Investment Q&A

Q: More M&A going on in the burgeoning programmatic ad space with Comcast acquiring StickyAds today for $US 100m+

https://finance.yahoo.com/news/comcast-acquired-french-ad-tech-102757421.html

As mentioned in the article, Comcast had also acquired FreeWheel previously for $US 320m in 2014

As I understand it, AcuityAds already includes the marketing and technical aspects of a combined FreeWheel and StickyAds. Of course the scale of business is different but their valuation at US $420m+ might make AcuitiyAds at $CDN 33m look attractive to someone. Would you agree?

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Read Answer Asked by Richard on May 10, 2016

• Northview Apartment Real Estate Investment Trust Trust Units (NVU.UN)
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• WPT Industrial Real Estate Investment Trust (WIR.U)
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Q: Incredible buying on reits to what appears to be extreme over pricing. So now it's the overlooked undervalued I seek.
I am looking at aar.un and plz.un as undervalued. Would you agree or could you suggest a few.
Thank you.

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Read Answer Asked by howard on May 10, 2016

• Medicure Inc. (MPH)
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Q: After market closed today,MPH announced the sacking of D Reimer,its President & CCO effective immediately.The founder Dr.Friesen will become President & other management team members will manage operations.It reports on May 11,after close.Appears to be very bad news.Please advise of situation & effect on the stock price. Roughly it had dropped from $6.93 on April 12 to $4.88 on May 4 & then recovered to$5.44 today.Always appreciate your great services & views. As a aside SJ was up 0.77 to $49.01 today after your endorsement on May 6 afternoon.Thanks

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Read Answer Asked by Peter on May 10, 2016

• Redknee Solutions (RKN)
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Q: Hi folks,can I please get your opinion on Q results for Redknee,I know they pre-announced bad so Q not surprise,but with some deals announced after Q results,is there hope for this company.Have small position and would you average down or is this an avoid,thanks as always,jb

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Read Answer Asked by John on May 10, 2016

Q: 5i Team,

I would be thankful to hear any comments you may have on SolidusGold Inc. and the people behind it.

Thanks,
Scott

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Read Answer Asked by Scott on May 10, 2016

• BMO Covered Call Utilities ETF (ZWU)
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• BMO US High Dividend Covered Call ETF (ZWH)
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Q: I have opened RRIF with the following:zwu,zwh,zdm,zue,iwo,vig,xei,bip.un,rpi.un,ccl.b,A&W,bmo,vnr jnj and otc. I would appreciate your comments as to whether these are appropriate investments. If not, your suggestions would be appreciated. Please assume that my entire portfolio is diversified.

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Read Answer Asked by diane joan on May 10, 2016

• Badger Infrastructure Solutions Ltd. (BDGI)
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Q: Hi, Badger Daylighting just reported. The results seemed terrible. What are your thoughts? Is there a silver lining because the market reaction is fairly tame. Thank-you.

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Read Answer Asked by Alex on May 10, 2016

• H2O Innovation Inc. (HEO)
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Q: can you give me your comment on the result of HEO

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Read Answer Asked by paul on May 10, 2016

• Concordia Healthcare (CXR)
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Q: Hi 5i,

In the last proxy & general meeting shareholders were to vote on a "blank cheque" policy for preferred shares I believe. I did not see results for the vote of this. Do you know what happened?

Would preferred shares dilute the value of the current common shares?
Are they for private investors or to be listed on the stock exchange?
Do you think this is a form of a "backup" or added plan to deleverage the company faster?
Would someone like BlackRock be interested in this type of investment as opposed to buying the whole company?

Thank you, Shane

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Read Answer Asked by SHANE on May 10, 2016

• Constellation Software Inc. (CSU)
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Q: Hi 5i,

Constellation Software were going to issue a new class of shares. I think they were called DE common shares? Do you know anything about this and why they what to do it?

Thanks, Shane

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Read Answer Asked by SHANE on May 10, 2016

• Milestone Apartments Real Estate Investment Trust (MST.UN)
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Q: MST.UN just released its Q1 results. Kindly give us an overview on those results and the future prospects. In particular the cash flow and the likelihood of an increase in distribution to the unit holders.

Should we be concerned about the slight decline in occupancy rates?

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Read Answer Asked by Victor on May 10, 2016

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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Q: looking at replacing car.un by mrg.un , your thaoghts
Thanks

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Read Answer Asked by James on May 10, 2016

• Raging River Exploration Inc. (RRX)
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Q: When I look at the price profile of RRX over the last year, I see that it is essential flat. In contrast, those of CPG, WCP, VET or SGY show a 40 to 50% reduction. What characteristics of RRX have favoured it so in this declining oil price environment?

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Read Answer Asked by richard on May 10, 2016

• AltaGas Ltd. (ALA)
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Q: Altagas has dropped in last week. Did this occur because of Fort Mcmurray fire. What is the impact of the fire on Altagas company and its' holdings ? Do I need to be concerned ??

Did the fire affect any other companies (that I should be concerned about ?) (I think Great west life took a hit too ???)

thanks

Ernie

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Read Answer Asked by Ernest on May 10, 2016

• Trez Capital Mortgage Investment Corporation Class A Shares (TZZ)
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Q: Hi follow up question to the one on tzz what is the net asset value and if share price gets to it would that be a good place to sell if not where do you think a person should sell at thanks

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Read Answer Asked by Dale on May 10, 2016

• Emera Incorporated (EMA)
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Q: Could you please comment on EMA 1st quarter report.
Thanks
Roy

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Read Answer Asked by Roy on May 10, 2016

• Martinrea International Inc. (MRE)
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Q: Martinrea's(MRE) 1st quarter results seem not bad, why the market does't like it? Tim

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Read Answer Asked by tim on May 10, 2016

• Gold Springs Resource Corp. (GRC)
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Q: Now that most bad news is reflected in the stock, including a potential div reduction, I'd like to buy the stock at <= book value. The BVPS published on TMXMoney.com is .46. What is your estimation of the current book value per share?

Thank you very much

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Read Answer Asked by Eric on May 10, 2016

• Constellation Software Inc. (CSU)
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• Brookfield Renewable Partners L.P. (BEP.UN)
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• Open Text Corporation (OTEX)
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Q: I know that BEP.UN pay their cash distribution in US$ are there any other companies that are in your portfolios that pay in US$ or is BEP.UN the only company.

Thanks

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Read Answer Asked on May 10, 2016

• iShares Core Canadian Short Term Bond Index ETF (XSB)
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Q: What do you think of XSB as a short term hold, six months or less? Bonds generally do well, relatively, in the summer.

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Read Answer Asked by Fred on May 10, 2016