Investment Q&A

Q: Which of these 2 would you add right now ( full position). I am more of a balanced equity follower but starting to shift a bit more toward income. 5 year window.

Q: Good Morning,
Any comments on the new CEO appointment announced this morning for Photon?
Thanks

Q: What is Savaria up to this morning? Can you explain what they are now offering? It seems similar to another announcement that aggravated investors in the past few weeks but with a better price. Also, was the guidance okay?

Q: Please comment on the new deal and your thoughts going forward? Is debt level a concern for you? The company sure has done great things in the past. THANKS

Q: Good morning 5i Team

This is a general question about secondary share offerings like the one issued by Savaria recently. In coming up with the offering price, is it typically based on a fundamental analysis of the corporations value or is it just a negotiated discount to the current market price?

Thanks as always.
Peter

Q: Why did MTY drop so much today and would you add at these prices?

Q: Good Morning
Is this deal with SIS today a positive ? Is the family involvement in this deal a positive development for the company ?
Thank You
Clarence

Q: Boston Pizza has a P/E=22.8 and a yield of about 8% and a buy rating. What is your view of this company? Reliable yield? Low debt level? Future growth projections? A good buy for income?
Thanks.

Q: Pertaining to the proxy fight, if I fail to vote, is my vote counted towards the current board, counted at all, or to the new directors as proposed by medison?

Thx

kelly

Q: Following close scrutiny of the available information to date, I have decided to support Johnathan Goodman in his battle with Medison. This is essentially a war between two men as no one else at Knight or Medison has more than 35000 shares (one person) and the rest have basically none. Goodman has double the number as Medison. I predict Goodman will add to his position before May 7 - he could afford as many shares as he wants/needs to succeed.
However, kudos to Jakobsohn, despite my extreme cynicism towards his motives - he will control the 28% of his company that knight owns plus get control of almost $800M in cash that he did NOT raise, Goodman did - as this process has unquestionably devalued Goodman's reputation and I am sure he will be working at full potential to restore it and long before his tired grandchildren timeline evolves. When/if he wins, he could do a $2B deal the next day as raising any extra funds would receive widespread market support. Can Jakobsohn claim the same?

Q: Do you think of Engh is a good entry point at current price ? Thanks always

Q: Like many long suffering investors, I am really getting fed up with this stock. I watched a recent interview on BNN with Jonathan Goodman and was not impressed. He had an opportunity to justify why GUD was a public company and completely failed to do so. His message seemed to be if you are not investing for your grandchildren's financial future you might as well forget this stock. I think GUD should at least initiate an initial and rising dividend policy since it has failed to invest much of the large pool of cash being reserved for acquisitions. What do you think of these odds. Thanks.

Q: Cormark Securities analyst David McFadgen dropped his target for Great Canadian Gaming Corp. (GC-T), calling its financial disclosures related to its Greater Toronto Area (GTA) “troubling developments.” With a “reduce” rating, his target dipped to $41 from $44. The average on the Street is $56.80.

What are the financial disclosures that McFadgen is referring to?

Q: I sold this one with a nice profit last August when it rolled over and am now looking at buying it back as it seems to be resuming its uptrend. What prospects do you see at the moment and what factors contributed to such a steep sell-off when many other stocks in the gambling space like GC.TO did so well?

Q: Thinking of different options for GUD and was wondering if Goodman has the means to take it private. Your thoughts?

Q: GC was recovering nicely & basing after big drop on Q results.Any news for the drop today($48.92 down 1.68). $55.96p/p, a 2% position.Buy more o or hold.Thanks for u usual great services & views

Q: Hi Team,
I noticed TSGI is in your balanced portfolio but it has not performed at all. Do you believe it can reach the previous highs of +$50 per share. It has exceeded the estimates three times in the last four quarters but expected to make less money than last year in the next two quarters. Thank You.

Q: Any concerns arising from the report from Cormark?

Q: I am tired of waiting for GUD to do something. I have 50,000 shares; what would you suggest in trying to sell these?

Q: Was there ever news about its partnership with Microsoft?