Investment Q&A

• TDG Gold Corp. (TDG)
  • View TDG Profile
  • View Questions on TDG

Q: With respect to the takeover of TDG (http://thechronicleherald.ca/business/1590361-ensign-energy-services-makes-takeover-offer-for-trinidad-drilling), i have an average cost of $1.75. Once this comes in at $1.68, are my only option to sell it and incur a loss basically?

Thank you!

Upvote 0

Read Answer Asked by Anil on August 13, 2018

• Ensign Energy Services Inc. (ESI)
  • View ESI Profile
  • View Questions on ESI
• TDG Gold Corp. (TDG)
  • View TDG Profile
  • View Questions on TDG

Q: Is that a fair deal.Last week analyst mentioned they had good quarter and stock by year end could $2.00 Offer $1.68 roughly.what does 5i think wait & see

Upvote 0

Read Answer Asked by Guy on August 13, 2018

• Crius Energy Trust (KWH.UN)
  • View KWH.UN Profile
  • View Questions on KWH.UN

Q: Good Morning, comments on Q2 results just released please.
Any concerns from your point of view? Still worth keeping in the portfolio for higher risk income?
Thanks!

Upvote 0

Read Answer Asked by Hussein on August 13, 2018

• Crius Energy Trust (KWH.UN)
  • View KWH.UN Profile
  • View Questions on KWH.UN

Q: would you add to kwh.un based on their earnings announced this morning. dave

Upvote 0

Read Answer Asked by david on August 13, 2018

• Premium Brands Holdings Corporation (PBH)
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH

Q: Please comment on earnings, thanks,

Upvote 0

Read Answer Asked by Chris on August 13, 2018

• Badger Infrastructure Solutions Ltd. (BDGI)
  • View BDGI Profile
  • View Questions on BDGI
  • View Reports on BDGI

Q: Please comment on Q2.

Upvote 0

Read Answer Asked by sandy on August 13, 2018

• Bridgemarq Real Estate Services Inc. Restricted Voting Shares (BRE)
  • View BRE Profile
  • View Questions on BRE

Q: Could I have your analysis on the recent quarterly results. Is the big drop in price warranted. I stil own shares and am above purchase price but just barely. Should I sell? Is the dividend safe?

Upvote 0

Read Answer Asked by Ric on August 13, 2018

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
  • View CCL.B Profile
  • View Questions on CCL.B
  • View Reports on CCL.B

Q: Are there any concerns about the recent results for this Company? Would it be wise to start a position at this time or wait and see?
Thank you.

Upvote 0

Read Answer Asked by Jim on August 13, 2018

• Enghouse Systems Limited (ENGH)
  • View ENGH Profile
  • View Questions on ENGH
  • View Reports on ENGH
• Kinaxis Inc. (KXS)
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS

Q: I am light on technology and was looking at Kinaxis and Enghouse. With a long term horizon, would you have a preference?
Thank you.

Upvote 0

Read Answer Asked by Jim on August 13, 2018

• AutoCanada Inc. (ACQ)
  • View ACQ Profile
  • View Questions on ACQ
  • View Reports on ACQ

Q: ACQ is the biggest laggard in my portfolio. I own a small position and I'm down just over 40%. I'm thinking about selling. Do you support me cutting my losses or is there a compelling reason to stick it out?
Thanks for your great advice as usual.

Upvote 0

Read Answer Asked by Grant on August 13, 2018

• ZCL Composites Inc. (ZCL)
  • View ZCL Profile
  • View Questions on ZCL

Q: Hi Team,
ZCL drop as much as 15% today, can you comment on why and is worth holding on or even add some more ?
Thanks as always,
Tak

Upvote 0

Read Answer Asked by Tak on August 13, 2018

• Westshore Terminals Investment Corporation (WTE)
  • View WTE Profile
  • View Questions on WTE

Q: Hi, couldn't find the quarterly report. Stock is up, were the results better than expected? Thanks.

Upvote 0

Read Answer Asked by John on August 13, 2018

• AutoCanada Inc. (ACQ)
  • View ACQ Profile
  • View Questions on ACQ
  • View Reports on ACQ

Q: I see the rolling banner on BNN/Bloomberg is reporting that the CEO & CFO have resigned in a Management overhaul. Do you think this increases the odds of a sale of the company?
Will it help stop the bleeding?
Thanks,
Scot

Upvote 0

Read Answer Asked by Scot on August 13, 2018

• Balanced Equity Portfolio (BEPORT)
  • View BEPORT Profile
  • View Questions on BEPORT
  • View Reports on BEPORT

Q: Hello 5i Team,

Which companies from BE Portfolio would you not invest new money today because of valuations or any other concerns you may have and what is the timeline to invest in them in near future.

Thanks
Ninad

Upvote 0

Read Answer Asked by Ninad on August 13, 2018

• Premium Brands Holdings Corporation (PBH)
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH

Q: Hi 5i,
PBH has been weak as of late. Any concerns?
Thanks!

Upvote 0

Read Answer Asked by Al on August 13, 2018

• Magna International Inc. (MG)
  • View MG Profile
  • View Questions on MG
  • View Reports on MG

Q: This morning I asked a question regarding MG where I stated that I had a 1/4 position. I believe your interpretation was that MG comprises 25% of my portfolio, whereas I meant that I have 1/4 of a "full" position. I consider a full position to be 5% of my portfolio. So MG comprises only 1.25% of my total portfolio. So I am interested in your opinion on selling all my MG shares now and employing the funds to good use elsewhere.
Also, I want to compliment you on your very quick response to my question.

Upvote 0

Read Answer Asked by Dennis on August 13, 2018

• Alphabet Inc. (GOOG)
  • View GOOG Profile
  • View Questions on GOOG
• NVIDIA Corporation (NVDA)
  • View NVDA Profile
  • View Questions on NVDA
• Box Inc. Class A (BOX)
  • View BOX Profile
  • View Questions on BOX
• Just Eat Takeaway.com N.V. (GRUB)
  • View GRUB Profile
  • View Questions on GRUB

Q: Could I please have your top 4 or 5 USA picks to add to a well balanced portfolio with a focus on growth?

Thanks for the great advice, Lyle

Upvote 0

Read Answer Asked by Lyle on August 13, 2018

• Algonquin Power & Utilities Corp. (AQN)
  • View AQN Profile
  • View Questions on AQN
• Valener Inc. (VNR)
  • View VNR Profile
  • View Questions on VNR

Q: Hello, if you had to choose just one company between AQN and VNR today, which one would you recommend and why? Thanks, Gervais

Upvote 0

Read Answer Asked by Gervais on August 13, 2018

• Freshii Inc. Class A Subordinate Voting Shares (FRII)
  • View FRII Profile
  • View Questions on FRII

Q: What is your take on the quarter, not exciting.... does it warrant the price drop this morning?

Upvote 0

Read Answer Asked by fwb181 on August 13, 2018

• Premium Brands Holdings Corporation (PBH)
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH

Q: pbh reporting soon, and has had weak earnings last 3 quarters, do you think it would be better to wait for earnings to come out to buy, or buy on this pre earnings dip?

Upvote 0

Read Answer Asked by matty on August 13, 2018