Investment Q&A

Q: Hello 5i,
Would this in your opinion be a good time to enter CFN.to?

Q: Hi Peter,
I have been waiting to get into BAD. Would you start to add here or do you believe I should wait? Do you still like this stock and do you see much growth in the next 1 to 2 years?
Thanks
Luke

Q: Just curious: does 5i sleuth AGM's as part of the process of analyzing covered companies? Constellation has theirs on Thursday which is being held in what I assume to be their lawyer's office, which is the first time I recall such a venue for an AGM, and I wonder why? Thanks, J.

Q: Hi: I've recently signed up for 5i and I must say I am quite impressed thus far.
I'm quite interested in starting a position in PKI however I've noticed that shareholders in 2013, and so far in 2014 have seen significant growth in the share price. Have I missed the boat on this one?
I like the yield and the 5% discount on the share price via the DRIP...

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!