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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: Could you please provide an update on CFN?
Bought at 9.15 and 9.00, now at 8.90.
Read Answer Asked by S on April 28, 2014
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
Read Answer Asked by Scott on April 25, 2014
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
Read Answer Asked by Jason on April 24, 2014
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
Read Answer Asked by Steven on April 24, 2014
Q: Will the new regulations on rail cars have an effect on EFN or Cus ?
Read Answer Asked by terrance on April 24, 2014
Q: HNL vs BDI . Which would be the better hold for long term? Who do you like better? Thanks
Gino
Read Answer Asked by Gino on April 24, 2014
Q: McCoy (MCB) has been creeping up over the last few weeks. Is this a good time to get in? The business seems to have been sidetracked by a computer installation which should now be out of the way.

Thanks.

Paul F.
Read Answer Asked by Paul on April 23, 2014
Q: Hi Peter and Crew. Thanks for great service.

I see that Carfinco ( CFN.TO ) has released its 2013 annual report today. Could be get your comments on their results. It sure seems to be oversold at this point. Many thanks.Don
Read Answer Asked by Don on April 23, 2014
Q: Peter and Team,

I am in the final throws of my decision to buy some Stella Jones stock. I understand from your report that they essentially profit from constructing some of the hard assets for rail roads (amoung other pressure treated wood products for tel-cos, utilities, etc.).

Focussing in on the rail part a bit, does this mean that they should see increased business for replacement ties, etc. as rail is used more and more heavily for shipping oil? It seems like this could act like a bit of a hedge to exposure to oil pipelines.

It seems like a good business (not sexy) and required business. I'd love your thoughts on what makes this thing grow.

Thanks!
Read Answer Asked by Marc on April 22, 2014
Q: Hi team:

One of the speakers on market call (BNN) mentioned that ACQ is in the process of being listed in the TSX 60
I recalled that when BAD went through this process, the demand for this stock went up and the stock price would also go up
Is ACQ being listed for the TSX 60 ? How does a company apply to do that ? your comments would be appreciated, thanks!
Read Answer Asked by Michael on April 22, 2014
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