Investment Q&A

Q: I do my investing online so do not have an advisor. There is a notice for Amaya stock owners to see if we want to join the class action suit. I only own 100 shares so not much at risk, but do you recommend to join it, or since I still own the stock, to not join it.

Q: Have done very well with this stock. Rated a B and thus is there a better place for my money?

Q: I'm considering buying either Ten Peaks [TPK]orDHX Media[DHX.B]for growth.Both are small companies with some risk but both have potential.Which one would you recommend or would you recommend booth? How big a %age would you recommend - 1.5%,2.5%,5% ?

Q: Thanks for your answer. Please Note that the RDM reports in US dollars so $37 million is the conversion cash amount to your US$28 million. Are the earnings multiplies you quote adjusted for the fact that RDM's stock trades in $C and they reports earnings in $US?

Q: RDM's stock price hit I believe a 8-year this morning. How much higher could this stock go if you factor in a take over or acquisition given the Company has about C$37 million in cash and no debt?

Q: PBH has gone up a lot in the last 2 months. I'm now seeing a forward P/E of 23.5.

At what point would you say that a company looks good but the stock is too expensive to buy at the current time?

I currently have ATD.B weighted at 5.77%. Would you advise selling a half position in ATD.B to buy a half position in PBH?

Q: What percentage of REIT's would you hold in a diversified portfolio?I currently owned HR.UN and in a loss position. I am thinking of averaging down as it is only 1.5 % of my total portfolio and increasing it to 3% and also buy CSH.UN for a 2% weight and the total weight would be 5%. Is this a good idea?
Thanks
Dolores

Q: Hello team,

I have a question which may turn to a suggestion. You have just released a report on this company, which is generally positive for a long-term investor. I wanted to ask what you know about the management of this company. Have you seen them? What do you think of them? How much skin do they have in the game?

And with that, what do you think of having a section on Management in your coverage report? Like who they are? what is their background, past experience, education, etc? Have you met them or not and what is your overall impression of them? I think a section of this kind would add more value to your coverage report. I don't think I am the only one who believes more often than not it is the management that makes or breaks a company. I don't want to invest in a company which you (5i) do not have a good impression of. And if you put this information in the report, members would not have to email you and ask you the same.

Thank you as always 5i.

Q: I am relatively new at handling my own portfolio and am cautious by nature.
My Peller shares are up 60% since I bought them and I have seen no media coverage
which would explain this. Would you think this might be a good time to take my profit, or are you aware of any reason I might want to hang on?

Q: Hi Guys,

Would you purchase Winpak at todays price of $49.46? It is trading with a PE above 24.

I know it is a good company, but is now the time to buy or should I wait for a POSSIBLE reduction in price.

Thanks
John

Q: Pls advise me as to sell or keep for future growth. The stock is languishing and I have a decent profit. Thank you Phyl

Q: I have done pretty well with BEP.UN but am wondering how sustainable it is at this price. With a yield of 5.96% and according to my BMO Investorline a P/E ratio of 3929. Has it just been rising on the strength of 'Renewable Energy' in its name? Thks for yr valuable insight as always.

Q: Would a switch from Trimac TMA to Gamehost GM make any sense? - are they equally risky? Or should one hold either? Thanks Jim

Q: what sector does this stock belong to?

Q: Hello 5i team,
I’m concerned on Amaya’s future after reading this article in La Presse+ on April 2nd.
According to the article Michael Shatilla a Westmount broker and Jacques Lemelin a day-trader are part of a group that wish to obtain authorisation for a collective law suit against Amaya and its directors. They have deposited in Quebec’s Superior Court in order to get compensation for investors who lost after trading between March 31st 2014 and March 22nd 2016. They claim that privilege information was shared in order to boost the price of AYA in order to buy Poker Stars. Other distinctive law suits are in the works in the United States as AYA not only trades on the TSX but also the Nasdaq.
The fact that David Baazov has stepped down was appreciated by the markets. How much damage can this law suit do to AYA and is this going to keep the price down making it easier for the company to go private or is it too early to comment?

http://affaires.lapresse.ca/bourse/201604/01/01-4966833-recours-collectif-demande-contre-amaya.php
Ronald

Q: Hello Team
Just wondering when we will see the blog on AYA?
Peter.

Q: Some pundits seems to push BNS and TD as the 2 best banks. But, when I checked this morning, I found BNS had dropped much more than the others. BNS-1.14, BMO-.17, CM-.09, RY-.28, TD-.10.
I just do not understand the enthusiasm for BNS when so many of its branches are in very unstable countries; Mexico, Central and South America. The thought would bother me if I had a position in it. Comment?

Q: MDA has been steadily going down in an upward market over the last while (down 9% over the last 6 weeks). In the last two days it has fallen 4%. Any idea why? Is it a buy at these levels?

Q: PKI is going to raise 500,000,000,000. Please give your take on this and what affect will it have on the stock price.

Q: Just comparing NPI to other electric utilities in Canada during the past year this one wins hands down. Can you please explain the recent outperformance and future prospects. It still has an attractive yield of 5%. NPI generates power from renewable sources but then so does BEP.UN as opposed to a coal based utility such as TA. perhaps NPI would be a nice addition to the income portfolio.
Thanks for your great service,
Steve