Investment Q&A

Q: Hello 5i,
Crius has a 248.6% Payout Ratio for the March 31 2018 quarter! It is claimed that this is for Phantom Unit Rights: cash paid in compensation for time invested by upper echelon. This is according to a Phantom Units Rights Plan (PURP). Does this take place every three years? Distributable Cash was 3.7 million and total distribution was 9.2 million. Does this make sense?
I hope that words involving "phantom" and "PURP" are words that actually do bode well for future success.

Q: Hey guys:

I have been debating whether to establish a position in this name . Every time I am in there with my kids, it is crazy busy. It has been consolidating as of late. Would it be a good time to buy?
Thank you
Mark

Q: HI 5i,
I purchased ($1.90) Photon from analysis of this company, I'm very pleased with my purchase (THANK-YOU). My question to you here is, my position is just considered a toe in position, do you think taking a bigger position or adding more at this time is prudent?

Q: I'm not complaining, believe me, but why does CSU keep going up and up? Is it because "everyone" is waiting for it go down? Any specific reasons? Thank you.

Q: Hi Peter
What your thoughts on BNS acquisition .Heavy discount on the stock $2.09 from todays close after a discount from this weeks earning release total 4 plus$ heavy hit for shareholders .
I am very interested in your opinion on this acquisition
Kind Regards
Stan.

Q: RHT at $1.50 is a good entry price or still expensive.? Thanks

Q: What are your opinions on the newly published quarterly results? Any surprises?

Thanks.

Q: I see this name seldom mentioned when asked about your favourite stocks. Do you still like it after it’s massive run up? In what decile would you rank it amongst the 5i stock coverage universe ?
Thx
Karim

Q: I understand the CEO recently sold a fair amount of shares at approx. 8.00. While I am well versed in your usual response that there can be many reasons for such selling, just wondering if you see anything at all unusual with the company that may have been a motivation for the sale.
Thanks

Q: Mr. Hodson, in light of your confidence in GUD, which is now at $8.12, would you advise
loading up on the stock if one can do so right now ? GUD issued stock at $10 in the past, so adding more at this time would seem a good deal. Makes sense, or do you have
reservations in this regard ?

Q: What is the Q1 consensus for revenue, ebitda and normalized diluted eps please.

Q: Is GUD any good?

Q: I have a 1/2 position in RHT and am down 23%. Is it a reasonable idea to bring it up to a full position with the price drop? Thanks!

Q: As regards to a comment made today about Methanex, what company/ companies would want to buy it out?

Q: Hi 5I,
Having had a decent run, do you think MX has the potential to carry on in the short term and why?

Thanks
Mike

Q: Please u take on latest results & going forward.Appreciate u usual great services & views

Q: After the acquisition of Lane Quinn, are you expecting a uptick in near term growth and does it enhance longterm prospects?

Q: whats your take on reliq announcing the purchase of 27,000 blood pressure units,that they will resell to their customers.
the whole thing sounds fishy. i mean they say their customers had trouble buying them, so why would reliq be able to buy them. strange stuff. dave

Q: Hi 5i team. After being badly "burned" by healthcare companies over the last couple years (phm, vrx, cxr) I had sworn off investing in healthcare/ drug companies as every one I was invested in seemed to turn out to be giant scams. But, that being said, I find myself liking the idea of the technology behind RHT and I am considering investing in this recent pullback. On the flip side I used to feel the same about patient home monitoring (and we all know how that turned out). I guess I am looking for reassurance that RHT is a MUCH different home monitoring company than phm was, with competent management that aren't scamsters like Dalsin was, and describe the level of potential RHT has for future growth. I like the "tech" and "AI" component of this technology the best as I believe these will continue to be the highest sector of world growth going forward.

Also, in regards to the upcoming quarter; is there a negative setiment out there in regards to the release that you are aware of? Would a person be better off to buy the dip now, or wait until after the release? Thanks

Q: With REAL stock continuing to get hammered what effect will this have on AIF or is this priced in and being in a similar industry might AIF be next or get hit? THX