Q: 5i often notes the % of equity held by insiders. What service do you use to obtain this information? If the answer is Bloomberg, can you suggest another solution, perhaps more accessible to your subscriber base, many of whom probably don't have access to its subscription service? Please provide options for Canadian, and US-listed equities, if you're able. Thanks for your continued fantastic work. Perhaps use Dorel Industries as an example?
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: Peter, I see so many conflicting reports on DCI. I owned it a few years ago then the big scare came of a defaulter and the price weny way down. I sold. Am sorry now I did. BNN guests seem to like it. I obviously am drooling over the div. Your opinion please. Believe payout is in 60 percent range. Need your valued help. Thanks Ken
Q: Peter; CXI sold a block of insider shares ( 159,000) to a institutional entity. Obviously because of the thin trading history - but would this indicate that somtime they will have to do a equity issue to put some liquidity in the stock. Do you have any idea who the buyer might be? Thanks.Rod
Q: what do you think of the alaris deal, would you buy the ipo. dave
Q: How long before we know if this will play out? Given Goodman's endorsement of PRN and PDP, which of the two would you go with?
Q: Update including recent acquisition.
Q: Most (if not all) North American rail companies have pulled back in recent months, some are down ~20% from 2015 highs. Is this a good entry point for UNP.us? If you have a better suggestion [ CSX, NSC or other] I would appreciate your input. I would prefer a Canadian railway , but only if you think its future prospects are favorably comparable to one of the US ones. Thanks
UNP got my attention because of its rail connections with fast-growing Mexico.
UNP got my attention because of its rail connections with fast-growing Mexico.
Q: Thanks - You guys are doing a great job on fundamental
Do you have Q/A on TECHNICAL Analysis too or are you planning to start one.
What are your thoughts on PLI. It is going down and it right at 200 days. Should I continue to hold
Do you have Q/A on TECHNICAL Analysis too or are you planning to start one.
What are your thoughts on PLI. It is going down and it right at 200 days. Should I continue to hold
Q: Gentlemen,
Can I get your opinion on these preferred on a higher rate environment? Is it time to sell?
Regards
Can I get your opinion on these preferred on a higher rate environment? Is it time to sell?
Regards
Q: I have used this as a trading range stock. I have owned and sold it 4 times over the past few years usually between $40 and $46.I was slow out the gate this time with the Shaw AWS and Mobilicity deals happening before I pulled the trigger. Given the jump from 41.50 to its current 43.60, do you think the price is fully reflecting the deals now or that it still has room to run? I have been quite pleased with my decision to try 5I. After 30 years of investing and listening to generic answers its quite refreshing. (SO DO NOT TELL ME NOT TO BUY TELCO'S AND TO PUT ALL MY MONEY INTO MANULIFE)I HEAR THAT 20 TIMES A WEEK ON BNN
Q: Good afternoon. My portfolio is lacking terribly in the Industrial sector Large Caps. All I have is CNR 2.5% and a little bit of SNC (below 1%).
I am planning to fill the gap with Balanced Equity Portfolio picks. WSP 5% and MDA 4%. Will they count towards Large Cap allocation? Or are they mid-cap? In that case, what would you advise?
I could complete the sector with Small Cap buys from the Growth Portfolio: AVO 5%, LMP 3%, PUR 3% and XTC 5%. [all 5i %ages].
Thanks so much. sarah
I am planning to fill the gap with Balanced Equity Portfolio picks. WSP 5% and MDA 4%. Will they count towards Large Cap allocation? Or are they mid-cap? In that case, what would you advise?
I could complete the sector with Small Cap buys from the Growth Portfolio: AVO 5%, LMP 3%, PUR 3% and XTC 5%. [all 5i %ages].
Thanks so much. sarah
Q: Hello Peter,
I still hold shares of PHM, and would like to add to the position; however, I am concerned that CEO, M. Dalsin is spreading his ideas across 3 companies: Patient home, convalo health, and Inspira (which supposedly will trade end of June) and is not focused one company. I am concerned that he will not be as focused on patient home, but also see the reasons for the other two: perhaps cross sells, etc Any comments please. I have not seen much news on why CRH medical continues to move upwards. Is there any news that you are aware of? Also, other than having a nasdaq listing, is there a reason for Concordia Healthcare's price movement? Many thanks for your advice.
I still hold shares of PHM, and would like to add to the position; however, I am concerned that CEO, M. Dalsin is spreading his ideas across 3 companies: Patient home, convalo health, and Inspira (which supposedly will trade end of June) and is not focused one company. I am concerned that he will not be as focused on patient home, but also see the reasons for the other two: perhaps cross sells, etc Any comments please. I have not seen much news on why CRH medical continues to move upwards. Is there any news that you are aware of? Also, other than having a nasdaq listing, is there a reason for Concordia Healthcare's price movement? Many thanks for your advice.
