on the upswing? Or do you foresee serious problems?
Q: Your last comment on Paramount was in April where you mentioned that "POU with its debt will likely have good leverage in a rising sector" . Do you still think this would apply? The stock continues to drop and I would appreciate your assessment of their current position in the sector. Thank you.
Q: I am under in this company and I have a full position (overweight at market value) in my RRSP account. I really like the company and I do not need to access the funds anytime soon but I have always had a problem with deciding to sell at a loss with a good company. Many things of course can change a market quickly and therefor My question is "Could the money be better used in a different sector or would I be moving funds for no reason?" Perhaps average down but I really do not want to point the money hose at this. My gut tells me to wait it out. Perhaps it is a question without an answer but I appreciate your time spent answering it.
Thank you
Jeremy
Thank you
Jeremy
Q: Thanks for your report on AFN. I've been watching this stock for the past couple of weeks, and thinking of selling my ACQ to buy AFN, one of the reasons is the higher dividend, and the other is that I am down 20% on ACQ and thought AFN might have better short-term growth prospects. Both companies are coming out with earnings soon. What do you expect for earnings for both of these companies, and do you think this would be a reasonable switch. Thanks very much.
Q: Hi Peter and Team:
BIN has been side ways since the beginning of the year despite the benefits of the low fuel prices and high US dollar in its US operation. Is there any catalyst in the near term in the works for this company?
thanks.
BIN has been side ways since the beginning of the year despite the benefits of the low fuel prices and high US dollar in its US operation. Is there any catalyst in the near term in the works for this company?
thanks.
Q: Hello Peter and 5iResearch Team, Can you please provide your analysis of IMAX vs Cineplex in terms of relative strength, and industry growth prospect. Can you please tell me which one you would purchase for a long-term 3-5 yr. hold. I can place IMAX in a RRSP and CGX in my TFSA. Would like to buy only one. Thank you. Linda
Q: Hi Peter I hold in three different accounts a substantial position in wcp with a fairly low cost base still positive by 20pluus%.
Given were oil is going Iran supply ect would you exit your position and book your gains or ride it out I realize this is probably the best of the group however I would hate to see all my gains eroded.
Your opinion is valued.
Kind Regards Stan
PS I guess I will soon be paying surge to hold there stock
Given were oil is going Iran supply ect would you exit your position and book your gains or ride it out I realize this is probably the best of the group however I would hate to see all my gains eroded.
Your opinion is valued.
Kind Regards Stan
PS I guess I will soon be paying surge to hold there stock
Q: Hi 5i. In your opinion please: "When is the correct time to use a margin account (or any sort of leverage) for the average knowledgeable investor?" Also to what extent in the form of ratio to assets and/or income. I know this is dependent on individuals but your knowledge and experience are highly valued by me.
Thank you
Jeremy
Thank you
Jeremy
Q: Which energy company do you prefer and why or would you put them in the same boat?
Thanks
Thanks
Q: Good Morning,
I have completed a review of my portfolio and have concluded I have 10% insurance exposure probably a bit too high, made up of SLF,MFC,GWO and PWF. I know GWO & PWF are basically one in the same as PWF owns GWO. Which ones would you drop to reduce some exposure here? Thank-you.
I have completed a review of my portfolio and have concluded I have 10% insurance exposure probably a bit too high, made up of SLF,MFC,GWO and PWF. I know GWO & PWF are basically one in the same as PWF owns GWO. Which ones would you drop to reduce some exposure here? Thank-you.
Q: Between 5I, CMS and Derick Foster one does not have to look any further for investment advice. Thank You. Do know if the interest paid in a margin account negotiable. Maybe you or someone in the 5I community might know. I am with TD and love the service there. I read all questions daily and find it to be very informative. Your the best.
Q: Can you please provide an opinion of EEFT. Thanx Robbie
Q: What are your feelings on yhoo going into January 2016 and beyond. Seems like value. Given spin off of baba. Yhoo Trading now with yhoo core valued at under 1$, seems ridiculously cheap to me. Am I missing anything?
Q: What is your opinion on this fund. This is a closed end investment fund; could you briefly elaborate what this means. Would an investor able to see the under lying assets of the funds like an ETF and MER?
