Investment Q&A

Q: what are the prospects (short and long term) , are you familiar with any of the management/directors - is the company strategy similar to Alaris?

Q: Do you have an opinion of Datawind? Thanks.

Q: Aberdeen seems to have lost money on its investments so far, but it appears that the NAV is significantly higher than the share price and mining companies are recovering. Do you know the CEO, David Stein, originally from Cormark? Would the current share price offer a good risk/reward ratio.

Q: is orbite a good stock to invest in for the future

Q: Network media group Inc. (nte.v) went up a lot for last few days with very large volume. Can you tell me what are reasons behind it?

Q: What is your view on TOS regarding their prospects going forward? What do you think of their current fundamentals? Are they close to being cash flow positive? I like the fact that they have very low debt.

Clarence

Q: On May 5, They offered a pursuant to private placement which consisted of 18,666,666 units @0.375cdn/each unit, consists of 1 share & a warrant for another share for .50 with a 5 yr. duration. My question is does this company appear that attractive to you. Why would the share price climb after that amount of dilution. I assume there must be other news as for what they are going to use the funds for that I'm not aware of.

Q: This is an interesting company that one might regard as up and coming and worth watching. Your thoughts please.

Q: I bought Echelon Financial (EFH) about two years ago, it is now trading at my purchase price. Last quarter was a bad one and I am contemplating selling. Could you please give me your opinion if a switch is good idea and what would be your suggestion on the switch. Thanks

Q: Can you provide any information on Mainstreet Health Investments trading on the VSE as HLP.u. ?

Thanks.

Linda

Q: Any views ?

Q: This company is in an interesting space and has a CEO, Stephen Reid, who was previously employed at a senior level with Alaris Royalty.Given the success of other financial firms in the space "vacated" by the banks, what is your opinion of FCF's prospects? Thank you.

Q: This company makes up a very small percentage of an overall balanced portfolio. Last quarter was obviously a mess. Market is pricing in a reduction in the dividend. From it's current valuation, what would you expect the market reaction to be if they reduced their dividend by 50%? Further decline/appreciation or are we now in a basing/trading range for the next few quarters?

Regards,

Robert

Q: Good afternoon,
As part of an overall portfolio, I hold some speculative positions in precious metal stocks. These are somewhat balanced between names like FNV, THO, and PG on the one hand, and smaller and riskier names on the other. In the latter category I do hold some shares of ORG. I believe it is run by the former Red Back team, but would appreciate your views on whether a position should be maintained.
Thank you.

Q: A recent questioner addressed the issue of identifying high growth and high momentum stocks at attractive valuations that remain under the radar but have the potential to become investor and fund manager "favorites".

I am wondering if PIH could be such a stock. With increasing share price and trade volume appreciation, and rising growth in revenues/earnings, but attractive valuation (around 11 trailing P/E), am I wrong in thinking this one could start to gain increasing attention? Does it make sense to average up on a stock like this as I have been doing over the past couple weeks (the full position would be quite a small fraction of my overall portfolio)?

Q: Glacier has just announced a rights offering. Could you please explain how this works, what the advantages are for the investor and for the company, why would they do this and is this typically a prudent move by the company. Putting Glacier aside, do you recommend investing during a time when a company has made such an offering? Also, how do the backstop agreements work? Thanks for your great work.

Q: Please comment on earnings released today, they look very good but I am unsure of the streets expectations, no debt, cash on hand and EBITA doubled. Why is this stock stuck in a sideways action? Thanks

Q: Hi 5i Team!

FTG was a top pick on Market Call yesterday and is among the most active on the TSX today. Your lone opinion on FTG on April 12 indicates a positive impression and outlook. Would you please expand on your opinion as follows:

What current metrics matter to 5i when evaluating this company now, and how does this guide you in forming your opinion?

What metrics would you focus on when evaluating FTG a year from now?

What industry do they serve, and who are their main customers To what extent do they depend on domestic and export sales of their technology?

Is FTG a good candidate for a 2-3% patient wealth building portfolio or do you consider more of a cyclical investment?

Is FTG the kind of investment that would possibly considered by 5i in future as a candidate for the Growth Portfolio?

Appreciate your opinion, as always...

SGR

Q: Hi, i would appreciate your comments about Espial Group. What do you think of the management. Would you consider it a buy at this price. Thanks as always.

Q: What are your thoughts about MAL, given the last quarter results. Do you think about growth potential? ... and what are the major future risks? They seem to do well and has high insider ownership. I like the stock but I am looking for what could be the downside. Would you hold it long term?
Thank you,