Investment Q&A

Q: Hi Peter, Ryan and team,

Earlier today I read the following report about insider selling at CRH.

"CRH Medical Corp. (CRH-T)
Tony Holler, the chairman of the board, sold 500,000 shares at a price of $9.10 per share on the final trading day of February. That same day, Ian Webb, who sits on the board of directors, sold 30,000 shares at a price of $9.194 per share, and fellow board member, David Johnson, reduced his portfolio holdings by 25,000 shares on March 3."

Should investors be concerned about this insider selling within a short period?

Thanks for your insight on this issue!

Q: I'm a little surprised at the market's reaction to Savaria's earnings. They missed on earnings, and yet the stock is up 8% in trading. Several analysts had been saying the stock was already fully or even overpriced, so I would have expected a retreat here. What am I missing?

Q: Could you please comment on the recent SIS numbers and should I add to my position. I am currently at 2% weighting.

Many thanks

Q: Hi, purely in terms of relative security of the dividend among these high dividend payers could you please rank in order VSN, KWH, ALA, ENF, RNW, IPL, INE.PR.C. Thanks.

Q: Why is WEF so cheap compared to its other canadian peers (WFT,CFP,etc)? I realize size could be a factor but it's actually not all that much smaller.

WEF has a much higher yield, a cleaner balance sheet, and trades sub 10x p/e vs peers at 15x. What am I missing?

Thanks

Q: Could you please comment on the recent results from Baytex. Thanks.

Q: I asked this question yesterday but you did not include Telus in you reply. Could you let me know your opinion of this company.
Thanks

Q: Hi guys.

I purchased 500 shares of EFL in April 2015 for $17.00 each. I just sold my 500 shares of EFN this morning at $14.19 each and purchased 2000 shares of ECN at $3.65 each. How do I determine my cost basis for EFN and ECN?

Thanks,

Scott

Q: Morning 5i Team: Are you aware of any new developments with CZO over the past few weeks? Thanks. Stan.

Q: Good Morning

I have owned this stock for years and I think I am emotionally involved with it as I am reluctant to sell it. I do like the concept of airborne surveys but there are over 53 million shares outstanding. This of course is in my risk portfolio. I am trying to make the decision to sell and thinking of replacing it with ITC or PHO. Need your assisstance to convince me to sell and which of the two would you replace it with?

W

Q: Can you please comment on their results. Thanks

Q: Peter and His Wonder Team
Jim Mackey Ex.V.P. at Blackberry quietly left the company in Feb. after 3.5 years on the job. What should we make of this? Is this a serious blow to the company or is Mr.Chen capable of attracting an equally talented person. I realize there could be numerous reasons... including his pessimism going forward. On the other hand he may be just burned out after working hard and doing a good job and wants a change. Have you heard anything. In other words should an investor be overly concerned and run for the exit...which is what some did today?
Thanks for your always valuable knowledge!
Dr.Ernest Rivait

Q: Hi Peter & Team,

Can I have your thoughts on Ambarella Inc? I recently read an article that suggested it's a good alternative to a Snap investment. It looks to be profitable at currently levels and trading at a much more reasonable multiple.

Thanks,
Jordan

Q: Has insider ownership of Savaria changed since your July 11 2016 research report ?

Q: Telstra is an Australian telcom, not sure if you can help me with this. I have held it for several years and like the 5% dividend but my IA keeps wanting me to sell. I notice all his buy recommendations are funds or ETF's. What do you think of Telstra?

Q: I recently purchased share certificates that included warrants, I have converted those certificates to actual cash shares and deposited them into my non-registered trading account. My question is this: when, or if the time comes that I am able to exercise those warrants, can I make that purchase from my TFSA trading account, even though the original shares those warrants came with were deposited into a different account? Eg., each warrant allows me to buy one share at .10 while each share certificate trades at $1.00 and I have 10,000 warrants. Can I exercise those 10,000 warrants using cash from my TFSA then place all 10,000 shares into my TFSA (a "transfer in kind" I am assuming)when the value will now be far greater and would far exceed my contribution limit. I am thinking it would be just like purchasing normal shares in my TFSA then they double or triple, if I were to be so lucky, I just don't know how the warrant is viewed by CRA

Q: Hi 5 I Team

I would like your opinion on RUF.UN, Pure Multi Fam Reit.
I'm thinking of adding to an existing position.

Q: Hello, my question is about an article I read in CMS. Bill Gross says investors need to watch only one number in 2017 to figure out what returns are going to look like across the various markets, and that’s whether the 10-year Treasury yield crosses the 2.6% mark. As of today the 10-year yield is 2.48%. "If 2.6% is broken on the upside...a secular bear bond market has begun," Gross said. "Watch the 2.6% level. Much more important than Dow 20,000. Much more important than $60-a-barrel oil. Much more important than dollar/euro parity at 1.00. It is the key to interest rate levels and perhaps stock prices in 2017."
So my questions are, what will happen if it crosses the 2.6% mark? Does this mean that the yield on bond ETFs such as XBB and VSB will increase? Does this mean that this will be good for the stoch market in general? What is a secular bear bond market?Regards, Gervais

Q: Could you rank these companies for me EMA , FTS , H , and AQN

Q: Which of these companies do you prefer. ENB or TRP