Investment Q&A

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.

Q: Hello Peter,
For long term growth would you consider DHX Media or Couche Tard? Also, any idea why jean coutu was down yesterday. thanks very much

Q: Hi Peter and Team,

What do you think of Cynapsus Therapeutics whose research on a new drug delivery system for Parkinson desease is partially funded by the Michael J. Fox Foundation.

Many thanks!

Michel