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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: I'd appreciate your comments on today's results.

Thanks!
Read Answer Asked by Gregory on January 29, 2015
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
Read Answer Asked by Dennis on January 29, 2015
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?

http://www.newswire.ca/en/story/1477923/the-intertain-group-in-negotiations-to-potentially-acquire-assets
Read Answer Asked by Mark on January 27, 2015
Q: What do you think of itp's recent announcement.
Read Answer Asked by don on January 26, 2015
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.
Read Answer Asked by Noel on January 26, 2015
Q: Your views on the company now in the $0.30 range?
Read Answer Asked by David on January 26, 2015
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.
Read Answer Asked by Jeff on January 26, 2015
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
Read Answer Asked by Gary on January 23, 2015
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?
Read Answer Asked by Mike on January 23, 2015
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.
Read Answer Asked by Iskandar on January 21, 2015
Q: DRT has just been recommended on BNN.
Could I have your opinion now. It is a year since your last
comment.
Read Answer Asked by claudette on January 21, 2015
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.
Read Answer Asked by Gordon on January 20, 2015