skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 1 more answer 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: I'm tempted to buy into this stock. I like the way its chart looks, and it seems to have weathered this last 2 or 3 months of market volatility reasonably well. However, I hesitate because it is such a low volume trader, and I wonder how sustainable is its market plan - does domain name franchising have future momentum. I read the rules affecting domain names
has changed this past year. Possibly this why TC has done so well, And do you know the management? Has management ever talked about branching out?
Just want thank you all for your invaluable service and to wish all staff and families the best in the new year.
Read Answer Asked by Lionel on December 24, 2014
Q: Hi 5i,

What am I missing on SYZ? I can't figure out why it is not trading dramatically higher.

Please help me if I am wrong on my assumptions but based on my calculations, starting with the already completed and soon to be reported q4, both revenues and profits over the next year should come very close to tripling from the trailing 12 months. This is based on the disclosure in their last report which stated that the last acquisition if reported pro-rata would have added $28mm and $11mm in top and bottom lines respectively over the trailing 12 months.

Based on this, I can't figure out why the share price is not much, much higher; notwithstanding the gain ytd.

What am i calculating wrong here?

Thanks,
J.
Read Answer Asked by JAIME on December 24, 2014
Q: All the best of the holiday season to everyone at 5i Research.
I was wondering if you could give me any thoughts about Rocky Mountain Chocolate Company?
Read Answer Asked by Gordon on December 24, 2014
Q: Recent news of lawsuit closure. Stock reaction negative. Your opinion.
Thanks

Read Answer Asked by richard on December 24, 2014
Q: 5-year 7%-coupon debentures from GuestLogix started trading yesterday (GXI.DB). Already they have fallen to nearly 90 cents on the dollar, giving a yield to maturity of roughly 9.5%. Do you think that the risk associated with the creditworthiness of GXI is adequately compensated at 9.5% (+ the chance of much higher gains if the stock moves up significantly in the next 5 years) ? Thanks!
Read Answer Asked by Gregory on December 23, 2014
Q: Thanks for great advice!
Please comment on CKI (Clarke) I have read your previous commnents and would like to know what you think of this as an investment compan y... the numbers look too good, but it is so thinly traded.... having read the financial statements, do you trust the management and the veracity of reporting? why is it not traded more heavily? would putting 1000 shares into be too great a risk?
Thanks
Read Answer Asked by lyle on December 23, 2014
Q: What's your thoughts on PHM.v? Revenue growth has been explosive this year and they just issued another LOI to acquire a company with 8 million in revenue. Roll-ups can't go on forever and this pace is not sustainable without profits.
Read Answer Asked by David on December 23, 2014
Q: Hi Peter & 5i: Can you please give me your current assessment of Calian? I do not own it now but I have in the past. They seem to fly under the radar mostly. I know they are a very low volume trader, have a very small float, small market cap, and they have some history of share buybacks. I also know that they are substantially dependent on government contracts. With the shares under $18 and the dividend over 6% again, I am thinking about buying a small position but I am wondering if there is anything of particular concern on their horizon, apart from their 'regular concerns' that is. Thanks very much and the Best of the Season to all at 5i!
Read Answer Asked by Lance on December 23, 2014
Q: I have held a small position in this for the gold play which has not played out in 2014. Can I have your opinion as to whether I should sell for tax loss or hold
Thanks and look forward to your reply.
Read Answer Asked by Rick on December 23, 2014
Q: Hi 5i team,
BOS
Good history of growth revenue and earnings in an industry subject to commodity prices. Has been impacted by governments reducing expenses. Recent acquisition to drive more growth. Managed level of leverage. Slowly growing dividend. Not sexy.
I would like to have your thoughts on BOS (including management, industries they are active in)
Thank you for your help, Eric
Read Answer Asked by Eric on December 22, 2014
Q: Hello team,

Happy Holiday to you and your families.

In the context of a diversified portfolio, with high risk tolerance, could you compare the following stocks in terms of growth prospects over the next two years?
1 - MacDonald Dettwiler & COM DEV
2 - WEF and HBM
3 - ESP, EXO and SVC

The objective is maximum growth potential.

Thanks for all you do.

BK
Read Answer Asked by Bekaye on December 22, 2014
Q: Could you please provide feedback on Merus Labs' latest financial results and your thoughts on the way forward for this stock.

Thank You
Read Answer Asked by Michael on December 22, 2014
Q: I was disappointed to read this week that the “Growth Portfolio” won’t be available until March. I need to be very aggressive for a while. I currently hold: atd.b, ccl.b, stn, gil, aya, which I suspect will be candidates for this portfolio. Could you name a couple of others that you are considering. Thanks.
Read Answer Asked by Bill on December 22, 2014
Q: Hello Peter and team,

If you would have to deploy 200K for 2 years for maximum growth what stocks would you use today?

Thank you
M
Read Answer Asked by Marios on December 19, 2014
Q: What do you know about this company besides the cameras. Is it a good investment?
Please use the name Helen.
Read Answer Asked by Helen on December 19, 2014
Q: I have some PLI and PHM in my portfolio. A very small percentage. I am considering adding to one of the names. Which one would you consider a better name?

Thanks Ken
Read Answer Asked by Ken on December 19, 2014