Investment Q&A

Q: The Company keeps impressing me. I'm surprised 5I does not cover it. They keep increasing dividends and monopolizing market segments. It looks like they have gotten most of their ducks in a row and continue on the acquisition trail. Seems the market likes their latest results. Would you please share your thoughts on EIF.
Thank you.

Q: I sometimes read that analysts increase a company's outlook from "market perform" to "market outperform" OR from "hold" to "buy" but they lower the company's target price. They increase the rating but lower the target price?? You would think the target price would go up. I do not understand. Thanks.

Q: Please give me your opinion on this company and their latest results.

Q: I have a non stock specific question but Enbridge is a good example. Can you explain how stocks balance out across borders when they trade in different national markets in different currencies. In the case of a stocks like Enbridge for example how do the various markets reconcile say a rising interest rate environment in the U.S. versus a falling or steady interest rate environment in Canada? There is the currency question but there is also some intrinsic different potential reactions to a steady dividend payer in these different rate scenarios. So how does the Mr. Market "know" what to do? If there is any literature you can point me to that would also be much appreciated. Thanks once again.

Q: down a lot today. any reasons.( besides a bad quarter).
Any value here?

Thx

Q: Can you explain what it means- and the possible impact of the comment I heard on BNN regarding CXV in BNN with regard to a 40 cent financing that comes off restriction that may trigger a sell off.
Thanks.

Q: I would appreciate your comments on Amaya's earnings release and its second release regarding the acquisition of Victiv.Thank you, Peter

Q: Please comment on results. Where is a good place to find earnings and revenue expectations? When you mention P/E ratios do you typically look at the current quarter EPS and the following three?

Q: The dividend increase is nice but looks like the South Carolina plant is a bit of a mess, looks like someone got wind of this before the rest of the market. What are you thoughts is this still worth holding or get out and see how things shake out over time?

Q: Intrinsyc Technologies TSX:ITC has been a dog of a small cap high-tech stock for many years. That said, over the last two years the Company seems to be engineering a turnaround. Their recent Q2 report was further evidence of that. On Monday the Company issued a press release about two previously disclosured customers that have begun issuing purchase orders for Intrinsyc’s computer modules that should ramp up according to Management, to significant quantities in 2016. What was interesting is that the Company issued a material change report with this press release about the potential revenue impact for 2016. This is common to issue material report? Should investors read into this as being significant positive development for the Company?

Q: Hi, Sylogist just released Excellent quarterly results. Stock compensation, though still seems to be a drag on net earnings. Company has $44mln in cash. I have also noted that recently they have repurchased some stock. Could you please share your comments? Thanks

Q: Hi, Cineplex results appear to be strong on all metrics but a bit shy of estimates. Could you share your analysis please? I have been waiting for an opportunity to add. Thanks

Q: Can you give your opinion on the latest financial report.
Do you think they will get a bank licence?

Q: What do you think of EFN's earnings? Is this a good time to buy?

Q: GEO announced earnings this morning. They look descent considering the environment. Your comments please and is this a good entry point?

Q: Hi Peter
Can you comment on this stock please, I know Ian Ainsworth purchased it for his U.S. Growth fund.
It's been a great free cash flow generator, However it has no Retained earnings and debt continues to grow, what are they doing with all the free cash.
Also would you consider the 650 million of goodwill to be a Red Flag, and finally what do you think compelled Mr Ainsworth to take a position in this stock recently.
Thanks Gord

Q: What can you tell us about this company? There is a good dividend and a good chart till recently, Thanks as ever

Q: I'm wondering what your thoughts are on the new direction Google is taking with Alphabet? Do you think that it is positive for the stock in the long run? Would you consider it a buy here? Thanks so much.

Q: Hello the 5i team!
I appreciate your insight into the different aspects of the investment world.
My children (26 and 23) have received a generous inheritance from their grandfather.
They might in the short term want to use a portion of their inheritance for a down payment on a house. My 23 year old cannot really touch his portion until he is 25. Their TFSA will be maxed.
I did buy some PHM and some MST.UN (with his agreement) for my 23 year old. I am trying to hold his hand on PHM as he has lost half of his investment.
My 26 year old has a substantial amount of BCE, they both hold RY, CGX, MST.UN, PSK, PMO005, MFC4143 and RBF448. I was thinking of selling the mutual funds as their MERs are 1.97% and 1.2%.
What would be your recommendations for the short term portion (let say 2 year time frame) and the longer term portion of their investment ?
Thanks.
Elaine

Q: CAE had a significant drop today in the face of a report that it would benefit from a large military procurement by US.
Please let me know your views on this.