Investment Q&A

Q: Hi Peter and Ryan

Re: BOX.UN

My understanding is that this company represents the non-controlling interest of the former BPO (Brookfield Office Properties) acquired by BPY. That said, it would seem that BPY would be very much interested in consolidating the office properties portfolio into one company by taking out the BOX.UN shares especially since there appear to be only 26M shares outstanding.

BOX.UN appears to have investment merits on its own given the quality of assets and that it is under the Brookfield umbrella but do you think any attempt to acquire the outstanding shares of BOX.UN by BPY would be undertaken at much of a premium to market?

Thank you

Upvote 0

Read Answer Asked by Brad on May 22, 2014

Q: Could you please give an update on sis. Is this a good entry point. Many thanks, Nancy

Upvote 0

Read Answer Asked by Nancy on May 22, 2014

Q: I would appreciate your comments on the new Canexus Convertible Debenture. Interest at 6.5% is attractive as long as the company still has a viable future.

Upvote 0

Read Answer Asked by David on May 22, 2014

• PulteGroup Inc. (PHM $120.23)
  • $120.23 P/E (TTM): 8.55X Cap: $23.72B
  • View PHM Profile
  • View Questions on PHM

Q: What do you think of Patient Home Monitoring's (PHM) recent quarterly results. They appear to be growing earning on a per share basis despite the share diltuion/aquisition model. Do you think it is now trading at a reasonable valuation to enter the stock, or still to expensive?

Upvote 0

Read Answer Asked by Scott on May 22, 2014

Q: Any insight on Journey Energy- potential IPO.

Upvote 0

Read Answer Asked by Scott on May 22, 2014

• Netflix Inc. (NFLX $1,178.48)
  • $1,178.48 P/E (TTM): 48.91X Cap: $500.76B
  • View NFLX Profile
  • View Questions on NFLX

Q: What are your thought on NEXFLIX(NFLX).I did read the previous comments made but it has been a while since anyone has asked. They are looking to expand in Europe now. I know it is a very risky stock but you think the reward is worth the risk?
Thanks

Upvote 0

Read Answer Asked on May 22, 2014

• Petromanas Energy (PMI)
  • View PMI Profile
  • View Questions on PMI

Q: hi 5i,
my question is regarding Petromanas Energy Inc (PMI-V). i know this stock is very speculative but
just recently the dynamics of the company has changed.can you look at it again and give an opinion ? i took a position a few weeks ago and i'm thinking of adding . what do you like/ dislike about the situation. is management competent ? i know these wells are extremely expensive but Haywood is saying that at current stock prices the downside is limited. thanx norm

Upvote 0

Read Answer Asked by NORM on May 21, 2014

• Westshore Terminals Investment Corporation (WTE $27.19)
  • $27.19 P/E (TTM): 15.89X Cap: $1.67B
  • View WTE Profile
  • View Questions on WTE

Q: Hello Peter & Co.
I hold Westshore Terminals WTE since April 2010 and have doubled my capital since then + another 25% in distributions. I keep holding it because it has an unbelievable, hard to replace, infrastructure asset. Besides, I feel it is going to be very hard to add another terminal like that on the West Coast.
Your opinion is most valued
Tony

Upvote 0

Read Answer Asked by Antoine on May 21, 2014

• The Intertain Group Limited Exchangeable Shares (ITX $11.95)
  • $11.95 Cap: $233M
  • View ITX Profile
  • View Questions on ITX

Q: What are your thoughts on the The Intertain Group (TSX:IT)? The upside looks to be tremendous. If the company in my opinion gets back to the 2011 numbers, this stock could triple?

Upvote 0

Read Answer Asked by R on May 21, 2014

• Canaccord Genuity Group Inc. (CF $10.50)
  • $10.50 Cap: $1.07B
  • View CF Profile
  • View Questions on CF
  • View Reports on CF

Q: Is CF a good entry point now?Note that 1)releasing results on June 3--Any surprises? & 2)Co.has not declared NCIB buy back since last purchase of 31k shares in the low $8 range.Your normal expert opinion is appreciated

Upvote 0

Read Answer Asked by Peter on May 21, 2014

• Bank of Nova Scotia (The) (BNS $76.43)
  • $76.43 P/E (TTM): 16.06X Cap: $95.19B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS

Q: what do you think of the banks right now is this a good time to buy for a long time hold. What bank do you prefer. thanks

Upvote 0

Read Answer Asked by don on May 21, 2014

• Extendicare Inc. (EXE $12.66)
  • $12.66 P/E (TTM): 14.27X Cap: $1.06B
  • View EXE Profile
  • View Questions on EXE
  • View Reports on EXE

Q: Extendicare should see some catalyst soon as their review should unlock some value ?

SCP and MAR are both trading well below NAV, do these interest you ?

Upvote 0

Read Answer Asked by Charles on May 21, 2014

• Brookfield Property Partners L.P. (BPY.UN $23.29)
  • $23.29 Cap: $21.72B
  • View BPY.UN Profile
  • View Questions on BPY.UN

Q: I would appreciate your outlook for Brookfield Property Partners (BPY.UN)

Thanks

Upvote 0

Read Answer Asked by ken on May 21, 2014

Q: Peter:

Wanted Technologies(TSX: WAN)released fiscal Q3 results this morning and they looked excellent. Other than being small company they are in big sector "the big data space" for HR a fast growing market. Given this, the stock seems very cheap at $1.10 given Company has over $0.20 per share in cash and debt free. Am I missing something? This seems like a company that can get taken out and very nice premium too. What do you think?

Upvote 0

Read Answer Asked by Charles on May 21, 2014

Q: RLC recent results look very good, with strong growth in Rev, NOI and AFFO. They have announced another fin/acq. at $7.65. I know you are critical of serial financings but if the growth is there and distributions are solid , would you not recommend at this price? thanks

Upvote 0

Read Answer Asked by Scott on May 21, 2014

Q: WI would appreciate your comments/opinion of E.TO; PRW.TO and LEG.TO?
Would you consider them a buy at these levels?

Upvote 0

Read Answer Asked by Jose on May 21, 2014

Q: GXE -vs- RMP -vs- RRX -mid-term prospects?

Upvote 0

Read Answer Asked by don on May 21, 2014

Q: My question is on Ivanhoe Mines (IVN). This is my speculative holding in my portfolio. My concern is with how the market is reacting to the share issue. I want to know if I am missing anything or making a mistake on this name as anyone following the story should know there is a massive amount of capital they need to raise to buld their projects (ie Dilution). Lastly, should it be viewed as a positive this issue and the previous one in Oct 2013 Robert Friedland subscribed to $25 million each time.
Thanks

Upvote 0

Read Answer Asked by David on May 21, 2014

Q: Hello 5i staff, Could I please have your updated opinion of Rio Alto Mining (RIO) in light of today's deal to buy Sulliden Gold Corp. (SUE). Thanks as always

Upvote 0

Read Answer Asked by Frank on May 21, 2014

Q: Peter can I have your thoughts on Conifex CFF its management team is stellar including George Malpass the old owner ceo of primax which never lost money in its history . It ipo on tsx today
Stan

Upvote 0

Read Answer Asked by Stan on May 21, 2014