Q: Hello, i have royal bank, manulife and sunlife, would Great West Life be appropriate to add to my financials? Or could you offer your view on Great West Life. Thank you
Q: I hold RMP based on your recommendation of it being one of the better O&G stock. However it has been going nowhere but down for quite sometime. Would you suggest I sell it and buy either TVE, SGY or TDG as SGY seems like it is gaining momentum and TVE and TDG have recently been recommended by multiple analysts. Thanks
Q: Hello Peter & Team,
From what I have been reading and hearing, we should be seeing some fairly significant long over due infrastructure spending oveer the next number of years both in Canada & especially the US - roadways and bridges are falling apart down there.
Putting aside the obvious differences between these two engineering firms (div, size etc...) both of whom should benefit from this increased spending, I am wondering whether moving out of Stantec and into DRT would be a good move or a bad move at this time.
DRT has come back fairly significantly ($7.07 as I write this missive) since its high of $8.95 on May 8th and it now appears there may be some consolidation taking place over the past 10 days or so.
STN has been showing higher highs and higher lows since it's post-split low of $29.14 back on Mar 25 after not really doing much at all for the past 18 months.
Could you please give us a comparison of the two companies, and which one you would pick moving forward for a 2 yr hold on a full position and why. And if these are the only two companies we should be looking at or if there is another engineering firm such as SNC-Lavalin you would recommend over DRT & STN... (SNC has also come back quite a bit since earlier this month)
As always, thanks for all you do!!!
Gord
From what I have been reading and hearing, we should be seeing some fairly significant long over due infrastructure spending oveer the next number of years both in Canada & especially the US - roadways and bridges are falling apart down there.
Putting aside the obvious differences between these two engineering firms (div, size etc...) both of whom should benefit from this increased spending, I am wondering whether moving out of Stantec and into DRT would be a good move or a bad move at this time.
DRT has come back fairly significantly ($7.07 as I write this missive) since its high of $8.95 on May 8th and it now appears there may be some consolidation taking place over the past 10 days or so.
STN has been showing higher highs and higher lows since it's post-split low of $29.14 back on Mar 25 after not really doing much at all for the past 18 months.
Could you please give us a comparison of the two companies, and which one you would pick moving forward for a 2 yr hold on a full position and why. And if these are the only two companies we should be looking at or if there is another engineering firm such as SNC-Lavalin you would recommend over DRT & STN... (SNC has also come back quite a bit since earlier this month)
As always, thanks for all you do!!!
Gord
Q: Could there be a takeover in progress from unknown parties on Caldwell given the price rise and statement from management of no known cause to price/volume spike?
Thanks!
Rob
Thanks!
Rob
Q: Hello team,
Thank you for suggesting the above stock as it is really doing well for me.
There is talk of an aqiusition coming and solid earnings this coming quarters end according to comments on Stockhouse.
Just wondering if you have heard anything thru your sources.
Thank you,I value your advice.
Thank you for suggesting the above stock as it is really doing well for me.
There is talk of an aqiusition coming and solid earnings this coming quarters end according to comments on Stockhouse.
Just wondering if you have heard anything thru your sources.
Thank you,I value your advice.
Q: A small clarification. Helen asked a question about PHM earlier today, that included "[PHM] will be moving to TSX and will now be a closed end fund." You commented on the move to the TSX but didn't clarify that the closed end fund referred to is MDS, to be run by Michael Decter, and it will have no effect on PHM proper. I believe that Michael Dalsin and Roger Greene, of PHM, will have an advisory relationship with MDS, but there is no direct implication for current PHM shareholders as they are separate entities.
Q: I just read your report on Winpak. At present I hold a 5% weighting in CCL.B in my cash account. How much does WPK and CCL.B overlap in the type of business they do?
While I have no plan to sell my CCL.B, would a half position in WPK in addition to CCL.B make any sense? I am a long-term investor with a diversified balance among my holdings/groups that I am comfortable with at the present time. I do have some cash that needs to move away from the sidelines.
While I have no plan to sell my CCL.B, would a half position in WPK in addition to CCL.B make any sense? I am a long-term investor with a diversified balance among my holdings/groups that I am comfortable with at the present time. I do have some cash that needs to move away from the sidelines.
Q: Now that Concordia Healthcare will commence trading on the Nasdaq, would you recommend buying it on the Nasdaq or the TSX? Thanks.