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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Why CATAMARAN dropped 6% in spite of good report?Thank you.ebrahi
Read Answer Asked by ebrahim on February 28, 2014
Q: hello 5i:
two questions, if I may:
#1: is a report on SJ still "in the works", and if so when do you expect to release. I have a small position and would like to add to it, but am waiting for the report.
#2. its been about 3 months since the last question on Canadian Western Bank. Can you update this, and give me a "back of the napkin" rating on it.
One comment: congrats on the Ryan Modesto acquisition lol. 5i not only picks good management of companies, they obviously try to lure the strongest to their team. PH and N is (or was, before the acquisition by RBC) a tremendously respected company that has delivered very good, stable, results to investors for many years. Ryan's experience and acumen should do nothing but add value to 5i. Good job Peter; in hockey talk, you got a first liner!
Read Answer Asked by Paul on February 28, 2014
Q: Hi Peter and Team, boy-oh-boy, a lot of Q&A's on Surge, SGY, lately and I'll yet add another of my own again, sorry but I have to ask, at current price and yield (5.70/9.5%), and considering what has already been stated by the team, is this a really good (table pounding) buy situation? Good solid volume as well, are we missing something here considering they just raised cash recently at 6.20? Thanks!
Read Answer Asked by Hussein on February 28, 2014
Q: Symbol: CCT

Hi,

Can you please comment on Catamaran's earnings report and guidance and do you think it would be a good time to start a position. I have 2-3 year time horizon.

Thanks
Read Answer Asked by Clinton on February 27, 2014
Q: Hello 5i:
PHX ( PHX Energy Services) just released it's record financial and operating results for 2013. Before I jump into this stock, I would like your opinion on this company and the future risks in this sector.
Read Answer Asked by Brian on February 27, 2014
Q: How would you adjust Cipher's (DND) just reported quarterly EPS for proper comparison with the conscensus adjusted earnings of 0.225 (from your Feb 21st response). Thanks.
Read Answer Asked by John on February 27, 2014
Q: Hi

I own Cipher ( DND) and wonder if you see much upside from here based on recent earnings. Do you think the external challenge to one of their drugs will continue to hold the stock back?

Thanks
Read Answer Asked by Greg on February 27, 2014
Q: Dci direct cash

Hello
Was the drop today only because a guest on BNN suggested to short it or is there more ?
Thx
Read Answer Asked by Francois on February 27, 2014
Q: Good Morning
What is your advice on the % of high risk/reward stocks one may hold in their portfolio? I know this may comes down to an investors personal profile but at what point does it effect overall returns? Through 5i I have become aware of several small but interesting companies such as PLI,DND,INP,ASG,IFA. I have followed your comments closely and hold half positions in each. I now hold about 25 stocks in my porfolio. Should I have been more disciplined and doubled up on some of these positions to keep my porfolio closer to 15 to 20 in size?
Read Answer Asked by Marty on February 26, 2014
Q: Hi Peter and team.
In response to Franks earlier question about DHX's weakness today. I feel it is due to James Hodgins on BNN market call. His opinion is that it no longer has the growth profile since it became a content and distribution play. But that is the opinion of one analyst that I don't share.
Read Answer Asked by Peter on February 25, 2014
Q: Have seen your comments re DHX but it continues to fall.
Have you heard anything negative?
Read Answer Asked by Frank on February 25, 2014
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