skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: MNW's ceo Rick McBee appeared on BNN this morning stating that the sell-off on Aug 6 does NOT reflect its growth.Solid growth in Cloud(21%) & Mobile(35%).Executing well vs profitable growth strategy.Recent acquistion,Mavenir is integrating well & will grow revenue. A report fr.CIBC today stating $13 target price basing on 12 x 2016 EPS of $1.10 & a rating of Sector Outperformer.Further,the street modelling is off due to acquistion & normal Q3 seasonality.(EPS--7-13 cents(MNW) vs 18(street)vs 11(CIBC) ).Likes as 1)revenue growth fr.Cloud & Mobile.2)EBITDA is tracking on expectations.3)trading @ 8 x 2016 EPS.Free cash flow yield of 11%. Your expert view & is this a good entry point.Appreciate your usual great services & views.
Read Answer Asked by Peter on August 10, 2015
Q: When do you think GXI will have their breakout quarter?
Read Answer Asked by James on August 10, 2015
Q: Hi; At what point is The Score a table thumping buy? I have a full position but have just a little cash to add to something. Or is there something better from your growth portfolio? Thanks for the great service
Read Answer Asked by Glen on August 10, 2015
Q: Could you please comment on Terra Firma and echelon financial's latest earnings announcements. I'm looking at adding to both. Especially Tii.
Read Answer Asked by Scott on August 10, 2015
Q: I am aware of all the warts on this one but don't you think we are in oversold territory now?
Read Answer Asked by Carl on August 10, 2015
Q: Hi Guys
Last week you answered my question regarding investing $40,000.00 outside my RRSP.Thank you.
Next and last question, is now the time to invest or should I wait and if waiting,where should the TSX be when I invest.
Thnaks
Michael
Read Answer Asked by Michael on August 10, 2015
Q: Which stocks 5i covers and have been bitten down? and do you still recommend dhx.b?two questions.
Read Answer Asked by Nizar on August 10, 2015
Q: I am trying to look up the ETF iau.us in your research section and nothing is coming up? Is it because only individual stocks are covered?
Read Answer Asked by Neil on August 09, 2015
Q: Hi Peter,

I see a lot of bio/medical service stocks are being taken to the woodshed today for reasons unknown. I plan on selling a bit of AYA and building my holding in GUD to a full position (5.1% of my total portfolio) and then not touching it for at least 3 years. What do you think?

Thanks

Peter
Read Answer Asked by Peter on August 07, 2015
Q: Hello,

From the growth portfolio, these stocks are down and i'm considering taking a position. Would you suggest getting now a full position or start with only half.
Are there any other from this portfolio that you would start a position now?

Thanks
M
Read Answer Asked by Marios on August 07, 2015
Q: What do you think of the recent developments at Knight Therapeutics Inc? Their New Drug Submission has been accepted for review by Health Canada and they have entered into an exclusive distribution agreement with Ember Therapeutics.GUD seems to have dropped 7% in the last couple days on the news. It seems to me the news was positive but is there something I'm missing? Thank-you for your service.
Read Answer Asked by Bryan on August 07, 2015
Q: CSU has fallen dramatically in the last week and I can only attest to 'one' proven fact -- the Frank Effect. My brother purchased this stock this week, and true to form, every time he purchases a stock, it plummets. If you feel it would be of use to your members, I would be pleased to share with everyone when Frank wishes to buy shares in a company -- in that way, we could all avoid some serious losses in our chosen companies. I am concerned enough about this stock market phenomenon, that I make a point of having a portfolio diverse enough from his. Share if you think it's important. : )
Read Answer Asked by Sylvia on August 07, 2015
Q: Hello Peter,
Any idea why Constellation Software is going down quite a bit and do you see any concerns? Thanks
Read Answer Asked by umedali on August 07, 2015
Q: What market data sources do you use for company financials and general company information such as market capitalization? There seems to be a big discrepancy between providers. For example, Morningstar shows the market cap for TOG as approximately $800MM CAD where as Yahoo Finance shows $1.1B CAD. This can have a material impact when computing metrics such as price/book value.
Read Answer Asked by Nawaz on August 07, 2015
Q: Good Morning 5i

Looking for any comments on this O&G for a 3 year hold. Recommended on BNN yesterday. I'm concerning the Iranian oil arrival may cause a decrease in prices in next few weeks. Is it your view that a headwind will result and I should wait another month or two before jumping in on this one?

Any other recommendation for 3 yr. hold instead of ZEO?

Thank you!
Read Answer Asked by Randy on August 07, 2015