Investment Q&A

Q: Peter and Team,

I've owned KBL K-bro Linen for three years or so and have seen a nice increase in value and a healthy dividend. Its seems to have plateaued and stayed steady lately (which is fine!) but I am wondering if I could get better return by switching my 4.6% weighting in KBL to CSH instead. Thoughts?

Q: Hi guys. Any red flags with High Liner's results? Is lowering the company's debt levels from 4.4x to 4x from the end of 2014 to the end of 2015 acceptable progress in lowering debt levels?

Lastly, when companies announce share buybacks, they normally say they may purchase up to a maximum number of 5% or 10% of the shares outstanding. Now normally, come the end of the year, most of those same companies dont come anywhere close to fulfilling the maximum number of shares they could have purchased. So given there is no obligation to purchase the maximum number of shares in the NCIB plan, any ideas why would High Liner Foods announce a share buyback program with the ability of only buying 150,000 shares, or 0.86% of the company's float?

Thanks again for your thoughts and insights.

John

Q: Hi team, Your comments pls. on their HLF's Q4 results. Is it time to just get rid of this stock or there's hope?
Thank you!

Q: gsy looks pretty good. what do you think of the numbers?

Q: Results out today, Feb 17th. From my reading looks great! But what is 5i experts assessment?
Thanks so much.

Q: Could you please analyze and comment on CSU earnings release. I see that company handily beat on most metrics. Still trying to figure out organic growth numbers and a neutral currency organic growth rate. Thanks

Q: please comment on their q4

Q: This news release today sounds good but in the long run what are your thoughts on this company? Thanks

Q: Your comments on Dhx latest earnings please

Q: Please comment on dhx latest quarter. Have held for 2 years. Considering moving on.

Q: I have a half position.
HCG up 10 % YTD time to fill the rest or just wait.
Market is no longer punishing the company even with a slight miss.

Q: Hello 5 I team, IROC suspended trading n now we know they acquired a company. Your thoughts on this purchase. How will it add value short n long term. Thanks as always! Rossana.

Q: Hi, can I have your updated thoughts on the following pipelines: IPL, ENB or its income fund, and TRP. Which ones are of better value to you right now? And future Growth? Would you know the payout ratios for each and are they sustainable? Are LNG exports looking positive in your views and for these positive? Thanks!

Q: Hi team, Any thoughts on why XTC trading has been halted?
Thanks, Ed

Q: Good Afternoon,
Any thoughts on Peter Anderson resigning and becoming the CEO at CI? Are you familiar with the new CEO for AHF?I see it's down about 12% today.
Thank-you.

Q: According to media reports Venezuela is on the verge of bankruptcy and the more the oil price falls the greater the odds. From the Scotia Global site:
"Scotiabank is proud to have a strong presence in Venezuela through ... Banco del Caribe"

How strong is their presence there and will default have long term effects on BNS shares? I note it is a 3.6% position in the BE portfolio which presumably went in at 5%. Thanks, J.

Q: I see that TD announced the opening of a Currency Exchange branch in BC. The same day, CXI's price dropped significantly. Is there a connection and what are the implications of TD's move for other banks and the future for CXI's business?

Q: thinking of adding this----on a roll right now ---nice div
What do you think?

Q: I purchased GC in 2015 and am currently down 27%. It's rated B in your rankings. The stock price is down to at best sideways, it does not pay a dividend. Not a lot of positives to say.

!)Would you hold it given where it is and the outlook.
2)If not, what would you replace it with that won't be 'dead' money?

I currently own all 3 of your portfolios.

Thanks

Sheldon

Q: bot keeps going down. why?