Investment Q&A

Q: So, PTG just did a share consolidation. If I have this right, in the process they whacked their dividend by about 75%! Am I correct in this? I did not find anything on the net adding this rather pertinent piece of information- if I am correct.

Does any of this suggest much better performance or should I just get rid of it .... and buy SHOP?

Thanks. And once again .... very Merry Christmas to the 5I Team.

BTW- in typical classy 5i style I admire your initiative with the year end questionnaire.

No wonder 5i is So Great!!!

Q: iws obviously has a long way to go and I don't need a recomendation just some thoughts ..thank you

Q: What is your view on Decisive Dividend Corp. on the venture exchange? I expect you will say it is risky due to it's size and short trading history. It does have a nice dividend though.

Q: What is your synopsis on this company? It was recommended because of the high dividend.
Thank you

Q: DXD-V
3D Signatures Inc.

Knight therapeutics is investing in 3D Signatures. Should I tag along?
Given that I believe Knight knows what it is doing.

Q: UGE is a penny stock on the Venture. It is a solar energy system provider that I just recently read about. It seems to have a large percentage of inside ownership. I was wondering if you had any more information on it?

Q: Hello 5i
Have allowed MAW150 to become a heavy weighting in Portfolio.
Are you able to comment on potential sources for its lack of performance through 2016? I am a little surprised to be down on the year.
A recent article on MAWER indicated they have likely run out of good investment ideas and their previous choices have run out of juice.(Top award winners in Mutual Funds regressing to moderate performance)

Would you just let them do what they are paid to do (MER= 1.74%) or would you choose to reduce (MAW150: 74% International allocation-Oct 31) by shifting capital to US oriented ETF - XMC?

Portfolio Geographic allocation for International vs USA are about equal currently.

If something else comes to mind as you consider this questions please feel free to add.

Thanks
Dave

Q: Hi 5i guys.

What do you think of Patriot One Technologies?

Best,
Linda

Q: viewing my portfolio today I noticed that ptg was up to 1.80 from .41. Is this due to moving to the tsx or has the stock consullidated 1 for 4 or both. thank you.

Q: Your current views on BKD ? It has not been trading for a few days and no explanation of what is going on.
Thanks,

Jacques

Q: Hi there

Best of the holidays to you and staff in the office. I have really enjoyed being a member the last 3 years, learned a whole lot, adjusted my investing approach accordingly, and thus become a much more effective investor.

Wondering about Park Lawn. I own a part position now and am looking to increase my stake somewhat. Just wondering if you could give a breakdown on its valuation. Do you see good value there or would you wait for a lower entry point?

Much thanks
Stuart

Q: Hi 5i,
Sorry to go back to one where you have recently given your assessment but I am confused about CZO. Fabrice Taylor's recent Globe article says the stock is 'quoted at a measly 15 times trailing earnings'. He notes that for the last 9 months sales are up over 50% while operating income tripled, and 70% margins with guidance for 20-25% sales growth. He may not use the word cheap but that seems to be the implication. My online broker site pegs it at a P/E of 16.2 after the post-Fabrice article pop. You describe CZO as very promotional with an expensive $3M in sales for the most recent quarter on a $131M market cap. Annualizing the quarterly sales (not foolproof) would give a market cap to sales ratio of about 11. Throw in the high margins and can you get to the indicated P/E? Could you spend a few more words reconciling all this please and maybe on what is the most significant number to watch going forward in this particular case? Thanks!

Q: Hi Peter, Ryan and 5i Team
Advent Wireless seem interesting. Do you think now is a good entry point.

Q: If someone wanted to own NHC and bought today would shares automatically convert into the New York listed shares upon delisting?

Would you say this news has presented a buying opportunity with reasonable (10%) upside or do you think tax loss selling may drive it further south?

Q: I am resubmitting my question from yesterday.
I would appreciate your opinion on CZO.
Thanks. RAM

Q: Hi, what are your thoughts on Goodfellow (including downside risk level) - thank you.

Q: Can I get your comments on Memex OEE recent earnings.

Q: NYX has been beaten down quite a bit. What is your opinion of their prospects going forward? Possible bounce after tax loss season is over?

Q: In your summary of the task force report on Cannabis you mentioned in your last "OUR TAKEAWAY" that "the implementation is still far away". I take it that you mean years. This seems contrary my information as I've been advised that actual implementation could be as early as the fall of 2017!
Your comments please. Thank you.

Q: Hi guys, you mentioned in an answer this week some good bets you made early in your career and mentioned companies bought at 0.25$, 0.10$, etc.

In today’s world how would someone go about selecting good companies in their teen with share at less than a dollar and what would be your current top 3 penny stock non-related to natural resources?