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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: 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
Q: This lightly-traded stock has been languishing between $3 and $4 for quite some time now, and lately has been going down. What is its medium-term (e.g. 1 yr) outlook? Should I keep my relatively small position?
Thanks!
Read Answer Asked by Gregory on December 17, 2014
Q: Hi folks,Happy Holidays,can please ask opinion Q results on gps/v,hold small speculative position,has bounced off lows @ $1.15.Buy,sell or hold,thanks as always,jb
Read Answer Asked by John on December 17, 2014
Q: Does anyone know if GCU will survive or should I sell and hope for better odds in vegas. I had assumed with the gold resources they hold something would have been done by now.

Now I am not sure if anything good will come out of it. Losses in every stocks including U308, palladium, technology are washing me out of the market. I am starting to think that I should have stay in Vegas last year instead to buy anything Canadian at least I would have had the 10% odd of getting ahead. If I may ask what are the odds of the Canadian companies surviving this sunami? I took good losses in oil and gas but will wait a few years before to even look at anything oily.
Read Answer Asked by gilles on December 16, 2014
Q: Hello 5i team,

dec 12 it was announced "COM DEV International Ltd (CDV.TO) has signed an agreement to acquire 100 percent of MESL Microwave Ltd for £12.8 million in a transaction that expands COM DEV's market and product portfolios."

I have a small position in my portfolio. Can you please comment on this purchase and what you expect for CDV over the next 2 years please?

Thanks for all you do

Gord
Read Answer Asked by Gord on December 16, 2014
Q: Small co. I know, but could you give your opinion. Seems an interesting technology. How are the financials? Thanks
Read Answer Asked by michael on December 15, 2014
Q: This stock is up a bit lately. Would you suggest getting in now with a small weight or waiting as you previously mentioned it was still speculative.
Read Answer Asked by David on December 15, 2014
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