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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: Follow up on CXI. Your report on the firm is positive, but it is not in the model portfolio. Please explain how you decide what goes into the portfolio and when you make changes to the composition. Thanks.
Read Answer Asked by Noel on December 22, 2014
Q: Hello team,

Happy Holiday to you and your families.

In the context of a diversified portfolio, with high risk tolerance, could you compare the following stocks in terms of growth prospects over the next two years?
1 - MacDonald Dettwiler & COM DEV
2 - WEF and HBM
3 - ESP, EXO and SVC

The objective is maximum growth potential.

Thanks for all you do.

BK
Read Answer Asked by Bekaye on December 22, 2014
Q: Peter and Co.
For a while you favoured Boston Pizza but now you favour A&W. To me they appear to be similar except in size. I have been considering BPF but seeing a local BP close has me wondering if there is something going on that is below my radar. Can you please explain why you now seem to favour A&W and is BPF OK? Thanks in advance and I wish you all and the other members a Merry Christmas and a Happy New Year.
Gary
Read Answer Asked by Gary on December 22, 2014
Q: I have had a half position in CXI for about a year. Would you be comfortable adding the other half now or should I wait for a pullback? How expensive is this stock on a PE and PEG basis? What is the key catalyst that might drive the price in 2015? Thanks for your comments.
Read Answer Asked by Noel on December 22, 2014
Q: Hi Peter and Team, would you be able to explain the five year low in share price of AHF? Is there something of real concern here? Are insiders or major share holders selling here? Thanks!

Thanks for all your help this past year.
Merry Christmas and All the Best in 2015 to All at 5i including Members!
Read Answer Asked by Hussein on December 21, 2014
Q: What do you think of today's news? How comfortable are you with management?

Merry Christmas!
Read Answer Asked by James on December 19, 2014
Q: Hello- CSE provided an update yesterday - adjusted Ebitda is expected lower than 2014 ...what do you think of the company's long term prospects? Buy , sell or hold??
Thank you
Read Answer Asked by Pat on December 19, 2014
Q: Hello Peter & Co,
Could you please explain what this company does?
Tony
Read Answer Asked by Antoine on December 19, 2014
Q: You note in recent news regarding Amaya.
"we advise shareholders to do nothing, unless they have a very big position, and then some caution is warranted. There is not enough information to make a sound decision just yet".

So my question is what would you consider a very big position, is this referring to percentage of a portfolio or cash value of the shares?
Read Answer Asked by Peter on December 19, 2014
Q: Hi Peter and Crew,

Seasons Greeting to all.

Not sure if I am missing something, but the future for K-Bro looks to be very bright. I would imagine their cost of doing business is falling (Nat Gas for running the laundry, Gasoline for delivery fuel). Yet revenues could be steady and climbing. Do you see a dividend hike in the near future ? If your 5i rating was not already close to the ceiling, would this be the sort of change (lower energy costs) that would initiate a raise on the rating scoreboard ?
Read Answer Asked by Jim on December 19, 2014
Q: I see and appreciate that you still find EH attractive at its new price. I was sideswiped on a small position in this stock by the oil patch downturn. I bought for the diversification but did not get it. Such is the stock market! A collapse in Alberta's housing will obviously affect EH. What kind of growth premium is currently in the stock price? Is this now a relatively cheap stock on some other kind of metric?

TIA
Read Answer Asked by Gerald on December 18, 2014
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