Investment Q&A

Q: What would you recommend if Mr Goodman steps down? Hold? Sell?
Thank you for your service

Q: Would you consider KNX a buy, sell or hold at this time.
Garry

Q: High Arctic To Buy Precision Drilling Snubbing Assets for $8.25 million. Looks to me like they are taking advantage of market conditions and using cash on hand. Do you see this as a positive.
Thanks John

Q: Hello 5i,
CCL, as noted in your portfolio occurs in MATERIALS. In your Portfolio Review and on Yahoo and Morningstar it is noted in Consumer Cyclical. Is it possible to give a definitive categorization of CCL.B?
Thank you
Stanley

Q: Hey guys. Looking at NFI Group. The Quant looks good, well priced. Your thoughts on risk factors here?

Q: hi
can you tell me if fsz has distributed a dividend in 2019
jacques

Q: Hi there, in your opinion, is there any credibility to the short report put out today? Thanks

Q: Seems like Citron is doing it again. But this time the stock is hurting pretty badly. What is different about his attack today vs the one a while back?

Sheldon

Q: I own 800 SHS of ENB in my non-registered acct.: had for 10 years - added to original position a couple of years ago to bring to current 800 SHS. Also own same number of TRP SHS - same scenario. Added together both a small % of total portfolio. Sitting on a lot of cash and was thinking of increasing ENB to 1000 SHS. Also own: BNS, BMO, CM, T, BCE, IFC, TCL.A & NFI in this account: last 2 were added last Jan.

Q: what does 5i think of this company

Q: For a $3.6 B company with a p/e of 16.2x trading close to 400k shares per day, I find the price and volatility confusing and frustrating. Seems to move up 3 or 4% one day and down in a similar fashion the next. Even with an earnings beat the stock is not acting well, so far. Comments?

Q: how does 5i feel about this company now thanks

Q: Why would PKI opened today down about $1.00 and stayed at that level all day long? I can't find no news at all. Would you know something about why? Thanks.

Q: Hi, What will be the new no. of outstanding shares for Savaria, with 5 mln new shares issued and the insider ownership ( Mr Bouroussa and family, with addition of 71,000 committed from new issue) ? Based on 2019 guidance, and taking into account this dilution, what will be the pay out ratio ? Is this dividend 3.5 cents/month sustainable, in your view ? While no one likes a secondary at $14.15 after an issue at $16.60, a year ago, on a positive note, company could pay down a large portion of $101 mln debt, thus strengthening the balance sheet. Is there a silver lining and stock is worth adding at current level for 3% dividend yield and growth ? Also, is there a lock-in period of 4 months for the new shares from April 22, the expected closing date of secondary? Could it place more pressure on the stock, down the road ? Thank You

Q: Do you see this company as having any potential for capital appreciation during the next 24 months and if so what range (%) would be reasonable?

Q: With VNR being purchased for $26 cash to the shareholders do you suggest to just let this happen in due time or would it be beneficial to sell ones shares while it is trading above $26? Thank you for any advice on this. The dividend will be missed.
Many thanks, Len

Q: Do you think the Alberta governments decision to reduce oil production will impact PKI. Have the short sellers been increasing their attack?

Q: Hi 5i, Shopify seems to have a lot of competition entering the space with Instagram and Square's announcements, and now Microsoft. Would you suggest trimming back on this name at this point if its at a 5% weighting? Thanks.

Q: Do you think the proposed nomination of the new directors gets approved by share holders ?
If so, could the new board replace Mr. Goodman.
Can you elaborate as to what is most likely to happen in the next few months ?
Thanks for your advice.

Q: I hold SIS and also disappointed, but I did purchase at $5.72 so I will watch for now. PLC announced an offering: Park Lawn Corporation Announces $125 Million Bought Deal Offering and Successful Completion of Cress Funeral Service Acquisition. Stock down 6.75%, is this an opportunity to purchase PCL at a discount?
Thanks