Investment Q&A

Q: Could you give an opinion of the fmv of the shares? Is applying a 15 p/e based on earnings growth of 15-20% too conservative or simplistic or should one focus on other metrics like roe etc? I own these shares and they have been on a nice run the past 3 weeks. I am leaning towards just holding for now. Thanks.

Q: Just a comment: Peter Hodson's opinions on Market Call Today are nice;y summarized at http://www.stockchase.com/expert/view/119

Q: Hi 5i,
Just an FYI. This is a quote from a press release I found on Globeinvestor in the off chance some people might have missed it: "Amaya intends to use its investor relations website as a means of disclosing material information to its investors and others and for complying with its disclosure obligations under applicable securities laws. Accordingly, investors and others should monitor the website in addition to following Amaya's press releases, securities filings and public conference calls and webcasts. This list may be updated from time to time."
If others have passed this information along, just disregard it.
All the best,
Cheers,
Mike

Q: I bought a small position in HLF and up lucky enough to be up 40%. It's a pretty volatile co. Should I sell all, some or buy more?

Q: Hi team, HLF seems is coming back to life. Any reason you know of? And you think the upside is sustainable?
Thank you!

Q: Hi,

Could you please comment on RDM Corporation's (RC) earnings release this morning and if there any insights from the conference call? The earnings looked good, but the stock is down 10% this morning.

Thanks,
Peter

Q: Hello Peter and 5i staff,
Thank you for your recommendation of Enghouse . We sold a portion as it was overweight in our portfolio. [ 3 bagger ]. We would like to add another growth stock. We were thinking of DHX or AYA. What are your favourite names at present?

We just renewed our subscription today for 2 years. Great value and great advice. We look forward to seeing Peter on BNN today. thanks again

Q: I'm down 3-5%+ on the following over the past few months. That's not a lot and I don't need to sell them but my trading background tells me to sell them and move on. So I need your steady hand. Would you sell any of these? Thanks
ISV, SPB, GH, FSZ, IPL ( I own VET, AD, EIF and 10 more)

Q: I see they are reporting in early December. Is it advisable to start a position now or wait - or is there no preference? You mentioned they have long-term contracts; would that imply reasonably "secure" forecasts and have you an opinion on those? The stock price lately has shown no direction.
Thank you.

Q: I thought BIN would be a low volatile stock { there will always be garbage, right } . I'm down 15% and looking to replace it. In the industrial sector I have WSP,BYD.UN and BIN. I am looking at CNR, MDA or RBA. Which of my 3 ideas would you pick or do you have a different choice. Thank you.

Q: Would you recommend buying this stock at this time

Q: I am under weight in the technology sector. From your portfolios what technology stocks might you recommend at this time (I own DH)? I am good with either income or growth stocks.

Is there a stock not in your portfolios that you may recommend over the others?

Thanks
Paul

Q: wich do you prefer it or aya

Q: I currently hold my maximum in CSH, SIA, NWH.UN, & DR. I plan to increase my present position in EXE to match those other holdings.

Is this a reasonable approach? Are there other names in the sector that would be preferable to increasing my EXE?

TIA. William

Q: I have just reviewed your report on WiLan. I have a small position on this stock down about 50%. Would it be worthwhile to just hold the stock for a year or so and see what happens. Don't need the tax loss, thanks

Q: Is the reason for this stock's demise over the past couple of years solely related to activity, or the lack thereof, in the oil patch? The dividend has kept me hanging on while I wait for a recovery. You have often referrd to the company's cash reserves so should I still feel comfortable that the dividend will be paid and wait for oil activity to recover?

Thanks for the insight.

Paul F.

Q: just raised their dividend 8.33% to 6.5 cents per quarter.

Q: all the big companies laying off workers. t.d. enb and now teck! What is this telling us regards the future?

Q: Hello,
Is it time to get back into this name? Is the dividend safe?
From their web site:
today declared a dividend of $0.05 per share to be paid on December 15, 2015 to shareholders of record on November 30, 2015. The ex-dividend date is November 26, 2015.

So, if I buy know I get the dividend?

Thanks
Marios

Q: Hello team,

Could you please shed more light on Amaya's $3 billion prospectus. Is this why Amaya fell and hence is it not already priced in? How is this going to affect the stock price in the next couple of years? Do you think they issue more debt or common shares? Is it prudent to wait and buy when shares are cheaper or is it better to just proceed and ignore the short term price gyrations? And finally what do you think of the article in Financial Post: http://business.financialpost.com/financial-post-magazine/high-school-dropout-has-turned-amaya-into-a-gaming-and-publicly-traded-powerhouse
Who is Andy Holloway? Is he credible? Would you buy what his glowing assessment?
I already own Amaya and after the market meltdown and its own fall my position has been reduced to 2% and I wonder if I should add now and wait for better times? I want to believe in the company and the growing online gaming industry but not foolishly or excessively?

And for what is worth, like other members I too have lost money on many of the stocks suggested by 5i, but I have no regrets and know very well that I would have lost much much more without your informed guidance. So, keep up the excellent job you are doing on our behalf and don't be discouraged by the negative comments you hear every now and then. For everyone of those you have at least 9 happy members who don't say much. Stock market is not made for the faint of hearts and we all know that you are on our side all the time, good and bad. It is not your fault that the market is not doing as well as it used to in the past few years. Thank you for everything!