Investment Q&A

Q: With the current price of oil, and lower gasoline prices at the my local gas station, how will this effect PKI's profitability?

Q: Regarding Photon, on a quick back of the napkin analysis it looks like the company is being valued at 2 times sales, once you strip out the cash.
Can you tell me what a typical multiple is?
It's astonishing that the company is back to 2016 valuations given all of the positive catalysts.

Q: looking at moving from tog to one of the above, who get brent pricing.
good move? and which would be your preferred replacement?

Q: Good morning: What is your thought on the above companies as a dividend paying Company. Any other you would add to the list with 5% + that we can look into, Thank you again as always.

Q: I am new to this service. Over the summer I averaged in 75K into a TSFA and have been following the 5i balanced portfolio. I am down quite a lot since I bought in at market highs but fortunately have a strong stomach. I held onto 10K in cash in this account. Would you use the recent downturn to deploy any of this cash? If so can you please advise on which stocks you might ‘top up’ or consider here? I have a 15 year time horizon…

Q: I currently hold significant positions and capital losses on both SGY and WCP. I would like to trigger a cap loss while maintaining sector exposure by selling one and buying the other, and then 'reversing' the trade in 30+ days. Which one you recommend selling at this stage?

Q: Going forward after checking on cost issues--transportation and etc. and also the Conference Call and other concerns coming out, what are your opinions and facts? Going backwards I feel sorry for the people who had paid $100.00 or more a share, will they have the time to make a recovery?

Q: I will appreciate your comments on the drop of cgx. Is it a hold going forward or sell? Do you advise averaging down?
Thanks

Q: amazing, but with all the carnage out there a resource company with one product keeps hitting it out of the park.
incredible results, so my question is what is a resonable multiple that largo should sell for — 12 times, if its 12 times largo should be around 6-7 dollars, am i correct?dave

Q: Hi 5i,

Could you please list your 4 or 5 favourite growth stocks with little to no debt. USA/CAN doesn't matter.

Thanks!

Q: Hi,
any word on Electrameccanica Vehicles Corp.? They appear to gearing up for sales and have a number of units on preorder but information lacks transparency.

Q: I have a small position in Heo at a loss and I am thinking of adding to it. Would you please look at their earnings release and give me your detailed prognosis and if you would recommend this strategy? Thanx.

Q: What is your opinion of Interpipeline as a long term hold for an income portfolio?
Thanks
Rick

Q: Comments on recent numbers please.

TIA pat

Q: Hi Folks!
Noticing the sell-off today in Rifco. The last question about Rifco mentions Sym-Tech as having +/- 16% of Rifco. Is Sym-Tech publicly traded please?

Dave (Nicholson)

Q: Hi 5i, What are your top 4 Canadian technology picks for a 5 - 10 year hold. The only criteria would be safety + growth, little or no debt, dividend a plus but necessary.

Thanks,
Chris.

Q: In their recent report they indicate they expect leverage to decline from the current 49% to 40% over the "mid Term". What time period is considered "mid term"?

Thanks Mike

Q: Please comment on the results of these companies. Thanks

Q: Shareholders of
Tahoe will be entitled to elect to receive common shares of Pan American
and/or cash in exchange for their shares of Tahoe. Additional
consideration will be in the form of the right to a contingent payment
in common shares of Pan American tied to the restart of the Escobal mine
in Guatemala.

Q: If you have lots of questions in the queue, this can wait, no rush.
You sometimes say GUD is dead money it has been and may still be I agree. However I have 300k of GUD and the last 6 weeks I probably saved 60k since most of my other stocks are down 20 to 25% and GUD has held up. Now suppose I take the dead money approach and invest my 300k in dividend paying stocks say 5%. That would give me 15k by Nov 2019 assuming those stocks keep their value no guarantee there. But if I keep my GUD it needs to go up .41 cents to $ 8.68 as I write this to cover the 15k. Question, what are the odds GUD will trade at 8.68 one year from now ? What are the odds it will trade down .41 cents ? As a fund manager you would respond one way, but would like your view as a personal investor.
And if they do make a large acquisition, I suspect the sp would jump 20% at the open, and this why I keep GUD my biggest position. Question do you agree ?
As you I am disappointed they have not made a large acquisition, I am questioning if they ever will based on their strategy since inception. After all Mr. Goodman did say this was for his grand kids. He has money, is in no rush obviously, perhaps prefers a stress free life at this point of his life. When did you speak with him last time or to management ? They would never reveal they were ignoring a large acquisition anyway. Question do you feel he has the drive for a large acquisition ?
Thanks, for your help.