Investment Q&A

• Enghouse Systems Limited (ENGH $22.75)
  • $22.75 P/E (TTM): 16.16X Cap: $1.25B
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Q: In considering a purchase of ESL, would the low trading volume be much of a concern?
I've also been looking at CHE.UN, and found that the distribution hasn't changed in at least 7 years. Would you anticipate any increases going forward?

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Read Answer Asked by chris on February 25, 2014

• Peyto Exploration & Development Corp. (PEY $19.20)
  • $19.20 P/E (TTM): 12.97X Cap: $3.82B
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Q: hi
tks for your answer about coke.
if i was to buy a canadian natural gas company ,
is it to late and if not what would you recommend .
tks

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Read Answer Asked by Sam on February 25, 2014

• CAE Inc. (CAE $39.11)
  • $39.11 P/E (TTM): 31.36X Cap: $12.52B
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Q: I am wondering what your opinion is of CAE Inc C (CAE, TSE), it was fairly flat for a couple of years but 2013 was a good year for it. Currently it is at 15.15. I have held this stock for quite a while and I am tempted to sell.

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Read Answer Asked by Wayne on February 25, 2014

Q: Hi Peter,
Many sources have indicated Mexico is due for a break out with new political leadership. Do you agree, and how would you play that possibility. How about EWW-N even with Fx risk? Thanks

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Read Answer Asked by Derek on February 25, 2014

• Raging River Exploration Inc. (RRX $5.99)
  • $5.99 P/E (TTM): 17.1X
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Q: could you compare RRX and CTA - holding some RRX and wondering about selling half and buying CTA - what to do?

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Read Answer Asked by don on February 25, 2014

Q: Would you agree that all things being equal lack of diversification and realtors commissions means owning a REIT is a better way to play real estate than investing directly in rental properties? Bearing in mind the long term advantage of 5:1 mortgage leverage it seems that things are not equal and the advantage is currently with rental properties over a time horizon of twenty years or more .

Do you know any REITs in Canada or the US that employ the same kind of leverage? This would be especially useful when investing in the US market, as maintaning a property far away is highly stressful.

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Read Answer Asked by Andrew on February 25, 2014

Q: Hi 5i,

Your thoughts on GPE (Great Prairie Energy Services)? Seems like a very cheap growth company with solid management and board. Your thoughts? Would you recommend this for an early stage, high risk / high reward stock?

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Read Answer Asked by Sasha on February 24, 2014

Q: peter first thanks for the canacord recommendation nice call. I bought bse.un quite a while ago, I wonder if I can have your opinion on it. thanks bill

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Read Answer Asked by William on February 24, 2014

Q: Good morning. Could you please provide your updated thoughts on Counsel CXS? I appreciate that the stock gained substantially in 2013, but it's down about 30% from its $3.00 high last October. I'm happy to continue to hold it if you think it might recover. Otherwise, take my loss and move on. Thanks.

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Read Answer Asked by Thomas on February 24, 2014

Q: Interested in updated thoughts on PXX? Thanks.

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Read Answer Asked by Andrea on February 24, 2014

• DH Corporation (DH $25.49)
  • $25.49 P/E (TTM): 12.56X Cap: $784M
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Q: Could I have the consensus estimates for DH's Q4 revenue and adjusted eps?
thx

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Read Answer Asked by sandy on February 24, 2014

Q: Could you suggest a consumer staples Can. ETF and a U.S. consumer staples etf hedged to the Can.$? Thank you.

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Read Answer Asked by Donald on February 24, 2014

Q: Hi, I am retired and own 5 reits amongst others. MRT.UN represents 2.48% of total portfolio.I can't understand the lack of coverage by investment professionals regarding MRT.UN. I think this reit should be regarded as a good investment for retirees looking for income and a bit of growth.
Your thoughts, please

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Read Answer Asked by Carlo on February 24, 2014

• Inter Pipeline Ltd. (IPL $19.12)
  • $19.12 P/E (TTM): 17.07X Cap: $77.95B
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Q: For income stability and growth which one would you pick in each of category a) CI Financial or GS.TO and b) IPL or PPL

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Read Answer Asked by RUPINDER on February 24, 2014

Q: Will you please update your thought on NDN ? Thanks.

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Read Answer Asked by victor on February 24, 2014

Q: I have a relatively balanced portfolio of stocks with the major theme being growth plus divs and have another $100k to invest. What stocks would you recommend this extra money be put into?
Thanks you. Love the service.

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Read Answer Asked by John on February 24, 2014

Q: Please give me your valued opinion on Crocotta Energy ( CTA), it interests me because they are coming into drilling season in a very desirable area, with a 100% success rate historically with drilling activity. Looking for a increase in probable reserves.

Thanks for the great service

Stephen

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Read Answer Asked by Stephen on February 24, 2014

Q: A comment only, to add to your excellent reply to Paul re stop losses. There is a lot more to them than most people realize, even more difficult than when to sell. And I have the scars to agree with 5i Research about them not using them. The only time I would consider them anymore is when I feel a stock is reaching the top from a technical standpoint or of my objective but I want to wait to see if it can stretch out a little more. Then I might set it fairly tightly and watch it closely.

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Read Answer Asked by Fred on February 24, 2014

• Pan Orient Energy Corp. (POE)
  • P/E (TTM): 4.2X Cap: $60M
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Q: Could you update on Pan Orient (POE)I'm down a little and trying to decide if I should buy more or get rid of it? Thanks

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Read Answer Asked by Doug on February 24, 2014

Q: Hi team,
Can you update your view on PTS in light of the recent MasterCard deal please?
Thanks

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Read Answer Asked by karl on February 24, 2014