Investment Q&A

Q: Do you know of any co.s that might be in amaya's radar for possible takeover? Thanks again for your fantastic service.I've been investing for over 50 years and your service and help is by far the best I have ever received at very modest fee.Jim

Q: Bill was asking about CXI. Technically, something to note is that on the weekly chart, the price is above its rising long-term moving average (200 weeks moving average). Also notice that in January 2016, the price also tested this moving average and 8 months later, was up 50%. If draw-down worries you, you could consider buying half your positions closer to the long-term trend-line. Hope that helps.

Q: CXI has hit a 52 week low.What factors are causing this?What would you do with this stock? Thank you. Anne

Q: I'm sure you have questions about what's up with CXI. Any thoughts? Would you buy more today?

Q: Hi 5i - for those of us still holding some Amaya - what would you suggest after the recent run up? Is it time to sell and move on or continue to ride the upward momentum? Thanks, Neil

Q: CXI has been continuely drifting lower even after received its long awaited schedule one bank license. Please give reasons for the poor stock performance and recommend buy/sell/hold for a 2 years holder at $35.30 average cost (3% of my portfolio holding). Thank you.
Bill.

Q: Amaya announced today they are looking for aquasitions.Do you think they will be looking at nyx at there low price

Q: I am following balanced equity portfolio over the last 2 months. Have bought all equities except CXI CSU NFI PKI SJ SYZ SJ Telus TOY WSP also added GUD and SHOP(took a shot and chose over CSU)can add 2 or 3 in non registered which would you recommend? Thanks as always for your great advice. T steve

Q: I always thought a company's Earnings per share should be higher or at least cover the their Dividend per share. However, FSZ's EPS appears to be around $0.35 and the DPS is now $0.68. What gives?

Q: Hello,

Was this company removed from your portfolio?

Thanks

Q: Hi 5i,

Do you know how exposed it is to Sears? Also, will the slow death of shopping malls slowly drag down this REIT?

Thanks!

Q: Knight is rising nicely today following a marginal pullback. Is this a bet that the healthcare bill won't pass as it may create more opportunity for the purchase of distressed products?
Thanks.

Q: Hi,I don't see a report on these companies since 2015, are you working on an updated report? Also I thought there was a report on GUD and HWO but they are not coming up on my symbol search. I could of sworn there was one on GUD. Thanks for all your help, I like how the reports are more detailed.

Q: I have a question about Kinaxis Inc. There has been significant insider selling lately. Does insider selling signal lack of confidence in additional near-term growth?

Q: Hi Peter and gang,

Please advise as to which one of these 2 companies represents a better buy; XTC (P/E ratio of 10X) or SIS (P/E ratio of over 30X) ?

Cheers,

Q: Do these reported results differ markedly from yours on Bloomberg?

March 22 (Reuters) - Canada's Amaya Inc , owner of online gambling sites PokerStars and Full Tilt, reported fourth-quarter profit ahead of estimates as it added more customers and cut costs.

Amaya said it expects adjusted profit of $1.94-$2.13 per share in 2017, higher than the $1.88 per share it earned last year.

Customer registrations increased by 2.6 million to about 108 million in the quarter ended Dec. 31, the company said on Wednesday.

Amaya's financial expenses fell nearly 28 percent to $36.6 million.

The company's net income from continuing operations was about $45 million, or 23 cents per share, compared with a loss of $15.2 million, or 11 cents per share, a year earlier.

Excluding items, Amaya reported a profit of 53 cents per share, higher than analysts' average estimate of 50 cents per share, according to Thomson Reuters I/B/E/S.

Amaya's revenue rose nearly 6 percent to $310.4 million.

Q: any updates on recommending SYZ ?

Q: Byd had a good Q4 and good 2016. Q1 forecast a little weak because of warm winter and currency conversion ie out of their control. Why is the stock down so much this morning? Thank you.

Q: Please share estimated 2017 EV/EBITDA for both GH and GC.

Currently GH seems to be losing its premium valuation as the oil price "head-fake" under $50 stirs fear selling.

My thesis is that the GH share price should recover quickly on light volume when oil shows some life on larger than expected US inventory drawdowns this spring and early summer.

Care to provide your take on this cloudy diamond?

Q: Can you comment on their recent acquisition of California Closets and how quickly this will be accretive to earnings? The market seems to like the purchase but this continues to be a very expensive stock on a PE basis. I show 63X trailing earnings. Is there some other metric I should be using for this stock?