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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: could you comment on the drop in the share price of cxi today.
thanks
Read Answer Asked by deirdre on September 10, 2015
Q: Your thoughts private placement. Does this show that there could still be value in this company
Read Answer Asked by Tom on September 10, 2015
Q: Could you please provide your assessment of the earnings as reported today. As well can you comment on the transaction to allow a "new large institutional shareholder" to take a significant position in the Company.

As always, thank you for your insight.

Don
Read Answer Asked by Donald on September 10, 2015
Q: Thanks for response about REITS. Now knowing BYD.un is Income Trust rather than REIT, so it makes up 2 position weights in RRSP but in consumer discretionary, I thought of sell 50% of BYN.un and purchasing GIL. My thinking is that both are within same sector and would provide more diversification, and as BYD.un is topping and GIL is more less off it's peak, the timing for this change would be overall good. What do you say? And/or is there another alternative to GIL? that would be good going forward......Thanks, again....Tom
Read Answer Asked by Tom on September 10, 2015
Q: your opinion on currency exchange earnings. thanks . dave
Read Answer Asked by david on September 10, 2015
Q: Understand the gaming co Bwin is being sold. It is in the final stages as I understand. Now its beien reported that the insiders are buying shares at this stage, and also that the co will now be sold to Amaya. Have shares in Bwin and a small amount of Amaya. Question..what are the the Bwin shares worth based on insider buying. Obviously more than the figure quoted. What will that do to the Amaya shares as well. Could you advise what the price will be of Bwin at the end. Many thanks
Read Answer Asked by Helen on September 09, 2015
Q: What is the situation for Gold Corp. during the next five months
Read Answer Asked by Donald on September 08, 2015
Q: would you please give me your opinion on cipher pharmacy - I purchased it at $16.63 in December - should I hold or sell. Thank you.




Read Answer Asked by Hanna on September 08, 2015
Q: Hi 5i team,
I have applied the theory of letting the winners run in the BOS case since the late 1990's with great success. I can appreciate their journey from a very small cap to today, the stability of management, the limited share issuance, the dividend introduction and growth, the managed balance sheet, etc. as discussed in our question and answer of December 22nd, 2014.
I have two issues: the new level of their forward P/E and the weight in my portfolio. I am more used to a forward P/E multiple between 10x and 12x versus 25x (assumption of eps = 0,96 over the next 12 months). Is the 2015 version of BOS worth a P/E multiple twice as high as a few years ago? Even if this is the case, I now see less upside than in the past.
I used to see BOS as a solid/under-the-radar eps growth story with great multiple expansion potential. Now, BOS a grown up, and I see BOS as a solid eps growth story only, a state that could last for several years. I feel that BOS's role in my portfolio has changed a little bit. I feel I need to use some of this capital to prepare for the next growth phase of my portfolio.
For the second time over the last 15 or so years, I am tempted to sell a portion of my BOS's shares to decrease current weighting now reaching the mid-teens. No tax consideration, as the shares are in my RRSP. My alternative uses for this capital would be: decrease my leverage (exchange in kind with my cash account), increase dry powder, and some cherry picking buying of companies on discount sale (CXI, DHX.B, GUD, ?) which currently share some of the return upside BOS use to have (eps growth, and potential multiple expansion). Do you agree with this plan? Any other suggestions?
Thank you for your great advice, Eric
Read Answer Asked by Eric on September 08, 2015
Q: Hi Peter and Staff
Like many who added once it hit your portfolio,disappointed in the share price drop lately and now a dividend cut. I am hanging onto my oil producers and service companies,right or wrong in general wanting to be there for the bounce whenever it comes....Based on past comments about their cash position and company comment about M&A ,my thoughts would be to hang on to this one as well despite dividend cut as its chances for a bounce should be as good as others that pay a dividend like FRD,CFW,BDI,PHX,TDG and PD.....would you agree it is worth a hold if no rush?
Thanks for all you do
Dennis
Read Answer Asked by Dennis on September 07, 2015
Q: Good Morning
Do you see any drivers to improve SP on this stock? Recent departures seem to be weighing on the stock. I do not own AVO but wonder if it is fundamentally a good investment with a 3 year time frame?
Thanks for your help as always.
Read Answer Asked by Randy on September 07, 2015
Q: I'm considering purchasing MRC, either in RRSP or non-registered account, depending on the nature of the distributions/dividends. Are they distributions like those paid out by say AX.UN or are they dividends like those paid out by say BNS?.....Thanks....Tom
Read Answer Asked by Tom on September 07, 2015
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