Q: Good Morning Peter, Ryan, and Team,
I was looking over a press release from Pulse Seismic dated January 19, 2015 reporting preliminary unaudited 2014 financial results. The numbers look surprisingly good and the stock price appears to be steadying up. (part of it may be the share buybacks) I would appreciate your opinion of the numbers contained in the press release and the company's long term prospects, if energy prices firm up. Thank you very much. DL
Q: Hi 5i, Re Walters question on PHM yesterday and the precipitous drop, apparently Fabrice Taylor (Globe and Mail) issued a SELL recommendation on PHM yesterday.
Ted
Would you consider buying IT at these levels (including today's spike up)?
Of the forest group which stock would you recommend buying at current levels: WEF, Interfor or West Fraser? Or any other? Is there an ETF for this group?
Q: According to this news, Intertain Group is in the process of selling off a significant portion of their assets for 1B. If their market cap is >500M and this goes through would this not cause their per share price to spike 100% or am I dreaming in a haze of confusion?
Q: Hey Folks, In a recent response you liked OTC. I hold a few of the larger Canadian tech names, including CGI. How does its growth profile compare to OTC? I also noticed that CGI has had tons of insider selling over the past year. How concerned should I be about that? Thanks for you comments.
Q: One pundit who is long CGI Group, as am I, thinks 2015 is the year this company makes a large takeover which ought to give the stock a big boost. How likely is that and how much cash are they sitting on since they pay no dividend yet seem to have been profitable for many years? I've held this stock since 2013 in US $ which of course has limited the appreciation and I'm wondering if I should continue holding for this possible event or fold sale proceeds into one of the current tech holdings and if the latter, which 1 or 2? Current p/f weight of GIB is 1% and other tech holdings (total 12%) are CSU 4% AYA 3% ESL, MDA, AAPL all 1% and SYZ and AVO 0.5%. We are in our late 60's, retired, but can take some risk in this area. Thanks to 5i for the handsome gains in most of these names except AVO (so far), J.
Q: Hello Peter
Could I get your opinion on using Superior Plus as a substitute for fixed income long term? Do you see any growth and is the dividend secure?
Thanks for the great service
Q: I noticed that Knight Therapeutics (GUD) is lending Synergy Strips Corp $6M. As part of this deal, Knight will receive 15% interest on the loan, and get a 10-year warrant to purchase 3.5 million shares of Synergy at $0.34 a share. Synergy shares are currently trading at $0.425
My potentially easy question is: what does Synergy get out of this besides the loan? Do they get any corporate knowledge from Knight? 15% interest and a 10 year warrant to buy shares at a (potentially significant) discount seems like a really bad deal for Synergy, and a fantastic deal for Knight. What am I missing here? Couldn't Synergy just go to a bank for a loan?
Q: Do you feel that Intertain Group (IT) is poised to make a fairly strong move upward in the near term? It seems to be making higher highs and lower lows and recently had a target set at $18 by one analyst. Over $14 is it something that may have some room to run? General reading seems to indicate lots of potential. Thank you!
Q: Peter, any idea what causes the sell-off? Is the company impacted negatively by low oil? It's very oversold now. Good time to buy? Thanks in advance.
Q: Greetings: I'd like an update on what you see for Endo International going forward. I hold it because I held Paladin. It has been behaving well lately, but I have no idea why or what to anticipate for the stock. I have no other pharma/healthcare exposure.
If you feel its future is weak, one of my thoughts is to sell it and buy either one or both Conncordia/Catamaran. (In TFSA so no tax implications.) This would enable me to follow Canadian stock/s through questions submitted to 5i.
If you feel ENL's future is fairly strong, another thought is to gradually sell shares in ENL and buy shares in GUD (Knight) to increase risk/growth potential gradually over time. If you feel that is a good option, could you guide me (if possible) as to when/how to stage that gradual selling. I believe you see Knight as being in a five-year time frame. Maybe I could sell/buy 20% per year? Or some other fraction.
I realize that this is a hard question. I guess the answer depends on what you see for ENL/EDNP going forward.
Thanks once again for great service.
Q: I wonder if you could comment on TFI. I thought the stock would get a boost from low energy costs, but the stock has stalled and I see BMO downgraded it yesterday. What do you think?