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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: It would appear that a merger for AYA is no longer in the cards (please excuse the pun). What are your views, then, on the company going forward? Is is now fairly valued or are there reasonable growth prospects?

The two concerns I have are that the inability to find a partner suggests that there is a lack of value/interest in the company and secondly, that the management in place does not have Baasov's vision or ability to grow the firm.

Are either of these concerns founded?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on October 19, 2016
Q: Absolute is dropping like a rock since you recommended it.
What are we missing?and is the dividend at all safe?
Read Answer Asked by Josh on October 18, 2016
Q: I was comparing banks and was intrigued by comparison between these 2.
YOY, BNS is about 14% higher than CM, whereas 5 yr return shows both very similar return. Is there a merit in switch from BNS to CM,to take benefit of relative discount on cibc. Over longer term banks have moved in locksteps. thanks
Read Answer Asked by RUPINDER on October 17, 2016
Q: I am a little confused by your answer to Richard's question yesterday about HCG. On the one hand, you still consider HCG a good long term investment, while on the other hand, you said that you took it out of the Balanced Portfolio on short term prospects. I had thought that your advice was based on long term investing, not short term trading. I would appreciate your clarification.

Thanks,
Read Answer Asked by Hans on October 16, 2016
Q: Hi 5i Research team, I just read your recent report on Magna. What would be the impact on Magna revenues and profitability (eps), if tomorrow there were only electric cars produced worldwide? According to you, if the S&P/TSX is trading at a 17x forward eps, at what p/e multiple should Magna trade? Is Magna a stock we buy, put in a drawer and look at a few years later? On a long term basis, in which company (Magna, Linamar, Martinerea, Exco) would you be more comfortable investing in and then leaving for a deserted island for 5 years? Thank you, Eric
Read Answer Asked by Eric on October 14, 2016
Q: Q 2 2016
Net revenues
Net revenues are defined as revenues less direct costs for sub-consultants and other direct expenses
that are recoverable directly from the clients. Net revenues are not an IFRS measure and do not have
a standardized definition within IFRS. Therefore, net revenues may not be comparable to similar
measures presented by other issuers. Investors are advised that net revenues should not be construed
as an alternative to revenues for the period (as determined in accordance with IFRS) as an indicator of
the Corporation’s performance.

For WSP this is a very large number 330 million $ +.. is this typical in the engineering business and is it
variable ? With 34000+ employees why do they need sub-consultants ? and overall
is WSP seriously exposed to wage inflation ?

A lot of questions here, Thank you,

Ian
Read Answer Asked by ian on October 14, 2016
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