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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: I have owned CAE for a couple of years and despite winning contracts and continuing to lead the industry, the stock doesn't seem to be going anywhere (I am about break even). I am considering a switch to MDA but am wondering two things. Is MDA's risk profile substantially higher than CAE and secondly, the Canadian Stock Exchange website classifies CAE as an industrial stock and MDA as a tech stock. I have enough tech already but I would have thought these companies were actually quite similar and would have considered them both as industrials.

Your insight is always greatly appreciated

Paul F.
Read Answer Asked by Paul on September 18, 2015
Q: http://www.stockhouse.com/companies/bullboard/t.gud/knight-therapeutics-inc?postid=24101431

Mr. Hodson, is this connected with GUD ? If so, why is Advaxis not mentioned in the September 17, 2015 Company Report within Growth Plans (sampling of recent deals) ?
You may publish your response if you wish. Thanks for your attention.
Read Answer Asked by Serge on September 18, 2015
Q: I noticed the company subsidiary closed 2 deals with Nikon and Xerox, but the stock price has been steady. What is your take on the 2 agreements?
Thank you
Steve
Read Answer Asked by Steve on September 18, 2015
Q: I purchased this stock in June of 1913 at $23.11 - it is now $16.82 - do I hold or sell as it seems to be declining. I am a senior and am looking for income.
Thanks for your advise
HA

Read Answer Asked by Hanna on September 17, 2015
Q: recently purchased this stock and now I notice 5i prefers AGU. should I switch or establsh a new position in AGu

thx
Read Answer Asked by blake on September 17, 2015
Q: AW has kind of dropped from its 30$ in June,is it the general market and how do you feel about it going forward? A good add to holding at this point ?
Read Answer Asked by terrance on September 16, 2015
Q: Hello 5i team

I have invested in BAD in the past and did well, I still own a small position in this company ( I am not concerned with the weighting in my portfolio ). I work in the oil and gas field and I see BAD trucks at my work place, I drive home from work and see BAD trucks working on city Infrastructure projects. I like the idea that they can allocate their trucks away from slower areas (oil and gas sector) and move them to more profitable areas very quickly. I believe they have a good reputation in the field. I like that they build their own trucks and can ramp up assembly of these trucks on a whim. In having control of the construction of these trucks they have slashed the price of the trucks compared to buying them from a middle man dealer (a huge competitive advantage in my opinion) they have also maximized the usability of the truck since they have ultimate control of the product.

I have noticed over the years that large corporations ( In the O&G field and utility sectors) are becoming more focused on safety (probably due to wanting to keep insurance costs minimal) and in these slower times in the oil patch are starting to pinch their pennies harder. I see BAD as the safest, fastest and cheapest way of excavating pipes, cables etc which is just what their customers or potential customers should be wanting. I also see BAD as a excellent take out prospect maybe not today, maybe not tomorrow but some day. As they become more dominant in the north american hydro vac world they should look more attractive to some larger service companies. BAD seems to have a manageable debt load, good ROE and pays a div which hasn't grown but they have been in a aggressive growth phase and I expect after that phase is over that the div will begin to climb.

My question to you is why should a guy not back the truck up on this stock now (sector weighting not begin a concern to me)?? It should be able to easily survive this oil market slow down and come out the other end looking pretty good since it has plenty of business happening in the Infrastructure and utilities areas. What are the potential down falls of this stock?? What is your opinion of the management??

Thanks
Read Answer Asked by Darren on September 16, 2015
Q: Just a comment regarding Dave's question on HCG...
When I have a stock that is overweight in my portfolio (or I have made a nice profit on), I often will write a covered call at a strike price that I am comfortable with. This ensures that I keep my weighting appropriate and removes the "emotion" from the decision to sell. Why not get a premium for selling a stock you had planned on trimming in the first place.

Please publish if you think this would benefit others.

Thanks,
Read Answer Asked by Mark on September 16, 2015
Q: I have a similar (nice) problem to that posted by David. I bought a half position in HCG and saw it go up 15% in a couple of weeks. Tempting though it is to cash out and take my wife out for a good dinner, I still want to purchase the other half position as it was my intention all along (I am a long term invester). I am not trying to "time" the market, but it is 1) a small cap (the other financials I hold are RY, BNS and MFC); and 2) the market is gittery to say the least. So the question is: what is the reason for HCG to rise so fast? Short covering? As always, thanks again. Henry
Read Answer Asked by Henry on September 15, 2015
Q: Considering buying Enbridge here, don't have any energy related stocks currently(except for what's in VCX). Would you suggest adding ENB or adding to MDA already held and down over 25%. Adding would bring it a percentage point or so above equal weight in a 12 stock portfolio, having already averaged down once at around $86(bought at around 96 originally)Thanks.
Read Answer Asked by Josh on September 15, 2015
Q: How do you handle situations where you initiate a position and in less than two weeks it runs up 20%. This happened in Home Capital and I am struggling with the decision on keeping or selling.
There has been much volatility in the markets in general and on this name that it would be hard to see it drop back to the 25-27 range and not have taken profits. I feel my position is not large enough to sell just half and keep half to trade around the name.
Thanks
Read Answer Asked by David on September 15, 2015
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