Investment Q&A

Q: Hello 5i, I am up over 70% on this company. So I am wondering if it is time to consider selling or should I accumulate more. It's still under 5% of my portfolio. Do you see any reason to sell? What is your assessment of the company. They seem to be doing all the right things for some growth. Do you see anything in the near term that could cause some downward pressure? Thanks for your service..

Q: MAXR has been beaten up recently and justifiably so due to its expanding debt and poor earnings forecast. Lately they have been issuing a few press releases detailing new contracts, some from repeat customers. The contracts don't seem large enough to have a material impact on the company but they are good news none-the-less. The stock appeared to bounce on Friday up 3%. I am thinking of averaging down to my very long held position. The weighting would increase from 1.7% to 2% so I wouldn't be risking too much. Any comments or concerns?
Thanks,
Jim

Q: Fiera is paying the quarterly dividend on May 2nd. If they were on schedule, this would have been paid on March 15th. Just wondering if the gap in time is included in the May 2nd payment?

Q: I am low on industrials. Have RME 2.2, SIS 5.3, and WTE 2.8. What would you add to complement these three? I noticed the ticker for CERV is CVL on your coverage summary. Thanks!

Q: Hi, I have had this company for quite awhile and bought at 12.60 .
Is it a sell, or is it near the bottom,and hold on? I have only kept it this long because of the dividend. Or should i wait for Nafta to be settled?
If i sell what would you replace it with that pays 3+% dividend, in the same sector. I like to be payed while i wait with a little growth. Is New Flyer an option?
Thanks, Brad

Q: KXS had a media day yesterday, do you know if they did an update on the contract with Toyota? To me that is likely a "company maker" deal. I have been after them for an update (since the deal was announced two months ago) but their IR department seems to think that is some sort of "state secret" and just read off a scripted non answer that said absolutely nothing when I contacted them.

Do you by any chance have more information to share on the Toyota deal? Thanks.

Q: I assume that the recent weakness in TSGI is primarily due to the increased volatility in the US markets. But today they released a good NR as they prepare to launch into the second most populace nation on earth. Time to add to the position?

Thanks as always.

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Sugal & Damani Group and The Stars Group Inc. today announced that PokerStars.IN will be available to customers across a majority of Indian states beginning on April 17.

Sachiko Gaming Pvt Ltd, a Sugal & Damani Group company that focuses on games of skill, will operate PokerStars.IN with The Stars Group licensing its brand and providing certain support services.

PokerStars.IN will be available on desktop and mobile to a majority of the age-qualified, adult Indian population and will offer online poker to players in Indian Rupees in a number of skill game formats, including No-Limit Hold'em and Omaha variants. PokerStars.IN will also host localized versions of branded series and events, such as the Sunday Million and World Championship of Online Poker (WCOOP).

"The popularity of poker in India is growing and we are excited to build the market with the support of the global leader in online poker," said Kamlesh Vijay, Chief Executive Officer of Sugal & Damani Group.

"Pokerstars has helped to make poker one of the most popular skill-based games in the world and we look forward to Sachiko Gaming introducing the brand into the Indian market," said Rafi Ashkenazi, Chief Executive Officer of The Stars Group.

PokerStars.IN will offer industry-leading responsible gaming, player protection and fraud detection mechanisms to help ensure the integrity of games and the safety of players. In line with local regulations, players residing in Indian states which do not permit participation in real money skill games will be prevented from playing.

Q: KXS was down about 5% over the last two
days. Does this have anything to do with their investor day yesterday? Thanks
Ed

Q: What is up with this stock? A record Q with a divvy raise rewarded with a new 52 week low. There must be a further reason than BEPort kind of woes? i.e. rising rates. Is it a buy?

Q: Your thoughts on TPK would appreciated, thank you.

Q: would like your comment on recent debenture financing on
extendicare.
thnak you.

Q: Kinaxis had an Investor day on Tuesday March 27.
Does the drop of 2.56% have anything to do with any comments made by management during this session?
Thanks for your info.
Albert

Q: Any comments on Badger earnings? Numbers look good, big dividend increase, shares buy-back and the US tax changes are helping earnings already.
Do you think all this can rattle the shorts?

Q: I have a question about AVO.
I have owned AVO for a few years. As you are aware the company will be taken over by Motorola for $27/share.
It is trading at about $26.96 these days and I would like to know if I should wait for the the take over or sell it now. I don't need the money immediately so waiting is not a problem. Additionally, I don't know if I will receive an equivalent number of Motorola shares or will I be "cashed out" of my AVO shares. What normally happens in these situations?

Q: Any concerns about BYD being down, on much higher than average volume, on a day almost everything else was up? Any news that drove the volume and/or price?

Q: Could you comment on recent decline in Badger and what the cause may have been.
Thank you

Q: What are your current thoughts on AutoCanada following its recent purchase of Grossinger Auto Group, a dealership group in the States? Thank you.

Q: What are your thoughts on CEO Don Walker and COO Tommy Skudutis disposing of a fairly large block of shares this week? Cause for concern?

Q: Would you be comfortable with a 3% position at this time (new position) or should I wait until it settles a bit ? Also, can you please comment on the payout ratio, sustainability of the dividend and the quality of the management team. Will the current share price make it be harder for them to make new profitable acquisitions ? Thank you.

Q: Good morning 5i
While skimming local media this morning the article in globe business caught my attention; Acasta.

Taking the article at face value highlights the benefit of not being rushed to put capital to use. Mistakes can be costly; overpaying and large debt levels.

I don't like seeing Gud underwater but I know it is not permanently impaired nor priced for destruction.

Pg b17. Globe business. Mar. 24

Thanks for the service.
Dave