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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: Hello Peter....Sector classification question for 2 companies. Is it better to classify Black Diamond as Consumer Discretionary than Energy? And for AutoCanada can it be considered as Retail rather than classified as Consumer Discretionary?...Thanks...Tom M
Read Answer Asked by Tom on March 26, 2014
Q: Hi Peter:
I am retired with a modest pension, and a huge believer in asset allocation focused on Cdn dividend income. I have recently trimmed several positions to raise a bit of cash (now at 7%) to take advantage of a possible summer pullback. In equities I own AD, AQN, ALA, BCE, BNS, BTE, BA, CFN, CGX, CSU, CPG, III, PBH, TCN, WEQ, as well as 2 dividend funds and 1 REIT fund.

Do you see any red flags? Caution flags for me are CFN and WEQ. Once purchased, I normally like to give the stock "time to perform".

Thanks for your help,
Steve
Read Answer Asked by Stephen on March 26, 2014
Q: Good morning Peter and team,
Question is on Alarmforce (AF). Announced a special dividend this morning. Would you be buying on this news since the share price is pretty much flat since the announcement? And has the Matlin affair been resolved? Thank you.
Read Answer Asked by Alain on March 26, 2014
Q: Why does BDI remind you a little bit of Badger? I thought one of Badger's strengths was its propritary technology which I don't believe BDI has. If memory serves me correctly once you said that Badger's clients were utilities who weren't so much concerned about costs as reliability and response time. Does this hold true for BDI and are they as good as Badger? (Are their clients utilities too?)
Thanks
Read Answer Asked by James on March 26, 2014
Q: Sell CFN to buy ACQ or other options.

Thanks

PB
Read Answer Asked by Peter on March 25, 2014
Q: K-Bro (KBL) reports about May 5th and I have $0.33 in earnings estimates from 3 analysts, down from $0.39 last year, revenue flat. However TD Securities seems to think Free Cash Flow is a more important indicator and has it going from $2.61 in 2013 to $3.51 in 2015 with potential for a dividend increase. Their analysts toured the new facility in Edmonton and were most impressed so raised their target on the stock at the same time calling it a "Breakout Milestone". I see it is a small cap and wonder who the major stockholders are, should there be a takeover, and do you agree with the numbers? I am a content holder from a lot lower and have averaged up since. Also is there an updated 5i report coming? I see the last one was Dec. 2012. Thanks, J.
Read Answer Asked by Jeff on March 25, 2014
Q: Hi 5I team,
Is there any news on KBL? I'm surprised to see the jump in price today.
Read Answer Asked by Brenda on March 25, 2014
Q: Hi Peter and Team, regarding Amaya, AYA, see below (wondr if they'll fool us or surprise us on April 1);

Amaya Gaming Group Inc. (TSX: AYA), an entertainment solutions provider for the regulated gaming industry, today announced that it will host a conference call on Tuesday, April 1, 2014 at 9:00 a.m. ET to discuss its 2013 fourth quarter and year-end financial results. David Baazov, CEO of Amaya Gaming Group Inc., will chair the call. The Company plans to release its financial results after the market closes on Monday, March 31, 2014.

Conference Call Details To participate in the call, please dial 647-427-7450 or 1-888-231-8191 ten minutes prior to the scheduled start of the call. A replay of the conference call will be available until Tuesday, April 8, 2014 by calling 1-416-849-0833 or 1-855-859-2056, reference number 19707175. The conference call will be webcast live at http://bit.ly/1ivgqJD.

Note: the CEO of Intertain was on BNN yesterday and had kind words for Amaya based on their relationship!
Thanks!
Read Answer Asked by Hussein on March 25, 2014
Q: I noticed a few questions on why BPF.UN, Boston Pizza, has been weak. I would suggest that the increasing Payout Ratio is not a good sign, especially considering they have been borrowing money to buy back units in an effort to keep the POR down. That debt has to be paid back one day, which will cut into profits at that time, and possibly lead to a distribution cut. I know that is in the future, but that day will come. And won't the low Canadian dollar and drought in California lead to higher input costs for the short-medium term?
Read Answer Asked by Lloyd on March 24, 2014
Q: Hi 5i,
Would you still give CFN (Carfinco) the same rating if you were to review it today. I am invested in it but wondering if other stocks in the same sector would be better choices right now since it might take some time for it (cfn) to recover? Thanks a lot,
Keith
Read Answer Asked by Keith on March 24, 2014
Q: 5i has become invaluable to myself and many others but another tool that I use each and every day is globeinvestor.com's Watchlist. Recently I was ranking my portfolio by various headings in their Build Your Own dropdown box. One heading was Forward PE, in which I noticed that BEP.UN is 83.46. Knowing that different services have different numbers I thought I would run this past 5i - it doesn't seem right. Views?

Also is it possible that even after their huge runs upward, CSU could have a forward PE of 12.98 and HLF similar at 11.07 i.e they're both still cheap?

Thank you!
Read Answer Asked by Kim on March 23, 2014
Q: Would you rank Fiera Capital(fsz), and Black Diamond group(bdi), as good steady dividend growers for the foreseeable future, thanks?
Read Answer Asked by Pat on March 22, 2014
Q: Hello Peter and Team, Huge volume on NAL today once price hit $20.
Probably a large fund unloading shares after a good run up in price. Any thoughts? As always, I appreciate the great work you folks are doing.
Best Regards,
Rob
Read Answer Asked by Robert on March 22, 2014
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