Investment Q&A

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

Q: In a LIF portfolio that I manage for my 65 year old wife I have sold BIN and now have funds to re-invest. I could add to existing positions or start a new sock. This portfolio has an emphasis on income. To help guide me could you tell me what 4 or 5 stocks you would recommend at this time?

Q: Can I have your thoughts on Enbridge after their recent earnings announcement. The fact that their dividend increases may be less than announced in 2014 causes some concern. I am interested in this security as a long term hold. Thank You.

Q: I was notified this a.m. that ENB reported 2015 FY results. Your thoughts?


Thanks

Sheldon

Q: Your report on Savaria mentions that only 9% of the revenue for the Accessibility segment comes from outside North America. Does the company have plans to generate more revenue growth outside North America and have they indicated what that potential growth is?

Q: Did you get a chance to listen to today's conference call? If so, your opinion please . It seemed that analysts were ganging up on management .

Q: Peter and Team,

In trying to follow the model portfolio moves, I am looking to add PKI. The one wart that I see is that, in your last report, it showed a payout ratio above 100%. Do you still see this and are you concerned about it>?