Investment Q&A

• Mirasol Resources Ltd. (MRZ $0.37)
  • $0.37 Cap: $30M
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Q: I owned shares in MRZ on August 19th, 2016 when the company announced a "Rights Offering" with the rights expiring on Sept. 19/16. I sold my MRZ shares on the last week of August. My question is what happens to those rights once the shares are sold?

Many tnx for the great work.

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Read Answer Asked by Jacques on September 06, 2016

Q: Someone asked about options reading material and someone else mentionned Richard Croft. here is a website which may be of interest. Croft contributes to it:
http://optionmatters.ca/

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Read Answer Asked by joseph on September 06, 2016

• Ivanhoe Mines Ltd. (IVN $11.36)
  • $11.36 P/E (TTM): 28.17X Cap: $15.34B
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Q: Please provide your opinion on this company as to whether it is a hold, buy or sell. Thank you for your assistance.

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Read Answer Asked by David on September 06, 2016

• Heroux-Devtek Inc. (HRX $32.48)
  • $32.48 P/E (TTM): 20.75X Cap: $1.09B
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Q: Any idea as to why the HRX stock price has fallen so significantly lately?

Thanks!

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Read Answer Asked by Gregory on September 06, 2016

• Miscellaneous (MISC)
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Q: What are some of the reasons a director/ officer/ insider of a company might be prohibited from discussing said company ?

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Read Answer Asked by Robert on September 06, 2016

• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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• Magna International Inc. (MG $60.73)
  • $60.73 P/E (TTM): 9.98X Cap: $17.40B
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Q: Hello Gentleman

I presently hold a half position in MG in my cash account. While recognizing it is a good holding, it seems to be rather flat of late. I am considering selling MG and replacing it with BYD.UN.

I am a conservative investor with a well-balanced portfolio. Your thoughts please.

Thanks.

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Read Answer Asked by Peter on September 06, 2016

• Enghouse Systems Limited (ENGH $22.33)
  • $22.33 P/E (TTM): 15.57X Cap: $1.23B
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Q: They report next week, how good are they at beating expectations ?
When stocks miss they go down sometimes 15-20%. When they beat, they go up only 3-5 %, so I am tempting to sell before results going forward, and buy back according to results, good or bad idea ?
thanks

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Read Answer Asked by Luc on September 06, 2016

• Miscellaneous (MISC)
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Q: Hello 5i,
Can you tell me the easiest way to determine what sector a stock is in on the TSX and the Venture?
Thanks
Dave

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Read Answer Asked by Dave on September 06, 2016

Q: Hi Peter, Ryan and Team,

I own shares of CTH. In your opinion, would it be better to sell at around $52 or wait?

Thank you for your insight.

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Read Answer Asked by Michel L on September 05, 2016

Q: Hi. CAn you tell me what is going on with twin butte nd its status as it a buy sell or hold. Tanx Cliff

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Read Answer Asked by cliff on September 05, 2016

• Miscellaneous (MISC)
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Q: Is there a way to capitalize on arbitrage opportunities between US and Canadian stocks of the same company. For example, sh.to was up 2% today but shop.us was up 4%, what are the factors to consider when you buy a us stock and trade it in tsx or vice-versa?Thanks very much.

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Read Answer Asked by Shyam on September 02, 2016

• Intertape Polymer Group Inc. (ITP $40.48)
  • $40.48 Cap: $2.39B
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Q: Would you kindly provide your analysis on ITP's acquisition of Powerband?

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Read Answer Asked by Joseph on September 02, 2016

• lululemon athletica inc. (LULU $192.93)
  • $192.93 P/E (TTM): 12.68X Cap: $22.13B
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Q: Hello,

Could you please comment on the results released yesterday? It seems LULU met most of the expectations but has pulled back a fair bit. Do you consider it a buy at this time?

Thanks for your great work.

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Read Answer Asked by Douglas on September 02, 2016

• Sandvine Corporation (SVC $4.39)
  • $4.39 P/E (TTM): 47.7X
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Q: appreciate an update and your long term (2-3years) outlook for Sandvine...
ed

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Read Answer Asked by edward on September 02, 2016

• Russel Metals Inc. (RUS $40.43)
  • $40.43 P/E (TTM): 15.05X Cap: $2.30B
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Q: Could you please give your comments on Russel Metals. I have a small position that is currently losing 18%. The dividend is attractive but it does seem to be struggling. If you feel it should be sold, your thoughts on replacement ?
Many thanks.

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Read Answer Asked by Alexandra on September 02, 2016

• Miscellaneous (MISC)
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Q: I hold two rate-reset preferred stocks in my diversified portfolio - Pembina Pref and Brookfield Office Pref. When thinking about sector allocation, would you suggest I exclude these two stocks (as essentially fixed income), or should I include Pembina in my Utility sector weighting, and Brookfield Office in my Real Estate sector weighting? Thank you for your input. Edward

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Read Answer Asked by Edward on September 02, 2016

• Colliers International Group Inc. Subordinate Voting Shares (CIGI $217.81)
  • $217.81 P/E (TTM): 70.91X Cap: $10.96B
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Q: You cover FSV still but not CIG. Might 5i cover CIG or is the focus on other opportunities.Thx

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Read Answer Asked by blake on September 02, 2016

• Miscellaneous (MISC)
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Q: For every $100,000 how much should be in fixed income for someone who will expect to begin using some money within 5-7 years? Thanks!

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Read Answer Asked by Ann on September 02, 2016

• Linamar Corporation (LNR $70.11)
  • $70.11 P/E (TTM): 16.4X Cap: $4.19B
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• Magna International Inc. (MG $60.73)
  • $60.73 P/E (TTM): 9.98X Cap: $17.40B
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Q: Do the financials, notions of economies of scale and competition, street talk, etc lead you folks to believe that Magna may have any appetite to takeover/merge with Linamar?

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Read Answer Asked by Bob on September 02, 2016

• Applied Graphite Technologies Corporatio (AGT $0.07)
  • $0.07 Cap: $1M
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Q: Could I have your opinion on AGT, is this a good entry point?

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Read Answer Asked by Peter on September 02, 2016