Investment Q&A

Q: Hello 5i,
I'd like to get your take on Sandvine Corp. Their technoloigy is intriging and I could see sector growing in the future. Last quarter was weak but it seemed to be more related to contract timing and they have since signed a few new deals, and they've got a ton of cash on the balance sheet. Is this stock a good buy right now for 1-2 year time frame?

Q: I would appreciate your assessment of the announcement this morning by Kelso Technologies as follows...
Association of American Railroad has approved our new JS165H high-flow pressure relief valve for commercial applications after completing its required two year field trial. The JS165H has been designed for use on general service rail tank cars carrying hazardous and non-hazardous non-flammable chemicals that require a pressure specification of 165PSI. Rail tank cars requiring this technology are primarily DOT-111 tank cars that represent approximately two-thirds of the total DOT-111 fleet in North America.
North American chemical companies have been very supportive of the development of the JS165H as a best available technology and we are now able to supply their needs. Management believes that this development will allow Kelso to increase its market share and continue the momentum of its annual revenue growth.
With this AAR approval Kelso is now able to supply approximately 70% of all PRV applications required by the AAR. The JS165H is well suited for new tank car manufacturers, retrofit operations and repair facilities. The Company is able to produce this product in its current production facilities in Bonham, Texas.

Q: Sector rotation keeps coming up in various posts. I sense you agree.

Clearly there is a rotation out of energy. Any other sectors?

And where is the smart money going? And what would be the top couple of names in each of those "rotated into" sectors?

Thank you.

Q: Hi Peter,

Would you give me your opinion on above stock please. I consider to start buying some now.
Thank you.
Albert

Q: Hello Everyone at 5i,
I just bought GUD at 6.85 before trading was halted today. My understanding from reading your past responses is that it is not positive news when a company issues new shares. You have stated that you like Knight and the management team.
What do you think will happen to GUD shares short term? long term?
Thank you.
Gail

Q: As of today at 4:10 pm. trading has been halted on GUD. Per TMX site and my brokerage site: "IIROC Trading Halt - GUD".

Any idea why trading has been halted?

I have owned it going back to when it started on the TSXV and still do.

Q: Hi folks,can please ask your opinion on yest deal of Knight investing $30M in CRH Medical,guessing not much impact short term but good longer term,currently hold Gud/t.Thanks as always.Any thoughts research report on Knight or to early yet?

Q: Hi
Could you please let me know what you think of today's news.
Thank you!

Q: I already own ADW.A but with the recent decrease in the price of the B shares I am considering adding a purchase of the B shares. I would appreciate your opinion.

Q: Hi Peter, just wondering what your team thinks of Savaria? It's still a relatively small company based on market cap, but EBITA grew close to 20% y/y in the last quarter, and the company again raised it's dividend. They seem to be quietly building momentum, they seem well positioned to benefit from the demographic shift that is under way, and the stock has recently broken higher after a period of consolidation. Your thoughts?

Q: Your expert advice on the results of INP,which was released after market closed on Nov 28.You may want to answer after the conference call on Dec 1,10.30am EST.Thanks for your normal excellent advices & services

Q: Hi 5i: What is your take on INP's results posted Friday? They say they do not expect to complete new streaming contracts during the busy part of the farmers' year which might account for the slower than expected growth. Makes sense I suppose. What do you think?

Q: This stock has been behaving quit poorly as of late and with no real news, not sure why. I have been watching for some time for and am trying to determine if this is a good entry point although it is still fairly expesnive - my screen shows a PE of 33X this years earnings. Can i have your opinion.

Thanks as always!

Q: Hi, I am down 16% with Aimia. It is now 2.5% of my portfolio. My average holding is 3.2%. Should I add to my position or do you see more down side? Maybe I should sell it? Jeff

Q: Hi Peter and Team, what are your thoughts on Amaya picking up Israeli developer DiWip? Seems like interesting technology for AYA to add going forward, unless LAB/Diwip is a done deal already! Intertain, IT, plus Diwip a possibility? Thanks!

Q: Hi,

What is the rumour regarding acquisition that management issued a press release on today?

John

Q: Greeting, Peter & Co.
I fund and administer RDSPs for three young girls on the autism spectrum. Although I still have a 10 year time horizon I fortunately have no energy exposure in these portfolios. I am considering a small position in High Arctic Energy (HWO) as well as a position in a, yet to be determined, large cap energy company. My rationale is:
HWO has operations in Papua New Guinea (PNG) (74%) and Alberta (26%). Although HWO is not a typical Canadian energy services company its 6 month share price decline is identical to that of Calfrac and slightly less than some of the other Canadian companies in this sector. The PNG operations include services and equipment rentals to natural gas companies that provide natural gas to a new LNG plant that has very long-term supply contracts. The Alberta operations, in my opinion, containing more risk than PNG, are similar to those of other Canadian energy service companies.
HWO had a good Q3 and the balance sheet is solid. There is enough cash on hand to cover the CAPEX for the additional rigs that will be delivered in 2015. The dividend was recently increased by 10% to 5.3% at the current share price of $3.73 leaving a very low payout ratio.
Please advise me of any errors in my numbers or logic and your assessment of HWO.
With great appreciation for your most valuable service.
Ed

Q: Hello Peter and team:

Thank you for great insights and prompt responses to questions. I have read your responses to Altus group. It is still going up. Would it be too late to buy at this stage?

SS

Q: I have owned NFI for about a year. I'm thinking of adding to my position. Your thoughts please.
Joe

Q: Couche-Tard reported this morning what do you think of their results and future earnings growth.