Investment Q&A

• Just Energy Group Inc. (JE $0.21)
  • $0.21 Cap: $9M
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Q: I bought Just Energy at $9.00 which I regret very much, but I learned a lesson. I read in the Tor Star business section that Pattinson Ind(?) of Vancouver has bought an interest in the company. I wonder if you could comment on that. TIA
Gary

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Read Answer Asked by Gary on August 10, 2013

Q: Could I get your view on Contact Exploration. Clayton Riddell is a large shareholder and continues to buy more shares. thanks.

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Read Answer Asked by robert on August 10, 2013

• Home Capital Group Inc. (HCG $44.26)
  • $44.26 P/E (TTM): 9.39X Cap: $1.69B
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Q: In the past I have been burned buying stocks that are breaking out into new highs after they have already had a great run. My old inclination of searching for undervalued companies when they are unloved, and catching a run early, is hard to shake. Do you believe any of your portfolio picks are in the early stages of a nice climb, just as MG was 9 months ago and/or how much more upside can you see in something like Magna? - Thanks.

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Read Answer Asked by orion on August 10, 2013

Q: Hi Peter
I was wondering if you could explain what negative retained earnings reflects.
I was looking at a company with Total Assets of 69.5 Million
Total Liabilities of 13.5 Million. The company has Negative 83 Million in Retained earnings? I'm lost on this.

Thanks Gord

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Read Answer Asked by Gordon on August 10, 2013

Q: Hello Do you know any new information on weq as to why the shares have been falling lately?
Thank you for all the great info!

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Read Answer Asked by Dustin on August 10, 2013

Q: Any thoughts on the K-BRO Linen (KBL) Q2 results which were posted Fri evening. Thanks. Bob

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Read Answer Asked by Robert on August 09, 2013

Q: Hi , the share price for Partners REIT (PAR.UN) has continued to fall throughout the summer and now yields about 10.35%. Any idea what might be going on here? Thanks

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Read Answer Asked by blaine on August 09, 2013

• AutoCanada Inc. (ACQ $26.16)
  • $26.16 Cap: $611M
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Q: acq
I would appreciate your comments on Autocanada. Based on its latest report do you plan to update your rating on it?

Thanks,
George

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Read Answer Asked by George on August 09, 2013

• Booking Holdings Inc. (BKNG $5,457.86)
  • $5,457.86 P/E (TTM): 34.14X Cap: $176.88B
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Q: Hi Peter

What is the best investment (in the market) you ever made?

Thanks for the work you and your team do at 5i

Brad

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Read Answer Asked by Brad on August 09, 2013

• Avigilon Corporation (AVO $26.98)
  • $26.98 P/E (TTM): 10.95X Cap: $18.39B
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Q: Hi Peter,
Would this be a good time to add to AVO or do you think there is further down side...Thanks....Carl

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Read Answer Asked by Carl on August 09, 2013

• Motorola Solutions Inc. (MSI $434.05)
  • $434.05 P/E (TTM): 36.69X Cap: $72.44B
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Q: MSI, you seem to like this one even though it has a very high PE, high payout ration-150%-so, paying more than it makes. What am I missing with this one as it has been on my radar for a while?

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Read Answer Asked by James on August 09, 2013

Q: Hello,

RLC.TO, Buy, sell or hold.

Thanks

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Read Answer Asked by thomas p on August 09, 2013

Q: hi folks,can please ask about Q results for halogen hgn/t,good bad or wait couple of Q's for direction of company,thanks as usual,jb

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Read Answer Asked by John on August 09, 2013

Q: G - Is there any relationship to the price of oil and the price of gold? Do they tend to move in tandem?

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Read Answer Asked by wendy on August 09, 2013

• Sylogist Ltd. (SYZ $9.27)
  • $9.27 Cap: $216M
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Q: Hi Peter and the 5i Team:

Sylogist SYZ is down 30 cents or 4.55% today. Is this an opportunity to buy a 5% position?

Thanks.

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Read Answer Asked by Jerry on August 09, 2013

• Badger Infrastructure Solutions Ltd. (BDGI $52.52)
  • $52.52 P/E (TTM): 26.71X Cap: $1.77B
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Q: BAD, when do they report their next Q results and what are your expectations?

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Read Answer Asked by James on August 09, 2013

Q: CFN, announced good Q results Aug. 7th, I thought? Yet stock down is that because they did not > dividend-they have a lot of room to do so.

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Read Answer Asked by James on August 09, 2013

Q: can you offer an opinion on rnw transalta renewables valution &capital apankspreciation thanks

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Read Answer Asked by neil on August 09, 2013

Q: I have held Direct Cash for several years, like the monthly payment I receive from them. However with the declining share price is it time to sell.

I am an income required investor, diversified with 23 companies which includes 4 speculative companies. If you suggest selling DCI would you have any suggestions to replace the DCI holding?

Thank you and I am very happy with my 5i investment which I rate an A

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Read Answer Asked by James on August 09, 2013

• Surge Energy Inc. (SGY $7.32)
  • $7.32 Cap: $729M
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Q: Hi Peter & Team, Would you consider SGY (Surge Energy)a buy at the current level? Thanks and have a great weekend.

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Read Answer Asked by Ilesh on August 09, 2013