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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: Hi 5i,

I know you've commented on DHX quite a bit recently, but my question pertains more to whether you would be a buyer at today's price? Valuation suggest it remains a tad expensive, but the company is expectected to keep growing aggressively. My question is - would you be a buyer of DHX at current levels? Do you view DHX as a takeout canadidate? Would you prefer Sylogist to DHX as a small cap tech play?
Read Answer Asked by Sasha on January 15, 2014
Q: Hi team,
DHX continues to trade lower and has been down for the last 4 sessions. Should I be concerned?
Read Answer Asked by Peter on January 14, 2014
Q: Hello Peter & Team,

My question is re: Valeant (VRX). They announced a merger of equals as wells as a number of smaller mergers to help increase their market capitalization and become one of the top 5 drug manufacturers. Do you have any idea which companies may be on their radar? Is valeant still looking to squire Actavis (ACT) or has that deal fallen through?
Thanks for your insight.
Read Answer Asked by CYNTHIA on January 13, 2014
Q: DHX is down this morning on news of a couple of resignations from the Board.... in particular two of the individuals involved in the recent equity sale. I purchased this stock for my wife's TFSA partly on your recommendation. Any reason to worry?
Read Answer Asked by Paul W on January 09, 2014
Q: Looking to take advantage of the improving US economy by adding to my Industrials which includes a 5% position in CNR (Canadian National Railway) and a 2.5% position in MG (Magna, if its considered an industrial). Would you add a .05% position to my CNR or a new 2% position in CP (Canadian Pacific) or a new 2% to 2.5% position in ALC (Algoma)?

CNR is cheaper than CP but I already have a full position in CNR. Algoma is cheaper than both CNR and CP but no one covers ALC so its difficult to forecast future earnings for comparison purposes.

Your insights and opinions are always appreciated.
Read Answer Asked by john on January 09, 2014
Q: Hi Peter and Team, what is the street consenssus for SVC earnings, and also your opinion on the stock?

Thanks
Read Answer Asked by Nick on January 08, 2014
Q: hello i had a chance to talk with a young fellow home for the holidays he is doing the drilling thing in red deer he told me coil drilling is the hot ticket out there i did a quick search and came up with XDC are they the best pick in this area thanks for your hard work i look forward to reading your responce to questions every day
Read Answer Asked by dave on January 08, 2014
Q: Hi Peter and 5i Team,I know that you like companies that start a dividend policy. AXX (Axia Net Media) is starting a dividend at the end of January. Can you please give me your additional comments wrt AXX

Darcy
Read Answer Asked by Darcy on January 07, 2014
Q: Axia was expected to initiate a special dividend due to the excess cash on the balance sheet associated with the sale of some non-core assets, instead the company has initiated a "small" quarterly dividend and they have renewed their share buy back in December. You've previously said you view the initiation of a dividend as very positive. I believe they are trying to signal their long term intentions to the market and based on their cash position and their projected income levels they have ample room to grow the dividend over time. What are you thoughts about this move by Axia? Do you think this is the right move as opposed to initiating a special dividend? Are they being too conservative with returning capital?

Thanks,
Rob
Read Answer Asked by Rob on January 07, 2014
Q: Happy New Year to all at 5I. I have been watching DHX for a good buying opportunity (it is down 3.6% today). Would this be it, or is it a reason to wait and see what may be behind the drop?

Read Answer Asked by Harry on January 06, 2014
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