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Investment Q&A

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

Q: How do you see this company performing ovrr the next yr and would you be comfortable to continue to hold. I purchased approx $38 in an attempt to diversify and be active with the potential pipeline builds in North America.
Read Answer Asked by Frank J on July 16, 2015
Q: Hi Peter, So I have just invested 10% of my portfolio to this fund. I am in this for long term hold(8 to 10 years). My reasoning behind Mr. Watsa's skills and India as a great growth story for long term. Also I am thinking of buying FFH as FFH earn performance fees from FIN. Can you please give me your valued opinion on FIN and FFH for a 10 years hold? I am in search for a 10-12% CAGR growth here(I already have your growth portfolio).

Also I know you guys don't recommend US small cap stocks, in that case can you please recommend a similar portfolio manager(with same mindset as you and whom you admire) in US with a similar service like 5iresearch? I tried Motley's Fool growth portfolio but don't think anyone there has same caliber experience or educational background like you.

Many thanks again and great service!!
Read Answer Asked by Sridip on July 16, 2015
Q: Good Afternoon

Any reason for the recent weakness in Input? You mentioned the quarter looked strong but the share price has dropped from $3. Any change in your previous views going forward?
Thank You
Read Answer Asked by Marty on July 16, 2015
Q: Good Morning 5i team: I'm wondering if you can offer any info regarding the merits (or demerits) of holding US limited partnerships in a non-registered Cdn. account. Specifically, I am interested in BIP that trades on the NYSE. I'm wondering if these are disadvantaged in some way for Cdn. investors because of the tax implications. I know that I can buy BIP.UN (which I understand to be the same company) on the cdn. exchange but have some US cash that I would like to put to work if this isn't a bad idea. As well, your thoughts on this company would also be appreciated. Many thanks.
Read Answer Asked by Donald on July 16, 2015
Q: Amaya seems to be at its range ceiling. I'm thinking of selling for a 17% profit and buying Csu. Thoughts?
Read Answer Asked by Jason on July 16, 2015
Q: Good Morning, Can you please provide your advice regarding Verizon, VZ based on their recent acquisitions and company relative strength in this sector. Do you like this company and recommend it as a LT hold. Thank you. Linda
Read Answer Asked by Linda on July 16, 2015
Q: I understand that Fission investors think that Denison's offer (1.26 DML shares 1 for FCU share) is mingy, but why are both companies' share prices declining? That is, shouldn't Denison be perceived as the smart operator, getting superior assets for cheap? (I'm guessing that Fission's poor price reflects market pessimism as concerns competing offers.)
Read Answer Asked by John on July 16, 2015
Q: Please share your considerations and expectations for this company, thanks.
Read Answer Asked by daniel on July 16, 2015
Q: Hello,

I have a question that pops form time to time and I feel bad for asking it again, but in the last few months I was always on the wrong side of a trade.
From the growth portfolio (GP)(I was not able to get in when it was announced) and by the time I got to it things have gone up. I ended buying WIN and GUD (and down on both as we speak).
As you see it now (both markets and companies) which ones from the GP you would recommend or any other company for that matter.

Thanks
M
Read Answer Asked by Marios on July 16, 2015
Q: What metric would you use to value the company at this early stage? is 3x loan book a fair way to value it(35Mx3=105M)? How does 3x compare to its peers? Thank you.
Read Answer Asked by Michael on July 16, 2015
Q: Since May, Catamaran's stock price has gone up considerably, despite that it has agreed to be acquired (by United Health) at a set USD value. So is its CAD price fluctuation a trivial effect of the USD::CAD exchange rate, or are there still non-currency-arbitrage reasons to invest in CCT?
Read Answer Asked by John on July 15, 2015
Q: Your thoughts re: ARC. Its trading near the 52 week low. Dividend safe? I also own ERF and BNP. Which of these 3 do you like best if I were to consolidate into one name. Thanks
Read Answer Asked by Gary on July 15, 2015
Q: Hi guys, Michael Dalsin just launched (yet again) a new company today on the tsx venture: Inspira which targets small healthcare providers throughout the United States by offering revolving lines of credit (“RLOC”) and loans.

What is your view on it and isn't he getting a bit stretch with all his ventures: PHM, Convalo and now Inspira?

Thanks
Read Answer Asked by Richard on July 15, 2015
Q: Would you please comment on TCM.I was thinking of taking a small speculative position and waiting for a recovery in this sector.
Read Answer Asked by Ron on July 15, 2015
Q: Good morning, Can you please provide an update on this company based on recent activist position, and the companies relative strength in this sector. Would you recommend Extendicare for a Lt hold. Thank you. Linda
Read Answer Asked by Linda on July 15, 2015
Q: The ceo has been talking about a possible complementary acquisition to help fund their growth. What public company do you think could be of interest to them or would they look at a private company? Are cvd and mda and bos in the same space? I own Heroux and was wondering if Airbos of America is in the same space. Thanks.
Read Answer Asked by Helen on July 15, 2015
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