Investment Q&A

Q: Hi Team Could you give me your views on intertain group
Thank You

Q: Hi, could you please comment on DH earnings. At the first glance, Revenue, EBITDA and FCF, all seem to have meet or beat estimates. Laser Pro renewals are still weak (as expected) but organic growth in other areas appear to be decent. Debt reduction seems to be a priority. How do you read their commentary on outlook ? DH stock has gone thro' quite a roller coaster, after past two quarterly reports. Any thoughts on reducing or adding to present position. Thanks

Q: With the announced deal with Infor how does 1 play this going forward ? Elf is to become 2 entities terms of split unknown to a retail investors , throw this into the mix and it sounds good but how does 1 determine if 1 wants both new firms or 1 over the other?
David

Q: As a position in a TFSA or RSP with a minimum 12 month hold could you see IT getting a better valuation after dual listing

Thanks
David

Q: What would you expect as to the possibility of a positive return by purchasing a Jan 20 2017 CXR call with a $29.00 strike price.

Thanks for your insight.

Q: Hi
With CXR stock now under $24.00, would this be a good entry point, or do you think it can still go lower in the short term.
Thanks as always
Guy R.

Q: What do you think of the proposed acquisition by Element of Infor Acquisition Corp both in terms of growing its business and adding to its management team? the stock seems to building a base in the $14-$15 range. Do you think it has the potential to revisit its $20 peak in 2017? Looking at it for a three to five year hold.

Q: Finally some news from Element Financial today. Looks like formal approval of the restructuring is complete, plus they also announced a merger with Infor Acquisition Corp. Can you specify if this is good news and what how this may impact the share price(s) of EFN?

Q: Hi,

I am really enjoying the momentum on OTC these days. I remember you used to say it was a "cheap" stock, where does it sit in terms of value now and how does this compare to peers?

My position in OTC has grown substantially. At what percent of a portfolio would you consider trimming OTC back?

Thank you

Q: Just a comment on CXR. I like your advice to hold on and not take a big loss through panic. How often have we seen a general market panic? Brexit being the most recent example. I see it as a similar thing. The sector is in a panic and CXR seems to be the favorite whipping boy with perhaps influences from a short seller or two.
Anyway having your confirmation to stand pat makes me feel better about my decision to hang on.

Q: My question concerns fuel pricing and specifically, profit margins. Prior to ATD.B's last quarter results, concerns were raised about a potential decline in profit margins from gas sales. However, I thought retail gas price margins were quite stable and that it was the underlying price of oil that caused gas prices to gyrate. In fact, I thought retailers were helped by fluctuating oil prices because they are quick to raise prices when oil goes up (thus selling lower priced inventories gas at a higher price) but slow to lower them when oil drops. Is this thesis correct? If I am at least somewhat correct, it would therefore seem that overall sales is not that important a metric for these companies.

How much do gasoline profits contribute to these companies over all profits? Or are in store sales more important?

Appreciate your insight.

Paul F.

Q: On Friday, July 22 there was a pull back - some of my holdings came back approx. 1%. CXR sold off 5%. Any reason. X dividend - sell after x dividend date to capture dividend? Buy before x dividend date to capture dividend date? Thank you, Dennis

Q: While I realize that no one has a crystal ball, do you have any thoughts regarding the possible timing of a possible sale of the company or, if not, a decision not to sell for that matter? I wondered if it might be around the next quarters(August 12 ) results when there may be a better understanding of the impact of Brexit on the company's finances. Or do you think that this might require another quarter or so to sort itself out? Any thoughts on the probability of a sale actually happening? At this time the market seems to be discounting any potential sale!

Q: Can you offer 4 or 5 companies being considered for addition or on the cusp of making into each of your portfolios; growth, balanced, income? Many thanks.

Q: I am wondering what would be a normal p/e for Concordia? Also perhaps you can shed some light on the difference between cash flow and levered free cash flow.I understood the latter represented the cash left over after debt obligations have been paid. With their substantial debt I expected Concordia's levered cash low to be substantially less and yet Yahoo Finance shows cash flow per share of $4.10 and levered at $6.55.
As always your assistance is greatly appreciated.
Mike

Q: On the fixed income side of a portfolio 5i has included both conv. debs. and prefs. Do you see them as having a similar risk profile? With new money would you choose CVD or CPD? and why? I am having a hard time finding CDs that are worth the risk, yet the rate reset pref. market seems like a "bargin" assuming rates go up in the next 5,10,15 years.

Q: I am thinking of diversifying my income portfolio and would appreciate if you could comment on the merits of the above and which one you would recommend.

Thanks

Wayne

Q: Please comment on the Company's latest financial results. Also, since the earnings only included a few weeks of earnings from the new acquisition, do you have any insight into how the Company's financials/earnings might play out over the next few quarters.
Thank you for the great advice you provide to your members.

Q: DBO is planning to get permission from stock holders at its annual & special meeting on Aug 17,2016 for a ten for one reverse split.In my experience this is never good for small investors because once the reverse takes place the value of the stock invariably drops.If it goes through, should I sell? Could you tell me why they are doing this other than to attract larger buyers who can't purchase stocks under 5 or 6 dollars.DBO has 175 million shares out. What do you think of that number? Does it need a reduction. As always thanks for your advice in advance.

Q: Good Morning Peter, Ryan, and Team,
I manage an income oriented account which closely tracks the 5i Income Portfolio. However within that account I do have a small basket of more growthy but still steady eddy names with position weights of 2% each. The idea is to squeeze out a bit more return than just income stocks over time. The present holdings are GUD, SIS, ESL, SYZ, BCI, PKI. I was thinking of adding FSV and DSG to this group. Your feedback would be greatly appreciated. Thank you. DL