Investment Q&A

• DH Corporation (DH $25.49)
  • $25.49 P/E (TTM): 15.02X Cap: $784M
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Q: I am by no means an expert, but I certainly am an observer of circumstances.

Since joining 5i one of my key observations is, when one of your companies is under a short attack, be amongst the first to leave.

If the ship stays afloat, you're still safe, having abandoned ship. If it sinks you're off and alive to fight another day.

My observations are based on CXR, HCG and of course today's DH. Certainly this strategy would have worked on all of these.

Perhaps a good strategy for those investors with a risk averse bent.

On to fight another day!!

Sheldon

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Read Answer Asked by Sheldon on October 26, 2016

• DH Corporation (DH $25.49)
  • $25.49 P/E (TTM): 15.02X Cap: $784M
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Q: Concerning the DH previously asked about. Can you provide a source where maturity dates and coupons are shown? My Bmo investor line account shows neither

Thx
KR

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Read Answer Asked by Karim on October 26, 2016

• DH Corporation (DH $25.49)
  • $25.49 P/E (TTM): 15.02X Cap: $784M
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Q: Do you think that taking a stab at the convertible debentures in DH (2016's and 2018's) makes sense here?

Thanks

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Read Answer Asked by David on October 26, 2016

• DH Corporation (DH $25.49)
  • $25.49 P/E (TTM): 15.02X Cap: $784M
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Q: On top of the 789 other DH questions here is mine. -45% is not a haircut, it's not an overreaction it is a wholesale evacuation. So what gives? What has the market smelled that isn't in the newswires?

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Read Answer Asked by john on October 26, 2016

• DH Corporation (DH $25.49)
  • $25.49 P/E (TTM): 15.02X Cap: $784M
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Q: The extreme sell-off in DH shares seems really overdone. Is DH now a "Buy"?

Thank you, Peter

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Read Answer Asked by Peter on October 26, 2016

• DH Corporation (DH $25.49)
  • $25.49 P/E (TTM): 15.02X Cap: $784M
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Q: Good morning,

Could you please comment on the viability of the dividend of DH- if it is within a reasonable payout ratio, it seems like the stock could be well supported by its yield at these levels - your thoughts are appreciated.

Thank you,
Brad

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Read Answer Asked by Brad on October 26, 2016

• DH Corporation (DH $25.49)
  • $25.49 P/E (TTM): 15.02X Cap: $784M
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Q: Thanks for your quick response to my question regarding what to do now with the shares. The other part of my question had to do with the dividend and whether you felt the dividend would be maintained or cut. The yield is now very high and that often is a danger signal. What is your sense regarding the dividend?

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Read Answer Asked by John on October 26, 2016

• FirstService Corporation (FSV $219.74)
  • $219.74 P/E (TTM): 50.96X Cap: $10.04B
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Q: Could you please comment on today's earnings report and would you consider this to be a good entry point for an RRSP account.

Thanks

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Read Answer Asked by Greg on October 26, 2016

• DH Corporation (DH $25.49)
  • $25.49 P/E (TTM): 15.02X Cap: $784M
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Q: Hi Peter I sold my position in DH in Apr/16 to buy a new home .
Would you jump in at todays price?
Kind Regards
Stan

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Read Answer Asked by Stan on October 26, 2016

• DH Corporation (DH $25.49)
  • $25.49 P/E (TTM): 15.02X Cap: $784M
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Q: Well the stock is getting hit really hard today. Is a 40% drop justified in your opinion? Unfortunately I still hold a small position having sold most of my shares earlier this year when the shorts were pounding the table on this company. What is your sense about continuing to hold the shares? The other concern has to do with the dividend. Do you believe that it will be maintained or is a cut probable?

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Read Answer Asked by John on October 26, 2016

• DH Corporation (DH $25.49)
  • $25.49 P/E (TTM): 15.02X Cap: $784M
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Q: Hi what's your take on the quarterly results ? Was hoping to see some improvement, specially on lending solutions...did n't seem to happen. Is the stock worth holding on or move on ? Thanks

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Read Answer Asked by rajeev on October 26, 2016

• DH Corporation (DH $25.49)
  • $25.49 P/E (TTM): 15.02X Cap: $784M
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Q: Perhaps you would comment on DH results. To my unpracticed eyes they don't look too promising.
Thank you and kind regards
G

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Read Answer Asked by Geoffrey on October 26, 2016

• Constellation Software Inc. (CSU $3,382.25)
  • $3,382.25 P/E (TTM): 77.66X Cap: $72.51B
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Q: What is the consensus for Q3 revenue,adjusted ebitda and eps in US dollars?

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Read Answer Asked by sandy on October 25, 2016

• Constellation Software Inc. (CSU $3,382.25)
  • $3,382.25 P/E (TTM): 77.66X Cap: $72.51B
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Q: CSU seems to be struggling quite a bit recently. Is there something unusual going on ?

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Read Answer Asked by Serge on October 25, 2016

• Bank of Nova Scotia (The) (BNS $96.94)
  • $96.94 P/E (TTM): 18.63X Cap: $120.35B
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Q: Re Stan's question on Scotiabank's website the following is a link to their "Investors & Shareholders page:

http://www.scotiabank.com/ca/en/0,,915,00.html

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Read Answer Asked by Scot on October 25, 2016

• Bank of Nova Scotia (The) (BNS $96.94)
  • $96.94 P/E (TTM): 18.63X Cap: $120.35B
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Q: Hi Peter I find bns website hard to navigate for investors I cant seem to find investor news ie div dates ect
Regards Stan

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Read Answer Asked by Stan on October 25, 2016

• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
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Q: Could you please explain to me why this stock has underperformed companies such as mst.un and ruf.un, are they not in more or less the same real estate business, and when interest rates go up, will it hurt these stocks to any degree?

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Read Answer Asked by eugene on October 25, 2016

• Premier American Uranium Inc. (PUR $0.84)
  • $0.84 Cap: $64M
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Q: Hi 5i: I recently bought som33 PUR, only to see it drop nearly 20%. Has the story changed at all recently, or should I just hang on?

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Read Answer Asked by Roland on October 25, 2016

• ZCL Composites Inc. (ZCL $10.00)
  • $10.00 P/E (TTM): 23.2X Cap: $305M
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Q: Estimated EPS: 5I--0.57 Yahoo--0.20 & IE---0.27 Please clarify.Thanks

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Read Answer Asked by Peter on October 25, 2016

• TIO Networks Corp (TNC $3.33)
  • $3.33 P/E (TTM): 65.3X
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Q: Last report cites customer concentration risk & high risk relative to 5i coverage universe. Recent comments suggest customer concentration risk easing. Does that change your view viv a vis risk comparison within 5i coverage universe? Looking @ for non-registetedITF funds for my two kids w/5 yr + outlook. Your thoughts appreciated as is your fantastic service.

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Read Answer Asked by Joel on October 25, 2016