Investment Q&A

Q: You last commented on this company in early August. Since then company has participated in the purchase of the rights to operate some/all of Ontario's gaming operations. What is your view of the company given the recent news?
Thanks

Q: I am a new member. So, sorry I am not familiar with how reports get published. I just read report on TPK with C rating. This is my own preference but as a member, I would like to know about the companies with possible good future growth which can enhance our portfolio value. In that perspective, the reason behind publishing report on TPK.And how would this report is helping me.
Thanks so much, I am a big fan of your questions-answers, and you guys are doing fabulous job.

Q: Im addressing over exposure to this sector, don't need 4 of the 'same' things.......over a six month time frame, which one or two have the best upside in your opinion?

Thanks!

Q: Is BNS still your top can.bank pick?How will the currencies of its international exposure affects its earnings?The recent appreciation of the can$ against US$ will likely have a negative impact for those banks with US exposure eg TD ,BMO & RY

Q: Although I have referenced AQN and FTS in this question, I am hoping you can apply your answer to utilities in general.

My question is how do these companies operate such that some are considered to have good to great growth potential while operating in a sector that tends to be highly regulated in terms of pricing power. The major companies tend to be acquisitors. However, unlike other industries, buying another company doesn't improve pricing power, eliminate competition or reduce selling costs through operating synergies (or at least I don't think they do.) Ontario Hydro's purchase of a company in the US northeast comes to mind here.

I can see that financially, larger companies may have lower costs of capital and higher cash flows which could lead to quicker modernization and better upkeep of equipment but is there more to it than that? What am I missing that makes AQN a growth story and not just a dividend producer?

Appreciate your insight.

Paul F.

Q: According to rate hub.ca Oaken Financial has the highest GIC rates. I've never heard of Oaken but they are a member of CDIC so would you say the risk to invest in their GIC is low?

Q: Hi 5iResearch Team,

I am thinking of taking a position in Rio Tinto and would like to get your comments on this company. Also your outlook on resources/metals in going forward would be much appreciated.

Cheers,

Q: I noticed about $16 million in insider sales at TOY in the last couple days. Could you comment on the amounts sold relative to the amounts held, and the action in general? It appears 4 insiders sold - how many "insiders" are there?
Thank-you

Q: Dear Team,
I realize that you like the stock. However, ZCL doesn't appear to 'act' very well aside from the fact that markets are down. The potential is there but the follow through seems to fizzle.
What is your view? Would you have a recommendation for another stock in this category?
Thanks!

Q: Any change in your views on WPRT? Thank you.

Q: Trading quite weak recently. Oil has come off a few bucks, the market a bit weak too but.....feels like the solid fundamentals everyone refers too aren't reflected in the stock price. Value trap or opportunity? Best guess as to why its trading weak?

Q: I currently hold DHX in an RrESP account which I will be winding down over the next 4 years. The stock has come back nicely over the last little while and wonder if this momentum will continue or weather I should take this opportunity to exit. This stock was originally purchased for capital appreciation given the low dividend.
Thank you.
Maggie

Q: Hi 5i,
Any thoughts on how the revisions to the North America Free Trade Agreement may affect Magna International?

Q: Do you have any insights into Smart Sand versus Fairmont Santrol.
The price has dropped significantly and usage of sand within the industry is falling at this point in time. Is Smart Sand highly leveraged or do they have a good balance sheet and will survive ...... maybe it's time to add to my position.
Thanks DAN

Q: Re: Infosys (INFY)

Hello, This question is out of your scope but I would appreciate your thoughts. This stock is down about~ 10% due to the resignation of CEO. This is a solid company and has revolutionised IT and has made a huge impact on India. I am wondering if this is a good time to start a small position. Can you look at the financias and give me your thoughts. Thanks. Regards, Shyam

Q: Ever since Intrinsyc released its lackluster Q2 report (but with a positive outlook) insider buyer from the Company's CEO and a director has increased rather significantly. Is this a reliable indicator of what is to come in future results?

Q: Hello, ABT is down by more than 5% this morning. Is this because of the latest financial results? Is there something wrong with these results? On another subject, I know you like MX, is the company's debt acceptable in your view? Regards, Gervais

Q: Kindly critique the ABT results released last night after closing. I'm interested in particular its forward prospect. Thanks.

Q: Good morning...I have a balanced portfolio and have additional cash to deploy...I basically own more or less 5i covered stocks...currently out of ENB, ATD.B, New Flyer, SHOP, CSU..would you add to? Also OTEX which I am holding but currently down (18%) would you add at this point..

Another question...if you had additional funds what would you be adding to on your covered stocks...no worry of allocation...top 10 in order..

Thanks

Q: Can you recommend a free method of finding insider ownership as a percentage? I haven't seen this in Google Finance, TMX, or Morningstar. Some of them show insider activity and TMX it can be added to a stock screen but I don't see it in specific stocks info.