Investment Q&A

Q: Can I get your take on Dundee Corp. for a 5 year investment.
Thanks for all you do!
B.

Q: hi guys,

wondering if i could get your comments on the earnings reported by the noted companies. deduct necessary credits for question on multiple companies if needed. thanks.

Q: I joined 5i a year ago.

One of my first transitions was to purchase AIF (Altus) it has been on a toboggan run since. You recommended selling last quarter. I wanted to give it one more quarter as past earnings appear stronger in third and fourth quarter. With yet another miss it is time to move on. My Canadian holdings look much like our flag - red and white with no green. Patience is waning here.

I hold the following 5i recommendations:
AIF, ATD.B, ATA, GC, SLF, VB, GUD, CSU, KXS, SIS, MX, PHO, TOY, RHT (yes still could not get out fast enough), TSGI, COV

Also own XIT, XEG, PXT, TD, BAM.A, KL

I am considering replacing AIF with CAE, WSP, TFII or another recommendation?

This is in a registered account 5 - 7 year time to use horizon.

Q: Are there any issues with purchasing a company just to capture the special dividend then selling it afterwards. GMP released good results and I would expect that holding it for just a short time is a low risk to my capital. I prefer to be in much larger dividend payers however the special dividend is compelling.

Q: Either way, I suspect Kinaxis will be a horror show. today. However, for the purposes of assessing its Q3 performance, isn't the eps number, 19 cents, not 10 cents as was mentioned in a previous answer this morning.

"Prior to the effect of the Standards, Profit for the third quarter of 2018 was $5.2 million ($0.19 per diluted share), compared to $6.0 million ($0.23 per diluted share)".

Thanks.

John

Q: In your opinion, what segments of the US market could be most affected both positive and negative by the election results?

Q: KFS is reducing its auto insurance emphasis and becoming more of a bank / holding company with an emphasis on warranty products; also, it has a new CEO. Given the former area's only moderate growth, why has the market taken a dislike to the company?

Q: Results were not great today. Debt seems very high.
Having said this , do you think the 2022 debs are safe.

Q: TlSG is a good entry price today?

Q: Just read Industrial Alliance is looking to bulk up their investment mgmt. business, could GS be an ideal candidate ? What would be a reasonable price if this happens ? Is the dividend safe while we wait ?

Q: G &M no longer provides complete lists of New Highs for free.
5i provides a maximum of 10 names.
Would you know of a replacement site? I get my ideas from such lists.

Q: What is your opinion on these stock after the last Q?
Thanks

Q: What is your opinion on their 3rd quarter results? I bought some shares a while ago at around $3.50. Time to take my losses and move on?

Q: With the Colorado regulatory risk now off the table (at least near/midterm), is this a good buying opportunity? Despite the recent pop, shares have yet to recover above 4 dollars where they traded prior to this fiasco. I currently have no O&G exposure (except for my primary source of income and some E&P RSU's) Thanks.

Q: Do you think today's selloff is warranted, after the earnings release.

Q: Do you know please what is the short interest on this stock?
Thank you

Q: I have a full 5% position in NFI. I understand the market likes to react to expectations and I’m ok with this. A 13% drop today was too much in my opinion so I picked up a few shares.
My question is about volume. NFI is a 2.4 billion market cap company and approx. 1 million shares traded today being roughly $39 million.
Such a small % of market cap I see the drop today as irrelevant to the real share value.
So back to my question, is there a point where volume as a % of market value is something to guide us in either a down or up market? And I’m looking not as a trader but a long term investor.
I hope you understand the question.
Thanks
John

Q: What do you thinks of purchasing NXP at this time. What are the risks? Are there companies in this sector you prefer? Thanks for you analysis.

Q: Hi,
Norman Levine picked NXP Semiconductor November 8 on Market Call. Are you able to provide an outlook on this company and the thesis that once arbitrage ends after the failed Qualcomm deal it is likely to increase in value? It seems very cheap right now. Many thanks.
Michael

Q: Please comment on these two company's earnings. Thank you.