Investment Q&A

• Macro Enterprises Inc. (MCR $4.00)
  • $4.00 Cap: $126M
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Q: Hello 5i , when are MCR next earning coming out?

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Read Answer Asked by Kim on January 27, 2014

• Concordia Healthcare (CXR)
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Q: Hi Peter,

I would like to hear your thoughts on Concordia Healthcare corp (TSE:CXR), a new listing on the TSX. Do you know any of the management or former entities that merged to create Concordia?

Thanks!

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Read Answer Asked by Michael on January 27, 2014

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $125.82)
  • $125.82 P/E (TTM): 16.79X Cap: $27.18B
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Q: GIB.A
GIB.A

Could I please have the consensus estimates for Q1 revenue and eps?

thanks,
Sandy

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Read Answer Asked by sandy on January 27, 2014

• Bausch Health Companies Inc. (BHC $8.90)
  • $8.90 P/E (TTM): 6.28X Cap: $3.19B
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Q: Hi Gentlemen,
I am considering purchasing Valeant Pharmacies. Prior to making my decision, I would like your opinion if you think it is a good purchase at these level or if I should wait for a pull back. Could you recommend a purchase price. Thank you for your consideration.

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Read Answer Asked by Alan on January 27, 2014

• Open Text Corporation (OTEX $47.62)
  • $47.62 P/E (TTM): 17.42X Cap: $12B
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Q: What do you think of Open Text's (OTC) earnings? Is it gradually putting the earnings misses of the past behind it and do you think it will slowly become rerated higher because of this? Thanks!

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Read Answer Asked by Michael on January 24, 2014

• Gap Inc. (The) (GPS)
  • P/E (TTM): 12.16X Cap: $9.20B
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Q: In doing research on Carfinco and Rifco I have come across GPS-X. What are your thoughts on this company? Many thanks, I continue to appreciate all of the info you provide.

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Read Answer Asked by Helen on January 23, 2014

• Bausch Health Companies Inc. (BHC $8.90)
  • $8.90 P/E (TTM): 6.28X Cap: $3.19B
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Q: Hi Peter and team
Do you think that Valeant's (VRX)share price will increase with this 1.5B share buyback announced yesterday? I have a 40% gain is it time to sell on this news?
Thanks
Kathy

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Read Answer Asked by Kathy on January 23, 2014

• Element Fleet Management Corp. (EFN $36.76)
  • $36.76 P/E (TTM): 24.95X Cap: $14.88B
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Q: Hello 5i crew -

I've had my eye on Element Financial for awhile now. I know you consider it expensive at this point. If you cannot recommend a price entry, can you advise of a metric or two you would watch before pulling the trigger?

How much faith do you have with Mr. Hudson as CEO? He seems to have big plans. My concern is his history. The Newcourt Credit Group that he had built didn't exactly end very well. Your thoughts?

Thanks.

Jim

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Read Answer Asked by James on January 23, 2014

• Element Fleet Management Corp. (EFN $36.76)
  • $36.76 P/E (TTM): 24.95X Cap: $14.88B
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Q: I notice a big drop in EFN this morning. Having just bought it a week ago, I am concerned that it has been trending down since and now has a drop of 0.45. Do you know why?

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Read Answer Asked by Shirley on January 22, 2014

• Uni-Select Inc. (UNS $47.96)
  • $47.96 P/E (TTM): 20.77X Cap: $2.10B
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Q: Hi Peter

I purchased Uni-Select quite awhile ago for around $25.00 only to watch it plummet to a low of $18.00.It has rebounded nicely since news of its recent acquisition,should i resist the temptation to monetize my gain like i would normally do?
Thanks Gordon

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Read Answer Asked by Gordon on January 22, 2014

Q: SVC
Why do you think SVC needs to do a 33M financing when they had 89M of cash/investment at Nov 30 2013

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Read Answer Asked by Kevin on January 22, 2014

• Liminal BioSciences Inc. (LMNL)
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Q: HI

PLI today came out with very positive news today.
It should bring the awareness of the company up a notch.
With this news what is your current view on PLI

Thanks
Hersh

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Read Answer Asked by Hersh on January 22, 2014

Q: Have you looked at Redknee Solutions (RKN-tsx)?

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Read Answer Asked by Tom on January 22, 2014

• Tourmaline Oil Corp. (TOU $62.42)
  • $62.42 P/E (TTM): 17.77X Cap: $24.64B
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Q: Hello Peter,
I received a note from my discount broker about treasury offering of common shares from Tourmaline at 47.50. Is this worth considering? How is this different from buying common shares? Will I have trouble liquidating them later if needed. Thanks. Regards, Shyam

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Read Answer Asked by Shyam on January 22, 2014

Q: Good Morning All, I noticed that Painted Pony (PPY)is up over 5% today and about 10% in the last month. I can't seem to find any news about it and was wondering what your thoughts were on this company and it's prospects over the next year? Thanks for your help.

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Read Answer Asked by Kim on January 21, 2014

• Tourmaline Oil Corp. (TOU $62.42)
  • $62.42 P/E (TTM): 17.77X Cap: $24.64B
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Q: Hi Peter,
Tou has had quite a run lately. Is the stock getting overbought and would you continue to hold? thanks Clare

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Read Answer Asked by clara on January 21, 2014

Q: what is you view of CXS on today's weakness? Time to buy more, hold, or ?

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Read Answer Asked by Douglas on January 20, 2014

• TFI International Inc. (TFII $121.22)
  • $121.22 P/E (TTM): 22.46X Cap: $9.97B
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Q: Hello Team 5i,
May I have a update on TransForce Inc. (TFI:TSX)please?

It has done well for us this past year. (Held in a TFSA)

Now with TransForce's further enhanced national footprint with increased geographical coverage into Southern USA I am thinking of adding on this pull back.
Your opinion please ?
As always your Fine Service is Much appreciated.
Thank you

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Read Answer Asked by Dennis on January 20, 2014

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $125.82)
  • $125.82 P/E (TTM): 16.79X Cap: $27.18B
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Q: Is it time to buy CGi ? Thanks

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Read Answer Asked by Raoul on January 20, 2014

• Bausch Health Companies Inc. (BHC $8.90)
  • $8.90 P/E (TTM): 6.28X Cap: $3.19B
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Q: Does VRX still have upside or is it too late?

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Read Answer Asked by Bill on January 19, 2014