Investment Q&A

Q: Hi guys, I heard about a fairly new company called Imaginea may be private, but is run by Suzanne West,who has been very successful with other companies.Have you any info. on this company?
PS, they just bought some Crew property 2500 btu/day,in the Pemberton area.
Thanks, Brad

Q: Hello 5i,
in your opinion what stocks would be the best way to play the nickel sector ? would it not appear to you that this sector could be very explosive to the upside , especially if things unfold like they might ? ie...markets stay positive , Indonesia
stands firm on their ban, supply shortages, Phillipines ban, etc etc.
has your views on Sheritt Inter. (S) changed from your earlier comment May-2014, Also , could you comment on Talon (TLO), i know it is very spec. but are they off to a good start ?, management, grades, deposit type, future plans, balance sheet to carry out futute plans, red flags, etc thanx Norm

Q: WPK is one of the stocks in my portolio which I hold in part for its stability. It's not the kind of stock I expect to drop 5% on no news on an otherwise okay trading day. Is there some news?

Q: Would this be a good time to buy TCK.B. Your thoughts please.
Thanks so much.

Q: D,o you think that Keyera's (KEY) stock price is ahead of itself, and if not, what is a reasonable short term valuation?

Thanks, Clay

Q: Would appreciate your views on ViXS Systems (VXS).
Thanks

Q: As I write this, AVO is up 4.75% today. With no announcements, one must check the charts and doing so, I see no reason to buy at this point. Prices are well below the downtrend line, is still below the 20 day MA (but is approaching it. Volumes are about even with the 100 day MA. Frankly, considering Avigilon's propensity for volatility, I will wait for it to muster significant volume to the upside before I'll consider a re-entry.

Q: I have a couple of preferred's(royal,Enbridge)with rate resets.These are part of my fixed income portfolio,but I am unsure about how they would be effected by a correction in the equity market.These are long term investments but I would like to be aware of how they might react.

Q: Peter and Team,

With Stantec's valuation today, is it still one of the better places to put money to work? I am thinking as a risk-adjusted good return company.

Thanks and good luck on the ride, Peter!

Marc

Q: Stantec's planned 2 for 1 stock split is, according to the news release, 'to be effected by way of a stock dividend'. Is this a different approach to stock splits that I've experienced with other companies? I don't recall a dividend aspect in those cases. How will this work? Any tax implications? Thanks.

Q: Any idea what is happening to AQN, Algonquin Power? It is down 2.54% today

Q: I would appreciate your comments and advice on whether I should add to my position in AQN at the new issue price of $8.90 which is available until September 16th.

As a new investor, I would very much appreciate your comments on how to move forward. ie. Do I call my online brokerage or do I just place a limit order myself at the new issue price?

Enjoy the ride, Peter!!!

Gail

Q: Hi 5i Research,

I have no exposure to the healthcare sector in my portfolio right now. Aside from Valeant and Catamaran, could you recommend a couple of stocks in Canada and a couple of stocks in the U.S. that look attractive from a valuation basis?

Thanks for your help,
Jason

Q: The market is telling us that the contrans deal will go thru,what is your opinion as of today, i do not want to hold this stock if the deal is going to go thru, there are better opportunities elsewhere.

Q: Hi, Could you please provide your comments on Sylogist's just announced 2.5 mln shares secondary offering @11. Based on recent acquisitions and future acquisition potential, does the stock still offer decent upside? Thanks

Q: i am looking at celg and gild in the US. Which would be a better prospect?Thanks

Q: Hi 5i Team: In the last couple of days, WSP Global (WSP) and Sylogist (SYZ) has announced bought deals.

WSP Global: The Acquisition and other related transaction costs are being financed through a combination of:
•$502 million bought deal public offering (the "Offering") of subscription receipts of the Corporation (the "Subscription Receipts") at a price of $35.85 per Subscription Receipt (the "Offer Price") and up to additional gross proceeds of $75 million pursuant to an Over-Allotment Option (as defined below);

Is this interpreted as: $502M / $35.85 = approx. 14M additional shares (not including over-allotment)?

•$400 million private placement (the "Concurrent Private Placement") of subscription receipts of the Corporation (the "Placement Subscription Receipts") at a price of $35.85 per Placement Subscription Receipt to two existing shareholders, (i) Canada Pension Plan Investment Board ("CPPIB") and (ii) la Caisse de dépôt et placement du Québec ("La Caisse") and up to additional gross proceeds of $60 million pursuant to the Additional Subscription Option.

Is this interpreted as: $400M / $35.85 = approx. 11M additional shares (not including over-allotment) purchased by CPPIB and La Cassie?

WSP Shares Outstanding before announcement is: 61.6M

If the above is correct, future WSP Shares outstanding would be approximately: 61.6M + 14M + 11M = 86.6M, therefore a 40.5% increase in shares outstanding. Is this correct?


Sylogist Ltd. ("Sylogist" or the "Company") (TSX VENTURE:SYZ) is pleased to announce that it has entered into an agreement with Acumen Capital Finance Partners Limited ("Acumen"), pursuant to which Sylogist has agreed to issue, and Acumen has agreed to purchase on a "bought deal" basis, an aggregate of 1,820,000 common shares of the Company ("Common Shares") at a price of $11.00 per Common Share for total gross proceeds of $20,020,000 (the "Offering").

SYZ Shares Outstanding before announcement is: 22.4M

Therefore, the future SYZ Shares outstanding would be approximately: 22.4M + 1.82M = 24.2M, therefore an 8% increase in shares outstanding?

If my interpretation is incorrect for both companies, please advise. Thank you.

Q: Hi Peter and gang
Bellatrix BXE is down again today. Is there something going on that we should be aware of, or is just sector related?
Have a safe journey Pter
Guy R.

Q: You last commented on Sir Royalty Income Fund (SRV.UN) last October. Could I please have an update. Is it a secure long-term hold for an income portfolio and is the dividend secure? Thanks!

Q: Could you explain the Stantec STN 2 for 1 stock split in plain language please. I have read the news release.

Thank you