Investment Q&A

Q: Howdy 5i,

With BEP's earnings announced Wednesday morning with a slight near-term miss but positive outlook for 2018+ and potential deal flow in India down the road, can you shed any light on what is driving today's (thursday) selling pressure. Price action is -3% on what seems to be no news. Arf! Arf! Arf! Is this year-end portfolio manager action? Volume a little higher than normal. Maybe I'm just scared of the wind...

Thank you for your time and insights.

Q: Hi 5i Team.

The only pipeline company I own is IPL. I have been looking at ENB for a while but can't make myself pull the trigger yet. One of the reasons I originally chose IPL instead was that it had (and still has) a much lower P/E ratio, reflecting much lower growth expectations. ENB currently sits at a P/E of roughly 35 which makes no sense to me. Do you think part of the reason for the price decline over the summer is due to investors reassessing growth (multiple compression) or am I over-emphasizing P/E when looking at pipeline companies?

Can you recommend a template that I can use to determine sector allocations? Should allocations be within a particular account or for my entire portfolio?

Thanks
Peter

Q: Please comment on HNL's results today.

Q: Hi Guys,

Your thoughts on Gildan's most recent numbers and is it a buy, sell or hold! It's a 2% weighting in my portfolio. (My portfolio copies your Balance fund)

thanks,

Jim

Q: Would you comment about Gildan's results and prospects, please?

Q: Hi 5i,
Your new site looks great, congratulations. I heard on BNN that enbridge missed estimates. They also said that enb has an enormous amount of debt. Should I be worried? Should I dump my stock?
Thank you
Jane

Q: Hi, I own both these companies, am now flat or slightly negative. Would you suggest
more patience, or time to move on to better opportunities? Any suggestions for replacements, they are both part of a full portfolio with the goal of dividend as well as capital appreciation. Thanks, Lavern

Q: Mid day Nov.2 ENB is down well over 4% on the day. Would you consider this a buying opportunity or are there issues that are of concern? We are wondering about adding some units for income and potential capital gains and will appreciate your guidance.
Thank you, Len

Q: Just a follow-up to John's question on KXS earlier today regarding the decrease in Professional Services Revenue. I'm under the impression this is a strategic initiative by the company and should in no way be construed as a negative.
Below is the press release from their 2nd quarter earnings release explaining the initiative.
"Second, our strategic partners are increasing their role in deploying new customer implementations, and gaining the related Professional Services revenue as a result. This positive trend has occurred earlier than we anticipated - which in turn has reduced our outlook for professional services revenue growth for 2017. While this has a short-term revenue impact – we are excited by the acceleration of partner contributions to our business. This also creates a stronger mix of subscription revenues in our business model."

Q: I quote from the latest release, "Professional services revenue was $7.4 million in Q3 2017, a decline of 17%". With other metrics rising, how could this be?

Q: Please comment on earnings. Thank you.

Q: Hi 5i team,

Please comment on quarterly results.

Thanks,
Dave

Q: Do you know why GIL is down so much today?

Q: Not a question, just a comment. It seems that many members are now complaining about GUD slowly drifting downwards. When you recommended GUD you were very clear that it was a long term investment and Goodman would be very selective in how he allocated the war chest, and I invested with that in mind.Yet a year or two into the investment people are complaining about the lack of growth. I am comfortable with my position even though I am down a little. I take your advice, do my own DD and make a decision. It seem that patience is sometimes one of the harder concepts to grasp for investors.

Q: Hi Folks,

This stock has been in a downward drift for some time. Any news? Are you still comfortable with it as a long term hold?

Thanks,

Dennis

Q: Please provide consensus estimates for KXS earnings to be released later today.

Thanks, peter

Q: Please comment on earnings. Thank you.

Q: Do you think Crius share price sells off as natural gas prices move lower, in the sense that it may be more difficult to sell fixed rate contracts when natural gas prices are depressed. Could this be why Crius shares have moved lower?

Q: DHX Media. I have $4,200 invested into DHX'B from almost 2 yrs ago, in my TFSA accnt. I am 50% down at the moment. Your advice: should I hang on in hope, or sell - throwing $2,100 away but allowing the other $2,100 to be put into something else with hope it will do better? A double would be necessary just to offset the loss. Realistically that could take a couple of years to achieve, might not get there, might not be much of a winner at all. Meantime where will DHX.B likely be in 2 years? Not sure when it reports but if a sell then before or after reporting? Its current value represents 5% of my TFSA accnt.

Q: What are the earnings estimates for this upcoming quarter. Does ccl.b have a track record for beating the estimates? Good time to take a half position before or after earnings

Thanks