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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: In response to one of the previous comments about Teletubbies freaking him out. I lived in the UK at the height of the Teletubbies mania and my kids and all their little friends could n't get enough of the show.
It was incredible how it had such an impact both with kids and even the parents. That's why I think DHX is onto a real winner particularly their exposure to China. Wait until the M & L really kicks in.
Read Answer Asked by Peter on February 10, 2015
Q: Hello, I have a small position in this stock. Since I purchased it, it has increased in value by 15%. I am thinking of adding more to my position. The stock has a ROE of 50%, a P/E of 3.3, trades at double its book value,has a 5.5% yield and has exceeded its profit projections on the last two quarters. On this basis, it appears to be a excellent value. My question is "am I missing something?"

thank you for your response.

Regards, Alan
Read Answer Asked by Alan on February 10, 2015
Q: Good Morning Peter, Ryan, and Team,
This morning it was reported on BNN that a larger competitor of Avigilon, "Axis Communications" of Sweden, was purchased by Canon of Japan. The price paid was $2.83 billion US. From a pure technological perspective Avigilon appears to have the best end to end mouse trap. How do you think this transaction will affect Avigilon going forward and do you think that AVO may end up being acquired by someone as well ??? Thank you for your wisdom and insight. DL
Read Answer Asked by Dennis on February 10, 2015
Q: Your thoughts please on how this might pan out. News today that some 300 investors made a ton of money on amaya ahead of the deal. How can this be proven and if so what are the implications for amaya?
Read Answer Asked by Helen on February 10, 2015
Q: Do you feel the news release today will have an effect on the performance going forward. The stock has been lagging for the past few weeks. Can I please have your opinion going forward.
Thanks for your great advice.
Read Answer Asked by Rick on February 10, 2015
Q: Which stock out of those you cover do you think has the highest reward to risk ratio right now? I am looking at something to spend my TFSA allowance on for this year.
Read Answer Asked by Andrew on February 10, 2015
Q: Hi,
Could you please provide an update on your outlook for Aviglon? The stock had a good run lately, do you see more upside potential in short term (long term) or it is time to take profits and switch to another name? I am currently looking for growth, but will have to re-balance portfolio for income when I retire in 3-5 years.
Thanks.
Read Answer Asked by Michael on February 09, 2015
Q: Hi there! Could you please comment on AlarmForce Industries Inc. or AF - T? It appears to be attractively priced trading near its Annual Low.

Respectfully,

Dave (Nicholson)
Read Answer Asked by David on February 09, 2015
Q: Something is up at Black Diamond Group. It's up 13% today.
Any ideas what's going on?
Read Answer Asked by Mark on February 09, 2015
Q: Hi, Wondering your thoughts on TRZ.B given a recent decline to 52 week lows the $7.50 area.

I am interested in the company due to no debt and the Dec 11 PR which noted 308 million free cash (as of 31 October 2014). Given a $280 million market cap the company trades at the level of its free cash. I understand that the USD rise will have consequence on their upcoming earnings. Your advice on the stock would be greatly appreciated.
Read Answer Asked by Cameron on February 09, 2015
Q: Hello Peter and the 5i team

I was watching BNN the other day and a question came across concerning Canacord Genuity. The guest (Jason Donneville) on the show said that they had shorted Canacord because the ratio between the P/B and ROE was far from the usual 1 to 8 ratio ( I am sure there were more reason then just the one but the other reasons were not mentioned). For example If the ROE is 16 the P/B should be approximately 2.0. This is a correlation that I had never heard before or took into consideration. Is this a metric that you use? Is this metric widely used in the stock trading world? Is this metric used more in specific sectors of the market? What do you consider the most significant metrics to judge weather a stock is a buy or not.

Thanks I appreciate your insight.
Read Answer Asked by Darren on February 09, 2015
Q: I purchased SJ based on your outlook of the company I am up over 31 % in a short time The stock now represents about 16 % of a 20 stock portfolio
I did not sell a share of Surge and rode it all the way down and plan to ride it back up I do not need the funds However in hindsight I should have lightened my position

My question is should I reduce my holdings in SJ to what per cent and what would you replace it with ?
I am comfortable either selling or holding
Thanks for all you do

Paul
Read Answer Asked by Paul on February 09, 2015
Q: Hi Peter and 5i Research Team,
I am not asking about the general market. Instead, can you give me your 2 to 3 best picks for Canadian companies that do significant business/sales in the US - the companies that will do well in a low Cdn $, low oil price environment. I need your top companies, please. Thank you.
Read Answer Asked by Linda on February 09, 2015
Q: I realize you like both Stantec and Stella Jones but I have room to purchase only one of these two quality companies in my T F S A? I'm looking at a 5 year window so which of the two would you recommend for purchase at this time? Thanks
Read Answer Asked by Dennis on February 09, 2015
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