Investment Q&A

Q: What are your thoughts on Tweed (TWD) and the medical marihuana sector? Are there any other more stable companies that will benefit from the new rules governing the production of marihuana for medical purposes? Judging from TWD first day of trading it seems to have captured a great deal of interest? Would you recommend a buy at these levels?

Thanks,

DON

Q: My question is about cash flow.
1) When you look at cash flow (in lieu of net income) to see how the company is performing, are you specifically looking at "Operating cash flow"? If not, then? Additionally, when we read other analysts in various publications talk about cash flow, do they usually use the same definition as yourself?
2) When a company does capital investments (even if paid in cash), I believe this is not part of "Operating Cash flow"?
3) If my assumptions are correct above, then I have to believe that a company that is constantly investing in new capital initiatives, is therefore very capital intensive and would have to eventually demonstrate that this is not going to go on forever, otherwise I would believe that this cash flow metric may not be ideal?

Thanks again.

Q: Hi,

Can i get your thoughts on CEB (Ceiba Energy Services)?

I've been told management and board are top notch and the Company is poised to grow given the people involved.

Your thoughts?

Q: What do you think of the latest acquisition by DHX Media? Does
it fit with their growth plan? The market seemed to appreciate it! thanks for the great service.

Q: Mr. Hodson, anything new on Wilan (WIN)? Very frustating stock, on which I lost 42% ? Surprisingly, First Call Earnings Valuation Report has 1 hold, 0 buy and 6 strong buy. Thomson Reuters provides a consensus recommendation of 1.57 (which is a strong rating). I believe you advised a hold on the stock. Any future there ?

Q: My largest position in my portfolio is IPL,I saw you recently removed from your model portfolio.What would you suggest,I replace or reduce IPL with? I love the dividend and growth it has shown over the last couple of years.

Q: Is this site considered advice in the eyes of the CRA? Is it deductable against capital gains? Thanks in advance. Tax payer.

Q: Hi 5i! EQI or Equity Financial Holdings Inc. is off about 7% today so far...any comment(s) would be greatly appreciated. Many thanks...Dave

Q: Hi my question is regarding ird international road dynamics. Do the forms of dividend income via their 50% interest in china xpct seem normal? Also with the cash they have in hand, and with an increase in rev for a 4th consectutive quarter (q1 2014) should it warrant a stock value above $1 based on the trailing fiscal eps @ a reasonable 10x taking cash into consideration.

Or is there something else keeping the stock around 70 cents that u see.

Q: Could you please offer your opinion on finning International FTT.TO? Thankyou.

Q: Hello All!

Thank you again for the splendid service! My question is related to Patient Home Monitoring. This penny stock recently signed a letter of intent to purchase another company with 14 million in yearly revenue. This purchase is expected to be immediately accretive. Sill, the stock price continues to be weak. Can you please comment on this companies financials and it's prospects over the next two years.

Is this a good company to take a substantial position in? Are there any other micro caps in the healthcare industry that you feel would be a better risk?

Thanks again!

DON

Q: SYD appears to be writing new contracts and renewing existing ones with its oil/gas pipeline integrity survey technology. Is SYDs technology competitive with or complimentary to that of PUR, and what do you think of SYD?

Q: ZIXI Zix Corp. Could you give me your assessment of this NASDAQ company?

TIA

Q: Is STP.TO back on the right track now,with the latest financing?
Thx.Good day.

Q: Is there a place to see the price of the sells in the growth portfolio?
What would be 3 choices to put cash if one felt interest rates wee going up - safest to less safe (ETFs)?
Thank you.

Q: Do you have an opinion on vodafone VOD ?

Q: Hi Peter and Ryan,
Thanks for your great service. I have am looking to add 3 stocks to my portfolio. I currently own G,CCO,DSG,SJ,BAC,SGY,CAT,SLB. What would you recommend?
Thank You
Luke

Q: Hello 5i Team,
In my portfolio I am holding GOOG (6 shares); APPL (30 shares); and HD (295 shares). I also hold 4200 shares of ZSP and 3000 shares of XSP. Apple is the largest holding at 2.82%, Google 1.86% and Home Depot .66% of assets in both ETFs. I am thinking that I should sell my individual shares and buy more names from your new model. portfolio. Your advice would be greatly appreciated.
Thanks so much for your wonderful service.

Q: what is your opinion of VCM (Vecima Networks) as a small cap growth stock?

Thanks,
Glen

Q: I currently have half positions in Algonquin AQN and Innergex INE. I see you rate Capital CPX high. Would you suggest selling one or both and replacing them with CPX? I would incur a small capital gain which I have losses to offset. I am not concerned about diversification as I have a full position in ALA, with half positions in IPL, PPL, ENB.