Investment Q&A

Q: DHX Media and CMI C-Com Satellite Systems: I'm trying to pick between these two companies for a small position, and I've read all the questions on each. But I need some help. DHX: I like the fact that you know and respect management, that their library is valuable, and that it seems a bit more established and because of its business a bit less vulnerable in a weak market. But I don't like the fact that you say it is expensive (but perhaps worth it?). CMI: I like your most recent answer regarding sales, no debt, growth, and cash ($9 mm), and I especially like that you say the valuation is attractive. I also like the fact that management owns a lot of stock. I'm most interested in potential upside. As I write this I seem to be leaning toward CMI. What say you?

Q: Could you please give me your thoughts on AXY-T, their growth and how rising interest rates would affect it.

Thank you,
Milan

Q: Hi Peter

Have you reported on DHx Media? If not, your comments please. Thanx

Q: Hi 5i,

Thanks for answering all my questions. Very appreciative. Your thoughts on Symbility Solutions (SY-V)? A good buy at these levels?

Q: Hello new member and invester.AOS dont understand the runup! Will it move higher? Thank you terry

Q: hey guys just wondering about where you would value aos alberta oil sands with the recent news concerning the governments purchase of property and payback concerning leases and accurred taxes.

chers

Q: Good morning 5i team. Any concerns with Argent Energy Trust's announcement yesterday? It's hit the stock price a fair bit today. Thanks as always for the great advice.

Q: I am holding Hudbay mineral and losing.Should i hold or sell?.

Q: Hello , 5iresearch would now be a good time to take a position in stn.. Stantec or do you have an entry point in mind?
thanks Kim

Q: BCE...Is the recent drop in price, which seems attributable to the Verizon rumours, a buying opportunity, or will Verizon greatly affect BCE's future earnings ?

Q: I don't know if you cover large caps listed in NY but if you do what are you views on Vodafone.

Q: TCK.B Everything seems to be bad news for the base metals and coal. can you explain why Teck seems to be tearing upwards?

Q: Hi Peter and 5i team. I hear a lot of positive outlook for the auto industry parts suppliers Magna and Martinrae. Does this also translate to suppliers Automodular (AM) and Pacific Insight Electronics (PIH)? Are they in a position to take advantage of the rebound as Magna and Martinrae have? Thanks,

Q: Peter, Is ZUB-T a good way for a Canadian to play the U.S. banks ? As always thank you for your expert advice.

Q: HNL Horizons North Logistics won a $46mil contract this morning. In the scheme of things (for HNL) how significant is this?

Q: Hi Peter and the team, what is your thought about PEO?

Q: Hi Peter,
I need your opinion on HGN and its long term outlook. Why the price is coming down recently?
Thanks.

Q: In response to edward's question re: trading in US funds at TD . To keep your funds in US currency you must call TD Waterhouse and request that the funds remain in US dollars.
Shirley

Q: I own Tranalta preferred share series F and although I understand why preferred shares in general have declined recently because of qantative easing comments recently, I am at a loss to understand why these share have dropped so much. As I understand it the balance sheet is fairly solid and this series will be redeemed or the rate is due to be reset in about 2 years. If Transalta does have cash flow problems it could reduced the common dividend and at least temporarily solve the problem. Can you explain this?

Q: RSP investment with USD asked by Edward

TD Waterhouse allows investment in USD. You have to ask TDW that you want to keep the USD currency. So you will pay the conversion the first time, then they will invest the USD cash in US Money Market Fund. Whenever you buy, you will see the transaction converted to C$, but someone in their Ottawa office will cancel the currency conversion the next day, and change the trade in USD only, and enter an order to redeem US Money Market Fund for that purchase. When you sell US stock, someone will convert that order back into USD the next day, and enter an order to buy US Money Market Fund with the proceeds. They keep a few people in their Ottawa office to do this. I was told they were going to make an RSP USD account so they don't need to do this manual thing, but a few months passed and they have not done that yet. The point is we don't have to lose currency conversion loss every time we trade, only the first time (which you can achieve by converting CAD to USD, or sell an interlisted stock on NYSE such as BTE RY or TCK), and the time when you want to withdraw funds from RSP as they only do CAD withdraw at the moment.
I found this 8 months ago when I wanted to sell a stock that was halted on TSX but continue to trade OTC in US, and have since use that proceeds to trade US stocks only, trading and investing in AXL MTG FNMA TEN PHH MITK ORI etc.