Investment Q&A

Q: Picked up a half position (300 shares) once the dividend hit 4%. I plan to hold for a few years. Hopefully I made a good decision. Would you put DH in with the financial or technology category? Also, knowing how they have re-invented themselves from a sleepy cheque printing company, how would you categorize the risk from apple pay type competition to DH corp? Or would DH corp be a beneficiary of this movement?

Q: Hi Peter In watching dh selloff with the record volumes what is 5I missing in their analyses. This stock is in a nose dive over a million dumped today and there are few comments from 5I
Stan Zuke

Q: I just sold a US stock from my TFSA and I want to redeploy the US cash in either US or Cdn funds. I'm thinking Amaya or Concordia in US dollar's. I have a half position in AYA in Cdn funds in my RRSP, I'm underweight health care and I'm looking for long term growth. Thoughts on these 2 options or would you have a 3rd option that you like better. I'm diversified and won't need access to cash for 20+ yrs

Q: Any thing to be concerned with about todays numbers? I am looking to add to my position.

Thx

Q: What is you take on InterRent REIT? Do you see much upside or should this be held for dividend only?

Ray

Q: Hi, shouldn't all of the insider buying be a very positive sign for sylogist? The stock has been struck in a narrow trading range for a while now, and close to a fifty-two week low, iam confused, thanks

Q: What is the difference between stock symbols CXI-T and CXI.S-T? Which one is best to own.

Thanks.

Paul F.

Q: I have had my eye on this comp. for a while: never bought because I felt the PE was not justified; now, PE coming down, but, I still have concerns: poor ROE, high Pay-out Ratio, missed last 3 out of 4 Q results - USD strength should be helping bottom line with major acq. this year and debt. higher - probably no dividend increases for quite a while, as well.
Comments please - thank you .... JP

Q: Hi team:

What do you make of the continuous share price massacre of DH?

You have stated in previous responses, based on facts and figures, the company is doing fine and yet the "manipulators" manage to keep selling the stock down with no resistance. That short report, which as expectedly was rebuked by management, seems to be ancient history now, so what gives?

Q: There has been a huge amount of insider buying at Sylogist recently- when do they report and what is the expectation? I can't find any info online. Would you guess that there might be some good news coming?

Q: Hi Peter and Gang,

I currently have positions in CSU and GIB.A and they represents 2.5% and 3.5% of my portfolio respectively. My gains on CSU are approximately 220% and I am thinking of liquidating my entire CSU position and put the proceeds on DH (I'll stay put on GIB.A). Just wondering what your thoughts are on this move.

On November 17, in your response to a question raised by a 5i member on DH, you commented that the stock was 14x earning, is this ratio still accurate?

Regards,
Harry

Q: If most of the present value of Trimac is in the current 5% dividend as stated in your report and it's over 3 years since a raise, what are the prospects for an increase with any upturn in the economy? To me buybacks, even initial ones, don't line my pocket like a dividend bump. For dividend payers such as this one would be possible to have the 5 year dividend growth rate shown in the report card as this info is not always easy to find on a company's website.

Also I wonder what is the probability of TMA going private since the management owns such a big chunk and the US operation is already private, presumably owned by this management. My charts on this co. only go back to 2005, if that's when it went public as an Income Trust, it must have been about $12, so I guess it would be a take-under around half that. Or could the much larger TFI be interested at this level?

Not sure how your report arrives at a revenue increase 1 year out as revenue has been declining in 2015. How about the age of their fleet and what is the replacement rate/timetable? I see they already have high debt.

Willing to hold on for a few years if need be but willing to take my lumps too if surgery needs to be done here.
Thanks, J.

Q: What is your opinion on ENB.TO 6 -12 months out ? It seems to be sliding to no end.

Q: What are the concensus quarterly results expected for DSG which is reporting next week.
Thanks, Tim.

Q: Hi
Do you think Exco stock will suffer any based on the recent Magna 50/50 venture with China on providinf seating to China companies?
Thanks
Kathy

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?