Investment Q&A

Q: Hello saviors,

Can you explain how beta of a security is different from equity risk premium? Aren't they essencially saying the same? Can you give me an example when you are comparing them?

Do you know a website that I can learn more about such topics?

Thank you!

Q: AcuityAds (AT.v) reported excellent quarterly and year-end operating results this week, while showing impressive growth and execution from its acquisition of 140 Proof. Their acquisition of U.S.-based Visible Measures announced on Thursday seems unbelievably cheap and financing it at a 6% discount very reasonable. Liquidity remains an issue though some of the founders are releasing more of their extensive holdings as part of today's financing to increase supply.

Is 5i getting closer to having a look under the hood?

Q: What can I say 5i ... excellent read in the March ETF Update.
Thank you,
Rick

Q: In anticipation of Peter's 2017 prediction that "the markets will take a huge dip sometime in 2017" (financial post article dec 29 2016), can I ask for 5 Canadian and 5 American stocks to look for that are fundamentally good, (not in debt, growing earnings and leaders in there industry), sectors are irrelevant.

thanks

Ernie

Q: Hi, you had commented a while back on Market Call that you needed to "do more work" on AcuityAds to look at growth potential versus valuation. Since there there has been additional news, including an aquisition today as well as the opening of an office in Europe. Have you had a chance yet to look at the company in more detail, and if so what is your current view? The CEO looks top-notch to me and they seem to be laying out a good path forward to make this a much bigger company.

Q: Auto Canada has recently been recommended on BNN. However reports give the company a strong buy to underperform. I would appreciate your comments. A good long term investment?

Q: Good opportunity to add more TD ? Thx J

Q: Can you comment on Pollard's intention to acquire 100% of Innova? What does Innova do? Do you see this as an accretive acquisition if it goes through?

Q: Re: Your response of March 8, 2017

What tweet from the President are you referring to ?

Q: Just a quick question on Sylogist. With a good amount of cash, no debt and a nice dividend, at what point - or more appropriately, at what price does one load up on shares? Even if they have a flat year or modest growth as they 'change', they seem very well positioned afterwards.

Thanks in advance,
J.

Q: What companies do you think may be potential acquirers of Sylogist?

Q: Hi 5i team,

Which one of these two would you recommend I add to my portfolio?

Q: After report of earnings(eps matched estimates)on Feb 23,MNW dropped sharply on big volume.On 3/7,after report of guidance & NCIB of max.7.8m shares,price recovered.On 3/9 announced new credit facility on better terms resulting in further appreciation.I have a small position.Please provide your expert opinion.Appreciate u usual great services & views

Q: Would appreciate your review of recent results and and longer term opinion of this company.
Thanks
John

Q: With regard to Brad's comments on Mar-7th - Miscellaneous - I am in full agreement with him. Thank You kindly, Catherine

Q: Just a comment
Over the past 3/6 months I have witnessed a significant activity in the micro cap and the small cap "bought deals" at discounted prices that are simply an insult for retail investors (Ie. the suckers..... I am one of those...). Discounts of 30 to even 50% are in the order of the day. The last one Acuity deal for 3000000 units at $ 3.4. Price this morning ... (drums rolling....) $4.25 at the open.
Well I have my idea about this gouging.
1/ Everybody is trying to is trying to grease their wheels before they cannot do it anymore, and nobody Ie. the Pros?? would buy acuity at 4.4 even 4. I agree and I would not except I am frustrated not to be able to get my fair share at 3.4.
2/ The market space has changed drastically with spreads so big that a mammoth would fit easily, Prices quoted are the reflection of TSX while in the meantime The pros are trading on Aequitas, Alpha, CSE, Instinet, Matchnow, Nasdaq CXC, CXD, and CX2...
3/ short sellers have a wonderful time in Canada, IROC nowhere to be seen or heard.

So what to do?
1/If you take ownership of your stocks take advantage of the gift that shor sellers give you (PHM anybody)
2/ Accept the fact that you are not the Alpha one around and that your power is limited, but refuse to be fleeced.
3/ Do not trade blindly Ie. open orders and follow YOUR stocks: Your level of comfort is directly related to your level of ownership.

Peter, your comment would be appreciated as usual.
CDJ

Q: Could I please have your comments on the MONANTIK announcement and its affect if any on the stock.
Thank You.

Q: Hi 5i - I'm seeing a trailing P/E of 2.2. Is that correct? Is it that undervalued?

Thx as always.

Q: I have been holding on to DH in anticipation of the takeover at $25.50 just announced. Do you know when the deal will close? Do you know if the next $0.12 dividend (x-div date is Mar. 22nd) will be paid? In short, is it better to sell now or wait to be taken out?

Thanks so much for your much-valued service,

Bob.

Q: Hi Team, you probably have a few of these questions so feel free to delete if it is creating clutter. What are your thoughts on the DH Corp purchase by Vista Equity Partners? Is it a fair price? It seems fairly opportunistic, do you know much about previous deals Vista has done? Do you see any chance of a white knight emerging? If I'm looking to move on from the position, what do you think is a good replacement for it (either tech or finance)? Thanks, Alex