Investment Q&A

Q: what is your opinion now of wsp after this deal and subsequent share offer and it's dilution to fund the deal.
thanks

Q: Hi peter, I'm looking for stocks with strong fundamentals and cheap valuations that you expect to perform well this year. I know you mention Macro MCR quite a bit. What are 3 other ones you would recommend?

Q: Hello Peter could we have your take on MCR's earnings report. Thank you, Bill Y.

Q: WSP Global
In the news today: WSP Global is acquiring Focus, a Canadian engineering & geomatics company. WSP is also doing a bought deal of commons (~$180 million value) - shares offered at $33.75. The offering closed very quickly. I missed it.

What do you think of this acquisition? Do you think their intent is to grow by acquisition? I would like to see solid evidence of organic growth as well. Their earnings, also out today, were okay.

Do you think the price will drop to $33.75 (or a bit lower) with the stock issuance? I would like to add to my position (got in at $30.51).

Any plans by I to do a WSP report?

I'm really enjoying my 5i membership - your dedication to responding to questions is awesome!

Thanks,
Heather

Q: pure technologies has been especially weak going into earnings on Thursday after markets close. could this be another horizon -hnl where management has released news previous to the market knowing or even a McCoy where again shareholders got burnt. have you heard anything. dave

Q: Hi 5I team.
The following notification was issued at 1:30 PM today:"Tekmira Announces Proposed Public Offering of Common Stock". They are looking to raise about $60million. Would you have any idea what impact this could have on the stock price?

Thanks

Q: CKI report today "Adjusting solely for the estimated gain on sale of the Freight Transport Business (to be recognized in the first quarter of 2014) and reflecting the Common Shares outstanding as at March 6, 2014, the Company estimates that its pro forma book value per share is $11.72 of which 75% is held in cash and marketable securities. The Company's current trading price represents a 34% discount to this pro forma book value per share as at March 6, 2014."
Sounds like a bargain and price is popping. What is the view of the report by 5i please.

Q: Hi Peter and Team,

Any additional thoughts on PyroGenesis, PYR.V progress in terms of repeat contracts and additional contracts and future growth?

Q: could you give me your views on burcon bu

Q: Can you please comment on NDN's earnings. The earnings look pretty solid and the strategic review looks good. What do you think?

Q: In my version of your model portfolio I also have 20 stocks. Six are in your model, and four are not but are companies you have reports on. The others are PPL,RUS,PEY,DHX,ATD.B,SJ,OTC,CEU,and SUM. Would any of these stocks rate lower than B- if you were rating them? Thank you.

Q: I have a question about Surge Energy, SGY. From your comments and answers to other questions, you seem to like the company and speak favourably of it. My question is, SGY is not an "official" recommendation. What is it about the company that keeps you from formally recommending it? Does it have deficiencies or risks that concern you? Thanks again for your help.

Q: I see magna and Linamar have both reported results. do you know when martinrea is set to release results. thanks

Q: What are you thoughts on HMY??
This is a phenomenal service you guys have for us!!!!
Please keep it up

Q: MCR seem to be late in reporting. It has also been in a downward trend. Do you have any comments on this.
Thanks. PB

Q: Could I have your opinion on flyht aerospace solutions, FLY

Q: My specific question is on CXR: Concordia Health. It is down 16% over last 5 days and I can find no reason for it. I have searched my best sources--CNW, the TSX site, Google Finance and Globe and Mail and cannot find anything---is there a problem?

My general question is on length of time or % down something goes before I take action if I can find no reason for the change in valuation. I have at times used 10% as I thought that should elminate most market action. Is there a number you would recommend?
Bryon in Elmira

Q: your comment on the big drop today on volume for Concordia Healthcare Corp (CXR TSX)and your outlook for the company

Q: Hi Peter and 5iResearch Team,
Can you please provide your analysis of Alim Couche Tard. It is currently trading at $86 and I am wondering if you like this company a lot and if so, is it ok to buy now (full or half position) or better to wait for pullback?
Thank you. Linda

Q: I understand an analyst has written a research note questioning Valeant's (VRX) acquisition strategy. In addition, some potential new US tax changes could impact biotech companies. Apparently these are possible reasons for the share price drop. Can you comment.

Thanks