Investment Q&A

Q: Hi, Thank you for your timely commentary on the company (and the secondary offering). We bought an initial position (1.75%) today at $49.39 and $50.22. Is it fine to Top up to 3%, right now? Looks like, you like the company. Could you please be kind enough to provide some more details as to its growth trajectory, revenue model (recurring/licensing etc), competition, debt, acquisitions approach and target market etc.. Which are the closet comparable companies in Canada and US? What is insiders/institutions ownership? What will be a possible 5i rating and will you own it in the Growth portfolio today, if had cash? Too many questions, so please deduct credits as you wish. Thanks

Q: Hi, based on the results, would you prefer to wait another quarter or two, before pulling the trigger to liquidate the position and free up the capital. Results seem to be a little bit reassuring and CEO sounded more optimistic about Coveris integration, this time around. Thanks

Q: I am devoid of any coms, utilities and real estate. I have the cash to add a full positon. Is this a good time to add to any of these sectors. What of your recommended portfolio holding would be a good add. Mainly a balanced follower but open all portfolios.

Q: Hi guys

Most ETFs I kind of understand what they are using to mimic an index, and to create the holding. With this ETF trading off the VIX wondering how they do this? What do you think of this as a short term holding. It just seems the VIX should have much more noise, given Trump, uncertainy, and trade issues, yet you wouldnt know it. Your thoughts?

Thanks
Stuart

Q: comments on the quarter please?

Q: Hello,
With the proposed acquisition of Cypress Semi, do you recommend selling at current market price and moving on, or holding on for a competitive bid.
If moving on, can you recommend a few small cap replacements in the same industry in the US.
Thanks,

Q: I have been building a position in this company given the depressed stock price. The catalyst I see is Doug Ford killing the Beer Store contract and opening up wine and liquor sales. I think at 15 cents/share, this is solid value. Thoughts?

Q: Can you provide comments on Transcontinental results?

Q: Hello! What are your thoughts on the valuation of Namaste given last earnings report?

Q: Comments on recent earnings? Is there a future here? I think I am in year 7 of a 5-year hold!

Appreciate your insight.

Paul F.

Q: FDX,NVDA,MG-T,MX-T,WFT-T,QCOM
I find very hard to take big loss on this stocks,do you think any of this need to be sold?

Q: Hi 0 What us your opinion of MX got the next 2 to 3 years?
Thanks

Q: Good morning,
Could you please comment on the most recent earnings- as a hold its steady, unheeded decline is concerning ( and becoming costly). What's your advice ?
Thank you.

Q: With interest rates stable or downward sloping why would a preferred share fund be decreasing in stock value? This should normally increase the value of the preferred shares in the fund, would it not?

Q: I enjoyed your report on lightspeed. I’m currently a square shareholder and was curious what advantages you feel lightspeed has that square doesn’t.

Thanks!

Q: Cervus has been hit with lower price lately.In May it seemed to have decent results.Do you have any information leading to downward price trend.

Q: Looking to add to the energy sector would like your opinion on vet and key and which would be looking to be the best in today's market other holding's include enb,ata,ad.fru I'm underweight energy.

Q: Sorry, but another follow up on Great Canadian. If the earnings outlook for the next 2 years is essentially flat, what's the incentive to continue holding the stock in the short-term (say 1-2 years)? Is it the hope that continued share buybacks from good cash flow generation will increase earnings per share beyond what's currently in the analyst estimates? Is it the hope that they can improve operations, expand or acquire new businesses and improve earnings per share beyond what is currently estimated? Are there other things that still have you excited about the stock? Is it worthy of a 5% position in a 20-stock portfolio?

Q: Hi 5iR, I have been out of investing in energy stocks for a while, however with oil back down in the low $50.00 range I'm reviewing a few names. TOG and SGY appear to be very attractively priced and pay an excellent dividend. I can't seem to find any negative analyst reporting on either one?? Maybe that's telling me something?? In addition, TD has just raised its' target price on both of them and TOG has increased it's dividend. TD's Target Price on TOG is $8.50, which would mean better than 100% upside at todays price of $4.00
The story with VET is a little cloudy......they do have a lot of debt, but the management team is excellent and the European exposure means more cash for their product.
My questions are: is the oil sector a place to start allocating some funds now and how do the above names stack up as investment choices?
Thanks Team. Cheers, Chris

Q: Good Morning,

Just wondering why 5i is so confident about AYX and would you suggest it's a reasonable time to buy?
I'm thinking abut adding more to my position, but all of the stock information I have access to through TD WebBroker suggests that it is highly over-valued with lots of insider selling. Thompson Reuters gives it an overall score of 2, but momentum is rated 10.

Thanks,

Brad