Investment Q&A

Q: I wished I'd asked this a couple weeks ago when I first came across this. NFI profile on 5i and TMX Money shows EPS last 12 months as $4.00. The company numbers are $2.75, y/e 2017=$3.06 and y/e 2016 $2.10. Can you shed any light on this discrepancy?
Expected EPS today I have $0.85. What do you have?

Q: What will be the impact on FSV of yesterday's announcement to end the dual voting structure through FSV acquiring Mr. Hennick's interest in the company by paying about $422 million in cash and shares? I can't determine the earnings lift if any and am interested in dilution effect. Thank you.

Q: I am down 30 percent at this point. I believe in the company and product. In your answer to Wes this morning you cited competition as a threat. Who is the potential competition in North America,and what are your thoughts on adding to a position at this time (regardless of weighting)
Thanks
Phil

Q: Thanks for the fast response on NFI , my question was for a sell or hold+recommendation for 3 years.
If I read between the lines I take it as a sell.
Thanks

Q: What triggers today's rather substantial drop in NFI out of the blue?

In late February my CIBC daily TA report warned that NFI could drop down to the $26.75 to $28.25 level in about a month or so. Do you have any other TA reports to support that may be this is where this name is heading? Thanks.

Q: With the quarterly misses from PBH, are you still excited about this company and recommending it or should I sell and use the funds in another recommended name in a similar space?

Q: Morning guys:
Is it time to buy back into this stock.?
Thx
Mark

Q: Hi, been looking at nfi for a while ,I did buy it originally for a steady dividend stock with a little growth?? Did not work out the way I thought ,not sure why?
Question is to sell, or to buy more within a 6% holding because it is down so low.
I’am at a point of selling all or topping off, which way would you go for the next 3 years.
Thanks

Q: Hi 5i team,
Some time ago, I bought CSU shares (thanks to 5i) on the Canadian exchange. I transferred them not so long ago to my usd account in order to receive their usd dividend in usd. To my surprise, I still receive it in $cad. My understanding is that I am getting slammed twice by the bid-ask conversion exchange rate.
I contacted my broker who answered: that it was either a CSU ou compensation chamber’s decision to pay the dividend in $cad to CSU’s shareholders, and that they were converting the amount in usd because the shares were in my usd account. I then contacted CSU: who promptly responded (thank you) that they were paying their dividend in usd out of their usd, and also that they had nothing to do with the american listing (pink sheets)(Is that the problem?). I understand that there are many/several large TSX listed companies paying usd dividend (algonquin, brookfield among others). So my case or CSU’s case is probably not unique. My question is: what should I do in order to receive CSU’s dividend in usd? I would appreciate to get an answer specific to my situation, not a generic answer. I understand that getting to the bottom of this might take time/effort. There is no hurry, my timeline is: several days before the next dividend payment in April in order to have the shares in the right account for the next regular and special dividends.
Thank you for your collaboration,
Eric

Q: I noticed a drop in price last week of 0vrer 10% is this just profit taking or is there a p;roblem

Q: Can you please provide the consensus estimate for Stella Jones when they report on Friday. In addition, given analyst expectations and the company’s past history of beats and misses, can I ask if 5i’s intuition is leaning one way or the other with respect to their Q4 numbers?

Q: does 5i have the estimates for the release on thurs?? Thx

Q: January 8 Parkland completedthe purchase of 75% of the shares of Sol Investments Limited, the largest independent marketer and supplier of petroleum products in the Caribbean. The CEO calls this: "...an opportunity to expand to a new geography and market through a strong business platform like Sol is an exciting time for Parkland. The assets and infrastructure we have acquired are proven, well known, and will enable Parkland to extend its supply advantage into a new region..." . Do you feel this is true, or is it reckless expanding into this region which, since I can remember, is a graveyard of investment capital.

Q: CLIQ reports on 3/14 & missed all the time What are the estimated Rev & Eps(may include some months of weed sales) & your opinion.$10.67 p/p so now reduced to 0.50%.Please advise if I can add some & how much? Txs for u usual great views & services

Q: Hi, I see that Knight is at a two year low. I like the company for it’s conservative ways, comfort if recession hits, and large cash position. (Has it ever given a one time special dividend while waiting?). I will be buying more in the near future.
Is now a good time to buy or would you wait and if it hits the low RSI ,as momentum is weak? I have a 4% position
Thanks,

Q: Hi, I have a couple of hundred dollars to invest and have a small position in CLIQ but at a cost of $10. I can't get much with the cash I have so would you consider adding to the position at this point, it would lower my cost for a recovery later. Thanks, Nick

Q: I currently have TOY at 1.6% weight. It was higher but with the recent decline in price this had made my weight lower. Would you be comfortable buying this stock for the long term for at least 3 years or wait to see how the next 2 quarters are? I am thinking of buying to increase it to 2.6% weight.
Thanks

Q: My Technicals tell me this is in a very bullish pattern. BUT my senses tell me when looking at the charts it is overbought, is hitting 5 year highs and has certainly broken the 5 year pattern channel between 18 and 21.

Bit confused if this chart looks like a buy to you at this point?

Thanks

Sheldon

Q: Hi, could you please comment on RPI.un earnings and guidance, please. Thanks

Q: Any reason for sell off today?