Q: I am surprised that you bought CGX in the income portfolio today. Even though it is down substantially it still trades at an EBITDA/EV multiple that is significantly higher than US comparables. I know that CGX is well-run, but has little growth and under GAAP accounting has not covered its dividend in 5 of the past 7 years. This does not seem to be a good stock for a conservative income portfolio. What am I missing? In your answer I would welcome a comparison to Corus Entertainment, which also offers little growth, but at least the dividend is well covered and would seem like a much safer choice for income.
Q: On Aug 17 you indicated "With the decline it is becoming an insignificant part of the portfolio so we need to review and either exit or add to it."
Given the recent news and price appreciation has your opinion changed?
Thanks
John
Q: there is an article by robert tattersall in last saturdays globe where he talks about price to sales ratios -- psrs, and he quotes various experts who say never buy a company with a psr more than three, shopify was 15.5 at the time, today probably 17, we all know shopify is expensive but this is ridiculous. and he says it never ends good, never.can you comment. dave
Q: Hi 5i, Is there any reason why this stock keeps falling, especially today, the trading volume was quite high. What do you think of its' recent earnings. Are there any shorts going on, if so approx., how many. Thanks in advance, Catherine
Q: Peter was on BNN recently and GSY, TV and AVO were his top picks. But what does that mean? How do these picks relate to the model portfolios? If I was to buy new positions today, should I use the top picks as a guide or continue with filling out my holdings with the balanced equity portfolio?
Q: Alex suggested that one of the positives in CGX's favour is the number of properties it has. How many of these stores are company owned vs leased? How does this affect your assessment of the value of CGX in deciding to hold, sell .... or buy more?
Q: EIF stock seems to be recovering from the short report. How many shares are currently shorted??Is 5i aware of any news to account for the stock rise.
Thx
Q: of the 3 companies on your new feature chart watcher, he was most pisitive on agf, but you do not seem to like it, it keeps hitting 52 week highs, could you comment. dave
Q: i know you like people a lot but it reminds me of sylogist, anyone can buy it but it is impossible to get out, no liquidity, i sold sylogist long long ago at a loss and could not get out.and i see your being very cautious in recommending people, please comment. dave
Q: Echelon-EFH. You last provided info on this company May 19, 2016 and I wondered if your opinion has changed. Things look better at the company, volume have been in the high side. Do you think this company might put themselves up for sale or be a takeover candidate?
Thank you.