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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: What are your thoughts on SIS's premature earnings release with disappointing EBITDA miss and lowered guidance? Also they pointed to less acquisitions and more focusing on getting the house in order. Obviously not good to hear they are struggling in Europe. I have always liked this mgmt and I feel they handled this primarily negative release well and I appreciate their transparency and guidance on how they plan to fix the issues. But what does this mean for a company that has struggled for the last 5 months, are we now looking at another year plus of lowered guidance, less or no acquisitions, restructuring, and beaten down share price? Thanks
Read Answer Asked by Adam on February 20, 2019
Q: Is it a good time to buy WSP. It seems to me that if SNC ends up being convicted, and then banned from Federal government contracts, that WSP (also HQ in Montreal) could be a big beneficiary with lots of new business. Why does the media only mention possible job losses for SNC, wouldn't WSP just hire many of those people anyway?
Read Answer Asked by David on February 19, 2019
Q: I was disappointed with the sizeable drop in the share price of Cineplex today. When I look at the attendance and revenue results for the past twelve years, attendance is essentially flat, not down, while revenues have shown a consistent increase (about 60% since 2009). Am I just trying to convince myself to hang in there in the face of the inevitable decline or do you think there is hope for this stock?
Read Answer Asked by richard on February 19, 2019
Q: i sold at $37. still bitter.

why is ellis jacob given a pass on cineplex performance?

he talks as if he controls nothing poor movie slate cannot do anything.

it is a monopoly.

the theatres are minimally acceptable at best no money is spent on them.

why not start a movie pass like subscription?

work on the stale scene rewards program.

go on amc or cinemark websites and grab their ideas.

stock has been cut in half and shareholders are upset but nothing happens.


Read Answer Asked by ian on February 19, 2019
Q: Hello 5I Team, Thanks for the great service that you provide.
I'm getting quite impatient and nervous about TSGI missing the 2019 bounce and suspect that USA potentially clamping down on gambling will remain a strong headwind for the foreseeable future. Would it be a better idea to get sell my position 4% total portfolio and re-invest in one or more of SHOP, GSY or CSU? If so, what would your order of preference be.

Thanks

Read Answer Asked by Abhishek on February 15, 2019
Q: Re: your answer on FCR today "The move will lower the company's cost of capital (probably). It makes sense, and most investors have likely been treating like a REIT anyway. It is a real estate company with a portfolio of assets, with a high dividend. Similarities exist already. It will be similar to others, but with a retail focus, but at least anchored by grocery stores and drug stores. It will 'probably' be a taxable conversion, so this may annoy some long term shareholders with embedded gains. "

On your last paragraph saying "will probably be a taxable conversion" that means holding FCR on non register a/c
may get taxable conversion.
I hold 1013 shares in cash a/c and have 28% gain, so should I sell before the conversion?
Thanks as always,
Tak
Read Answer Asked by Tak on February 14, 2019
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