Investment Q&A

Q: I am a longtime 5i member and have held Wi Lan (WIN) since you initially recommended it. Fortunately it is only a very small part of my portfolio. I have been patiently waiting for the outcome of their strategic review before taking any decision concerning this holding. The review seems to be taking much longer than I (and most others I believe) expected, which I read as a bad sign. I am starting to be concerned given the length of time it has taken that they might not find a buyer with agreeable terms, and right now there may be more downside risk than upside potential. What are your thoughts on the time the review seems to be taking, and if per say they were to announce today that no one has stepped up with an acceptable offer to what degree do you think the stock price would be impacted.

Thanks,
Steven

Q: Peter; BMO research has a interesting comment on the MDA lawsuit. Rod

Q: FSV reports on Tuesday. Can you give me your thoughts on this company.

Thank you
Craig

Q: AVO
I am underwater with Avigilion, it continues to slide and technically looks like it could go to #20. Should I sell and if so what could I replace it with. Thanks
Bruce

Q: Morning,

Would you sell Marinrea (MRE) to buy Exco (XTC)?

If so, why?

Thanks
John

Q: Good morning, Peter.
Re: CPX
I own Capital Power for a little growth and a good dividend, and have seen both since I bought it last year. Latest quarter's results are not finding favor with the market but is this a situation where you just sit back and ignore the short-term noise or should the stock be a candidate for sale?
Thank you and kind regards,
Geoff

Q: Hello,
I am wondering what your latest thoughts are on Avigilon (AVO ). Is this stock still worth holding into the next earnings or would you take a loss and sell.

Thanks

Q: Please comment on recent news from Contrans CSS. Thank you.

Q: In the past weeks our full position in HR.UN has dropped almost 2.5%. What would you tnink of selling it and dividing half of the money between REI.UN and AX.UN, in which we now have 1/2 posn's, and half into NFI in which we have a 1/4 position? We do depend on dividends for much of our income.

Q: Hi there,
Would you people have any info on any new fundamental reasons
for the recent price rise in BYD.UN, or is it just going up ? 39+ the other day.

Thanks again
Larry

Q: Hi folks,
Would you know of any fundamental reason for BOYD,S BYD.UN latest run up ( better than 39 dollars?

Thanks again ,
Larry

Q: Could you please provide an update on CFN?
Bought at 9.15 and 9.00, now at 8.90.

Q: Do you have a comment or any insight into the repercussions of the court finding against MDA's subsidiary today in California (patent infringement). Is this likely to be a continuing drag on the stock until finally resolved?

Q: I noticed today that MDA lost a case against Via Stat for breach of contract and patent infringement. The stock is getting hit hard today. Will this effect the stock long term?

Q: Hello 5i,

I was wondering what percentage of Sylogist's (SYZ) revenue is relatively fixed or recurring in nature? I noticed they haven't announced any new contracts recently. Would the contracts they announced last year still largely be in effect this year?

Their 2013 Q4 numbers were a step change above that for 2012 with benefits being realized from the Epic Data aquisition. Do you expect this to continue and what would you expect in the way of EPS for Q1?

Thanks

Q: Good Morning 5i! I'm more interested in growth than income and would value you opinion on the following auto sector stocks: MG; LNR; MRE; and ACQ. Which is the better of the 4 for a 1-2 year hold and I'd also like your thoughts on the auto sector at this time. Thanks!

Q: Hi Peter,
I am looking at opening a position in Gildan(GIL)and have a couple of questions. One of your concerns was with debt in your last report. LTD seems to be considerably lower as of December.If correct would this improve your rating and for EPS growth I am wondering what your estimates would be for 14&15.
Thanks
Mike

Q: Would you recommend a switch from Morguard Residential MRG.UN to Tricon TCN for investors approaching retirement?

Q: Hi,

I'm looking at adding a large technology Company to my RRSP. I currently own Enghouse and I'm looking at adding either Open Text (OTC) or Constellation Software (CSU)? Any preference?

Also, Open Text is making an announcement tomorrow with the premier of Ontario. I assume its something related to additional investments in Ontario. What are your thoughts?

Thanks again,
Jason

Q: As a followup to a recent inquiry regarding Tricon (TCN), I am wondering if the recent decline in new home sales is good for this company's prospects as lower prices mean they can continue to increase their home inventory at more depressed valuations plus more families will need to rent from their existing inventory. Similarly, will it hurt their business when home sales and prices rise or will that be the timeframe that they will begin to liquidate their inventory?
Thank you.
Steven