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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I am a new subscriber and I tried to put <Sylogist> in a watchlist and it would seem that the symbol SYZ is unkonwn.

Where does it trade

Laurent
Read Answer Asked by Laurent on February 06, 2015
Q: Hello team
I know you have respect for Jason Donville and I do also. Yesterday on BNN he floored a question on DHX media. He seemed to have an issue with the way they dealt with some revenue stream accounting which I don't quite understand. There was nothing dishonest about it but he seemed to feel that the ROE (he likes 20% ROE) and profitability metrics weren't there. He seemed to question the revenue stream from the media inventory.
I know the 5I team likes the stock so what is your balance on what Jason says. Is 20% ROE a stretch in some cases.
It takes two to make a market !
Without Prejudice
Thank You
Clarence
Read Answer Asked by Clarence on February 06, 2015
Q: just wondering if you have put a call out to those guys yet as promised?
Read Answer Asked by Josh on February 06, 2015
Q: Peter I have held this stock since I joined your group and has served me well I was however disappointed how far it in rating last year the leadership seems more focused on tv ratigs than the core buissness .I have about a 20% gain in capital on it .My question is would you sell and pick up AW ?
Kind Regards
Stan
Read Answer Asked by Stan on February 06, 2015
Q: Hello Peter. holding this stock for quite some time (before launch of 5i) and has done very well for me. As such it is now a 9% portfolio weight. As much as I still like it, but getting bit worried from portfolio management point. Do you think it would be prudent to reduce weight say to 5% . Your opinion, please. If you recommend selling some then please advise some 2-3 other choices with a similar characteristics - safety, income and growth. Thanks.
Read Answer Asked by RUPINDER on February 06, 2015
Q: I have been waiting patiently for the carfinco deal to close and I am wondering if it is worth waiting or if I should move on to another holding that may offer more than the approximately 5.5% upside to the closing price of $11.25? What about the special dividend that has been mentioned? I have been considering a position in CXI as an alternative. Any thoughts would be appreciated. Thanks
John
Read Answer Asked by John on February 05, 2015
Q: You answered a question a couple of weeks ago stating that this was a good defensive stock. Is there still growth in it? I am kicking myself as I lost patience with it a year ago and sold - missing out on a 25% or so gain. Lesson learned. good entry point?

Paul F.
Read Answer Asked by Paul on February 05, 2015
Q: Boston Pizza has done okay during the year that I have owned it, largely because of the dividend but I am wondering if a switch to MTY is in order. I like dividends and Boston's is certainly higher but MTY seems to be growing theirs and at the end of the day, I am looking for one that will achieve the higher overall return over the next few years. Is a switch in order?

I also own A & W and am very happy to keep it if you think that is a good combination with one of the others.

Thanks. Invaluable service.

Paul F
Read Answer Asked by Paul on February 05, 2015
Q: Peter and Team,

The segment in the link here: http://www.bnn.ca/Video/player.aspx?vid=545085

Was shown on BNN today. It is on why Cineplex is a short. Agilith has been short and touting their short call (and getting gashed, by the way) for some time. I've owned the stock for a number of years now and like it and still like it but I am curious if you have any thoughts around their short thesis on Cineplex and their claim that the dividend isn't covered by cashflow.

Thanks,
Read Answer Asked by Marc on February 05, 2015
Q: I see that CF is handling the IT financing. Given IT is trading over 10% above the $15 bot deal price, CF should enjoy a nice win. My question is whether that win is enough to move the needle for their Q4 earnings. Is the stock a buy given today's weakness?

Thanks!
Read Answer Asked by Christopher on February 05, 2015
Q: Hey Guys, your thoughts on Gildan ' s press releases yesterday.
Thanks,
Jim
Read Answer Asked by jim on February 05, 2015
Q: how closely tied to the oil & gas sector is Aston Hill Financial Inc.
Read Answer Asked by Douglas on February 05, 2015
Q: CXI(TSX) is deemed a foreign investment, as it is domiciled in the US. I guess I should have noticed that before I bought it. Would that affect which account one should buy it in( registered or not), with respect to US withholding tax etc.? Also useful to note this for the 100K foreign reporting requirements.
Read Answer Asked by Marilyn on February 05, 2015
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