Investment Q&A

Q: First look at RDM's Q4 results look very good. Your thoughts? Does RDM's stock price really reflect that this Company reports in US dollars and the stock trades in $CAD?

Q: CCL is roughly flat over the last 12 months and down significantly in October even after reporting what I would consider decent earnings. I understand the sector rotation going on after the US election might have played a part in October's decline but are there other things going on that are of concern? Is the debt level a concern? The stock just keeps drifting lower. I have half a position and was wondering if now would be a good time to purchase the other half?

Q: Hi folks,I am perplexed by trading of Amaya,currently in $19's when the $24 takeover offer seems like a slam dunk. Am I missing something?? I have 400 shares at $20.20,held thru thick & thin and don't understand why stock would not be trading at or near $24 range.Why shouldn't I buy more in $19's and tender to $24 offer,thanks for clarifying situation for me,jb

Q: Do you think that there are there further short attacks going on, tax loss selling, or does someone know something that they aren't sharing?

Is it time to bail on DH?

Q: Questor released Q3 and my first thought is that they looked better than expected including their outlook for Q4. Also their cash position has gone up since the beginning of the year. Your thoughts?

Q: TNC reports this morning.Could I get your opinion and future outlook.
Thank You

Q: i have owned this stock for a while and very frustrated with share price preformance

i dont mind keeping the stock if some of the articles are read are on track like 19 percent earning growth and 30 sales growth

please comment on your feeling on the stock

Q: Having just lost a pile of dough on Cipher (moved on as suggested) And having averaged down my cost on BOS a month ago, I am now down 48 per cent on BOS. I can hold for four more years if you think the company has merit. I don't need to sell am sitting on a lot of cash. But I am not mentally prepared for a 75 per cent loss. Do you think it can have a better 2017 or take my loss. Thanks for your sage advice.

Q: Hi Peter
Well is it time to let these 2 go ? I have been patient . What to replace with with is the question .

Q: I was encouraged by Avigilon's quarterly performance until I compared profits with history and looked at actual earnings per share rather than the adjusted earnings per share shown. Actual was only $0.08. I questioned to myself the adjustments which increased the earnings to $0.21. Also, compared to history, there was nothing outstanding solely in terms of earnings per share. The only positive I see is record revenue but to me a huge revenue is not worth a lot unless it translates into profits. Perhaps I am missing something but I see no reason to continue to hold my shares in this company. I did not follow your advice and did average down with an average purchase price of $21.38 per share. Do you share my thoughts on this company? Thank you
Ed

Q: Hi Peter and Team,
Could you please comment on KBL's Q3, its futer growth and its valuation. Is it a buy at current price? Thanks

Q: What is your current opinion of Winpak? Would you continue to be okay with it as a long term hold?
Mary

Q: How will the offer work? Are shareholders to expect an offer, in writing, requesting that they tender their shares for $24.00 share?

Q: Could I have your opinion on Premium Brands offering 4.6% convertible debenture ? conversion price of 107.25, maturity 2023

Thanks

Dave

Q: Recently a number of 5i covered stocks got hit with bad earnings. If you already own good companies like SIS and TOY which ones should the above be replaced with at this time.

Q: Is it time to sell BOS ? Thanks

Q: Hello 5i Team!

With STN and WSP recent quarterly results in which company stands to benefit most with the planned future infrastructure spend in the US? I know that both companies are liked by 5i, however, which company has the current edge for a long term investment for capital appreciation? I held Stantec in the past and moved to WSP on your previous recommendations in the Balanced Portfolio.

As always, thanks for the great service!
Angelo

Q: I was wondering what is going on with Enercare's price this week it's gone down over 7% since last Friday. I hold ECI in my income portfolio and I wonder if I should add to my position with this drop?

Q: CXI currency Exchange Corp is on a downturn daily. Any reason for this? Should I hold or sell? Many thanks Anne

Q: Is it time for "bygones to be bygones" with Airboss? Will you be replacing it in the portfolio? I'm ready to move on as I'm down 25% and prospects don't look good. It's in a TFSA, so can't claim any losses. What would be a good replacement? Thanks as ever for your advice!