Investment Q&A

Q: Can't see any reason for the recent days declines, can you?

Sheldon

Q: There is an article on Bloomberg " Aussie banks 7000 mile Blockchain experiment could change trade " It's worth a read to get a better understanding of the viabiity of blockchain transactions in international trade. I believe DH Corp's relationship with Rabobank and Malauzai is designed to move DH corp into the fintech world, specifically regarding the use of blockchain transactions in international business dealings. What does the 5I team think of this and does DH have the ability to become a significant player in this area?

Q: I am just about to give up on Empire A. Do you think Cineplex would make a good switch in a Balanced/Income portfolio?

Or should I just bide my time as I am currently down 27% and hate to lock in the loss? Letting go is always a problem for me as I suppose it is with a lot of retail investors.

Q: In the conference call the CEO specifically stated that share buy backs are not being considered. Their three goals for now are 1) investing in the businesses, 2) reducing debt, 3) and supporting the dividend. However they are suspending the DRIP program. What would be the logic for this?
Also, do you know, and would you consider this a management that can be taken at their word? The experience with Wi-Lan and Concordia was not encouraging.
Mike

Q: Further to my previous comments, perhaps DH should slash their dividend and use the cash flow to finish the conversion to a fintech corporation.

Q: Hi , can you please provide the estimates for Revenue, EBITDA and EPS for the quarterly release, next week. Thanks

Q: KXS has been on a recent downtrend. Has the sentiment changed about the company? Is it time to move to a different investment in the same technology? Currently I only hold CSU, GIB.A and KXS in the tech sector.

Thanks,
Danny

Q: I am a retired income/growth investor, have sold some PKI (made over a double) and looking to reinvest in a similar growth/income stock. Would you have a preference between FSZ or EXE, they both pay about 5% and seem to have good prospects. If you have another preference I am all ears. Thanks,
John

Q: I bought a small position in the DH debentures ... I hold a full position in DH which was murdered . Does the debenture purchase make sense ... I got it for $98.00 ... ( not the BEST price but it is a 2 year hold for 6% payout )

Q: Enghouse just announced an acquisition. Why such low volumes? I expected more trading and price action around the news.

Q: Tiny trader SYZ has a huge collar around it. 90000 shares for sale at $10 and 100k shares for buying at 9.75. Any idea who is doing this and why?

Q: Recently baught ACQ and it was doing well up till today with a 6.7% drop in price, what happened and is this still a hold for long term?
Thanks for the info

Q: Last question on DH. Is DH a buy, for a 1 to 3 year hold. The yield is now 7.10%.

Q: Hello 5i
With National Bank having ownership stake in Fiera Capital and National taking action to reduce costs and bolster capital, what are your thoughts on National exiting Fiera Capital?
Clearly if this did come to pass, a stock overhang and likely downward pressure on FSZ would develop yes?

The chart(FSZ 1yr) shows signs the stock price could break down as easily as up and the 3 yr shows FSZ in a long downtrend.

Would you be entering here($12.06 Pre-open today) and if yes, with what expectation and holding period?

Thanks
Dave

Q: Hi there, With cheques getting more and more obsolete..will the image capture technology of RDM be as remunerative?Would this face a similar situation like DH...Unless they acquire new companies. Do you agree with this thesis?

Q: Big bounce today. Over 6 million shares traded. As you like to say, for every seller there is a buyer. Any idea who the big buyers are today?

Could they be the "Short" folks Charlie mentioned who submitted "buy" orders before going out to party last night?

Q: Further to Jerrys question TMX site still has CSH as Real Estate. I do the same for my portfolio. FYI.
G

Q: Hi 5i - I'm up about 20% on BPF.UN (with a 7% yield) - 5% position in my portfolio. I'm contemplating selling and investing the proceeds in MG. Over a 5 year time frame, I would need MG's share price to go up considerably to offset the yield that I would be giving up. Would you make this switch? Thanks, Neil

Q: Them short sellers must have had a huge party last night. They made a killing yesterday they took half of my money in DH.I hope they all have huge headaches while sitting at their desks this morning
Charlie

Q: I have to agree with Henry, that it just is not normal trading, i also in over 40 years of stock trading have never seen a stock drop in a well managed business like this, have seen in some bio tech company with no earnings and it's drug not being approved, but this a company that everybody knows what they are doing and has good cash flow, a good dividend and yes has a poor quarter, but it is not a company going out of business. The street knew of there acquisitions, there debt level, the companies they compete against and how they are moving forward. To trade 20x normal, do you have any idea who made this large volume of trades, and what qualifies a stock for a PUKE OUT!!! which i have never heard of for a quality stock? Did the fraud in Bre X every have a 40% drop in one day. I would appreciate a a more detail answer on this trading than a general answer that the market is tired of the stock.