Investment Q&A

• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
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Q: Hello peter and crew,
I am considering adding a "sin" position in my account. From what I can see that generally includes cigarettes, liquor , and gambling. Ideally looking for stability, dividend and a little growth. Any ideas would be appreciated.
Thanks

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Read Answer Asked by Bruce on March 07, 2014

• Inter Pipeline Ltd. (IPL $19.12)
  • $19.12 P/E (TTM): 17.07X Cap: $77.95B
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Q: IPL has had a substanial drop-any particular reason-seemed to have good results.

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Read Answer Asked by terrance on March 07, 2014

Q: Western Pacific Resources WRP:V Is this worth holding?
They now have two newsletter writers on the board, which I find
odd. Also, what do you think of their recent streaming deal
and financing?

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Read Answer Asked by gordon on March 07, 2014

• Concordia Healthcare (CXR)
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Q: your comment on the big drop today on volume for Concordia Healthcare Corp (CXR TSX)and your outlook for the company

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Read Answer Asked by Bob on March 07, 2014

• Flinders Resources (FDR)
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Q: I have been holding FDR-V (Flinders)for some time now and this morning it is up considerably. Any idea what is causing the spike in volume and value? Thanks

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Read Answer Asked by DOUG on March 06, 2014

Q: HI

Would you be a buyer of PLUG now and how would you value such a company?
With its large order from Walmart recently I think the future should be be bright.

Thanks
Hersh

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Read Answer Asked by Hersh on March 06, 2014

• The Boeing Company (BA $222.34)
  • $222.34 Cap: $168.12B
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Q: Re Bell Alliant - is this a good entry point? Tx

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Read Answer Asked by hugh on March 06, 2014

• Western Forest Products Inc. (WEF $13.19)
  • $13.19 Cap: $139M
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Q: could I have your opinion on WEF. Thanks

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Read Answer Asked by layne on March 06, 2014

• Alimentation Couche-Tard Inc. (ATD $70.18)
  • $70.18 P/E (TTM): 18.84X Cap: $66.53B
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Q: Hi Peter and 5iResearch Team,
Can you please provide your analysis of Alim Couche Tard. It is currently trading at $86 and I am wondering if you like this company a lot and if so, is it ok to buy now (full or half position) or better to wait for pullback?
Thank you. Linda

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Read Answer Asked by Linda on March 06, 2014

• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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Q: Since I acquired BYD.UN the share price has tripled and my weighting has become way to high. Is it best to wait for the next financials to come out or just sell some now and be done?
Thank you

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Read Answer Asked by Rose on March 06, 2014

Q: Hello 5i,

I purchased easy home for 18 bucks today. Do you believe that they will gain a greater market share with their main competition, the cash store, closing their stores?

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Read Answer Asked by Greg on March 06, 2014

• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
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Q: Please comment on Tricon Capital's latest quarterly results and
whether they might affect your valuation of TCN.

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Read Answer Asked by Ralph on March 06, 2014

Q: Peter and welcome to Ryan ... the new income portfolio is 90% complete and I , as many members, are excited about this new investment vehicle. My question is this, will the portfolio be best applied to a cash account (tax purposes), an RRSP (protected growth), an LIF or an TFSA. Thanks for all your hard work.

Al

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Read Answer Asked by Alan on March 06, 2014

Q: Peter, is there a possibility to build into your database of questions (Q&A), the ability to do a word search?

I wanted see any comments you've made in the past about shale gas and comments related to marine transport that may carry this gas overseas.

Thank You as always.

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Read Answer Asked by Neil on March 06, 2014

• Constellation Software Inc. (CSU $4,718.31)
  • $4,718.31 P/E (TTM): 98.53X Cap: $99.98B
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Q: Hi there,
Could you please comment on CSU results?
Thank you,
Kerri

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Read Answer Asked by KERRI on March 06, 2014

• Bausch Health Companies Inc. (BHC $7.89)
  • $7.89 Cap: $2.91B
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Q: I understand an analyst has written a research note questioning Valeant's (VRX) acquisition strategy. In addition, some potential new US tax changes could impact biotech companies. Apparently these are possible reasons for the share price drop. Can you comment.

Thanks

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Read Answer Asked by frank on March 06, 2014

• Baytex Energy Corp. (BTE $2.90)
  • $2.90 P/E (TTM): 7.25X Cap: $2.22B
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Q: BAYTEX ENERGY CORP SUB RECEIPTS (BTE-R.TO). Would you mind explaining the difference between this security and BTE. I assume the BTE.r has no dividend policy. Thank you

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Read Answer Asked by John on March 06, 2014

Q: Hi,
CLR has been sliding for the last few weeks. Is there any reason to be concerned? Don't know if I should sell or hold on to it.
Thanks

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Read Answer Asked by Rob on March 06, 2014

• Descartes Systems Group Inc. (The) (DSG $144.17)
  • $144.17 P/E (TTM): 63.41X Cap: $12.36B
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Q: I would appreciate your comments with regard to the Decarte (DSG) and RDM (RC) earnings releases issued this morning. Many thanks.

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Read Answer Asked by Peter on March 06, 2014

Q: Just a quick question. Since your model portfolio is up substantially would you recommend that at this time that I follow the portfolio and invest $100,000.00 today using the aforesaid model portfolio. Thanks

Mike Walker

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Read Answer Asked by michael on March 06, 2014