Investment Q&A

Q: Their stock hasn’t done much in the past 2 years, however their earnings and other financials seem to be pretty solid. Only paying out a small dividend with little growth is there something that I am missing with this stock (e.g. - its time is coming after its solid last report) or would it be beneficial to sell and start putting money into stronger performing companies in that sector (e.g. - A&W). I love what A&W is doing the last year (i.e. food and renovations). Your thoughts on both?

Q: Hi, Looks like a strong beat by DH on all metrics, in Q4 earning release, today. Could you comment please. Do you believe this to be a strong reaffirmation of company's stand on the short sellers report ? I think stock deserves to be finally rewarded. Thanks

Q: Parkland has recently been downgraded by TD Securities from a target of $25 down to $23. Is there any reason for concern?

Q: Does the company have much growth potential or is it best viewed as primarily a good solid dividend stock? If a dividend stock, does the business model provide for an increasing dividend?

Appreciate your insight.

Paul F.

Q: I am wondering why the share buy back is being done. Does Dr. Peller's Holding Company, Jalger Limited, feel the stock is getting a little rich and he wants to offload a portion. I don't imagine the Doc needs the cash. Seems to me that this company has a tremendous amount of intrinsic value and as such, there is plenty of up side. Why now? Albeit the price is reasonable relative to the current price. Who knows what lurks in the mind of man. Notwithstanding I would appreciate your take.

Q: CXI has been on a tear over the last month while banks have not performed well. Do you have any explanation that would enlighten me? Thank you for sharing your expertise.

Q: Still positive on this name. Cie reporting tomorrow.
Stock going down.Buy now or after tomorrow's earnings ? Thanks !

Q: Hi Peter and team, with AYA wanting to privatize is there any chance of it going to $30 or near $30 in the mean time or is there no way of it going past $21 until something is settled. Thanks, Nick

Q: I would like to add to my WSP holdings but it is currently trading well below it's 200 day moving average. On 1 Oct 2014 you rated WSP as B- , would that rating hold today?

Q: Would appreciate your comments for making a trade by selling Ten Peaks Coffee TPK and buying Andrew Pellar. With Thanks, Bill

Q: Do you think it would be safe to add to my position in DH Corp. If they have a decent report after the market closes on Feb.23
I took a half position after the stock was hit with the big short from a hedge fund back in the fall (2015)and was waiting to see their report before adding any more.
Thank you for your advice on this question
Charlie

Q: I have ccl.b and am up significantly, despite the decline in the past while. My question is would selling it make sense and purchasing Richards Pkg instead. It is in my rrsp, so no tax implication. Your thoughts please. Thanks so much.

Q: Re John's question CSU was upgraded by RBC Monday with a $675 target price.

Sheldon

Q: H&R REIT has been weak for a few days (since Dream Office REIT reported). Do you think there is some rotation from H&R in to Dream Office? Does this switch make sense? At the current valuation H&R seems to be getting a lot more interesting. Any thoughts please?

Q: The stock has trended down since August and ask for any background on this. Is this stock you would hold or sell?

Q: Good Afternoon, CSU finished the day at $535.21. The 52 week
high is $598.00. Do you see it getting back up to the $600.00 area any time soon? Thanks John

Q: Would like to know your thoughts on Liq. Is the dividend at risk and can you explain the constant decline in value. I would like to enter a small position for the div. interest. Thanks you.

Q: Hi 5i Research team,
About SIS analysis, qualitative (small-cap, key person risks) had the lowest grade on your report card. What would have been the overall rating without that characteristic? What would you like to see improve in order to increase your comfort level with SIS? Or is it pretty much as good as it gets for this size of company?
Have you meet management / what is your opinion of management? What could be the next catalysts to bring SIS to the next level? Based on cash on hand and the way the company is managed (focus on organic growth and small tuck-in acquistion), I do not expect many or large equity issues: therefore little interest from the broker/analysts community. Am I right?
Thank you for your collaboration, Eric

Q: How serious is the risk of competition from financial technology companies? If competition becomes a threat, would banks like bns not just buy the fintech companies? I would appreciate your thoughts.

Q: I appreciated Ryan's take on stocks that can benefit on the low Canadian dollar in your recent blog. Of the ones mentionned, I was wondering which would be the best buy at the moment, not considering the rest of one's asset distribution? I notice, for instance, that Blackcome has gone up quite a bit over the past year, while the others have fallen. I like the idea of something as solid as railway ties. I guess they will always be needed. But, maybe one of the others is a better buy at the moment.

As i say, asset mix is not a consideration at the moment. Also, in profiting from the American dividends, is it possible to get the dividends in US dollars straight out, or do the brokerages all convert them to Canadian?
thanks