Investment Q&A

Q: Hi 5i

I read analyst comment that CGX (38.76) may have to cut div due to 130% payout ratio. I assume he is using EPS not cash flow for calculation. Please comment

Q: What is the consensus for Q3's revenue, adjusted EBITDA and adjusted net earnings?

Q: I have owned GSY for a few years now and I'm very happy with my returns but how can a company that is showing good growth, has a growing dividend, consistently beats earnings (with several blow out quarters), be trading at around 10x next years earnings. I realize people don't like the industry but it just makes no sense. What am I missing?

Q: Hi Peter, l am looking in to buying gps today. Any thoughts?. Thanks .Alnoor

Q: Good day, CSU has reached about 6.3% of my portfolio. This company performs so well I have a hard time trimming it. Is it best to bring it down to 5%, or is CSU good enough to let run up to 7 or 8 percent in a portfolio.

Thanks.

Q: Is it still time to invest in this company? or is it too late the increase is done...

Q: Please provide your comments about the recent appointment of James Henderson as COO and possible appointment to CEO next spring.

The stock has done well in the past few months but historically it seems that just as things are looking good bad news breaks. As I am typing this question, the stock has dropped by 5% with today’s news. Is this an over reaction?

I have held AVO for the past two years, in my TFSA and it represents only 2.4% of my total portfolio.

Should I continue to hold this stock?

Thank you

Stephen

Q: hello team,
Has the downside move been a little too much on the release of the "Executive Succession Plan"? Is there any other news?

Q: Goeasy is halted this morning. Please let us know when you know what the news implications will be for the stock. Thanks.

Q: With Sears Canada closing down, Toys R Us filing for bankruptcy protection, and now The Bay signalling trouble is it time to sell HR.UN? Does the rest of the company have enough earnings to offset the declines in retail?

Q: You recently commented that 18% of a portfolio in utilities is fairly high, especially in a time of rising interest rates and might reduce across the board here.
Can you recommend your top 3 stock picks with dividends that you feel will benefit the most in this time of rising interest rates? Not including the big banks.

Q: Can you please comment on pay out ratio based on cash flow versus earnings? Specifically, how long can a company continue paying out of cash flow when earning won't cover the distribution before it becomes a problem.

Q: Hi, Sylogist, after a long time made an acquisition, as per following NR,this morning. Any comments !! Should it help stock price recover, in time ? Thanks

Monday, October 23, 2017

"Sylogist’s "Serenic Software" division enters the United States educational market; Acquires K12 Enterprise and Sunpac assets
08:00 EDT Monday, October 23, 2017
CALGARY, Alberta, Oct. 23, 2017 (GLOBE NEWSWIRE) -- Sylogist Ltd. (TSXV:SYZ) (“Sylogist” or the “Company”), a provider of enterprise information management solutions, is pleased to announce that its subsidiary, Serenic Software Inc., has acquired the assets of K12 Enterprise (K12E) and Sunpac Systems (Sunpac), both providers of ERP (Enterprise Resource Planning) solutions to the kindergarten to grade 12 local education authorities marketplace in the United States."

Q: Hi 5i Team

I'm thinking of buying ENB. I can use either my margin or RRSP account and either my CAD or USD account (so 4 choices). Question: If I buy using the USD account (so NYSE) does the US withholding tax apply even though it is a Canadian company? If I've filled out the withholding tax form (W-8BEN) does that eliminate the withholding tax in any event?

Thanks
Peter

Q: I have been watching BDI for about year, it has been a sad story. I have noticed that in the last month there has been insider buying and a large investment house has purchased over 10% of the shares. Is this stock worth buying at this point in time since there appears to be interest at this price level?

Thank you
David

Q: PKI continues to drop. New lows today. Seems to have no traction at all. Anything to be overly concerned about?

Q: Hey 5i,

Do you think Spin Master would be interested in picking up DHX.B at these levels?

Thanks,

Elliott

Q: DHX is now less than $4/share. What has gone terribly wrong at this company? What happened that you gave up on it and didn't hold it for five years?

What was your original reason for liking it so much that it was in the growth portfolio for s while?

Q: What do you believe the breakup value of the company is?

Q: If you hold AW.UN in a TFA,RRSP or RIFF there is no tax on dividends. Correct?