Investment Q&A

Q: Hi again 51 team!

I currently hold a position in MAL and am considering switching into CAE. What are the main advantages and disadvantages of the future prospects for these two businesses?

What are the executives (not self-serving analyists!) at CAE forecasting for earnings growth and cash flow over the next year?

I see from previous Q&A that 5i has noted that CAE has been profitable every year since 1991. Do you think the market cap of this company reflects their long term financial performance?

Would the CAE track record and future outlook be compelling to add to the 5i balanced portfolio? Why or why not? If not, what does this company have to do to merit inclusion in such a portfolio?

Many thanks for your insights and opinions 5i team !

SGR

Q: On March 16/2016 most of the senior management dumped a large portion of their shares. Otherwise, low daily trading & a lousy name compared to Easy Home! what's your thoughts? Sell or hold.

Q: If the deal to purchase Canexus does not go through, what effect would this have on the current price of Superior? Also would the dividend be sustainable going forward?

Q: Hi Peter, I need to take some profit off the table. I am up on these names. Can you please suggest which of these I can sell now among these 3?
OTC
BCI
PLI

I meant which of these among 3, does not have a huge catalyst in short term and more riskier?

Q: I am fascinated by the Empire Co. story. I have read some of your earlier replies and would agree that it is a wait and see stock at this time. But some of your criteria for a good stock seem to be in place, i.e. history of increasing dividends, reasonable P/E, Price to Book. And the company is buying back over 5,000,000 share to retire them.

To me, this seems like a true value investment. The stock broke through its very long trend line in mid November. I would wait until the trend line turns back up and re-evaluate at that time but when (not if)this happens, there is a $10 capital gain available. Am I right on this one?

Q: Your thoughts on Sandvine earnings report. Is it buy/Sell/Hold at today price.
Love the service Thank you If answered & posted already please disregard.

Q: Question: I own too many positions . Some were income plays , many were from my days as a "big shot" oil investor , others were lost causes .. . Ignoring sector balancing ( I have been trying ) , which stocks should I heave ?
Your portfolios have been very helpful in rescuing me from my previous ways ... thank you
Consumer - AW.UN /ADW.A/ATD.B./CCL.B/CGX/MG/ PBH/HLF/KEG.UN/L/MG/PZA/AYA/ECI/DOL/GIL/ACQ
Financial - BNS/RY/CXI/EFN/IGM/HCG/
Healthcare - PHM/
Industrial - AFN/ RUS/WSP/SIS/WEF/CFP/XTC/MDA/BAM.A
Materials - SJ/
Energy - ALA/BEP.UN/CPG/ECA/PPY/TOU/WCP/BDI/SGY/FRU/VET/ IMO/ PSK /FRU
Tech - CSU/GIB.A/DH/ESL/SYZ/DH/DSG /
Telecom - T/BCE
Utility - ENB/
REIT - AX.UN/CSH.UN/CUF.UN/DRG.UN/D.UN/SRU.UN/

Q: Hi, I have been thinking of adding a restaurant stock to my portfolio after I divested Diversified Royalty and Cara Ops. I reviewed MTY and just came across Imvestor Restaurants Group, when it was discussed on BNN, Friday as a top Pick by Brandon Caldwell. How would you compare the two on various metrics like, financial strength, management, dividend and future growth prospects (by acquisition and organic growth)? In one of your comments, you mentioned that MTY missed on St-Houbert purchase (by Cara). Which one, in your view is more undervalued today and holds lower risk for a long term hold? Thanks

Q: I retired, hold a diversified portfolio and keep reinvesting the income. I am intending to buy on margin within a reasonable amount to profit from the spread.
What is your advise.
I am looking for three solid Canadian low beta good dividend paying stocks.
Any suggestion
Thank you
Raouf

Q: Worth buying? Thx

Q: Does 5I know much about cgy.I understand it is relatively small with a markrt cap. of only 145m.and technology based.What is your assesessment on management and their growth prospects? surprisingly pays a nice dividend of over 5%. Is this company a possible investment?
Cheers
Cal

Q: Hi Peter /group what is going on with Lumber stocks the last couple of days especially since lumber futures are up over the last couple of months. What do you see going fwd from here. When does the seasonality window close? Thanks for the great service

Q: Morning,

Auto parts companies in a bit of a tailspin. Any reason to close a long term position in Linamar? What do you expect from this stock over the next quarter, year?

Thanks!

Q: What are your thoughts about getting into Cameco at this time?

Thanks for your insight!

Q: Hi Peter,

Since lithium stocks are on fire and potash holds 32% of sqm what effect it will have on the bottom line of potash.

Thanks
paul

Q: I hold the following:
Consumer - ATD.B|CCL.B|CGX|MG|PBH
Financial - BNS|TD
Healthcare - CXR|CRH
Industrial - CNR|WSP
Materials - SJ
Oil&Gas - PEY|VET
Tech - GIB.A|CSU|DH|ESL
Telecom - T|BCE
Utility - IPL|PPL
I really like all of these companies but I would like to add SIS to this mix. I would have to sell one of the above to do so.. Thoughts?

Q: Hello 5i,
You seem to be just a little more positive on Torstar this time around. Unfortunatly i have been an owner of a small amount for a long time. But, i have been thinking of doing some swing trading on it. It seems to have quite large movements in share price in relatively short periods of time. I dont't think i would buy it as a keeper. But, i thought swing trading may work. I have been afraid of bancrupcy, thought. You don' t seem to be too worried about this, though. I was wondering about your thoughts on this strategy?
Thanks

Q: Assuming a well diversified portfolio could you please give us 5 names that, in your opinion, have strong potential at this point. Thanx Robbie

Q: Your recent answer about this company surprisingly failed to make any reference to the the Site C contract which is expected to generate $45 million of EBITDA in 2016. I would have thought this to be relevant.

Q: FSV: Any info on why the stock is like a rocket yesterday & today? Up Approx. 10%.