Investment Q&A

Q: Hello 5I Team
What do you recommend for the investor that holds Tio now that it has been bought out ?Do we hold on to the stock or sell it and move on to another stock ?
Thanks

Q: any chance of a better offer for tio, or is 3.35 as good as it is going to get. dave

Q: After the end of today's trading TNC.v was halted.

Lol. I initiated a position just last week. Oh well.


From https://www.wsj.com/articles/paypal-to-buy-bill-payment-firm-tio-network-corp-1487107500?mod=yahoo_hs&yptr=yahoo


"PayPal Holdings Inc. has agreed to acquire Canadian bill-payment company TIO Networks Corp. in a roughly $233 million deal designed to broaden the digital-payments company’s reach among consumers who lack traditional financial accounts, the companies said Tuesday."

Q: HI, never been faced with the situation where a company i own is taken over. Do i sell the title in my trading account or wait and everthing is done automatically? or sell now pay the transaction fee and relocate that cash in an other stock? thanks.

Q: Just wanted to say another THANK YOU to the 5i Team. In 3 1/2 years I've made a profit of 250% on a company that would never have been on my radar - I don't expect them all to be like this, but it's a very nice extra !

Q: Did I wait too long to Buy more of A&W? In other words, can I buy more today (now)?

Q: What are the difference in listing requirements between the TSX and the TSX-V other than cost and possibly prestige. I have looked at the reports and releases put out by a TSX-V listed company, Sylogist, and can't really see much difference between what it puts out and what a TSX listed company, Intrinsyc Tech, puts out. Thanks

Kenn

Q: Hi 5i

Have about 12k cash in TFSA and considering CSU @$589. However, this would only get me 20 shares. Is it worthwhile to own so few? Secondly, is it costly to CSU to have shareholders with far less than board lot?

Thanks

Greg

Q: Greetings: since your January report on FSV the company has posted quarterly and full year 2016. The stock responded well. Can you comment on your prior concerns about valuation? They raised dividend, so I assume they are confident in the future. I have owned it since before the spinoff and am up over 100%. My position is still less than 5% because I sold Colliers, which was half of my original position, but I am even more concerned about valuation now since the rise in share price. Should I be? Just wondering if it is time to move on, but reluctant to sell winner. Thanks

Q: hi there,

This stock seems to be on a steady upward trajectory but i cannot find any news. Trading at 38X seems a bit overdone based on the growth forecast. Your comments. I own both CCL and Richards. Which would you prefer

Q: Would you buy or sell HCG at current price $27.57

Q: would it not be prudent to hold off on adding or initiating a position here considering they just announced a reduction in their fund fees? some of these fees have dropped by 30% or so. what % of their income actually comes from fund fees? this is definitely going to have at least some impact on earnings going forward.

thanks Tom

Q: Hi guys,

I have held a position in AW.UN for a long time and it represents about 3% of my portfolio. CIBC's Investors Edge shows 2015 eps at $1.56. If I estimate 2017 eps to be $1.76, that gives A&W a 2017 p/e of 23.4

It seems like Pizza Pizza (PZA), Boston Pizza (BPF.UN) and Cara Operations (CARA) all trade significantly cheaper than A&W on a 2017 p/e basis.

Against this backdrop, would you sell AW.UN for any of PZA, BPF.UN, or CARA?

Lastly, does A&W's corporate structure make itself less likely to be taken over?

Thanks for your time and expertise.

John

Q: ACQ has move a little positive of late. What is 5r's outlook going forward. Wayne

Q: Does today's OSC enforcement notice significantly change your views on this company? Thanks

Q: The guidance is weaker, but two facts are keeping me from moving on: the dividend was raised 6%, but more important, the investment firm GMO LLC recently took a 6% stake in DHX Media. One would think that this firm did careful research before taking such a high stake. Do you recommending holding until the end of the year?

Q: Time to dump? Market seems disappointed in the earnings.

Q: Yes the RDM offer at C$5.45 fair given there operations are reported in US dollars and they had US$31M in cash on hand?

Q: Thoughts on their results? Is today's decline warranted or an opportunity to add?

Regards,

Robert

Q: On 1/26 you stated that railway ties & utility poles demand are cyclical,but steady demand remain over the long term.Since its big drop in mid Jan,these are comments from 4 guests on BNN.1)strong support @ $38 2)A model price of $57.25 3)Echoing 5I's view,strong demand for railway ties & utility poles over long term.Poles in USA are past their useful life,so going to be constant demand, 4)Value managers had been doing work & finding there is value.5) Strong management 6)One guest bought on the drop.One nibbled away @ the position.Note that it has since stablised Is there any update since 1/26 & when it is reporting.Have 5I spoken to management recently.Is it within 5I's policy to contact management of companies.Appreciate u usual great services & views