Investment Q&A

Q: Hi Peter and Team - I am thinking of taking a position in Kinaxis. However when I checked the Insider Trading using INK in my TD Waterhouse account it shows net selling of $40,640,658. This seems to be very high plus the Insider ownership seems to be quite low overall. Is this accurate and generally speaking how much can I rely on these insider reports from INK.
Also I understand that Kinaxis is involved in cloud based subscription software but I just couldn't understand much of the rest of the description in my TD Waterhouse site. Would you be able to summarize their business in terms that a relatively non-technical person can understand. Thanks.

Q: Thinking of adding to the following: AQN, CPX, PPL, T, WSP.
Could you please give me your pick for growth and income.
Thank you

Q: Hi 5i team, I am looking more closely at ENB financials. It looks like they have negative EPS and FCF but then they have comprehensive income of 2030 mil added to their Income statement. Can you explain what this is and if it should be added to EPS. Also would you still say ENB is your favorite or is there another pipeline that you are liking better today. Thank you for your guidance.

Q: What is the Q4 consensus for sales, adjusted ebitda and adjusted eps?

Thanks

Q: Shiloh seems to be blaming low scrap metal pricing as a primary reason for their poor performance which is hard to believe. Please provide any intelligent rational for investing in this stock.

Q: I am looking at this stock and wonder how could you possibly go wrong with a position. Is there any reasonable reason that this stock could not provide a decent return in the next 1 to 2 years?

Thanks for a fantastic service.

Q: Hello.
Do you know when the BIN deal is to go through? Is it an all stock deal? Would you suggest selling Progressive Waste Solutions now or staying with it?
Thanks.

Q: You don't appear too keen on AC. Several Other research reports suggest the stock is a buy and that the target is $16+. So, I bought some at $7.35 It has come up a bit. I plan to hold as long as oil stays reasonably low. Any thoughts, and thanks, Subrata

Q: Good Morning Peter,
I have $8000 of Advantex Marketing Senior SEC non-convertible debentures RSTD 05/01/2014 Coupon 12% maturing 30 Sep 2016 left over from my former advisor in my RRSP. Any thoughts on what if anything I should do with these ? What will likely happen when they mature ? Thank you. Only post if there's value to anyone else.

Q: I would like to know your opinion on FN. I saw that this stock is now at his 52 weeks high. Is there a reason for that and should I continue to keep it or do you suggest that I take profit and put the money in another stock? and if so, what could you suggest?

Thanks for your good work. I am always impressed by the quality of your answers.

Michel

Q: How much good will is on their balance sheet: grown a lot through acquisitions - so, I always get concerned about this BS item - often leads to write-downs as they realize they paid too much vs the return realised. Id like to buy to diversify my non-registered account; should I wait until next week or is the consensus good for an excellent Q and Yr. end.

Q: With the CEO looking to retire, how negative is it for the stock

Q: On your recommendation I purchased about 2.5% of SIS & it has gone up about 20%. Would you feel an increase of 2.5% more shares would be too much considering their recent financial report?I can use the diversification since I have a lot of oil pipelines.Thanks for the advice as always since you've saved me from myself on many occasions.
Dave

Q: Phil asked a question about Transforce. It has been a disappointing hold for me as well, at least in terms of share price. Phil may wish to know that the Globe reported on March 4 that the CEO recently purchased just under $1.3M worth of shares personally. I believe this is something separate from the company's dutch auction purchase of shares. For me I am holding another year at least.
Good luck to Phil whatever he decides.

Q: Morning. I would like to hear what you think about this great dividend paying company with little or no debt. Many thanks. ID

Q: Hello,

what do yo think of the valorisation of PBH now. Depend of your data provider but for me I see 22.8 times foward earning and 26.8 for realized.

Do you think its a good time to take profit or stay on the sideline for somedy who whant to buy?

Thanx

Q: Could I have your opinion on holding on to WTE,please.

Thanks
Bob

Q: Hi, There was an article published in Globe & Mail, yesterday with title "BCE payout hikes not so bulletproof". The article mentioned a report from Accountability Research Corp about how "Free cash Flow" term is used by the company. More specifically question was about exclusion of expenses related to voluntary contributions by co. to its employees defined benefit pension plan and acquisition costs from Free Cash Flow. G&M writer argued that including these expenses in free cash flow will result in BCE's dividend well outside the target range of 65-75% of FCF. BCE executive, in an email, explained company's reasoning to do so based on inconsistent nature of these items. Could you please share your thoughts on this. I think, this article could be a reason for BCE share price decline on March 10. Thanks

Q: This stock is down about 15% year to date. I am considering selling. Am I overreacting? Thanks

Q: Good morning 5I
Might this be a good time to buy a Canadian oil etf and if so any recommendations.
Thanks Stan