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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: Hi and Happy New Year!

What is your current thinking on Equity Financial and do you think it has a good entry point now for a long term holder? Thanks again.
Read Answer Asked by Pat on December 30, 2014
Q: Hi,

From 06/30/2013 to 06/30/2014 BYD.UN posted 5 quarters in a row with negative net earnings, yet the stock performed very well. Short interest has also risen during the same period from almost 0% to currently over 7.5%. Revenues, operating income and cash flow all increased over the same period, which I am assuming is what the market liked and focused on. My question is, do the negative net earnings concern you, or is this something that can be explained and justified either from acquisitions they made over the period, or certain accounting practices they use?

Thanks for the great service in 2014!
Read Answer Asked by Adam on December 30, 2014
Q: Hi Peter & Ryan,
Is there any news about CFN? - was the deal closed?
Thanks for the update & Happy New Year
Morris
Read Answer Asked by Morris on December 29, 2014
Q: I am seriously considering WSP from your Income Portfolio. Aside from the nice dividend, I like the more than five-fold revenue growth since 2008. But, I am concerned that EPS has actually decreased over the last 5 years. With this lack of accretion from previous aquisitions, how can I have confidence that the most recent acquisition will pay off? I am also concerned about the high P/E multiple of 23 times TTM earnings. The forward P/E of 16.8 is not too bad, if they can actually pull it off. I would appreciate your comments and your recommendation.

Thanks,
Hans
Read Answer Asked by Hans on December 29, 2014
Q: Which are the best two picks to buy right now between Home Capital, Enghouse and Easyhome?
Read Answer Asked by RANDY on December 29, 2014
Q: Peter and Team,
A quick question re: averaging down. First, we am doing very well with the overall portfolio; Thank you !! BDI is a outlier down 65% from where we bought and is now a minor player for us. With your positive outlook for BDI, is it time to average down ? Is this a typically a prudent strategy ? Many other "experts" frown on this. All the best to you all for a safe rest of the Christmas break and for a really Great 2015. Paul
Read Answer Asked by Paul on December 29, 2014
Q: NAL : TSX. According to yahoo's website. NAL's projected revenue Est for 12/14/14 is 858.04M. It's projected revenue Est for 12/14/2015 is 994.56M. It's Est growth Est for 12/14/14 is 11%, it's Est growth for for 12/14/15 is 30%
It's growth Est for the next five years is 22.5% with a five year PEG of .80
All the numbers look good and it's not more than twice growth. I compared to same numbers to Canadian Oilsands, to my surprise the numbers tell me NAL : TSX is way better. What are your thoughts.
Read Answer Asked by Michel on December 29, 2014
Q: I would like to buy a stock for my TFSA in January 2015 that will have a good chance of having a large gain and long term growth. I am thinking about beaten up stocks like BDI, CPG or Cos. What would you recommend?
Read Answer Asked by Anne on December 27, 2014
Q: Hi Peter & 5i Team,

On Market Call on Dec 24, Jason Donville of DKAM seemed to be negative on RC. Do you agree with his views. I currently have a 2 % position with a gain of 10%. Would you advise me to sell. If so, which small cap stock (non energy/tech) would you recommend to buy to replace it.

Thanks in advance

Francis
Read Answer Asked by Francis on December 25, 2014
Q: In a recent answer you said you would not buy it at this level. Would this be a good time to take some profit and wait for a pullback? The ex-dividend date is Monday - does that mean I have to own it on Monday and sell Tuesday in order to get the dividend or can I sell Monday and would still receive the dividend. One last question - did the dividend decrease this month from .125 to .11. Thanks for all the terrific information. Happy holidays.\m
Read Answer Asked by Maggie on December 25, 2014
Q: Hi 5i,

What am I missing on SYZ? I can't figure out why it is not trading dramatically higher.

Please help me if I am wrong on my assumptions but based on my calculations, starting with the already completed and soon to be reported q4, both revenues and profits over the next year should come very close to tripling from the trailing 12 months. This is based on the disclosure in their last report which stated that the last acquisition if reported pro-rata would have added $28mm and $11mm in top and bottom lines respectively over the trailing 12 months.

Based on this, I can't figure out why the share price is not much, much higher; notwithstanding the gain ytd.

What am i calculating wrong here?

Thanks,
J.
Read Answer Asked by JAIME on December 24, 2014
Q: Hi Team: growing a little frustrated with lack of growth. Considering switching to CF for higher appreciation potential as the CDN market recovers. Reasonable?
Read Answer Asked by Scott on December 24, 2014
Q: merry xmas to everyone..Any new news,as has moved from bottom?re atp also rkn please..Thanks for everything and looking forward to a grat 2015, Regards Cliff
Read Answer Asked by cliff on December 23, 2014
Q: I know you have a note on Glentel but would you recommennd buying now or the risk is too high.
Read Answer Asked by Imtiaz on December 23, 2014
Q: My question is about the net interest rate impact on both of these insurers, specifically whether the positive benefits associated with higher interest rates offset the negative benefits of higher interest rates. I know the positive benefits of higher interest rates on insurers are widely accepted (via contract liabilities), however, considering that both of these firms hold billions in debt securities (the bulk of general fund), isn't their likely to be a negative impact on the balance sheet and possibly net income? Perhaps the net income impact of higher rates is more than the downside of decreasing debt security value?
Read Answer Asked by David on December 23, 2014
Q: What is your current opinion of MCB.
Thanks,
Bill.
Read Answer Asked by William on December 23, 2014
Q: I guess I bought cf at the top. Down 45 per cent. It seems excessive since they just paid a special dividend on top of the regular dividend. I know it is partly due to oil and gas but would they not make a lot of money through mergers of oil companies next year?Hopefully I learnt my lesson ie I have way too much in oil and gas related companies as a percentage of my portfolio stuck now to wait for the next up cycle. Or maybe when my portfolio review comes up I will be advised to dump and start over lol.
Read Answer Asked by Helen on December 23, 2014
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