Investment Q&A

Q: Peter and Team:
At this time of tax loss selling and general carnage, what would be your top 3 picks from the balance portfolio to add to regardless of sector.

Thanks

Phil

Q: Evertz took a tumble on Tuesday, down 3% on no news that I could see and after the ex-dividend date, as well as the very recent good report.

Have you any news?

Q: In August, 5I issued a positive report on TFII rating it B+. The stock price was $48.30. It was subsequently added to the portfolio. Today the price is $36.70. Do you have any explanation why the drop of 24%? Markets are terrible but TFII is being punished more than the average. Is there some underlying fact that may be affecting things?

Q: So much noise !!! Could you please provide your assessment of the results ? Thanks

Q: Down considerably with this stock. I notice that it is not one of your top picks going forward. Your thoughts

Q: With the possibility of an impending recession, what would be 5I 's approach in managing the 3 Portfolios? Thanks, Bill

Q: Please could you let me know the payout ratio of MX?

Thanks!

Q: Moody’s withdraws all ratings of Great Canadian following redemption of rated debt. What does that mean? Is that bad, good, neutral? I don’t understand what that means for GC Or ME—the investor!

Q: I have asked before about slf but really don’t understand the reason for the big drop. Can you explain, should I. Buy a us insurer, and if so which one. Thank you

Q: Hi 5i,

Is there risk that the financing won't go through? Why would someone pay 154 a share at this point? Are the brokers who participated in the deal obligated to purchase the shares at 154?

Thanks!

Q: Is this a good time to build a long term position in Largo Resources?

Q: Further to my question and that of Marios, I tend to agree that when a stock continues to fall as it has, one does get concerned that something is happening that we do not know about. Perhaps poker popularity is diminishing or perhaps debt reduction is not being taken seriously enough?
Based on your analysis of the company what are your projected revenues/ their forecasted this year and the next? Has the company made any comments/projections regarding how internet gambling is trending? Also you mentioned their debt levels. Has debt been increasing this year and are there any tangible signs that the company has plans to reduce the debt load.? What have they said in their conference calls regarding the industry and their plans to cope with their debt levels? Do they have the cash flow that would allow debt reduction?
It seems obvious that the market is concerned about something re this company. When I see a company trading at about 10 times next year's expected earnings and people continue to sell the shares day after day then one starts to question the validity of the projections and their ability to continue as a viable company with excessive debt! Not too long ago there was a drug company with all kinds of rosy projections that fell to junk status from very lofty levels. And debt, I seem to recall was an issue. Hopefully we do not have a similar situation with TSGI?!

Q: in the globe today an insider spent 24 million buyin stock at
35.00, is. that a typo,and what does this tell you about nfi, i do not own but seeing this is impressive. dave

Q: I would like to have some clarity on the buy back of share. Just received an offer to buy back from 3.35 to 3.75
Why they want to back back? and is it a good move...should I do it?
I know that you have recommended this share before and would like to know what are you going to do if you still have it.
thanks for your help
Diane

Q: Perhaps the relentless selling down of tsgi is a result of an unpleasant ruling on the Kentucky lawsuit forth coming?? How does your evaluation work based on worse case senario??
Regards.

Q: With the recent results of KXS - how do you feel about the company?? - better to take a tax loss now and look at it again in the future?? - thanks

Q: TOY has dropped much more than market averages. It appears 5i still likes the company. Of course, at a much lower multiple, it makes itself more to be liked. But how does 5i really feel about TOY? Is is a sell, hold or buy. You last indicated ... it is not one we would be truly worried about. Please explain.

Q: does it make sense that shop is raising money at 154 u.s. and stock is selling at 140.u.s., furthermore who would buy the offering when you can get it at a huge discount on the open market,also does this raise smell bad, sort of what knight did just because they could with no obvious reason given for the raise. dave

Q: Hi, Thanks for attaching the link to Amazon-Toys media post of Dec 10. Looks like the news did cause some ripples among toy stocks like Hasbro, Mattel and to some extent Spin Master on Dec 10. But as you pointed out, this could be another reason why TOY has been trading down for some time. TOY actually has lost about $15 or over 25-30% since release of last quarterly results. Toys'r us bankruptcy was perceived to be the primary reason for the softness. Holiday season and announcement of some new products has also failed to reverse the precipitous decline of past two months. Now there is this Amazon news to worry about (probably could be more serious one). I know that TOY has somewhat of a distinguished status among toys companies, due to Spin Master's innovation capabilities and high tech and interactive nature of its products. But, in your view, how insulated company will be if Amazon decides to seriously expand in this lucrative market ? TOY has been owned in most of our family accounts, as its been a favourite of yours for a long time and we are happy to see stock has do well over years. But the recent trend with no sign of reversal is concerning, to say the least. Do you see any catalysts and strong reasons to continue to own this co ? Thanks

Q: What is the appropriate payout ratio to look at for Enbridge? They just raised the dividend 10% which signals optimism; however, I'm looking at a Motley Fool article today that argues earnings and free cash flow are both below the amount of cash needed to pay the dividend. I believe it likely the author is looking at the wrong metric and wanted to get your view. How comfortable are you with ENB's payout ratios?

Also, what is the yield assuming current price and the newly raised 2019 dividend payments?

Many thanks.