Q: WHAT DO YOU THINK OF KP TISSUE AND TORSTAR? I APPRECIATE YOUR RESPONSE.EBRAHIM
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: Hello Peter and team;
I keep reading about the the next big thing: The internet of everything i.e. embedded wireless modules--I think also referred to as M2M and how it will connect the world just like the internet did. I would like to invest early for the future of this trend. What company would be at the forefront of this technology? Would it be Sierra Wireless (SW) OR PCN Technology (PCN) or even CSCO. Thanks you for your insight. First thing I turn on every morning is 5i research questions and answers.
I keep reading about the the next big thing: The internet of everything i.e. embedded wireless modules--I think also referred to as M2M and how it will connect the world just like the internet did. I would like to invest early for the future of this trend. What company would be at the forefront of this technology? Would it be Sierra Wireless (SW) OR PCN Technology (PCN) or even CSCO. Thanks you for your insight. First thing I turn on every morning is 5i research questions and answers.
Q: Hi, as a follow up to your recent response for larger portfolios on using hedged products, real estate and large caps, can you please provide some further recommendations for these ? I have set up 3 seperate portfolios - eft portfolio recommendations from the moneyletter , your equity portfolio , and the new fixed income portfolio with an investment ratio of 2:2:1.
Thank you
Thank you
Q: Can you advise why you removed K-Bro from your model portfolio? Thank you. Bill Y.
Q: I am thinking of buying 1000 shares of Sierra Wireless SW for their technology in embedded wireless modules. Do you think it is a good entry point. What is their cash position? And is their p/e reasonable?
Q: My question is about Monument Mining. It is profitable, has no debt, and with a trailing P/E of less than 2 it appears to be very cheap. What do you think of this stock?
Q: Good Afternoon 5i,
Your thoughts on Brookfield real estate (BRE)?
Thanks
Your thoughts on Brookfield real estate (BRE)?
Thanks
Q: Hi 5i team,
Please give some background in building your income portfolio with regard to
a) WSP....an interesting choice considering your favorite is STN
b) SGY selection over so many good oil companies
c) FLOT with 0.4% yield as oppose to GIC
SPB, VNR and ET are excellent surprises we do not read regularly
I will gradually adopt to your income portfolio. Great work as usual, thanks
Please give some background in building your income portfolio with regard to
a) WSP....an interesting choice considering your favorite is STN
b) SGY selection over so many good oil companies
c) FLOT with 0.4% yield as oppose to GIC
SPB, VNR and ET are excellent surprises we do not read regularly
I will gradually adopt to your income portfolio. Great work as usual, thanks
Q: Hi there,
I am following your model portfolio with some of my own picks. I already own SJ and SLF. Therefore am debating on continuing to hold my full position in TOU. Do you still feel there is a lot of upside to TOU? Thank you for such a wonderful service it has helped me tremendously.
Kerri
I am following your model portfolio with some of my own picks. I already own SJ and SLF. Therefore am debating on continuing to hold my full position in TOU. Do you still feel there is a lot of upside to TOU? Thank you for such a wonderful service it has helped me tremendously.
Kerri
Q: Why did CSU plunge today? Do you still consider it a good long term hold?
Q: Could you please offer your views on PPL.TO? Thankyou.
Q: I know you believe a portfolio should not hold more than 20 names, at least i think you believe that.
But if your managing 2 or 3 million dollars in one portfolio, do you still only hold 20 names. In other words my question is no matter the size of the portfolio do you always hold only 20 names.dave
But if your managing 2 or 3 million dollars in one portfolio, do you still only hold 20 names. In other words my question is no matter the size of the portfolio do you always hold only 20 names.dave
Q: Could I please have your updated opinion on Bird Construction (BDT)? Thank You!
Q: Hi Peter any thoughts on the FS finally released from NML? Also a quick update on Africa Oil ( AOI) would be appreciated.
Thank-you.
Thank-you.
Q: Do you have any news on ICP? I am trying to clean up my portfolio and have taken quite a loss on a few stocks, this being one of them. Any advise? Thank-you!
Q: Hi 5i team:
Sterigenics has entered into a definitive agreement to purchase Nordion (NDN) for $11.75US/share, with Nordion's Board of Directors approval, a termination fee of $12 Million (US) and a reverse break fee of US$24 million, what are the possible situations would prevent this transaction from proceeding? From previous 5i answers from other stock buyout, my plan is to sell ½ of my shares to the market and the remaining ½ of my shares to tender versus 1/3 to market, 1/3 for higher offer and 1/3 tender since another buyout offer is unlikely to occur. What do you think of this plan?
Thank you.
Sterigenics has entered into a definitive agreement to purchase Nordion (NDN) for $11.75US/share, with Nordion's Board of Directors approval, a termination fee of $12 Million (US) and a reverse break fee of US$24 million, what are the possible situations would prevent this transaction from proceeding? From previous 5i answers from other stock buyout, my plan is to sell ½ of my shares to the market and the remaining ½ of my shares to tender versus 1/3 to market, 1/3 for higher offer and 1/3 tender since another buyout offer is unlikely to occur. What do you think of this plan?
Thank you.
Q: STN
Hello all:
Stantec, after a big growth spurt from June to December has flattened out the last 3 months. Do you see significant further growth for this company? I know that after significant growth stocks seem to consolidate for a while but just curious what your thoughts are.
Thanks for all your hard work and patience.
Hello all:
Stantec, after a big growth spurt from June to December has flattened out the last 3 months. Do you see significant further growth for this company? I know that after significant growth stocks seem to consolidate for a while but just curious what your thoughts are.
Thanks for all your hard work and patience.
Q: CXS has been dropping fairly steady the past three months. Could I have your opinion on it, please. Thank you for the great service you provide.
Q: Hello Peter & Co.
I came across yesterday with 2 names that aroused my interest.
One of them is Knight Therapeutics (GUD-V); same team as Paladin Labs and our Pharma sector in Canada is very limited.
The other is Kelso Technologies (KLS-V) which produces among other things pressure release valves; a very topical subject related to railcar safety.
Could you please comment on them?
Thanks,
Tony
I came across yesterday with 2 names that aroused my interest.
One of them is Knight Therapeutics (GUD-V); same team as Paladin Labs and our Pharma sector in Canada is very limited.
The other is Kelso Technologies (KLS-V) which produces among other things pressure release valves; a very topical subject related to railcar safety.
Could you please comment on them?
Thanks,
Tony
Q: Any thoughts on the movement of oilfield services stocks?
There are many different opinions concerning the depths now being drilled and the lack of service required for a lot of the new wells' decline rates.
There are many different opinions concerning the depths now being drilled and the lack of service required for a lot of the new wells' decline rates.