Investment Q&A

• Motorola Solutions Inc. (MSI)
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Q: Hi 5i team,

Could you give me your insight with regards to Morneau Shepell? The company reported recently and I felt good about their results. Is there anythingn in particular I should keep a close eye on when invested with a company like this?

Thank you,
Keep up the great work!

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Read Answer Asked by Francesco on August 13, 2014

Q: Hey guys was wondering your thoughts on kelso tech (kls).
Thanks

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Read Answer Asked by jason on August 12, 2014

Q: Please give me your opinion on the quarterly report for Pure Technologies. Thank you.

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Read Answer Asked by maida on August 12, 2014

• Open Text Corporation (OTEX)
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Q: Hi,

I am planning on adding a tech stock to my portfolio.

Between qcom, open text and cgi which would be your preferred stock. I am already overweight CSU in the portfolio.

The correction in qcom makes it attractive in terms of valuation, OTC had a fabulous quarter and cgi has a promising outlook.

Thanks for your response.

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Read Answer Asked by Hari on August 11, 2014

Q: Hi Peter,
Points International (PTS) announced earnings last night and results beat estimates on both eps and revenues. Company had revenue YOY growth of 68% and seem to be executing quite nicely on their strategy in the loyalty market. What are your thoughts on their results? Do you believe this investment would require a longer term horizon (2-4 years)? And do you believe this company has room for further growth in terms of company performance and shareholder value?

Thank you

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Read Answer Asked by Jason on August 08, 2014

• Intertape Polymer Group Inc. (ITP)
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Q: What do you think of of ITP (Intertape Polymer Group) earnings and guidance? Thank you!

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Read Answer Asked by Matt on August 07, 2014

• WSP Global Inc. (WSP)
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Q: Hi 5i,

Can you provide any comment on WSP's earnings? Still a good buy for dividend and growth at this level?

Thanks!
Wayne

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Read Answer Asked by Wayne on August 06, 2014

Q: re: SUM ... Solium

7% increase today. Is there specific news responsible? And what are your thoughts moving forward?

Thanks for all you do

Gord

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Read Answer Asked by Gord on August 06, 2014

Q: CXS

Hello, I bought Counsel corp a few months ago and it has not done much. What do you think of the company and do you have any comments on what their next quarter might be like?
Thanks

Greg

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Read Answer Asked by Greg on August 06, 2014

Q: Could you please give your assessment of Catamaran (CCT) and how you think the future is shaping up for them.
Do you anticipate that at some point they may consider a dividend?
Many thanks.

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Read Answer Asked by Alexandra on August 05, 2014

• Quattro Exploration and Production (QXP)
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Q: Do you have any opinion on the venture oil company Quattro Exploration and Production on the the Venture Exchange (QXP.V)? I look forward to your response.

Regards,

Brendan

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Read Answer Asked by Brendan on August 05, 2014

• First Quantum Minerals Ltd. (FM)
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Q: Dear 5i: I am thinking of selling BHP and buying First Quantum instead. What do you think of this idea in the current sector context.

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Read Answer Asked by Roland on August 01, 2014

• Concordia Healthcare (CXR)
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Q: symbol: CXR
Hi Peter & Team,
Pls give your outlook on Concordia Healthcare. Any growth in the future and is it buyable at this level?
Thanks as always.
Pui

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Read Answer Asked by Pui on August 01, 2014

• Open Text Corporation (OTEX)
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Q: Greetings Peter and 5i Team,
Your thoughts on OTC's earnings would be most appreciated. Thank you.

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Read Answer Asked by basil on August 01, 2014

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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Q: Hi Peter, could you please comment on the earnings report of CCL.B.

Thanks!

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Read Answer Asked by Christopher on July 31, 2014

• CGI Inc. Class A Subordinate Voting Shares (GIB.A)
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Q: I read this morning that CGI was able to generate 1.1 billion of cash flow, surprising analysts positively. They reduced their debt by 500 million. Earnings per share met expectations. Valuation is at 16.5x trailing earnings. Now that the debt and cash flow concerns are gone, it seems to be the perfect time to buy. What do you think about earnings?

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Read Answer Asked by Matt on July 30, 2014

Q: Could I have your thoughts on AAA.would you say its a buy now and a potential take over candidate?
The Israelian company has a big stake.
Thanks

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Read Answer Asked by Josh on July 30, 2014

• Macro Enterprises Inc. (MCR)
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Q: Hi Peter and Team, regarding Macro Enterprises, MCR, do you see an up-tick in share volume over recent week(s)? Good or not so good? Any rumours? Thanks!

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Read Answer Asked by Hussein on July 30, 2014

Q: pts points international any comments

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Read Answer Asked by andrew on July 29, 2014

Q: You have not commented on DRX(adf group)lately.Their numbers look appealing.Thanks Don

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Read Answer Asked by Don on July 28, 2014