Investment Q&A

Q: Hi Team, does CGX look "interesting" at these levels. I took a small position already, time to add? Thanks.

Q: WIN Wi-lan of course! Numbers are in. Market likes. Whaddya think? Skip Q if already asked.

TIA

Q: hnl, With the release of 2nd quarter 2014 results (released yesterday) below analyst expectations, what would you suggest, keep the stocks or sell it off now and wait for a turnaround in two quarters.

Q: Hi Peter, if you had to choose one for long term growth, BAD or BDI?
Thanks Dave

Q: re:AYA

Morning team

As follow up on your answer for Helen, are you able to give us an idea re: target price moving forward?

Thanks for all you do

Gord

Q: I was looking for some more detail on your double down approach. My position in AYA has increased from 7%, to now 14% of my portfolio. I am ok with the risk of having a very concreated position as i regularly have positions over 10%. My question is what would you use as a trigger to purchase more AYA, or would you just let the market price increase and increase the position. Would you wait for a 25% gain and then by more or some other approach. As always great service.

Darcy

Q: MDA is now down about nearly 10% from its high and is nearly flat from last fall. This seems like a great buying op for a full position. If you agree I am going for it before tomorrows earning report. Please comment. Thanks.

Q: Thanks to your great service I have held CSU since mid 2012 and have been buying on the small pull backs. Currently at 6% weight. It has stalled or dropped over the last 6 months and have been patient because it has been such a good performer but is it time to move on with some or all?

Thanks again for your service

Q: I have a full position in Russel Metals that includes a 25% gain, and I have a half position in Stella Jones that involves a 5% loss since purchase. I'm thinking of taking half off RUS and topping up SJ as it is cheaper on a PE basis and perhaps RUS has topped here. Would you make this move now, or after SL earnings, or not at all?

John

Q: Good day...I hold mda, sj, bdi, and esl and have most of this year all are down 5 to 7% is this a worry at this time. All of these are in rsp so selling is not a tax issue...cheers

Q: With AYA having received regulatory approval does that mean all the hurdles have been crossed and the deal will actually close in September. I am thinking of adding to CF and was waiting to make sure that they would get their big payoff from the AYA deal. Thanks so much.

Q: I am up 120% on my Stantec in two years. It's now at a PE of 24 and has been flat out for a while. is it time to be reducing/selling my 1000 shares? Thanks

Q: CPX - update on your opinion please after release of Q2.

Q: Peter and Team,

It appears as though AYA Amaya Gaming has received regulatory approval for their acquistion of Rational Group. Are we "home free" here on a regulatory front?

I am holding this as I expect big things but would love any updates on your thoughts about Amaya.

Thanks!

Q: Now that amaya has all regulatory spprovals for purchase of rational what is your target price or a better question where do you see it going from here. Dave

Q: Re DHX
ScotiaMacLeod has downgraded this stock and reaction to it is driving stock down (it has been drifting lower prior to this). Should one react to this, and do you have any comments. Thanks

Q: WPK (winpak) - your thoughts on results please. Thanks much!

Q: Hi Team:
I can't remember the exact date but I do recall your research giving Carfinco (CFN) a "B" rating. The stock has not been performing well lately. Have you changed your
rating & or opinion on the Co.
Thanks: Jerry

Q: Hi 5i: Previous governance issues aside, it seems to me that Enercare’s management is looking like a combination of clever and lucky. Presumably they were working on the details of the announced business acquisition from Direct Energy for the past few months, while watching the ECI share price working its way above the $12 level. They get to a deal they like the look of: immediately accretive to earnings and growing the business in a reasonably logical way. While all that is going on they get an overture from TSSP with a low-end valuation of $13.50 and when that news is released their currency for the Direct Energy business purchase (i.e. their share price) jumps up above 13.50 and they immediately sell out a $310mm financing at $13 per share to fund it. Now that Direct Energy deal is looking just that much more affordable and hence that much better; they have a bunch of new shareholders in at $13 and expecting a profit from that level; and they just made ECI into an even more valuable entity to sell to TSSP or whoever else may be interested. Initially they had responded to TSSP by saying we aren’t even interested in talking to you at $15 per share (which appears to have been a number TSSP put into the conversation). So where does it go from here? Would you consider it to be a good idea to add to a partial position (about 3%) at the current market price? To balance out my little sketch, can you please highlight the main risks for investors? Thanks!

Q: Dhx has received approval from the Crtc. Have they got the cash to buy the family channel or do you foresee another financing?