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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Concordia reports Q4('15) on March 23 and TD shows Non GAAP EPS of $1.46 (7 analyst average). Not sure if this is an upgrade from your Jan.27 estimate of $1.12 (GAAP?) or if currency conversion is in play because they report in US$ or it's Bloomberg numbers vs Broker's?

As Ryan mentions in the Oct. blog piece on CRX leverage is the issue to focus on so if they hit their 2016 numbers of ~$6.50 US how much of their $3.48 US BB debt would you expect them to pay down by end of 2016 FY and could this remove the "mini Valeant" tag if they were able to pay down a bunch? Thanks, J.
Read Answer Asked by Jeff on March 07, 2016
Q: One of the may investing lessons you have communicated clearly and frequently .... and so many customers seem to be keen on applying .... is the theme of "diversification". So many questions!

Would it make sense for you to simply refer us to your Growth, Income and Balanced portfolios as indicators of your current thinking regarding sector allocations for these 3 types of investors?

I know that these portfolios frequently have a small cash position, but statistically that should not change the other sector percentages by much.

Read Answer Asked by Donald on March 07, 2016
Q: I think you still have SYZ in your growth portfolio. Do you intend to keep it there for the immediate future?? ( yes or no) - thanks.
Read Answer Asked by jim on March 07, 2016
Q: Hi - I currently own the following growth portfolio positions: AVO, BCI, CXI, DHX, DRT, IT, OTC, PEO, PUR, QHR and XTC. I got burned with my GLX position.

What would your next top pick from the growth portfolio be? I am still sitting on some cash from when you recommended selling the Com Dev position.
Read Answer Asked by Jonathan on March 04, 2016
Q: Hello team, Your thoughts please on ET's earnings result of March 2.
Thank you!
Silvia
Read Answer Asked by Silvia on March 03, 2016
Q: HI Folks, I have been following SPB and CUS for some time and own both at a considerably higher price than current. CUS has obtained court approval and voted for the merger but we are awaiting regularity approval. Could you explain what is the process that they are going through. Do they have to apply to a government agency in Canada and does this have to be done in the US as well? Thanks.

Ross
Read Answer Asked by Ross on March 02, 2016
Q: Hello 5i, Can I get your analysis on Richards. One thing I noticed going thru the financials is that the distribution is a return of capital and not a dividend. Could you clarify that as well and the implications on my investment as I understood it to be them simply returning my money as opposed to getting a dividend from profits. Thanks
Read Answer Asked by pietro on March 01, 2016
Q: I asked this question in the blog but probably should be here.

My broker told me that BEP.UN was a bad investment because the $2.25 payout far exceeded the $1.11 earnings? When I go online to check this out I get conflicting numbers, so not sure who to believe. Can you clarify as to the integrity of BEP.UN
Thankyou....Jim
Read Answer Asked by James on February 27, 2016
Q: Both companies are in the same business, and have similar dividends.

I know that SIS is now in one of your portfolios. Was this a difficult decision - choosing between the 2 companies? Wuld you see as bright a future for PM as you do for SIS?

Could you build a case to own both?

Thanks.
Read Answer Asked by Donald on February 27, 2016
Q: As a follow-up to the earlier Whitecap comment, it's only fair to point out that the proceeds from the financing are being used for an acquisition. Whitecap had a Working Interest in the assets being acquired from Husky so it made very good business sense to opportunistically consolidate control of the property which will now be 90%. Also, a number of insiders also bought stock this month.
Read Answer Asked by Zach on February 26, 2016
Q: So the B.E. Model Portfolio has had a cash balance of at least 9% that was deployed Feb. 18. Who knew cash had been building as it has been several years since this was reported in the monthly numbers? Personally I think this would be useful for members to know if cash is being accumulated; for members who want to emulate the p/f's this can be critical information and I urge 5i to add a reporting line for cash held.
Read Answer Asked by Jeff on February 26, 2016
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