Investment Q&A

Q: In the FP dated Sep 25,a Joe Chidley wrote about the Black Ducks i.e.Fear trades in reaction to mini-events.2 good examples this week.1)H Clinton's pledge to control drug price gouging.This resulted in the Nasdaq biotech index drop of 7%,& VRX declined more than 10% on Tuesday.2)Volkswagen's cheating on emissions control tests,& the impact was Ford & Gm decline of 2.8% & 2% respectively on tuesday. Neither events change the fundamentals in the subject 2 sectors.The arrival of a black duck can herald opportunity. You are correct in your prediction that the recovery from the Aug 24 decline will be a W,& not a V.Note that on Sep 28,the S&P 500 successfully retested the Aug 24 low.On Oct 2 a retest again, & the biggest reversal to the upside in 4 months on volume which is higher than the average volume for the previous 20 sessions. Please advise the situation now;It is on a uptrend now?Is it time to take advantage of egregious pricing?Please provide some names. As always apperciate Your usual great services & opinions.Looking forward to seeing You on BNN on Oct 13

Q: Thoughts on the public bickering between mr glassman and mr boland? With the large decline in cbl since it's ipo, is it something you would invest in?

Thanks

Robert

Q: With these choppy markets, what do you think of Corbys as a place to wait it out. Also, do you think the dividend at 7.6% is sustainable?
GUY

Q: I have been looking at this company for some time. It seems awfully cheap, and is growing nicely. Mr. Glassman appears to have lots of expertise in the area. I realize there are far to many stocks for 5i to research, but my question is if this is a stock that you would ever consider covering, or are there some fundamental underlying issues that would exclude it from your consideration (similar to your reluctance to recommend resource stocks?) Are there any major issues that give you pause? What do you see as the main risks with this company?

As always, thank you for your help.

Q: How is IT impacted by AYA's New Jersey news? Agreed that the real prize for AYA is the rest of the USA and they are lobbying California. I like IT because they are in regulated markets in Europe (UK, Sweden, Spain). Does IT plan to expand into the USA too? Could you please briefly compare IT and AYA from a business and investment perspective. Do you think that AYA may buy IT once it brings debt down? Based on forward P/E IT looks very interesting and insiders have been buying in the $11 range.

Q: Would switching from Gildan to Dollorama be a smart thing to do. Dollorama seems to be going from strength to strength.

Q: Hi 5i From what I have read Boston Pizza and Mr. Lube are both owned by T&M group of companies. Since DIV now has acquired mr. lube trademark/royalty, is there any reason why div could not also acquire bpf.un. And if so do u think this would be a good fit?
Thx
Gerry

Q: My investments are primarily growth stocks. My holdings in the following 7 stocks have declined considerably. Should I sell or worth keeping?
BOS,SEV,SCR,AGGZF,BAMXY -US, FLYLF,IMAX
Thanks for your advice.
Klaus

Q: Which Telecom is your favorite, being the one that will offer the most growth and capital appreciation over the next 5 years? T, BCE, RCI.B or SJR.B?
Or will they all appreciate similarly?

Q: Hi Peter, are there any larger cap TSX stocks not currently in the portfolios that are really catching your eye as great buys for the next few years ? Sincere thanks to you and your team for all the sage advice !

Q: I have a full position in DH and am up 35%, but it has been falling lately, down about $3.50 a share for September. What would you think of switching to Thompson Reuters for equal dividend with a better chance of some growth?

Q: Hi Peter and Team,

Would like an update on your thoughts towards the progress OPRX has made and also the recent minority stake WPP has taken in OPRX.

Q: Do you view that lumber stocks present an attractive opportunity currently and if so what would be your preferred companies to consider? In addition which would have a more direct relationship with the increase in new housing in the US and less reliance on the China market? Thanks for all your work.

Q: Good morning,

Can I have your current (latest update April 2015) thoughts on tso3?

They seem to be in the right space?

Thanks
Tom

Q: This stock has fallen like a rock. I know de bores drop the price of Diamonds by 9 % but the drop in our dollar should make up for it. I hear short selling might be the cause .MPV states a 1 $ dividend next yr. Is this possible?I would like your opinion .

Q: Hi,
For income I have these 6 stock. Can you give me your order from 1 to six, I want keep the best for long term. Perheps you will have an other one in place of the last.
Thanks in advance.
Francois

Q: Hi Guys,

With the recent sell off does this stock look more attractive now or is there another firm you prefer in that space.

Thank you

Q: The latest downturn has made for some incredible bargins for divvy investors. Could you give some suggestions for a "safe" 5%+ yield?

Q: I have a position in Tucows. I like the business and as I listened to the last conference call, it seemed like future growth plans were solid. I am down a lot on my position but it is almost impossible to sell given very low volumes.

I am thinking about adding to my position to reduce my cost base. What are your thoughts on the future of the Company?

Don

Q: Hi Team,

Can you please update your outlook for IT and provide an opinion on when a buying signal might be present. I am concerned it might be a falling knife given how high and quickly it rose before its ongoing pullback. It seems like it could be another Avigilon. How does one know?

Thank you, Michael