Investment Q&A

Q: The 5i team: First of all Peter many thanks for the AYA suggestion a long time ago. I would like to follow-up on your statement “We think the stock goes much higher from here”. Would you please elaborate on that. Thanks.

If a similar question is asked, please don't publish and clog up the Question and Answer section as it is a valuable investment tool.

As always, thanks to everyone at 5i for your valuable service.

Doug

Q: Thank you for the update on AYA. Very good news!
I went back to the charts for the last year and noticed that AYA was trading even below $7 for the month of April and even hit it's one year low. However, from then on it started to climb to it's incredible high right now. Can you comment on what may have contributed to this pattern? I'm thinking that people with insider knowledge (friends/family/etc) are passing on "tips".
Thanks for the wonderful service you provide!!!

Q: Dear Peter, First of all, thank you for your stock analysis on Amaya, and thank you also for your patience in answering my (our) questions. I am learning, but slowly, I know.
Question: you have said in a couple of places that Amaya is going much higher, but I can't tell if you said that after the roughly $14 closing price yesterday, or after the roughly $20 opening price this morning. (I now see--even more clearly--why you don't like price targets.) But i don't know what the shares in the bought deal being priced at $20 means, if anything, for the future. I have seen stock prices sink below the bought deal price with several companies. Thanks again, and cheers.

Q: THANK YOU FOR AMAYA (In my TFSA). If I sell a portion what would you replace it with? I am only 76 looking for GROWTH. I will make another contribution to your charity event.
PB

Q: Hello Peter

I sold recently 1000 shares of AYA for $7.50. It was my big mistake. Now I want to buy it back at what price do you think I buy them back is $20 resonable price or wait for drop down.


Andrew B.

Q: Hi 5i People: Sent this question over a week ago and have not seen a response? I have $25,500 in my 13 year old grandson's RESP - was looking at TD,CNR,CPG, TRP - ideas appreciated - want stocks with drips and some growth if possible? Thanks, Tom

Q: Hello Peter & Co,
Would appreciate your opinion on the make up and segmentation of my RRIF portfolio.
Consumer discretionary 5.7% LNR MG
Energy 12.0% BTE CPG KEY TOU VET
Financials 10.2% BNS EFN HCG TD ZUB
Health 7.5% CXR GUD VRX XHC ZUH
Industrial/Transport 6.0% CHE.UN CCL CNR
Infrastructure 10.2% BAD BIP.UN SJ STN WTE
Materials 3.0% IFP
Pipelines 8.1% ENB IPL PPL
Retail 3.7% ATD DOL
Services 7.2% BYD.UN CGX THI
Technology 15.2% AVO CSU DSG ESL CGI MDA OTC
Utilities/Telecom/RE 8.5% ALA BCE BEP.UN TCN
Cash 2.8%
I hope I'm not asking too much of you guys and I know that I could do with less holdings.
Thanks,
Tony

Q: I am wanting to reduce the number of holdings in the financial sector. Could you please rank the following in order of preference: BMO, BNS, NA, RY, CF, HCG, GWO, IFC and SLF.

Q: Hi Peter

if the rumours are true that AYA has aquired the parent company of PokerStars would you continue to hold or is it time to cash in ?

thanks
John

Q: Well Peter, the news is out on Amaya. What's your take?

Thanks,

Eric

Q: Now that the Amaya deal is official and after you have reviewed it, what price would be prudent to sell some so as to maintain the portfolio weight?

Q: Hi Peter, Can you tell me anything about Amaya aya. Its going crazy on no news. Someone must know something? I have been taking profits all the way up, including this morning at 12.05. Now over 13.00. How high are we talking with this rumour. Thanks as always.

Q: Good Morning Peter and Team,
Regarding Fiera Capital (FSZ- TSX): When I look at the Ink Insider Report I see that there is a large amount of insider ownership. Such as:
- National Bank
- Goodman and Co.
- JC Clark
- Special and common shares owned by Fiera Capital insiders

It would appear that the vast majority of the outstanding shares are held by "strong hands" so the public float would be fairly small. This would explain to some extent the lack of analyst coverage and low trading volume. Paladin Labs was tightly held as well and we all know how that eventually turned out. Would you agree that there is hidden value within FSZ and that one should behave like the insiders and wait patiently for the value to surface ??? Thank you. DL

Q: Hi Peter, I've held CVL since 2009 & have done ok but I'm looking for a small/mid cap industrial with a little more growth potential. I also own SJ BAD LNR & STN. Any ideas??

Q: Hi 5I team,
do you have any insight/explanation for AYA 8% increase today, with no apparent news? Don't get me wrong, I love the increase but am uncertain as to the cause.
Also, how much higher do you think Amaya can climb over the short term, or longer term?
Thanks.

Q: Can you please comment on Enghouse's earnings? Thx

Q: hi

Re 5NPlus (VNP)

With a recent contract renewal, debenture issue and a stock price coming off a recent high, any update would be appreciated.

Robert

Q: Hi Peter and associates; SYZ has a good run this past while. My question is , do I add to my position at this price point or can you recommend one or two other growth stocks?
Thanks for your insight.

Q: hi peter
trying to understand why enbridge is dropping lately can,t find any negitive news.
your thoughts would appreciated

Q: Could you please advise as to Enghouse's (ESL) eps and revenues anticipated in its quarterly earnings to be released after the market closes today? Thank you. Peter