Investment Q&A

• Home Capital Group Inc. (HCG $44.26)
  • $44.26 P/E (TTM): 9.39X Cap: $1.69B
  • View HCG Profile
  • View Questions on HCG
  • View Reports on HCG

Q: You mention that HCG may be a good play post Brexit. I note that they had two substantially reduced dividend payments in 2014. Are you aware what the reason for that might have been? Just wondering if there is anything on their horizon that might cause that to happen again?
Thanks

Upvote 0

Read Answer Asked by steve on June 29, 2016

• Magna International Inc. (MG $57.05)
  • $57.05 P/E (TTM): 10.41X Cap: $16.35B
  • View MG Profile
  • View Questions on MG
  • View Reports on MG

Q: Hi 5i team

Any thoughts on the possibility of Magna working for GOOGL and/or AAPL? I have read a few articles on this. How far down the road might this be?
Also, would it be possible to post the stock price as part of the answer? As an example- Magna MG $44?.... Or too cumbersome ? Thank you

Upvote 0

Read Answer Asked by Greg on June 29, 2016

• Northland Power Inc. (NPI $22.35)
  • $22.35 P/E (TTM): 22.58X Cap: $5.84B
  • View NPI Profile
  • View Questions on NPI
  • View Reports on NPI
• Enercare Inc. (ECI $28.99)
  • $28.99 P/E (TTM): 44.2X
  • View ECI Profile
  • View Questions on ECI
  • View Reports on ECI
• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
  • View AW.UN Profile
  • View Questions on AW.UN
  • View Reports on AW.UN
• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.51)
  • $6.51 P/E (TTM): 20.34X Cap: $703M
  • View FSZ Profile
  • View Questions on FSZ
  • View Reports on FSZ

Q: In your write on NPI you said "there are other 5% yielders with less leverage". Can you tell me who they are.

Thank you as always
Craig

Upvote 0

Read Answer Asked by Craig on June 28, 2016

• Concordia Healthcare (CXR)
  • View CXR Profile
  • View Questions on CXR

Q: Hi 5i,

Say you were to sell shares of CXR.TO in a Canadian Dollar account at a loss and then purchase shares of CXRX.US in a US dollar account. Am I right assume you cannot claim the loss for tax-loss selling because you are ultimately buying the same security?

Thanks, Shane

Upvote 0

Read Answer Asked by SHANE on June 28, 2016

• Swiss Water Decaffeinated Coffee Inc. (SWP $4.22)
  • $4.22 P/E (TTM): 19.81X Cap: $40M
  • View SWP Profile
  • View Questions on SWP
  • View Reports on SWP

Q: I need to decide whether to keep or sell these companies based on what do you view their future potential from this point is going to look like: Ten Peaks Coffee (TPK) CPI Card Group (PNT) and Performance Sports Group (PSG)

Upvote 0

Read Answer Asked by Imtiaz on June 28, 2016

• BLVD Centres Corporation (BLVD)
  • View BLVD Profile
  • View Questions on BLVD

Q: Good Morning....i would appreciated a quick comment on convalo's latest results please. Thanks...

Upvote 0

Read Answer Asked by Donald on June 28, 2016

• Savaria Corporation (SIS $19.84)
  • $19.84 P/E (TTM): 28.75X Cap: $1.41B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS

Q: Thanks for the answer to the PM takeover. Thanks again for having suggested PM in the first place. Does that mean SIS is now more vulnerable to a takeover? Thanks again. Henry's

Upvote 0

Read Answer Asked by Henry on June 28, 2016

Q: A question was asked by Guy about the Ex-dividend date , a minor clarification would help, there are two dates: the purchased date and settlement date. So is the ex-dividend date the purchase or settlement date which three days after the purchase date. Thanks.

Ed

Upvote 0

Read Answer Asked by Ed on June 28, 2016

• D-Box Technologies Inc. Class A Common Shares (DBO $0.27)
  • $0.27 P/E (TTM): 27.0X Cap: $59M
  • View DBO Profile
  • View Questions on DBO

Q: Any reason for the nice pop today?

Upvote 0

Read Answer Asked by Sheldon on June 28, 2016

• Linamar Corporation (LNR $67.01)
  • $67.01 P/E (TTM): 15.88X Cap: $4B
  • View LNR Profile
  • View Questions on LNR

Q: Just wonder if there are any news that trigger LNR to fall another 4% today while the general market is rebounding, including other auto part companies. Were there any broker downgrades?

