Investment Q&A

Q: The market does not appear to like the earnings. Are they all that disappointing, or is there something I a; missing?

Q: Good Morning 5I
Comments please on Amaya's reporting 2015 results. How will this effect the potential bid floor at $21. Thanks.

Q: I own both aw.un and boston pizza bpf.un, wondering if you
prefer them to reits? thanks

Q: With csh up 5.6% since Feb 29 acquisition news, do you its
better to wait for pullback to buy?
Thanks

Q: I have held Enercare and Just Energy for approx the same amount of time. ECI has performed very well while JE is stagnant. Both have provided a Nice Income Stream which is important. I am considering selling JE and adding to ECI for Income and growth. I am reducing my income but expect that dividends as well as the stock price will grow. ECI's position would become approx 3% of my total holdings.

May I have your opinion on this move and some of the reasons.

Thank you,
Brian

Q: chartwell and sienna (sia) and extendicare (exe) have been trading well lately, their payout ratios and dividends and earnings look solid

is there any reason they cant continue to make new 52wk highs? are valuations too stretched in this space or does the growth that these stocks have deserve the valuations?

thanks

Q: Hello Peter and the 5I team

I have noticed a decent decline in the KBL share price. Do you see this as a good buying opportunity? My discount brokerage has some data on the company, PE of 25.6, PB of 3, ROE of 13.8, about an average of 2% div growth over the last few years and debt of 0. Do these numbers jive with your numbers?? Would you consider this a good buy for a long term hold or is there better more stable companies with div growth to go to? What is your opinion of Management? What are the possible future hurdles for this company?

Thank you

Q: Amaya will be releasing year-end results after the market closes today. Could you please advise as to analysts' expectations?

Thank you, Peter

Q: Hi 5i,
I found the "Five from 5i" extremely interesting today but in reading about Blockchain I couldn't help but think immediately about DH and what impact such a technology and process might have on them. From your far more informed perspective, would you see DH as an adopter and still be able to survive or would Blockchain provide serious competition. I couldn't quite glean from the article to what extent the concept is, or would be, proprietary. That would make a significant difference for companies such as DH, I assume, should Blockchain gain traction and become an industry standard. Any thoughts or insights would be appreciated. And, yes, I hold DH - currently about 0.25% underweight my target.
Thanks!
Cheers,
Mike

Q: I currently owe NYX (NYX Gaming Group) at 3.3% weight and would like to add another technology stock. From your model portfolio would SYZ,DSG or ESL be preferred? I do like the dividend of SYZ but since NYX is considered high risk I would preferred the 2nd technology stock to be stock that I can hold for the long term and is low risk. I don't intend to keep NYX for a long term.
Thanks
Dolores

Q: Hi Peter,

Is Parkland fuel and alamentouche custard in the same business and isthere a possibility of the latter buying out parkland

Thanks
Paul

Q: Hi 5i team, I am looking more closely at ENB financials. It looks like they have negative EPS and FCF but then they have comprehensive income of 2030 mil added to their Income statement. Can you explain what this is and if it should be added to EPS. Also would you still say ENB is your favorite or is there another pipeline that you are liking better today. Thank you for your guidance.

Q: What is the Q4 consensus for sales, adjusted ebitda and adjusted eps?

Thanks

Q: Hello.
Do you know when the BIN deal is to go through? Is it an all stock deal? Would you suggest selling Progressive Waste Solutions now or staying with it?
Thanks.

Q: How much good will is on their balance sheet: grown a lot through acquisitions - so, I always get concerned about this BS item - often leads to write-downs as they realize they paid too much vs the return realised. Id like to buy to diversify my non-registered account; should I wait until next week or is the consensus good for an excellent Q and Yr. end.

Q: With the CEO looking to retire, how negative is it for the stock

Q: On your recommendation I purchased about 2.5% of SIS & it has gone up about 20%. Would you feel an increase of 2.5% more shares would be too much considering their recent financial report?I can use the diversification since I have a lot of oil pipelines.Thanks for the advice as always since you've saved me from myself on many occasions.
Dave

Q: Hello,

what do yo think of the valorisation of PBH now. Depend of your data provider but for me I see 22.8 times foward earning and 26.8 for realized.

Do you think its a good time to take profit or stay on the sideline for somedy who whant to buy?

Thanx

Q: This stock is down about 15% year to date. I am considering selling. Am I overreacting? Thanks

Q: Between these 2 stocks, they represent about 8% of my overall portfolio. Trying to bring my allocations back inline ...would you keep both ? If you had to choose which one to sell, which would it be ? FSZ/MIC