Investment Q&A

Q: I am relatively new at handling my own portfolio and am cautious by nature.
My Peller shares are up 60% since I bought them and I have seen no media coverage
which would explain this. Would you think this might be a good time to take my profit, or are you aware of any reason I might want to hang on?

Q: Hi Guys,

Would you purchase Winpak at todays price of $49.46? It is trading with a PE above 24.

I know it is a good company, but is now the time to buy or should I wait for a POSSIBLE reduction in price.

Thanks
John

Q: Pls advise me as to sell or keep for future growth. The stock is languishing and I have a decent profit. Thank you Phyl

Q: I have done pretty well with BEP.UN but am wondering how sustainable it is at this price. With a yield of 5.96% and according to my BMO Investorline a P/E ratio of 3929. Has it just been rising on the strength of 'Renewable Energy' in its name? Thks for yr valuable insight as always.

Q: Would a switch from Trimac TMA to Gamehost GM make any sense? - are they equally risky? Or should one hold either? Thanks Jim

Q: what sector does this stock belong to?

Q: Hello 5i team,
I’m concerned on Amaya’s future after reading this article in La Presse+ on April 2nd.
According to the article Michael Shatilla a Westmount broker and Jacques Lemelin a day-trader are part of a group that wish to obtain authorisation for a collective law suit against Amaya and its directors. They have deposited in Quebec’s Superior Court in order to get compensation for investors who lost after trading between March 31st 2014 and March 22nd 2016. They claim that privilege information was shared in order to boost the price of AYA in order to buy Poker Stars. Other distinctive law suits are in the works in the United States as AYA not only trades on the TSX but also the Nasdaq.
The fact that David Baazov has stepped down was appreciated by the markets. How much damage can this law suit do to AYA and is this going to keep the price down making it easier for the company to go private or is it too early to comment?

http://affaires.lapresse.ca/bourse/201604/01/01-4966833-recours-collectif-demande-contre-amaya.php
Ronald

Q: Hello Team
Just wondering when we will see the blog on AYA?
Peter.

Q: Some pundits seems to push BNS and TD as the 2 best banks. But, when I checked this morning, I found BNS had dropped much more than the others. BNS-1.14, BMO-.17, CM-.09, RY-.28, TD-.10.
I just do not understand the enthusiasm for BNS when so many of its branches are in very unstable countries; Mexico, Central and South America. The thought would bother me if I had a position in it. Comment?

Q: MDA has been steadily going down in an upward market over the last while (down 9% over the last 6 weeks). In the last two days it has fallen 4%. Any idea why? Is it a buy at these levels?

Q: PKI is going to raise 500,000,000,000. Please give your take on this and what affect will it have on the stock price.

Q: Just comparing NPI to other electric utilities in Canada during the past year this one wins hands down. Can you please explain the recent outperformance and future prospects. It still has an attractive yield of 5%. NPI generates power from renewable sources but then so does BEP.UN as opposed to a coal based utility such as TA. perhaps NPI would be a nice addition to the income portfolio.
Thanks for your great service,
Steve

Q: Can I please get your assessment of NPI. In particular, debt levels; earnings growth; and safety and growth of dividend. Looking at a 3 year hold.

Carl

Q: What do you think the end game is for Constellation Software? Will it just keep acquiring more and more companies, or will it eventually be acquired itself?

Q: If the C$ continues to gain some additional momemtum, how would that FX affect Boyd going forward. I note that the ROE is negative and their net profit margins are also low to negative, their PE pretty high but it has been a solid performer to date. Should the above factors be important if a person is thinking of buying into the company at this juncture. Would you suggest any other company you like better in this category. Thank you.

Q: If you were buying one of these, which would it be and why?
Many Thanks for the great work you do.

Q: Why is it that this stock looses 2,5% upon the release of an expected deal? Are there any changes that was missed by the market? What is your opinion of this stock moving forward to 2017?
For references, here is the press release:

http://www.marketwired.com/press-release/enercare-completes-2398-million-bought-deal-offering-of-subscription-receipts-2110167.htm

Keep up the excellent work.
Jean

Q: Could you please recommend 3 names of companies/ETFs/ that would produce monthly income, to be added to an otherwise reasonably balanced portfolio for a long term hold.
Thank you for the great service.

Q: Thoughts on the deal?

Q: With the Valeant debacle going on, what is the difference between the acquisition model that valeant had and what CSU are doing?