Investment Q&A

Q: I know you like this company and I'm considering buying it, but the negative EPS and ROE makes me hesitate. Do you see this as a minor issue and if so, why?

thanks,
Paul

Q: Apologies for asking yet another TCN question (you always get company questions waves) but I'm trying to wrap my head around the current price with thoughts of adding more. Except for the recent ok quarter isn't it a perfect buy for w/most of its income in US$ and a bright young leadership ? Does the upcoming .25% interest rate increase change the landscape that much ? Thanks to you I bought mid $7s, sold ~$11 and then bought again last week at $9 which looked like support. I have no complaints at all; nothing but thanks; just trying to understand.

Q: With Progressive in the "Penalty Bin" more of less of late I was looking at buying. I note from a recent response that the cash flow per share is expected to grow at something like 30% over the next two years. What is the source of the improved cash flow - fuel prices have been low for a year, their route network must be somewhat optimized, I can't imagine that there will be that much more garbage and recycling or is it that they will just be spending less on maintenance and growth capital? Thanks for the great insights!

Q: in a recent reply to another member you stated you did not see CXI as a sell at the time. My question; is it a buy, please give some detail

Thank you

Q: Peter and team: Enhouse has moved nicely in the past quarter. In your opinion is it too late to increase my position?

Q: Hello Peter and 5i team,
We would like to add another tech name to our portfolio. Currently we have DH, ESL, and TNC. Can you please suggest a couple of names that would enhance are current holdings. We were thinking of DSG .
thank you for your opinion.

Q: Hi Peter and Staff
Bought some of this on your recommendation. Under water a little bit..thesis still intact? TD and Scotiabank both agree with you but nothing happening yet.
Thanks for all you do
Dennis

Q: Hi Peter and Staff
Did well on this initially by buying in low $20's and sold off a bit at a gain at $26 ish,now under water big time of the rest. Small Position....once Transalta started down (I sold), it never stopped for a long time.....many blamed it on bad management. How big an impact how soon is the Alberta coal changes going to affect their FFO and can they adjust their business plan enough to make me enjoy the dividend now and hope that even if my capital loss does not reverse itself quickly, it does not get bigger?
Thanks for all you do
Dennis

Q: Hi Peter
Small position,patient investor.worth an average down or a falling knife?
Thanks for all you Do
Dennis

Q: Hi Peter
Seems like a decent P/E multiple..small position.......patient investor...any reason not to average down?
Thanks for all you do
Dennis

Q: Hi, The banks report next week and I'm wondering what expectations are? It seems a lot of analysts are negative on them right now? Is it because of housing? With dividends of close to 5% the banks have never looked better to me.Is this a good time to buy or am I missing something?

Best,

Carla

Q: I am retired and am mainly looking for income and some growth. I own TRP, ALA, IPL and PPL. I am down on ALA, IPL and PPL. I am thinking of selling IPL and PPL for a capital loss to offset some gains and replace them with ENB. While the dividend will be lower with ENB, I am thinking it will have more overall growth, including dividend growth. Thoughts ?

Q: In the November 24th report of The Gaming Industry Daily Report the following paragraph was stated re AYA:
"S&P revised their outlook on Amaya Inc to negative from stable as they expect lower year end earnings and a higher value of debt to cause credit metrics to weaken. The negative outlook reflects their view of the strengthening US dollar’s negative effects on 2015 earnings and the carrying value of AYA’s debt, which is not denominated in the company’s reporting currency."
Perhaps some of the members would appreciate adding this information together with your recent AYA report. In addition the following comment also appeared on NYX:
NYX Gaming Group Ltd. announced it signed a partnership agreement with 888 Holdings Public Limited Company. NYX will supply a variety of its online and mobile casino content, as well as a wide range of games supplied by 3rd parties aggregated on NYX’s OGS & CGS platforms, to 888’s global bingo and casino verticals. That is great news since as good as 888’s poker platform is, it’s casino games are still the worst selection of all the games in NJ.
Chris

Q: If Capstone gets bought out, will the preferred shares be bought out at $25? They are trading at $12.70 now, and yielding 9.8%. Am I missing something?

Q: I am down 16% in TCN since I bought last year. Is this a good time for me to top my position up?

Q: Can I please get your opinion on this company in terms of free cash flow, debt to equity, and forward earnings.

Thx, Carl

Q: SYZ has only been down and stuck at this level for a long time. Would you endorse a switch from SYZ to DSG.

Q: With the bought deal at $25.50 on ACQ announced yesterday... Do you think this is a good price to enter a position in this company? I realize it will be some time for the Alberta economy to turn around but it seems as if they are diversifying away from Alberta somewhat.

Q: Thoughts on financing ?

Q: Hi the market seemed to have turned sour on this co my thinking is to bail out while l still have some green .
Your thoughts please
Stan