Investment Q&A

Q: Hello 5I

I have recently seen an analyst report looking at forward earnings for AYA. I believe that they estimated 2.50/share for F2016. A forward multiple of 15x would put AYA into the 37.50/sh range. My questions are:
1 Do you believe that this is a reasonable projection based on the current state of the company?
2 Do you foresee any issues with the shareholders rejecting the deal and/or the deal not going through?

I have already trimmed this position once after the news came out -at a tidy profit- and it is currently sitting at 10% of the PF. As this is a conservative PF I would rather play it safe however most of the initial capital has been recouped from the trimming.

As always I look forward to your thoughts!
Have a safe charity ride and stay healthy!

Phil

PS For those of us into the road biking world.. what are the full specs on your new ride?

Q: Peter and Team,

It appears as though AYA Amaya Gaming has received regulatory approval for their acquistion of Rational Group. Are we "home free" here on a regulatory front?

I am holding this as I expect big things but would love any updates on your thoughts about Amaya.

Thanks!

Q: Now that amaya has all regulatory spprovals for purchase of rational what is your target price or a better question where do you see it going from here. Dave

Q: Peter et al,
I bought Gluskin Sheff at $20.37 and it has risen approx 50%. Fabrice Taylor on BNN last week suggested to always take a profit when you can, but I think it deserves more consideration than that. What do you think its prospects are? Would a move to another financial e.g Cannacord CF be advisable? I already have Alaris, Element, Counsel, & Fiera. Also Davis & Henderson if it is considered a financial. They make up 23% of my portfolio. Thanks in advance for your advice.
Gary

Q: It has been awhile since you have commented on AET.UN or PLT.UN.
do you still hold the same position as you did earlier in the year?
Thanks Dave

Q: I am looking to compliment my portfolio with an infrastructure dividend paying company , considering BIP.un, but not happy with their latest quarterly results. Can you suggest a better choice. many thanks,Joseph

Q: Re DHX
ScotiaMacLeod has downgraded this stock and reaction to it is driving stock down (it has been drifting lower prior to this). Should one react to this, and do you have any comments. Thanks

Q: Hell all, Could you please offer your view on Iona Energy, INA.V? Thankyou, i look forward to your response.

Q: Hi 5i: I know it may not be one you follow closely, but can you please give me your take on Swift Transportation (SWFT), its announced results missing estimates, and the market's reaction to that? It is kind of odd considering it in relation to the TransForce/Contrans situation and the expectation that those businesses are on the upswing. Thanks.

Q: Hi 5i team, I have held HNZ Group (HNZ.A) for a long time now and at the time of purchase the company was trading at a low valuation, paid a nice dividend and had little or no debt. Here we are several years later, it still seems cheap, still pays a good dividend, still little or no debt but the share price has gone nowhere. Can I have your opinion on this company and what do you feel is needed to see a "nice" share price increase. Finally do you see the share increasing over the next few years or am I only going to collect the dividends. If you see it going nowhere can you suggest a good replacement. I already own most of the companies in both your model and income portfolios. Thanks. Mario.

Q: Hello Peter and Team: In an otherwise diversified portfolio, I am considering selling my position in CEW and purchasing half positions in each of BNS and SLF. My rationale is to avoid the 0.61% MER in CEW, and I also note that the top two holdings in CEW are in fact SLF at 10.38% and BNS at 10.27% of CEW's total portfolio. Are you OK with this switch? As always, thanks in advance for your advice/recommendations.

Q: Hello 5i,There has been high volume on CLL Connacher Oil could you comment on this company and their recent quarter results.
I presently own this company.
Thanks

Q: I have held Premium Brands for a few years and been happy with the results. What are your thoughts going forward with this company? Thanks for the great service.

Q: I am considering selling GE and buying GBX, Greenbrier. Considering GE has not moved much in the last 6 months and GBX has had good earnings and is into the railcar manufacturing and repair. I give up a little on dividend but hopefully gain on Cap Gains. What are your thoughts on the move and the 2 companies?
Thanks team for your knowledge and the Q and A's have been helpful in assisting me in making many decisions.
Jack

Q: Would like your current thoughts on Tecsys Inc. (TCS)
Thanks
Al

Q: hi, benev( bev) has finally made a purchase. could you give your take on this deal. so you think we may get some movement ? brian

Q: US Bio Pharma Question: If this is outside of comfort zone, just let me know.
I am looking at REGN (Regeneron), ANIK (Anika Therapeutics) and RGEN (Repligen). Other than JNJ and PFE, I have no exposure in this area. Would you recommend one or more of the above for diversification or just add to the exisitng holdings.

Thanks.

Q: What do you think of Constellation Brands (STZ) as a long term relatively stable & safe growth stock and do you know when they are to report next? I don't own any at this time but would intend to buy up to 5% position. Thank you.

Q: I am considering SYZ,HCG, FSV and ESL in a TFSA as suggested in your response to a previous question. Please rank the stocks as no effect, minimum effect or material effect downside to rising interest rates. If any are considered to have a material effect would you please suggest an alternative to fit the group of 4 stocks. Thank you so much.

Q: hi Peter and team, I want to make a move from TD Waterhouse to the RBC trading platform and I wondered if i should plan to pay for all 'sell' transactions as i move out, and all 'buys' as i move in. Do you know? Thanks -- your service is so appreciated!