Investment Q&A

Q: Hi 5i - whats your take on BPF.UN at the current price? I have a 1.5% position and was thinking of adding. Thanks, Neil

Q: Hi 5i research team,
What could be the impacts of this news « Canadian banks at risk of losing access to key European currency exchange platform »  in monday’s Globe and Mail on CXI? Could you also comment on their recent acquisition from Laurentian bank? Is it good diversification of operations or are they speading their activities (because growth is lacking?)? Thank you for your collaboration, Eric

Q: Hi Peter & Ryan,
Is H&R REIT a buy here? The unit price erodes as the Trust restructures or whatever it is doing. I like the move into US residential, which is why I own it.
I have read elsewhere that the NBV is $25. Do you concur & is it a buy here?
I own a bit (at 20.25) for the income and was thinking of adding. Finally, do you think there is takeover potential here, as I am thinking? Thanks, I appreciate your opinion.
Terry
ps - thanks for your answers to PXT, which I waded into today.

Q: Hi, could you please provide estimates for Constellation Software earnings expected later this week. There will be no conference calls now on. What are your expectations, based on news flow, since last results ? Thanks

Q: I mentioned stock valuation for CSU in my previous question. As part of your answer you mentioned that the stock was 30X. I assumed you were talking about the PE ratio but when I checked it was in the 60s. I am new to this and would like to know how you make the stock valuations.

Q: Hi, Ive owned PBH for several years now. Its down almost 10% from its highs and keeps getting lower. Buy, sell or hold?

Q: Hi, How does Alcanna look at this stock price ? Would you wait for a couple of quarters for results, once legalization takes place or buy a position before October ?

Q: Hello
Can you see how much stock or debt ClearWater Captital Management own of ACQ?

An online search suggest they were involved Canexsus selling itself. In this case did Clearwater create shareholder value?

Can you guess a possible scenario here?

Thank you
Stephane

Q: Good Morning,

Please comment on this morning announcement on second quarter 2018, deliveries and Backlog?

Thanks
Paul

Q: What is your opinion on Morguard as a REIT play? Thinking of buying income property, but someone suggested this stock instead.

Q: Regarding your comment on GUD this morning, I think Canaccord raised their price estimate from $7.90 to $10.75 which could account for the price bump.

Q: Please assess suitability of FCR for income and appreciations... and could you enlighten us fo the reason the big drop in the last 2 days ( no earnings reports, nothing I can find)
Thanks

Q: GUD is up almost 10% in the past week or so. I see no news, I think its a head fake.

I've been out of the stock since $9.5 and have a limit order to buy at $7.50. What do you think?


Sheldon

Q: Your comments, negative & positive, on the take over of 29M shares of TSIG by CVC Fund V would be appreciated. With shares of TSIG now down $1.11 the market does not seem to like this deal.
Thanks
Dave

Q: What are your top five materials sector picks at this time? Canadian and/or American listed. Thank you.

Q: Comments on earnings please. In your opinion, is there a lot of upside here? Any risks? Thanks.

Q: SJ stock continues to go sideways despite what appears to be positive news. CN has been announcing a series of planned capital improvements over the past month or two. Yesterday, they outlined plans for Ontario, including the installation of 380,000 new railway ties. New housing starts are up and I believe SJ has operations in both the US and Canada so tariff fears shouldn't be that strong.

I am wondering why this and other such announcements would not be reflected in the share price of SJ as it is a major supplier of ties (I am assuming that 380k is a lot of ties, maybe it isn't). When CN released the last results they mentioned increased spending and the new CEO seems to have ramped things up as well, so it this old news and already reflected in SJs price?

Appreciate your insight.

Paul F.

Q: Hi Ryan.I am up $18000. on 3100 shares of SIS..With the way it looks should I sell 1-2 of these shares or should i just hang in there. If I should sell some where would you put the$$. Thanks in advance.. Cliff

Q: Hi there, I noticed SIS has been halted. What are your thoughts regarding the acquisition of Garaventa Lift?

Thanks!

Q: As of yesterday A & W serves Beyond Burger at all its locations, a veggie burger which has received rave reviews in the US. I think this may materially benefit revenue and profitability. People were lining up outside a location in Vaughan, Ontario to try it.