Investment Q&A

Q: CSU has been flat this year. Is the high growth that we have seen in previous years over? What kind of expectations do you have for this stock going forward?

Q: Hello again team,

One of the companies I have been absolutely smoked on is PHM. Currently I hold it, and I see that in previous questions that it is likely trading under fair value but with concerns of further losses. With the recent quarter being as messy as it was I am stuck in two modes of thought. 1) Wait for a quarter with business write offs removed to show more clarity on the situation. 2) Swap the stock with something for fewer issues. I am considering DHX media and TIO Networks. I found DHX interesting after reading the research report in regards to opening up more channels for distribution. Do you have a fcff, or RI (Residual Income Model) stock price valuation on the three companies and which do you prefer at this moment? Do you also have separate models / option pricing models for DHX in regards to opening up a youtube channel, netflix, or China subsidiary? Do you have any thoughts on which options provide the greatest benefit?

Thank you, looking forward to any feedback that you can provide.

Q: Your opinion on Royal Bank at the present time .
Thank you.
P

Q: What are your thoughts on this company? what do you think of an entry point at these levels?

Q: I have a question about 1170. The price has been going down, and there seems to be heavier trading today. Is there any news? Do you still like it?

Q: Any comments on the deal announced today with HP?

As a secondary question, when deals that have long closing dates (this is scheduled to close in 2017, I beleive) when should we expect the share price to react? Of course it depends on the deal but is there normally an immediate change, followed by more activity towards the closing date or does it all tend to get baked in right away?

Appreciate your insight.

Paul F.

Q: Nice pop today, what's up?
Heather

Q: Hi Team,
Dream Industrial (DIR.UN) unit price has spiked the last couple of days regarding rumours of potential sale. Any further information of this? Thx

Q: cAN YOU COMMENT ON THE RECENTLY SPUN OUT bROOKEFIELD bUSINESS pATNERS ....ESP IN LIGHT OF THE POST SPIN 10 %DROP IN PRICE TODAY

Q: I noticed that ATD.B made an acquisition today for various fuel stations. I was going to ask what your team thought of the deal, but I noticed that "the parties have agreed not to disclose the purchase price for this acquisition". How is this even possible for a publicly traded company?

Q: Is it time to add to XBM (global Base Metals Index ETF)?
Thank you

Q: I have held DHX for some years waiting patiently for some growth or takeover to increase the value of my portfolio. My patience is starting to match the performance of the stock. I know you like the stock, could you reiterate those reasons or suggest two or three others that would offer growth potential.

Q: May I have your thoughts on Trican's June 2nd bought deal? It appears to be well (pun intended) received. I am not sure how much of an impact this extra cash will help them moving forward.

Thanks and keep up the great work.

Q: If purchased in US$, on the Amex, is this company still considered to be "Canadian" for tax purposes.

Q: If no one else has asked yet, what do you think of SPB's update on the status of the Canexus deal?

Q: 5i Team,

I would appreciate hearing your views on Pollard Banknote (PBL).

Thank You

Q: Hi, It appears from recent comments that you like this company a lot and it will be a favorite addition to your portfolios, when possible. I had a 4% position ( purchased at $37 and $41.50), but decided to trim over past 2 weeks. I believe that company has a solid growth profile for next 5 years, specially in municipal buses segment in US. They continue to receive large orders. But I am not sure of the recent purchase of motor coach business and its future prospects (could you comment pls). In addition, my other concern is insider selling. Coliseum Capital (L. Adam Gray) the 2nd largest shareholder of the co. has cut their holding by at least 25-30% over past 6 months and continues to do so, as recent as June 10 (243,300 shares @41.01). I think this could be a reason for stock unable to move out of $40- $41.50 range, for past several weeks, despite a very strong quarter and promising outlook. I would appreciate it if you could share your thoughts and is it prudent to wait to add to this stock . Thanks

Q: Hi, what do you think of this new fund, Caldwell US Dividend Advantage? It still very small. I am trying to diversify from Canadian only stocks, want a dividend and don't want ROC (which they state in their prospectus might happen). Thanks!

Q: Can you please discuss and rank these pipelines for a 3+ year hold from a growth perspective?

thanks

Q: Hi,

I am looking to replace ZRE in my non-registered accounts with 2 - 3 REITs. I am trying to adopt a best-in-class approach, versus holding the "basket". Do you have any suggestions for best-in-class REITs, that will hopefully endure as best-in-class (versus a flavour of the month)?

Second question (please don't hesitate to deduct another credit): I am not quite sure what constitutes best-in-class but would guess a promising growth profile, strong management, manageable risks, and a reasonable distribution. Am I missing something? What do you look for or consider important when evaluating a REIT as a stand-out, best-in-class? Or are they generally all the same?

Thanks,

Derek