Investment Q&A

Q: Regarding CGX
Someone on BNN commented yesterday that Cineplex was cheap right now...from a P/E or P/CF it does not look overly cheap to me. Would you say it is inexpensive or fairly valued and by what metrics?

Q: Symbol : ACQ.TO
Good Morning Peter & Team.
Auto Canada is under lot of pressure recently and is loosing heavily. Is there any news on this stock? Is this a stock a buy / hold /sell currently? Is it worth entering in to a new position in this stock at current levels?

Thanks for your help.
Vinod

Q: A day or so ago, ENB announced that it was transferring a 1.76 Billion pipeline package to the Enbridge Income Fund. My question is why they are doing this and how this transaction will affect the stock price of both companies. Tnx for all the great work.

Q: Do you have any suggestions with regard to selling your losers? For example, I own Avigilon (AVO) and currently have a loss of 41% and keep on holding it with the hope that some good news will be on the horizon and the stock will head up. Frankly, I wish I had sold it long ago. I know that some investors have a rule if a stock drops 7-10% from purchase price, it is sold. Do you have any general recommendations for selling losers? Thanks, Bill

Q: Questor (QST) is dropping in a major way today. I expect that small caps will generally fall more than large cap stocks when we experience the kind of drops we have seen on the TSX over the past few days. This, however, seems overdone on no news. Is this an opportunity to add to my QST position?

Thanks you for your assessment.

Q: T:AD - ALARIS ROYALTY CORP
Please provide me a recommend a list of Canadian companies that can benefit from us markets and us growth . I believe that AD would be an example as it is in the us or moving that way ? . I prefer dividend stocks.
Thanks
Yossi

Q: I have had BYD.UN for a long time and it has done good but it has gone down (like most everything) today. What is your feelings of this stock. Thank you.

Ron

Q: I am considering buying linamar or magna with the recent drop in their stock price. Would you prefer one over the other and why?

Q: There seem to by some extremely heavy trading volume on Friday in several stocks that I follow - AYA, CTC, BNS, GE TD, WFC, CAE just to name a few. Was there something special going on to account for these numbers?

Thanks

Paul F.

Q: What's going on with FSZ? I purchased this stock because you liked it (can't remember specific reasons). I've held since Oct 2013 and it's down 5.5%. Yes, it pays a dividend close to 3%, but I'm wondering if I should sell while my losses are low.

Q: CSS.I called Market Call & Market Call Tonight 3 times over the last 2 weeks,& was informed that the guests do not cover CSS.I cannot understand.Please give your opinion.On 9/18,Barry Schwartz talked about TFI.He thinks that TFI is making a good acquistion in CSS.but some shareholders object so extend offer.Fedex recently reported good numbers,so companies in the sector like TFI & CSS should follow suit. Thnks a lot

Q: Avigilon,Auto Canada,Badger for the long term ie over 5 yrs
Avo,AcQ, Bad are now priced at less then the mid point of their 52 wk low & high.
What is the peg ratio on the above & is it ok to establish a small position , say 1/3 in each of them now with the plan to purchase another 1/3 provided you issue a favorable report on their 3rd Q results.
Thank you

Q: Hi all. I have held AEM (Agnico Eagle) and CS Cap Stone for about 3 months and am down about 25%. They just continue to go in one direction down. If you owned them - what would you do with them? Thanks Dennis

Q: CSS.
I hold Contrans at a profit and have not tendered my shares. Is there any way to find out what the vote is at this time and how close to 66 2/3 Transforce is?

Q: re: WIN.TO

Wi-Lan stock price spiked higher with huge volume at the very last few seconds of the trading day. I have a big position in the stock, and trying find a chance to reduce my position and use the fund for some other technology or industrial names under 5i coverage. Any thoughts? Thank you!

Q: re:MG Magna

Hello 5i Team

Magna is one of those names I have been kicking myself for not getting into back in mid Feb when I began watching it. Now, as I continue watching, reviews coming in appear to be mixed which for me is a little confusing.

Everyone agrees it is a well run company, it appears to be trading at around 10 times earnings, and auto sales should improve over the coming years considering the age of the fleet and the slowly improving economy. my questions are...

1) is there a reason you know of that explains the significant drop today?

2) at the present price, how do the metrics look?

3) would you recommend buying now, or holding tight?

As usual, Thanks for all you do, it is always appreciated!!!

Gord

Q: I currently owned Rogers and thinking of selling and buying Telus instead. I am just wondering since I do have some US$ if I should buy Verizon instead because all that is going on with telco industry and CRTC wanting a fourth carrier?
Thanks
Dolores

Q: Could you please provide an update on ACQ? Can I add to my losing position (since I purchased it recently).

Q: stn Stantec announced a 2 for 1 stock split on September 5th. Since that time the stock has traded at a high of $76.06 and a lo to-day of $7l.95.
Any reason for this decrease in price. Is it a good time to buy. Thank -you

Q: Hi Peter and Team,

This is somewhat of an abstract question but is important for my analysis nonetheless. Can you name a couple Canadian companies that you think would have a strong competitive advantage if they were to expand into the US or a similar country (i.e. Australia)?

Stantec (multinational consultant status advantage for companies in Australia, yet similar legal system) and Cineplex ('purchasing power?') come to mind, but I end up banging my head on the desk when trying to come up with others. Does anything stand out to you guys?