skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Would you please review the key metrics for VGR and let me know what you think of this company as a reliable source of income and some growth. Would VGR be impacted significantly by interest rate increases?

Thanks.
Read Answer Asked by Donald on November 26, 2015
Q: Good afternoon,

I am thinking of initiating a position in air Canada.
Please give me your opinion on the company and what rating would you give it if covered by 5i.
Seems very cheap on a PE basis when compared to US.
Any possibility of the company initiating a dividend.
Am I missing something about this company with a virtual monopoly and low fuel costs?
Just renewed for two more years.
Thanks
Thomas
Read Answer Asked by Thomas on November 23, 2015
Q: When are they expected to report Q4?

What is the consensus for revenue and eps or EBITDA?

thanks
Read Answer Asked by sandy on November 23, 2015
Q: Team,

*Please count this as 4 questions*

Can I get your updated opinion on the following 4 US companies, all of which has had recent dips / corrections.

I own an avg. position in each as part of a balanced portfolio, thinking of adding more to each name, do you have a higher degree of confidence in any of these names more than the other? Thanks.

1. UTX
2. CSX
3. MRK
4. PG
Read Answer Asked by Ray on November 19, 2015
Q: Hi Peter. Do you see any catalysts for drt to go any higher from here or do you think the recent setback could continue?
thanks
Read Answer Asked by Charles on November 19, 2015
Q: I am under weight in the technology sector. From your portfolios what technology stocks might you recommend at this time (I own DH)? I am good with either income or growth stocks.

Is there a stock not in your portfolios that you may recommend over the others?

Thanks
Paul
Read Answer Asked by Paul on November 19, 2015
Q: Hi guys, I have done very well with the consumer discretionary sector both in Canada & the U.S.A. My problem is that it has grown to 25% of my portfolio (each name is between 3 to 4%). What is your forcast for the sector in 2016 and should I trim now or wait until they reach 6 to 7%. Should you recommend trimming, what sector looks interesting to you to this time.

Thanks,

Jim
Read Answer Asked by jim on November 18, 2015
Q: Hi Peter and Ryan, What would be an appropriate Weighted Average Cost of Capital (WACC) to use to discount GIL's future free cash flows to firm? I am getting a very low WACC estimate of only 4.41% primarily because GIL's Beta is only 0.39. My other assumptions are as follows,

Risk free rate 2.4%
Market risk premium 5.75%
Beta 0.39
2.4% + (5.75% * 0.39) = 4.64%
Resulting cost of Equity 4.64%
Equity weighting 92.1%
After-tax cost of debt 1.7%
Debt weighting 7.9%
(4.64% * 0.921) + (1.7% * 0.079) = 4.41%
Resulting WACC 4.41%

To me WACC of only 4.41% seems too low. Where do I go wrong with above calculation?
Read Answer Asked by RAJITH on November 18, 2015
Q: Can I please get your opinion of Dynacor and their recent drill results.

Thanks

Dvae
Read Answer Asked by David on November 16, 2015
Q: Peter and team
Could you comment on this mornings earnings report? Thanks. Chris
Read Answer Asked by christopher on November 16, 2015
Q: What is your opinion of the Cho 100 fund? I have held for a number of years and have capital gains to pay if I sell. However seems to be underperforming the last couple of years. What would you consider as a reasonable alternative for a world growth vehicle. I own predominantly stocks and etfs with a light sprinkling of mutual funds.

Many Thanks
Read Answer Asked by paul on November 13, 2015
Q: hey Peter & Team,


I have visited SW HO in Richmond BC and spoke with a few of the people in the know. It is a busy place and no question has it's finger on the M2M pulse for sure. They have no debt and do have some cash on hand. (recently reported @ $88mm)

In speaking with the people employed there, in the short term there are few things which are going to be holding the company back which will probably result in more short term pain. Automotive is looking to slow things down regarding the implementation of technology and are backing off on orders, (for the time being) and there is a few other advanced technologies SW is depending on that may not become a reality for at least a year. So it would not surprise me if we didn't see another significant drop in share value over the next quarter or two.

The good news... these guys are big players in the M2M technology and there is no question this is the future. I just don't think the future is quite here yet.

Personally, I am going to continue watching SW and plan on buying if and when I see the shares drop to around $15.

Post this if you feel it has value and please feel free to add a comment or correct me where you feel so inclined.

Thanks for all you do

Gord
Read Answer Asked by Gord on November 11, 2015
Q: It looks as though the purchase price is in USD. If the USD appreciates with an increase in U.S. Interest rates, could this increase in CAD the amount shareholders receive for Com Dev?

Thanks
Read Answer Asked by Robert on November 10, 2015
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!