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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: I want to buy ITC but have two outstanding research questions. First what is the overall level of insider ownership and where can I find this information for Canadian companies. Second, management's major concern seems to be around "...increased competition ..based on the decision by Qualcomm to expand their sales through a relationship with Arrow electronics...[who] now distributes select Snapdragon processors ...that will compete with Intrinsyc." Is there any way to quantify or estimate the effect on this on Intrinsyc's most recent quarter and on revenues going forward? Or more generally, how would you think about this? Thank-you as always for your excellent service.
Read Answer Asked by Alex on May 25, 2017
Q: Hi there,

A few weeks ago you had suggested to maybe add XAW to my portfolio (which follows your Balanced Equity Portfolio) for outside Canada exposure. In a portfolio of 100% equities - how much would you recommend being put towards the Balanced Equity Portfolio and XAW?

Thanks!
Read Answer Asked by Michael on May 25, 2017
Q: Hello 5i
The positions for KXS (kinaxis) and PBH (premium brands) have run to 6% of my kids' RESP (thanks 5i!).
Should I sell off 1% of each and purchase PHO? Or as I am waiting for TIO to close and that is a 3% position would I use TIO funds instead to purchase PHO and just let Kxs and pbh run?

In terms of RESP management, my kids are 4 years away from drawing down on the funds. Our plan is to turn enough investments to cash each may to cover our annual contribution for each child for the September to April year. The remaining funds would be otherwise fully invested except the fund has roughly 5% cash and 0 fixed assets. Please comment.

Read Answer Asked by Kat on May 25, 2017
Q: Could you please comment on SIS movement in share price today.
What do you think of PHM's earnings they seem to be trending in the right direction. With the aging demographic are they finally getting it together trending in the right direction. So is it time to move in to the stock. However the shares are slightly down today. Is the negative influence of the original hustler owners not subsiding? Thank you for your great assistance.
mike
Read Answer Asked by Mike on May 24, 2017
Q: Just a comment and clarification on Stevens Qs: I am surprised the 6.25% minimum ECN preferred share financing is still open as it's only $100M. Does this reflect badly on the issue? I thought a 6.25% guaranteed minimum was a good buy even if rates eventually rise.
Thanks.

--- The issue was closed the same day at TD and the issue has been completed yesterday as per mail from TDW.

Issue Completed - ECN Capital Corp. 6.25% Cumulative Rate Reset Preferred Shares, Series C

I also see that they have taken the money from my account for shares allocated.
Read Answer Asked by Mayur on May 19, 2017
Q: Can you elaborate on the restatement of its financials as to timing and substance. If on April 26, why the recent drop? Have to say these medical roll up companies are not worth the ride, there always seems to be something. No desire to hold this one as it rides down but can you provide an assessment of value of the stock today and whether sale at this juncture is not advisable. I assume this may take a lot of time to change the momentum of the stock. Thx
Read Answer Asked by Patrick on May 19, 2017
Q: Just a follow up to an earlier question on May 8. Your answer to a question regarding ZCL was "selling such a large portion so close to the quarter end does not 'look' good in hindsight with the bad quarter. We will attempt to get clarity here,". I was wondering if enough time has passed for the team to get any clarity on insider's selling during a bad quarter. ZCL has been one I've been thinking of adding to but am hesitant with recent results.
Thanks for all your advise. Craig
Read Answer Asked by Craig on May 19, 2017
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