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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi Peter
Thanks for your recent newsletter my favorite read of the day. We bought Altus Group (AIF) because of an answer to a question from back in Aug. We did some research and have being holding it since. It had a good jump this week. Would you say it is still a buy or just a hold. It makes up less than 1% of our portfolio. Thanks for groups time and effort.
Read Answer Asked by jeffrey on February 28, 2014
Q: Hi 5i
I am getting pummelled on Argent Energy. Is it time to jump ship or should I wait for it to recover to a better price?
Thanks, Kevin
Read Answer Asked by Kevin on February 28, 2014
Q: hello, i bought Jive software @ $10.00 a share. do have an outlook on jive ? symbol i "JIVE" on nasdaq. thanks.
Read Answer Asked by Brian on February 28, 2014
Q: I still hold my Paladin PLB shares and wonder what you think of Endo's ENDP results. Is this good, bad, or neutral? Wondering why they guided lower for 2014 after the Paladin acquisition. Is it time to sell Paladin?

Endo Health beats by $0.04, misses on revs; guides FY14 EPS below consensus, revs in-line (ENDP) : Reports Q4 (Dec) earnings of $0.96 per share, excluding non-recurring items, $0.04 better than the Capital IQ Consensus Estimate of $0.92; revenues fell 26.8% year/year to $548.9 mln vs the $620.71 mln consensus.
Read Answer Asked by Gordon on February 28, 2014
Q: What are your thoughts on CIBC? (cm)

For whatever reason, CIBC seems to be the black sheep of the Canadian banks? Why is that? While TD and BNS seem to be talked about constantly, few seems to talk about CIBC.

Comparatively, the other Canadian banks are trading well above 2007 highs while CIBC still trades at a 15% discount to 2007 highs.

Given its strong earnings report today and 2 dividend raises in the last year, CIBC looks cheap compared to peers. What do you think?

Thanks
Read Answer Asked by michael on February 28, 2014
Q: Hi Peter,
Any comments on Atlantic Power's (ATP) latest results?
Thanks
Joe
Read Answer Asked by Joe on February 28, 2014
Q: DCI

I would like to thank everyone who panicked and sold DCI in the last couple of days because Mr Hodgins enticed them to do so. I bought several shares at 15.55 yesterday and I think at that price Mr H is covering his self-serving call. I will hold through earnings and see. Isn't DCI trading at 4x CF well below it's historical average of 6-7x???
Read Answer Asked by Eric on February 28, 2014
Q: Why CATAMARAN dropped 6% in spite of good report?Thank you.ebrahi
Read Answer Asked by ebrahim on February 28, 2014
Q: Greetings, Peter and Co. I have held Melcor (MRD) long enough to enjoy the sgrowing semi-annual dividend, now at $0.50 or 2.46%. There were special dividends of $0.50 in 2013 and $0.10 in 2005. While the yield is adequate, would there be an alternate company in the sector that you would consider a better investment?
With appreciation.
Read Answer Asked by Ed on February 28, 2014
Q: hello 5i:
two questions, if I may:
#1: is a report on SJ still "in the works", and if so when do you expect to release. I have a small position and would like to add to it, but am waiting for the report.
#2. its been about 3 months since the last question on Canadian Western Bank. Can you update this, and give me a "back of the napkin" rating on it.
One comment: congrats on the Ryan Modesto acquisition lol. 5i not only picks good management of companies, they obviously try to lure the strongest to their team. PH and N is (or was, before the acquisition by RBC) a tremendously respected company that has delivered very good, stable, results to investors for many years. Ryan's experience and acumen should do nothing but add value to 5i. Good job Peter; in hockey talk, you got a first liner!
Read Answer Asked by Paul on February 28, 2014
Q: Hello Peter and company, my complimednts to your highly infomative site!
My question is: should I hold on to my shares of NWH.Un?
what is your opinion on this company?
Thank you, cheers Heidi
Read Answer Asked by Adelheid on February 28, 2014
Q: What is u view on E with the latest news release
Read Answer Asked by reg on February 28, 2014
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