Investment Q&A

Q: Hi Ryan and Peter,

I had been watching PHO for months. After their earnings call and the pull back and your words on earnings, I was encouraged and finally took a position at $1.80. I have averaged down during this pullback as I thought it was a bit "silly" as Nigel is just trying to temper expectations. They have no debt, nearly 40 cents per share is cash and a great gross margin. Am I correct in thinking the risk is the 3 companies that represent 80% of revenues and revenues dipping/not growing.

So a couple questions:
1. Am I misguided in my thought that it is very cheap right now and a couple more solid quarters would change sentiment?
2. Your past company report estimated value to be $1.93 a share. What do you believe the share price is now?
3. Who do you believe the key 3 customers are and do they have a chance to pick up more?
4. Do you know who their competitors are? I cant seem to find them.
5. At what point, would you "back up the truck"?

Thank you.

James

Q: Pho is in descent .i owned his once before meterioc rise followed by steady decline. Should i continue to hold .
Another stock is MG not the same as PHO but concerning

Q: Can you give a general overall picture of Boyd's current financial situation? Is revenue and debt an issue at all? Do their numbers look sustainable? And finally, what do you make of their management?

Q: Any reason why it has been strong recently?
It's earnings report is still several weeks away

Q: why is this stock lagging so much?you still have it as one of your favorites and would you step into this stock?

Q: your thoughts on ENB please. There is such a negative atmosphere towards pipelines today. What % of its business is affected by this. Your thoughts on its future and its dividend.

Q: Does Knight Therapeutics have any connections with Astra Zeneca?

Q: How big a deal is it forming a partnership with pactera.

Q: Hi Peter and staff
Ok so can you comment on these 2 companies going forward . Specifically Boyd is it a sell and Real is it a buy at these prices at this time

Q: Hi there , do you know how I can find the % of revenues and profit that BNS gets from its Latin american operations ?, following a previous question from another member : I travel to Chile often and I am always amazed at the high activity of the economy and the low service standards for banks . BNS ought to benefit from these favourable conditions.

Q: I'm somewhat concerned that we'll see more COVID this fall and I wouldn't mind trimming my portfolio of positions less able to benefit (short term). Boyd Income Fund comes top of mind due to people driving (crashing) less and it is also one of my larger positions (4.5%) but also still up (50%). Can you provide me with a quick note on how they've been doing this year (business, not stock price) and how significantly their revenues have been impacted? What is their outlook like?

Honestly, they seem to me to have held up better than I might have expected...

Cam.

Q: I am a bit surprised at the stock reaction to the earnings report, expecting it to work its way up. The only thing I see is that insiders have sold 600,000 shares in the last six months. Could I have your thoughts on this? Thanks

Q: WELL is on an unbelievable run. What do you see as the end game for this company in 2-3 years? A tuck in acquisition for a larger company or a successful standalone?

Q: I am considering moving my RRSP from the firm my company has selected to something I can self-direct myself (saving management fees). It is approx. $90K and I don’t expect to access it for 20 -25 years. My thought was to mimic your balanced equity portfolio. Does that amount and time horizon make sense for the strategy?

Q: Hi team

a great pick by 5i research, thumbs up

I wonder if some of the shares are owned by the Quebec Pension board
and the CPP

It would help to see if they actually let the public knows how many shares ; especially recently added

Thanks

It would greatly increase the long term outlook for GSY if the above can be confirmed

Michael

Q: Hi Team,

Can you comment on the recent quarter out of GOOS?

Thanks!

Q: Hi 5i,

Any reason that Bill Holland (Board of Directors) sold a total of 270,766 shares at an average price per share of approximately $31.56. Do you think it will have negative impact to the stock? In general, Investors monitor insider buying and selling since buying activity is often seen as a positive sign that executives believe the stock will rise in the future. Conversely, insider selling can be seen that executives believe the company and its stock price may underperform in the future. Do you see any possible of underperform reason, please kindly advise.

Q: Please comment on preliminary released today after market close.Txs for u usual great services & views

Q: In Sylogist’s recent AGM PR there is a statement that reads: "Resolutions to approve the Company's stock option plan and its proposed amended by-law, did not pass." What was the proposed stock option plan and its proposed amended by-law? I am a bit worried after the massive payout to insiders awhile back. Thanks

Q: Can you comment on Brookfield Asset Management's earnings and information released this morning? Do you see any areas of growing concern or information that would have you reassess BAM's status as a blue chip?

Thanks again.

John