Investment Q&A

Q: Hi,
Looking at your Badger Rept dated May 8 2012 rated A-, now B+, due to increased valuation, no doubt.I noticed they have been diversifying into construction which is very strong due to unusually low interest rates. Since there is much talk of rising rates, do you see this as a serious risk to BAD's upside or even line them up for another haircut?

Q: A couple of my holdings have been punished for reporting weak quarterly numbers, namely Parkland (PKI) and Newalta (NAL). Here's my question: I hear some people say that one weak quarter is often followed by another, while others say that one quarter is too soon to decide on a stock. Could I have your comments on PKI and NAL, as well as on how to decide whether a bad quarter is a harbinger or a blip. Thanks very much.

Q: Hi team, I have BDI and FSZ in my TFSA. Both of them are down 6-7%. Should I sell them now. If so, what should I replace them with? Many thanks,

Q: Hi, LOY and AVO: which of these do you prefer for a small cap investment? What is the risk for each? Good time to buy? Thanks so much. Helen

Q: I read that you mentioned that HNL is a hold. Please define what you mean as a hold?
Thanks

Q: ACQ. I'm assuming from your earlier answer and its plunging stock price that the conference call didn't go well. Now down 8% on the day, following a 16% fall over the past weeks, any momentum in this stock seems headed downward in the short to medium term, at any rate. Am I wrong?

Q: re: AVO Avigilion & Alexander Fernandes comments on Business Day

It seems AVO is getting into the habit of providing a surprise each time they report.

What are your thoughts (if you watched/read) on Mr. Fernandes' comments today on BNN's Business Day?

Thank you for all you do

Gord

Q: Hello Peter
Please comment on the resent drop on the share price of Auto Canada . Is it a good buy at these prices or do you see more drop going forward ? Does the future still looks good after the 2Q report ? Should i hold the company or switch to other opportunities .Thanks Claudio

Q: Exfo xtc even though they had record earnings the stock does not move much. Would this company be of interest to say magna,linamar or even martinrea for their European exposure? Or do they need to grow more before anyone would be interested? What is the insider ownership. Thanks.

Q: Hello 5i team,
The only media-related company I hold is BCE. I am now examining DHX Media but I'm trying to make sense of it; its ROE is a poor 3-4% but most of everybody is impressed by its library of kid shows. How does one evaluate their value; do you think that "Sesame Street" that I watched with my kids in the 80's has much value today?...In other words, how are the shows depreciated?
Thanks,
Tony

Q: Your thoughts on STN latest quarter?

Q: Re your appearance on BNN on 7/29,my lady investing friend & I were elated to see you still looking good & sharp as ever after your accident.Was unsuccessful to get on the show to thank you for your great site & ask a question as many people ahead. Txs for your advise to buy SJ before release of results.It was up $1.88. In my humble opinion,Alex,CEO of AVO is a strong reason for a bigger drop of price after the latest 2 q results due to his personality & poor conference call.He did not generate cofidence & evasive @ times.He is very driven & maybe he is going to make an acquistion soon.As a copmarison,Paul Colbourne of SGY is very open & generates confidence besides his continuos buying in the market.Thanks a lot

Q: Hi - Parkland Fuel (PKI) is getting clobbered.Time to buy more or get out? Thanks.

Q: Hello 5i team,
I looked at Avigilon's results today; Sales, Gross margin, Ebitda and adjusted earnings are all up except Net earnings.
The market obviously does not like it; what is your take?
Thanks,
Tony

Q: Good morning, AVO, at its current price and yesterdays reports, is this a buying opportunity or hold?

Q: Hi Peter,
Could you please comment on the latest quarterly results from Parkland Fuel, PKI. There appears to be increased trading activity based on the results which seem to be quite good to me. I would appreciate your insight on the report. Thank you, Lynda

Q: Avigilon's (AVO)spring share offering appears to have reduced its quarterly earnings by about 1 cent a share. Have they given any indication what they plan to do with all their cash?

Q: Good afternoon, re AVO, Avigilon, do you consider it a good buy after today's drop? Thank you

Q: Can you provide your observations on Parkland Fuel's (PKI) 2nd quarter results? Thank you.

Q: HNL

Is this a good opportunity for a 2-3 year hold? Is the div safe at 5.7%?