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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: CN Rail announced their capital spending for next year and it seems that they will continue to spend on infrastructure improvements. I assume that SJ would get some of that business. My question is when SJ announced previously that revenue would be soft in 2017 would that have been based on CN decreasing their spending or is there really no way of assessing that? The stock currently has reacted much so I am thinking CN's announcement wasn't material (please excuse the pun) to SJ.

Paul F.
Read Answer Asked by Paul on February 10, 2017
Q: I would appreciate your perspective on Q2 and YTD results.
Read Answer Asked by David on February 07, 2017
Q: The TSX identifies AIF as technology and KWH as utility. I'd be inclined to categorize AIF as Real Estate, as it seems it might move more in line with that sector. I can understand KWH as a utility, though it might also be considered energy. Can you give me your thoughts on the sectors; would you stick with the TSX?

Thank you.
Read Answer Asked by Alan on February 06, 2017
Q: Hi 5i team,
I have just read your report. One of their investments (Real Matters) is supposed to do its IPO over the next few months. February was even floated around recently. Following the start of your coverage of AIF (very happy about that), what is your main assumption about their investment in Real Matters. Sell their shares in the IPO, sell a prorated portion of their shares, distribute the shares to their current shareholders, keep their shares, increase ownership? What % would give to each of these scenarios? Any other possibilities? Thank you, Eric
Read Answer Asked by Eric on February 06, 2017
Q: Hi there Bought a bit more of SYZ after what I thought were excellent quarterly results. Since then share price has been dropping steadily. Other than inside selling any other idea why this might be occurring? Another question I pondered about was how an insider sold 500000 shares in a couple days when the stock is so lightly traded. Do you think that was a single block trade - a prearranged transaction?

Thanks

Stuart
Read Answer Asked by Stuart on February 06, 2017
Q: Hi 5i: Re Gildan. I just logged on to ask about Gildan's drop today and I've read your response to the earlier Gildan question. I was concerned that Gildan was very exposed to a Trump attack, given that they changed their minds about buying American Apparel's US manufacturing facilities, and only bought rights to the brand. The news item I read on RBC Direct described the large layoffs in California and notes that Gildan employs thousands outside the US. The American Apparels "brand" is all about "American . . . .". Seems to me Gildan is very vulnerable; one might even say "asking for it"!. What do you think?



Read Answer Asked by Roland on February 06, 2017
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