Investment Q&A

Q: Hi Peter & Team:
Can you please explain to me what the significance of High Artic's (HWO) $25 million
Bought Deal offering of Subscription Receipts @ a price of $4.95 per receipt will be on
the price of of the common Shares? If I understand this correctly, the receipts represent the right to acquire 1 common share of HWO per receipt. The receipts will be listed on
TSE as HWO.R. I have noticed the price of the common shares have fallen since the announcement. As the holders of these receipts convert to common shares & sell them
on the market will it not act as a deterrent to the stock increasing in price.
Thanks: Jerry

Q: Any thoughts on Artis' (AX.un)slow but steady slide over the past few weeks?

Q: could you please comment on ci financial?
I would like to add it to my tfsa acc.
thanks

Q: Hi Peter

Do you know of any reason for the big spike in volume (10x the avg daily volume) for Gear Energy (GXE.TO)

thx,
Michael

Q: Hi Peter

if the rumours are true that AYA has aquired the parent company of PokerStars would you continue to hold or is it time to cash in ?

thanks
John

Q: Well Peter, the news is out on Amaya. What's your take?

Thanks,

Eric

Q: Now that the Amaya deal is official and after you have reviewed it, what price would be prudent to sell some so as to maintain the portfolio weight?

Q: Your help is inaluable. I'd like your opinion on cdv and qst. Thank you.

Q: What do you think of Long Runs purchase of Crocotta Energy ?

Q: Hi Peter, Can you tell me anything about Amaya aya. Its going crazy on no news. Someone must know something? I have been taking profits all the way up, including this morning at 12.05. Now over 13.00. How high are we talking with this rumour. Thanks as always.

Q: Hi 5i Team,

You have stated in the past that in your ideal world, stocks would be classified with 15 sectors (itemized below). Over the past year, you have suggested target sector weights that a model portfolio should aim for. I am doing some mid year rebalancing / new capital deployment with my portfolio and hoping you can fill in your updated target sector weights for the next 6-12 months based on what you see in the economy.

Capital Goods / Industrials =
Consumer Cyclical =
Consumer Staples =
Energy =
Financials =
Health Care (CDN) =
Health Care (US) =
Information Technology =
Internet / Software =
Materials (Gold / Silver) =
Materials (Metals) =
Real Estate =
Retail =
Telecommunication Services =
Transportation =
Utilities =
TOTAL = 100%

(Risk Profile = 8 out of 10 with long time horizon, current portfolio consists of 45% small cap, 25% mid cap & 30% large cap)

Thank You.

Q: Any insights on KXS - just went public this week. Seems like a bit of a resurgence in the tech sector? thanks

Q: This is question about AAPL but also about what you think of stock buyback in general. How does a stock buyback fit into your criteria for feeling bullish or bearish?

Q: I have large positions in Cineplex and Interpipeline-the two make up about 20% of my portfolio. I was thinking of bringing the total down to 10% and using the funds to buy Everet Technologies. Your thoughts please?

Q: Good Morning Peter and Team,
Regarding Fiera Capital (FSZ- TSX): When I look at the Ink Insider Report I see that there is a large amount of insider ownership. Such as:
- National Bank
- Goodman and Co.
- JC Clark
- Special and common shares owned by Fiera Capital insiders

It would appear that the vast majority of the outstanding shares are held by "strong hands" so the public float would be fairly small. This would explain to some extent the lack of analyst coverage and low trading volume. Paladin Labs was tightly held as well and we all know how that eventually turned out. Would you agree that there is hidden value within FSZ and that one should behave like the insiders and wait patiently for the value to surface ??? Thank you. DL

Q: Rifco's numbers seemed good. Am I missing anything and would you enter the stock at this point. Would you see much upside.

Thanks

Q: Good Morning 5i Team,
Can you give me an updated outlook for(AAA) Allana Potash? Has been flat for some time.
Thanks

Q: Could you please tell me your thoughts on PSD (Pulse Seismic)? Thank you!

Q: Do you have any idea why Domtar UFS has been falling so drastically since the end of March? Thanks!

Q: Hi Peter, I've held CVL since 2009 & have done ok but I'm looking for a small/mid cap industrial with a little more growth potential. I also own SJ BAD LNR & STN. Any ideas??