Investment Q&A

Q: Follow-up comment to the question asked by Cameron on CSU ever having been approached for a takeover.

Suggest reading the old annual President Letters for some very interesting CSU history.

Several years ago, when the shares were around $50, some large shareholders were unhappy with the stock valuation so the board of CSU tried to sell the company. They were unsuccessful. The sale process itself resulted in a rise in share price and liquidity for investors who were looking to get out. The board found the process to be very time consuming and distracting and were glad to put it behind them and go back to growing the business. Stock is up 20 fold since then.

Lets hope the business can continue for several more years before the last chapter is written.

Q: Has CSU ever been approached for a takeover? 5i (and others) obviously think very highly of them...why have they not been picked up by a bigger player in all their years of excellence?

What are you opinions on a takeover - who could do it and would they?

Q: Hi 5i I was interested in stars and have not really bought anything for growth. (Mainly on weakness and very large companies) should I buy this on weakness? or on a new 52 wk high? Or just buy it and forget about short term gyrations?
Thanks for all your help and the webinar was great thanks Mark

Q: do you knoe the issue price of the shares with the latest offerings? Thx

Q: I feel like I should be buying more KWH.UN ...
I am down 20% since I bought it but I love the monthly dividend. I have a 5% position in it now. Would you be comfortable at a 7% position?

Q: I understand that there is some concern about NFI in the light of the NAFTA dialogue. I would also like to know if there has been transactions involving insiders in, say, the last three months. Thanks for the great service.

Q: Could you assess this company and potential growth. It has performed well over the past 9 years. Can it sustain this trend given interest rates and it's debt load.

Q: Hi Guys,

I was thinking of buying SIS at $16.60. After reading many of your answers I know you really like the company.

Why does the stock price keep dropping going against your recent recommendations?

Do you see a problem with their Chinese factory and importing goods into the US especially with how "Donald" is acting?

Any comments would be appreciated.

Thanks
John

Q: Would you expect PBH to hold up as well as Loblaw in a downturn? I hold both as part of my non-cyclical portion of my portfolio but I view PBH's growth prospects as greater and am therefore considering selling Loblaw. I realize that Loblaw is significantly larger although your report shows PBH's shares did hold up well in the last recession. My main concern with PBH is that a significant portion of revenues/profits comes from specialty foods. Would you expect this sector to hold up well in a downturn as I don't know if PBH product mix has changed significantly since 2008? I have no intention of selling PBH - I am just wondering if I can find a better substitute for Loblaw.

Appreciate your insight.

Paul F.

Q: Hi,
All the forecasts I’ve read for 1 year target for photon put it around 2.2-2.25. At 2.3 today, do you see much upside left or is the best part of this ride over? I’ve done well with it, so thanks to 5i for making me aware of it. If I was to cash out, do you have any other names for high growth companies that you would recommend a switch to? please name your top 3-4 as I own many of the companies you regularly recommend.

Thanks

Q: Peter; It seems to me that the announcement this afternoon re the convertible dispute was obviously known by some traders which accounts for the drop and volume. Surely IROC and/or the OSC should be aware of this and take some sort of action? I guess this a question but more of how it can happen?
Rod

Q: I am confused,so please help me to understand.TSGI had a decent run the last 2 weeks esp. yesterday(when it was up $2.41),but drop today as there was a bond financing..In my mind,equity financing creates an overhang as dilutive & price set lower than market's price,so how does bond financing comes into play.Guess today's increase in rate by the Fed (as expected)plus 2 more in 2018 may have a negative impact.Thanks for u usual great services & views

Q: Do you see any news fro the abrupt sell off this am - hit $50. and then dropped like a rock. ThanksRod

Q: 2/3 position @ $10.67 down 15%.CLIQ has dropped from $12.39 @ end of Jan despite ACB's purchase of 20% plus option @ $15.Appears there is some tech.support @ or around $9.Is it time to add a bit?Thanks for u normal great services & insights

Q: anything in your end to see why the pop in the stock yesterday?
Thx

Q: Hello Peter and staff:
I am a retired investor who is looking at Enercare for income and a little growth and capital preservation.
I would appreciate your comments on this company.
Thank you

Q: Your comments on the change in the top management with the chairman's resignation and the likely fall out, please. The stock price ,which was gaining momentum, has started slipping again!

Q: Hi

Two months ago I invested a severance that closely followed your balanced portfolio. It has done well. I recently had a pension transferred to a LIRA and want to invest that too. A part of me is hesitant to invest the LIRA in equities such as CSU or GC as examples given their terrific gains already. 8 weeks ago CSU was $900 and I thought I was taking a risk then but it went up even higher so it worked out. My question is when is it too late to hop on the 5i train? especially if you are a relatively new subscriber such as myself. Note, I still do my own research and make my own adjustments on my portfolio.

I'm really glad I subscribed. It has been a great decision thus far.

Thanks!

Q: One of my largest holdings, sold some today, still have a lot.
Some analysts target is 3.00-3.50.
Stock had had a great run, where do you see it by year end.
I know you hate those kind of questions but I am a trader and momentum investor. Dave

Q: Would you consider the Stars Group still a reasonable buy at its current share price?

Would you consider the Stars Group a potential take-over target?

Thank you so much. I still hold the Stars shares I bought many years ago when your dream team recommended it. It has been a wonder stock - right up there with Constellation Software and many other winners you have recommended.

Well done and thanks, Peter