Investment Q&A

Q: NYX Gaming continues to trade lower each day and yet there seem to be a number of positives on this company. First of all is there a short position on this company or is this decline due more to tax loss selling. Secondly TDWaterhouse shows a debt to capital ratio of 52%. Should I as a shareholder be concerned about this especially since I am considering buying more. TD also shows the cash flow as $0.31 and the price/cash flow as 5.4. Do you consider these adequate numbers to offset the debt load. Thirdly are these figures from TD reasonably accurate and if not could you please advise. Thanks as always for the excellent service that you provide.

Q: Most recent quarter was very positive, and the stock price is a disaster with no clear bottom. They have huge monthly payments ahead; will they be able to pay them? Is it time to get out fast?

John

Q: Hi did I miss news on the auto sector? These stocks are up a lot suddenly. We're they just oversold or is there some data regarding "peak auto"? If so, then this strength could spread to XTC and PIH?

Q: Just to let you know, I tried to log on using Lana's link and I was told at 1:04 Toronto time that the session is full contact administrator.

Hope you will make recording available to those not able to enter the session

Sheldon

Q: I'm down 26% in D.UN and down 88% in ALL, a tungsten co. D.UN has been moving up somewhat lately. Either will provide a tax loss of about $2,500. If I sell D.UN I recoup about $7,000 to allocate anew. A sell of ALL recoups only $300. I'm concerned a US interest rate will knock D.UN & REITS back a bit and a 2nd rate hike spring/summer will really push them down. ALL finally has the Korean tungsten mining play going forward it seems, so maybe some hope for price increase in 2017. Sell one? Sell both? Thanks 5i.

Q: Is SOY a good investment at this time...what catalyst besides earnings can drive the SP.

Thanks

Q: I have had my eye on these 2 stocks for a while and the current prices look reasonable for a long term entry point. Both have been very acquisitive. From what I can glean from the annual and quarterly presentations CGI is in the process of delevering from their last acquisition and could be setting up for another. ATD is in the process of digesting their latest acquisition too. My question is has either company issued equity to fund some or all of their prior acquisitions? Or have they all used cash/debt?

Q: AGT has dropped in the past 2 weeks...can't seem to find reason for sudden drop...any thing i' m missing that your aware of???

Q: What is your current analysis on TRZ? Is this a takeover/merger/acquisition candidate?

Q: Why is Mettrum trading so far below the price that Canopy has offered? Are investors speculating that the deal will fall through? If so, what would be the reasons? I can't imagine there are competition issues to be concerned about at this point...

Q: With the recent announcement by the Alberta government concerning construction of facilities for making plastics from propane, do you think that bodes well for Russell, looking out 2-4 yrs?

Q: What are the expectations for LMP Q2 results to be announced on December 8th. Do you like this stock for capital appreciation? What are the risks/catalysts for LMP?

Q: Before year end, I must sell some shares in a relative's RIF account. The issue is whether to sell a winner, or one of 2 stocks that are in a loss position. The account has 1. OTC: cost 59.77, gain 37.5%, 2. AVO: cost 15.51, loss 20.18%, 3. HCG: cost 51.19, loss 41.1%. What do you recommend?

Q: Just a quick take on your opinion of this.

Q: Both CSU and ATD.B are down from their usual value. Is that surprising ?

Q: I did not sell it when you advised. Now I am down 80 percent on it. It is in my registered account, so no tax advantage. Do you think it is worth holding if I can, for 5 years? Or should I just run with what I have left. Do you think will this be profitable or will get bought by someone in future(3 years)? Will they need to borrow money next year to survive?

Q: I was wondering if you can comment on the Forge First hedge funds in specific and in general it is a good idea to be investing in market neutral and income hedge funds when interest rates are rising.

Q: Peter; Regarding Peters question about investing books for his son- I might also suggest his son sits down and read the questions and answers in 5i. You might consider doing a book based on them too !? Merry Christmas to you and all your dedicated employees. I appreciate your in depth insight and plain talkiing advice.
Rod

Q: We are involving our kids (ages 7 and 8) in choosing companies that they are interested in for their RESP holdings. They love watching their dividends get deposit into their accounts, almost as much as I do.

My son has chosen: CGX (because he likes going to the movies), L (because he sees how busy the grocery store and Shoppers are) and ICE (because he likes playing hockey and noticed how busy the rinks are where we live).

My daughter has chosen: CTC.a (because she likes to go to Sports Check to buy her sports equipment) and CARA (because she likes going to a few of their restaurant brands).

I added T, for some stability and extra dividends.

I realize this mini-portfolio is pretty concentrated in the consumer sectors. Do you have any suggestions to diversify things?

Also, given their age, what percentage of their RESP would you recommend being in equities?

Thanks in advance.

Q: Hello 5i team,
I searched the TMX site to look for the stocks breakdown by sector; but can't find it. Could you suggest a site that provides that information?
Thanks,
Antoine