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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: Hello all. DGI just released their quarterly report. It seemed alright and they reduced their debt. Is the the big drop in price over done? Thanks.
Read Answer Asked by Max on August 08, 2013
Q: Hi Peter and 5i: I know you had a recent question on Data Group (DGI) but it was pre-results. With the quarterly numbers in, DGI is trading down about 15% but Data Group paper (DGI.DB.A) is trading up nearly 2% (granted, almost no volume). Who is right? They confirmed the next dividend payment without a cut and, despite posting a loss, it appears that the quarter would have been profitable but for a “restructuring charge.” How does it look in the context of their overall restructuring and retrenching task? Thanks for the re-visit!
Read Answer Asked by Lance on August 08, 2013
Q: Any thoughts on VIQ Solutions Inc (symbol VQS). I bought it substantially higher. It seems to have a similar business model to Sylogist Limited.
Read Answer Asked by gene on August 08, 2013
Q: hi peter, so automodular released their quarterly report aug.6 with a long detail on the state of their business, the dividend is safe for now, they have a 1.55 in cash, stock is selling for 1.81, would you buy it here or is this company dead at the end of 2014. dave
Read Answer Asked by david on August 08, 2013
Q: hi folks,hold Smart Technology sma/t (rarely traded/followed),maker of "smart" board,just reported great Q results and back to profitability,can please get your opinion on results and company,stock up 20% today,thanks for great service,jb
Read Answer Asked by John on August 08, 2013
Q: Hi Peter, can you please comment on your valuations on Cargojet (CJT). Little coverage on it still which is great. I bought it when JTF was with Sprott. I still like the company b/c of its dividends and special dividends. I view it as a great company long term b/c well its cargo of goods and services rather than an "airline" stock. I'm just wondering about the continued growth, debt levels, possible overvaluations, competitive advantage etc. Thank-you for your views.
Read Answer Asked by Michael on August 07, 2013
Q: Is there any life in DGI, Data Group. It has a good dividend but has fallen a lot in the last two years. Thanks
Read Answer Asked by Charlie on August 07, 2013
Q: Hi 5i,

I know I asked you a few months about Easy Home (EH-T), but was hoping to get an update as to your views given the recent pull back. I'm thinking of investing in either EH or NFI. Which do you think has the most upside? NFI's yield appears to be more attractive, but I am looking for an opportunity with the highest capital appreciation upside. Thanks!
Read Answer Asked by Sasha on August 07, 2013
Q: Not a question, but a comment: regarding YAK, it is a company run by Harris Kupperman and Jordan Calonego, who have experience running a hedge fund (Praetorian) and several small businesses (self storage, construction, etc.), respectively. As far as I know, they take no salary, have no stock options, and instead simply hold ownership of the shares to align their interests with shareholders. There was a strange lockup period with the shares for quite some time, and selling was extremely restricted.

The Mongolia Growth Group website has all their monthly reports and updates, and Harris runs a website adventuresincapitalism.com, which has some pretty interesting commentary from time to time. I believe there was a presentation on YAK at the Las Vegas Value Investors Conference.

I don't own any shares, but have been keeping an eye on the company for a while. I like the Mongolia thesis, but view an investment as being at the top end of the risk spectrum since frontier market governments can nationalize assets at any time.
Feel free to post this if you feel it adds value to other subscribers.
Read Answer Asked by Alexander on August 07, 2013
Q: what are your thoughts on AlarmForce(AF) it appears that Mr Matlin has been given the boot,is it time to exit this company?
Read Answer Asked by Joseph on August 07, 2013
Q: I have read your previous comments on SUM. What is your opinion on Solium's latest quarter? Are you planning on covering this company? At current prices would you prefer this or Sylogist?
Read Answer Asked by Marty on August 07, 2013
Q: Hi Peter,

Any thoughts on the news regarding BEK.B retaining PWC for the possible sale of the company? I know this has happened in the past with no success, do you think market conditions are better now for the sale?

Also, is there any additional news other than the press release that you may have access to that we don't?

Thanks

Alex
Read Answer Asked by Alexander on August 06, 2013
Q: Hi Peter and the team, what is your view on TKM?
Read Answer Asked by victor on August 03, 2013
Q: Hi Peter and the team, please comment on DSY?
Read Answer Asked by victor on August 03, 2013
Q: Hi Peter,
ARN.DB and ARN.DB.B have fallen off rapidly. Interest is being paid and maturity is short ( 2016 & 2018 ). The common have fallen off heavily. What obligations does the company have to debs and is there still value in either common or debs?
Read Answer Asked by david on August 02, 2013
Q: hello 5i people - excellent info ,thanks
appreciate any info on uex.to -price increase om large vol.
any idea whats going on?
thanks
ed
Read Answer Asked by ED on August 01, 2013
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