Upvote 0

Read Answer Asked by Edwin on June 28, 2016

• Pacific Safety Products Inc. (PSP $0.21)
  • $0.21 P/E (TTM): 7.6X
  • View PSP Profile
  • View Questions on PSP

Q: Pacific Safety Products PSP . This company may be too small for an in depth analysis but with the general info and $ info available what is your talented opinion? Thank you.

Upvote 0

Read Answer Asked by Ryczard on June 28, 2016

• Vista Gold Corp. (VGZ $1.28)
  • $1.28 P/E (TTM): 11.63X Cap: $162M
  • View VGZ Profile
  • View Questions on VGZ

Q: Vista Gold has more than tripled in less than a month. Any idea why it is doing so much better than the average gold stock ? It is in my portfolio, but at a higher purchase price($3.70). Time to buy or sell ?
Thanks in advance for your help.

Jacqques

Upvote 0

Read Answer Asked by Jacques on June 28, 2016

• Prism Medical Ltd. (PM $13.99)
  • $13.99 P/E (TTM): 233.2X
  • View PM Profile
  • View Questions on PM
  • View Reports on PM

Q: Where is the best place to look for news like PM, if you don't have Bloomberg? I missed it completely. Who is taking over? and at what price? Thanks Henry

Upvote 0

Read Answer Asked by Henry on June 28, 2016

• Superior Plus Corp. (SPB $6.90)
  • $6.90 P/E (TTM): 74.08X Cap: $1.60B
  • View SPB Profile
  • View Questions on SPB

Q: Both USA and Canada anti-trust organizations have supplied opposing recommendations as far as the merger goes. How do you interpret this information going forward?

Upvote 0

Read Answer Asked by Christopher on June 28, 2016

• Prism Medical Ltd. (PM $13.99)
  • $13.99 P/E (TTM): 233.2X
  • View PM Profile
  • View Questions on PM
  • View Reports on PM

Q: What do you think of the take out price? Do you think there will be an offer from another company? Do you know when the deal will close and is it worth selling into the market now and redeploying the cash while the market is down. Thanks.

Upvote 0

Read Answer Asked by Maggie on June 28, 2016

Q: Hello 5i !
What is the software that you used to manage your portfolio ?

Upvote 0

Read Answer Asked by Martin on June 28, 2016

• GoldMoney Inc. (XAU $8.62)
  • $8.62 Cap: $111M
  • View XAU Profile
  • View Questions on XAU

Q: With Gold doing so well right now, can you explain the sharp drop in share price for XAU over the last week. Is it worth holding or if I want more "Gold" should I sell XAU and pick another gold stock at the appropriate time?

Thanks.

Upvote 0

Read Answer Asked by Donald on June 28, 2016

• Wells Fargo & Company (WFC $77.58)
  • $77.58 P/E (TTM): 13.99X Cap: $252.45B
  • View WFC Profile
  • View Questions on WFC

Q: Hello, following up from my last question...I was referring to WFC (Well Fargo and Company), I'm not sure why Wall Financial showed up. Also I was asking about HTB (US 7-10 yr Treasuries) With the US bond and WFC equity in the portfolio, is this too much equity risk? Thank you.

Upvote 0

Read Answer Asked by Jen on June 28, 2016

• Concordia Healthcare (CXR)
  • View CXR Profile
  • View Questions on CXR

Q: I know you have mentioned that CXR has gone down with Valeant and that the fundamentals are still good. Yes they have debt but a lot of free cash flow to pay it down. But this stock just continues to fall, to ridiculously low prices. There was also another Seeking Alpha report posted today bashing the company.At what level would you say investors should get out of it, if it continues on this path?

Upvote 0

Read Answer Asked by Adam on June 28, 2016

• Vanguard FTSE Europe ETF (VGK $76.13)
  • $76.13 P/E (TTM): 27.67X Cap: $25.60B
  • View VGK Profile
  • View Questions on VGK

Q: Hi you recommended VGK as part of our portfolio review. What is you opinion now with regard to the results of Brexit vote.

Upvote 0

Read Answer Asked by Heather on June 28, 2016