Investment Q&A

Q: Dear 5i
LGT recently had a 2 for 1 stock split . Can you tell me approximately what price was the stock pre split and what was the starting price of the stock after the split . Other than the stock split which would acct for the large price drop was there any other reason for the large drop in price ?
Thanks
Bill

Q: I purchased some shares of Martin Rea (MRE) some time ago then purchased about 80% more when there began issues with the Board. My shares are now up by about 60% reflecting, I believe, the resolution of the fight within the Board. When I compare MRE to Magna, I see that MRE is essentially flat over the past year whereas MGA is up about 50%. Since the 50% for Magna is reflected to some degree in its higher PE ratio than MartinRea’s, is it reasonable to expect that MRE still has some opportunities to increase in value at a faster pace than Magna? I have no plans to sell my MRE because of the potential catchup of PE ratio unless you feel that I should be exchanging the MRE for Magna recognizing the quality of Magna versus MRE. My percentage of MRE is only about 2-3% of my entire portfolio. At this time in the auto business cycle would you recommend me increasing the percentage to the 5% range or stay cautious. If you recommend I should buy more again which of the two (or others?) would you recommend? As always, I highly respect your opinion and recommendations even if I don’t always follow them.

Q: Surge Energy has been VERY strong over the last week while the rest of the oil stocks have been relatively weak. Any rumours and news that might be causing this?

Q: I would appreciate your comments on Espial Group's (ESP) earnings released this morning. They seem very good to me and I am considering adding to my current small holding. Thank you, Peter

Q: re: ET Evertz

Your updated analysis please since your last comment June 12 and... any additional insights into a possible take over?

Thanks for all you do

Gord

Q: Hi Peter and staff,
Thanks for all the sensible advice. Shortly after 2 PM today ET took a plunge. I see no news.
Thanks for any input you may have.

John

Q: CNR - results and future look good but is it becoming overvalued?

Q: Knight Therapeutics (GUD) Could I have your thoughts on GUD as it seems to be in a steady decline recently. Thanks

Q: do you plan to report on QST? what is your current view? thanks

Q: Hi team,

As they have both been knocked down with this correction in energy stocks. Which do think is the better buy long term, BXE or RMP?
QST is also on my list is that now at a good price to take a full position.

Thanks Peter

Q: Two stocks I came across and bought by reading questions and answers on your 5i site were PTS and CHN. I asked 5i about PTS awhile back and your answer was it was a long term play. I should have asked what entry point you would go with because I paid a lot more money than what it is today. CHN is down more than it is up. Waiting for your reply.

Dennis

Q: Hi,

I wanted to add CCL.B to my portfolio when you added it to yours but didn't have the funds available then. Now I have funds available, but it has gone up so much. Do you still recommend buying it at this price?

Thanks,
Carla

Q: dcf.to
Can you please give your opinion on DCF's July 17th news release. It has been very difficult to hold this stock.

Q: Painted pony, surge or tourmaline for most upside in the next 6 months, risk is not a factor . Dave

Q: Western Forest Products, WEF. Whatdo you think of this Co. It has instituted dividend. Looks to be doing very well. I heard that there is a slow market period currently. I had 1000 shares, which I sold as the stock moved up in price. I want to buy, but looking for a bottom. Is this the bottom, or will it fall further. Any idea about the seasonality.I value your opinion a lot. Thanks.

Q: can you comment on XSR results just out. Revenue growth looks good and lower debt costs helpful. Is this a decent entry point for income/growth investors? thanks

Q: Hi Team,

You have mentioned QST favorably in some of the recent questions. Why do you like QST? What are the attributes which make it a good investment? It has been dropping recently on no news. Do you have any insight into that? Thanks

Q: Hello your thoughts on Salix Pharmaceutical SLXP US. Nasdaq
Also PLI. Tsx
Thanks George

Q: Corus was negative net income last quarter. I'm trying to figure out why. Can you give some insights into what happened?

Q: Could you comment please on Questor QST-V. Saw an interview on BNN about this Canadian companies technology to reduce emissions from oilfield flares. Their patent runs through to 2019. Who might be their competition. Thank you.