Investment Q&A

Q: Is the 2.5% sell off in ENB primarily due to the announcement re Midcoast Energy Partners. Do you expect this to be dilutive in any way such as issuing new equity? Thanks.

Q: Hello 5i Team,
You have classified AIF as Real Estate, but the TSX classifies it as Technology; I'll go along with your classification.
My holdings in the Real Estate sector are TCN, CIGI and FSV; would you consider AIF as complementary?
Thanks,
Antoine

Q: Hi Folks,any updates on Avigilon avo/t as has had a nice run lately into $14's,any news,rumours or inside info you know. I am holding at $20sh and finally some light at the end of the tunnel hopefully, thanks again,jb

Q: Hello 5i Team,
Please give me an idea who AIF's peers are?
Thanks,
Antoine

Q: Hi guys,

I presently own DSG with a nice profit, does it make sense to sell and purchase ALF.

Thanks,

Jim

Q: I currently hold DHX.B in my grandson's RESP. I am a long term investor but this company has been a disappointment over the past two years. What are your thoughts on the future of DHX Media?

Carole

Q: Is this company worth holding for the next year

Q: What are you thoughts on RDM's results, new contract wins, outlook and dividend increase? On their investor call, management indicated that hardware sales should recover nicely over the balance of the fiscal year and payment process services should strengthen further as results a large bank deployment happening in the current quarter. Cash is at $31.2M US.

Q: Hi,

Would you be a buyer of ABT now, or would it be more prudent to wait until after their next earnings release, which I believe Feb 6?

Thanks,Brad

Q: Hi 5i, any insight into the huge spike in volume for Sylogist today? Huge volume and a 2 percent bump, should we take this as a good sign? Rob

Q: Hello 5i Team,
Is it too early to wonder if the "story" is changing since you last issued your opinion on the company in September 2016?
Thanks,
Antoine

Q: What are your thoughts on these? With more pipelines likely going through under Trump, pipeline service/camp companies will likely have a great upside. Is here something similar that you would recommend instead? Which of these do you prefer since I think they're fairly similar (correct?)

Thanks!

Q: I have money to invest in my TFSA.I am not certain what to buy. I have the following stocks.CXI, FTS, HR.UN, SIS, WCP.Also I am not sure why CXI has gone down so much.Is it a sell?
Many thanks for your service. Anne

Q: In a fairly diversified RRSP account with both US$ and Cdn$ to deploy can you comment on your preference between Cinemark and Cineplex? I know you like Cineplex but wonder if you would consider Cinemark in similarly?

Q: Looking through Sylogist's annual report I have a question for you about how you think they are running their business in regards to use of cash. Total Cash declined meaningfully (but was high to start) and the use of cash was largely to buyback shares. Cash flow from operations, when also considering the change in working capital, was roughy equal to the dividend payments. Therefore, the company seems to be betting against its ability to find future opportunities for investment (either organic or acquisitions) that provide at least an IRR at least equal to its current ROE otherwise it would be 're-investing' some of its cash flow back into the business would it not?

Also, I see comments in the member's questions indicating that insiders are buying? Is that truly the case or is it part of their incentive compensation scheme? Management bonuses and equity based compensation in each of the last two years was equivalent of all of the G&A expenses of the company. Do you know if anyone has analyzed the share purchases to determine if they exceed the equity portion of the insider compensation?

Cash and use of cash by insiders is so important to understand. Thanks in advance for the response and, as always, the good work.

Q: CSU still under 600$ ?

Q: There was a brief mention on a news channel last evening about a class action suit concerning the malfunctioning of some of Spin Master's Hatchimals. Any comments? Perhaps this was just a slow news night....!

Q: Morningstar has placed H&R within its "Dangerous Portfolio", "that looks for companies with undesirable fundamental characteristics. The strategy itself is designed to underperform the market."

How to you rate H&R among Canadian REITS in general and among those focusing on commercial properties?

Q: Hi Peter and Team

Do you have any further thoughts on how Magna will be affected by Trump's "Made in America" policies now that he has been inaugurated and started to hold meetings with car manufacturers?

Thanks so much for your opinion

Q: SYZ looks to be net buyers of their stock recently and insiders are buying. I have a half position and would like to add. Any concerns other than the small size of the company. I follow the BE portfolio mostly with a few income stocks as well.