Q: Please deduct one more question credit as I should have included this in my last question on Tourmaline but would it be wise to move my assets out and into a dividend payer like Whitecap. I imagine both stock would behave similar in a further down or possible up oil market. At least I would have a dividend.
Thank you
Jeremy
Thank you
Jeremy
Q: Hi Team,
Given OTC's recent weakness and perhaps your knowledge of their management team, do you think it is starting to look like a takeover candidate? If so, any idea who the potential suitor(s) might be.
Thanks for your great service.
Michael
Given OTC's recent weakness and perhaps your knowledge of their management team, do you think it is starting to look like a takeover candidate? If so, any idea who the potential suitor(s) might be.
Thanks for your great service.
Michael
Q: HI, I hold this stock in two portfolios should I be a seller due to these allegations it seems to be in a downward spiral. Bob
Q: I would like to have your thoughts on AJX.
The good : balance sheet (no debt and 10 million $ in cash : 15¢ per share), but 25 % in intangible assets and goodwill; the industry, gross margin, divested non-core businesses(usually at a profit; restructuring seemed finished), strong USD (lowers Canadian expenses), positive cash flow from operation for the past two years, not taxable for the next few years (unrecognized tax losses on the balance sheet), 31% insider ownership following the merger (including 15% by Investor Growth Capital, “IGC” an independent venture capital firm specializing in expansion stage investments),
The not so good: management turnover over the last few years, erratic sales growth to be kind, cannot seem to grow revenue to amortize fixed cost (merger should help), cannot seemed to capitalize on promising industry trends, goodwill write-off $40 M, micro-capitalization, stock liquidity,
The unkown: merger (60% vs 40%) with a private entity (Novariant: $30 M in sales) that's taking awhile to get done (announced mid-March 2015), they changed auditors (KPMG to) mid-April and the CFO leaves mid-may.
This investment represents 1% of my portfolio, I am trying clean my portfolio. My decision (of selling) is almost made (do not want this type of investment in my portfolio in the future: 5i provides better risk/return recommendation), I am trying to minimize loss here. I think there is some upside at this level/time Your recommendation: wait to see some quarterly results of the merged company before making my mind (my guess is: it's going to take several quarters of good results before the market jumps in following years of disappointment)? Sell on some technical strength? Sell immediately (not seem warranted as the stock is down recently following a major selling by an important shareholder for reasons not related to AJX)?
Thank you, Eric
The good : balance sheet (no debt and 10 million $ in cash : 15¢ per share), but 25 % in intangible assets and goodwill; the industry, gross margin, divested non-core businesses(usually at a profit; restructuring seemed finished), strong USD (lowers Canadian expenses), positive cash flow from operation for the past two years, not taxable for the next few years (unrecognized tax losses on the balance sheet), 31% insider ownership following the merger (including 15% by Investor Growth Capital, “IGC” an independent venture capital firm specializing in expansion stage investments),
The not so good: management turnover over the last few years, erratic sales growth to be kind, cannot seem to grow revenue to amortize fixed cost (merger should help), cannot seemed to capitalize on promising industry trends, goodwill write-off $40 M, micro-capitalization, stock liquidity,
The unkown: merger (60% vs 40%) with a private entity (Novariant: $30 M in sales) that's taking awhile to get done (announced mid-March 2015), they changed auditors (KPMG to) mid-April and the CFO leaves mid-may.
This investment represents 1% of my portfolio, I am trying clean my portfolio. My decision (of selling) is almost made (do not want this type of investment in my portfolio in the future: 5i provides better risk/return recommendation), I am trying to minimize loss here. I think there is some upside at this level/time Your recommendation: wait to see some quarterly results of the merged company before making my mind (my guess is: it's going to take several quarters of good results before the market jumps in following years of disappointment)? Sell on some technical strength? Sell immediately (not seem warranted as the stock is down recently following a major selling by an important shareholder for reasons not related to AJX)?
Thank you, Eric
Q: Good Morning!
Both ECA and CQE are trading at ultra low multiples. Realizing the challenges ahead facing the oil and gas industry, which company would you consider to be the best speculative value investment for midterm/long term growth? Or, is there a better choice that I have not identified?
Both ECA and CQE are trading at ultra low multiples. Realizing the challenges ahead facing the oil and gas industry, which company would you consider to be the best speculative value investment for midterm/long term growth? Or, is there a better choice that I have not identified?