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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: Further to Andrew's question re EIF, I attended their annual meeting in Winnipeg this morning. Part of the earning miss is that the company serviced 12 aircraft over the winter, when business is slower, rather than space the work throughout the year. This impacted the last quarter's earnings, but the company predicts earnings will improve in the next two quarters.
Read Answer Asked by Patricia on May 11, 2017
Q: Hi 5i,

Love your service.

Generally the Q&A answer my questions to my satisfaction.

I have about an 8% holding of EIF in my TSFA and a long term holding horizon. I have held it for a long time and it has been good to me. Given the current pullback and "short" concerns, I am thinking of reducing my risk by selling 1/2 position. Is this something you would recommend, or would you be in the "ride it out" category.

Thanks !
Read Answer Asked by Jim on May 04, 2017
Q: Your Q&A refers to potential dividend and cash flow concerns raised by short sellers. I cannot find any discussion of this issue in your notes so I wonder if you could follow up and indicate whether these concerns have any merit and if so what basis they have. The price is down to a level which otherwise could be an attractive entry point. Thank you.
Read Answer Asked by Mike on May 03, 2017
Q: Hello 5i team, I know this may have been answered in the past but...is there a reliable public site where company short positions are reported & updated? Am thinking of increasing my position in EIF but as per an answer today, you mention EIF has been shorted. I'll make my own decision to buy or not but would like to see the % of float shorted.

Also, please allow a (short) rant: Re earlier member comment about 5i being responsible for not getting it right on HCG/DH etc: let's remember what 5i is; a reliable (impartial) source for an OPINION and that's all. The decision to pull the buy/sell/hold trigger is all ours. To assign blame:look in the mirror. Keep it up 5i, you guys & gals rock!
Read Answer Asked by Harry on May 01, 2017
Q: Is the acquisition a good idea? Or do you think that a grocer should stick to what it knows instead of trying to buy airplanes? According to EIF's new release, it was giving NWC a very competitive price already for they transport services. Does this make NWC still a buy or more a wait and see?

Thanks in advance!
Read Answer Asked by Wayne on May 01, 2017
Q: What is your view on the announcement by EIF regarding the loss of North West as a client? The announcement said the effect on the bottom line is only about $1 million, which is so immaterial.

Also, is this piece of business development what the shorts are basing their recent incessant attack of the EIF SP? If so, can we expect a much appreciated short squeeze on Monday?

You insight is much appreciated as always.
Read Answer Asked by Victor on May 01, 2017
Q: Hello 5i,
I want to buy two stocks to balance my portfolio which is overweight in Consumer, Financial and Health Care. In my watch list I have the following stocks.
Materials: MX
Industrials: ECI, EIF, KWH.UN
IT: ENGH, SYZ
Telecom: T
Utilities: BEP.UN
Which two stocks (sectors) would you buy at the present time? If (when) there is a correction, which sectors are more likely be on “sale”?
Thanks!
Read Answer Asked by Jean-Bernard on March 15, 2017
Q: As you can see small retail investors are forced to compete in a market were self serving hedge funds are given a soap box on national tv BNN to hawk there position and fears into the small retail investor .The vast viewership of BNN are small retail investors who are influenced buy guests like last nite.
It is a very unlevel playing field.
As a senior investor it is clear to me that it time to get to hell out and the leave market to hedge fund hawkers
Stan
Read Answer Asked by Stan on March 15, 2017
Q: Hi I just watched this hedge fund manager short EIF I wonder what his credentials are I doubt reading a Finance Report are his forte .I believe any can and has the right to short a stock but when as a guest on BNN you do this it has a impact on the stock .
I believe that BNN should not allow exposure to these hedge Managers to help them advertise their short position .
As a shareholder of BCE I am going to be a pain in !@@&^
for the next while BNN should be held accountable
Kind Regards
Stan
Read Answer Asked by Stan on March 15, 2017