Investment Q&A

Q: Is this a Buy here? Many Thanks. Austin

Q: After another brutal day for this stock, it is now yielding about 4% and is approaching its 52-week low. Do you think it is oversold, and do you know what the payout percentage is (or comment on dividend sustainability)? Would consider starting a 1-1.5% position, hoping for a bit of a bounce?

Thank-you

Q: DH went from a "great" qtr. to a "soft" qtr. Are the shorts done with the stock? and how would you tell? Volume to downside has been big. Would you add to a small position at this level or wait for things to settle a bit? Thank You Ron

Q: DH has been a bit of a roller coaster ride for me. I was patient. Finally got above water and Poof !
Should I just be more patient or take my lumps and move on to better opportunities?
Thanks

Q: Any important information from the Q1 conference call for Constellation Software? Did management explain why EPS was such a big miss?

Q: Your thought on Q4/Year End results.

Q: Thoughts on RC earnings.

Q: Hi, Could you please comment on Stella-Jones earnings and its outlook. Thanks

Q: XTC released yesterday, April 27, 2016, could you please comment on the latest second quarter earnings ended March 31, 2016. Thank you.

Q: After todays drop would you addto it?

Thanks

Q: Any update on current activities at AYA? I'm curious as to 5i's opinion on Mr. Bassov now, my feeling was previously he had your respect? Seems to me he has somewhat handcuffed the share price of this company for over a month and it continues as long as his bid is either made or retracted.

Q: Last year, Airboss went from about $15 to $25 in just a few months. What was the catalyst that drove this run up, and what has caused it to decline since? I just initiated a position based on your continued positive comments, so hopefully this was a good decision.

Q: Why the big drop today? This company seems to be full of disappointment lately...thanks.

Q: Hi Could you please comment on CSU earnings and the reasons for the miss. FX and strong USD was cited as one reason. What about negative 2% organic growth ? In your view, is the company's pace of growth is showing signs of exhaustion and saturation? The President's letter was pretty impressive but results not so much !! Thanks for your incredible service.

Q: Could you please provide your views on the recent earnings. Good holding going forward?

Thanks

Q: Good a.m. gentlemen,

Just when I thought DHX was about to get traction, they issue more shares.
Here goes another spiral down, thoughts?

Q: I sensed that when I looked at the DH results, it was kind of soft (as confirmed by you in the earlier answer). Also, the dumping leading to the day of the release is a strong sign the market will react negatively. All have since come true.

Of course. based on the opening actions, I also sensed that the "shorts" could be at work to milk their last cent out of this stock. Hence the big dive and the big volumes at the opening bell.

Based on your experience watching market actions, am I right about this? Or I'm just a paranoid small retail investor grasping for answers?

If I'm right hopeful that would get rid of the volatility grapping this stock for the last while (with the departure of the shorts) and normal trading would resume.

Q: Hi With stock as volatile As DH how does 5I give it such a high rating it was down 13% today the second such pluge is a year
Stan

Q: The company has just issued more shares in a bought deal. I am trying to understand if this is beneficial/detrimental to shareholders and the company. In my mind, on the negative side, there is dilution, the stock is to reduce debt (despite the fact that debt should be cheap these days) and not for acquistion, and it brings to market more shares when the shares of this company haven't done much for quite a while anyway.

On the plus side, it brings attention to the company since the underwriters will now be beating the bushes to sell the stock and less debt should increase company flexibility should a deal come down the road.

I know you like companies that don't tend to issue stock. Should this deal be viewed as negative? Also, I assume the difference between the share price to the underwriters and current market price is the dealers profit. Typically, how long will dealers hold onto shares to ensure they don't flood the market and lower the share price vs. sell the new shares in an orderly fashion to maximize their profits.

Appreciate your insight.

Paul F.

p.s. love all of the new changes

Q: I would like to add to some of my positions. Of the following companies, which ones do you feel could be added to now: atd.b, Efn, Hcg, mg, Esl, sj, Dhx, Tcn, syz.

Thank you