Investment Q&A

Q: What are the insiders positions in Cliq?

Q: Hello, 5i
Sometimes entry price counts....
I have followed CSU over a few months now.
I know that you are very reluctant talking prices makes this question probably frustrating
So this is my question:
/Which of csu or engh do you prefer?
If you prefer csu,
1/ do you think it is over/under or properly valued at $886
2/ in case of a economy/ markets breakdown, from your experience, can it drop another 20%
Thanks

Q: I was a bit surprised to see SPB in your answer to a question about your top 5 utility companies to buy today. Why are you so positive about this company?

Q: Peter and Team:
At this time of tax loss selling and general carnage, what would be your top 3 picks from the balance portfolio to add to regardless of sector.

Thanks

Phil

Q: In August, 5I issued a positive report on TFII rating it B+. The stock price was $48.30. It was subsequently added to the portfolio. Today the price is $36.70. Do you have any explanation why the drop of 24%? Markets are terrible but TFII is being punished more than the average. Is there some underlying fact that may be affecting things?

Q: i think this is the stock you are asked more questions than any other, pretty impressive stuff with 4 insiders including
ceo buying fairly large positions in their stock at the end of november at prices 5 dollars higher than where we are today. your comments. dave

Q: So much noise !!! Could you please provide your assessment of the results ? Thanks

Q: Down considerably with this stock. I notice that it is not one of your top picks going forward. Your thoughts

Q: Each of these companies have a 2% weighting in my rrsp.I have losses of 20% for TOY,4% for SIS,11% for GSY and 13% for KXS.
Buy,sell,hold?
Your recommendations please.

Q: Can you see why ENGH is up in such a volatile market?

Thanks

Sheldon

Q: Moody’s withdraws all ratings of Great Canadian following redemption of rated debt. What does that mean? Is that bad, good, neutral? I don’t understand what that means for GC Or ME—the investor!

Q: I have asked before about slf but really don’t understand the reason for the big drop. Can you explain, should I. Buy a us insurer, and if so which one. Thank you

Q: GC--Any reason for recent decline? CLIQ--what's u take now after termination of div resulting in a big drop(some 22%) in a day.In my opinion,management is terrible. Thanks for u usualngreat services & views

Q: Further to my question and that of Marios, I tend to agree that when a stock continues to fall as it has, one does get concerned that something is happening that we do not know about. Perhaps poker popularity is diminishing or perhaps debt reduction is not being taken seriously enough?
Based on your analysis of the company what are your projected revenues/ their forecasted this year and the next? Has the company made any comments/projections regarding how internet gambling is trending? Also you mentioned their debt levels. Has debt been increasing this year and are there any tangible signs that the company has plans to reduce the debt load.? What have they said in their conference calls regarding the industry and their plans to cope with their debt levels? Do they have the cash flow that would allow debt reduction?
It seems obvious that the market is concerned about something re this company. When I see a company trading at about 10 times next year's expected earnings and people continue to sell the shares day after day then one starts to question the validity of the projections and their ability to continue as a viable company with excessive debt! Not too long ago there was a drug company with all kinds of rosy projections that fell to junk status from very lofty levels. And debt, I seem to recall was an issue. Hopefully we do not have a similar situation with TSGI?!

Q: Has Sylogist indicated what its guidance is for 2019?

Q: in the globe today an insider spent 24 million buyin stock at
35.00, is. that a typo,and what does this tell you about nfi, i do not own but seeing this is impressive. dave

Q: Perhaps the relentless selling down of tsgi is a result of an unpleasant ruling on the Kentucky lawsuit forth coming?? How does your evaluation work based on worse case senario??
Regards.

Q: With the recent results of KXS - how do you feel about the company?? - better to take a tax loss now and look at it again in the future?? - thanks

Q: TOY has dropped much more than market averages. It appears 5i still likes the company. Of course, at a much lower multiple, it makes itself more to be liked. But how does 5i really feel about TOY? Is is a sell, hold or buy. You last indicated ... it is not one we would be truly worried about. Please explain.

Q: Not really a question but more of a ‘ feet on the street ‘ observation. The Americans are CRAZY about their sports and like to gamble.
Am going to buy some TSGI with next year’s TFSA contribution.