Q: Dear 5i,
I reviewed the Intrinsyc technology website to gain a better understanding of their products. ITC has a lot of innovative products/ideas with many future applications. I don't have a lot of knowedge in this area. What is there competitive advantage? Who are their main competitors? I assume there are many major tech companies developing similar products. ITC has a tiny market cap creating more risk/growth. What makes them a better company?
Thank you,
Kerri
Q: I have a position in Canam Group, the value of which has dropped significantly over the past few months. With today's ~16% drop following earnings, the stock has hit a new low. Given where it is now, should I hold or abandon ship?
Q: It looks, to my untrained eye, that the earnings of TFII got out to certain individuals/brokers at 3:45 ET. Do you think that TFII is worth holding, please?
Q: I know this is a bit of a crytal ball question. But do you expect the Bayer deal to go through? Any idea how long it would take?
I have held this for a couple of years and am wondering if the funds could be put to better use with a company like NVDA, ULTA or FB .... even though they are all in different industries?
Q: Hi, I own the Sentry NCE 1032 fund in my rrif for many years ,what is your opinion about this fund ? ,Im thinking about switching to another one maybe in the Mawerfamily.or do you have some other suggestion?
thanks for your advice.
Q: The fundamentals I get from CIBC on the company look awful: FPE 26x, ROE is terrible, debt is high at 1.5x Equity or so, P.R. is 4 digits - how can they sustain the very nice dividend and grow it over time? They must have a heck of a lot of non-cash write offs like depreciation, maybe goodwill etc.. Comments please. I'd like a company like this for diversification; but, this one looks like it is way ahead of itself based on positive sentiment NOT fundamentals.
Q: Prometic: you are probably up to speed on this one by now but do not see anything on the Q&A section. But California Capital Equity picked up 44M shares ... warrants at 0.47 cents. Dumb questions looking at the drop in price today (-7%). I am assuming this is not looked upon favourably?
Q: Regarding PLI's drop, if there is no apparent reason, does it indicate that the stock is being manipulated in some way? Does a halt like this with no apparent reason for the drop concern 5i as it is one of your "holdings"?
Q: I am helping my sister with her work RRSP in which she has to choose which funds to invest in and just want to know if you were to increase a fund from 2.5% to 5% (Real Estate) and sell some units in another fund that is 24% (Income Growth)of her total holding would you sell 2.5% all at once or best to sell over a period of time? She has 10 years before retiring.
Q: Peter; If the Liberals raise the capital gains tax rate to 75 % what would you expect the market reaction to be and would it weaken the CAD? Thanks. Rod
Q: Hi Peter & Co.,
Fabrice Taylor made an interesting comment on ALA on today's Market Call show. He said his analysis of ALA's cash flow statement suggests that the dividend is being funded through borrowing and equity raises, and not cash flow from operations. This is the first time I've heard a comment like this about ALA's dividend and its implications for the sustainability of the dividend. What's your take on this?
Many thanks,
Brian