Investment Q&A

Q: Hi,
What is your opinion of NYX's press release today outlining a new commercial agreement with Scientific Games which essentially stymies what William Hill is trying to protect with it's conversion to common shares (US sports betting software control).

The one loophole still remaining for William Hill to defend it's US turf at this point seems to be clause ii) - (ii) by either Scientific Games or NYX if the arrangement agreement dated September 20, 2017 in respect of the Acquisition (the "Arrangement Agreement") is terminated in connection with NYX entering into a superior proposal or the board of NYX making a change in recommendation and in either case the superior proposal is consummated.

What is your outlook given this new information? Does it now seem more likely that the pressure is mounting for William Hill to either make a higher bid or accept the offer?

Q: Hi Peter, Ryan, and 5i Team;
In spite of certain individuals having a proclivity towards questionable behavior, do you see some
improvements that would give a positive outlook in the Q2 2018 report. Thank you!

Q: Could you give me your impressions of Stingray Digital's (RAY.B) financial situation and whether it merits consideration as a long term investment.
Mark

Q: What is your short term (1 year) outlook for Ceapro. The stock has dropped considerable over the last few month. Will their current acquisition improve their stock price performance

Q: What is your outlook for Neulion. The stock price has taken a dive lately

Q: What are your thoughts for growth on EMC? Any other favorable plays in the sector or have they run up too much already?

Q: Can I please get your opinion of BUS and their recent Q3 earnings.
Thanks ! Dave

Q: Do you still like ITC? Is it a good time to add to a position?

Q: Prospects

Q: When does COV report?

Q: I'm a dividend investor. I was considering selling Aimia and then it started going up this week. What would be the main reason for the recent run up? Their press release seems to indicate they have no intention of re-starting the dividend anytime soon. If there's good reason for the recent spike and decent potential, I'm okay waiting or would this strength be the right time to sell?

Q: Hello 5i, I'm wondering what you know about MOGO?
It's been doing well of late and a learned friend of mine likes it.

Q: NFI and BUS have done well in the bus bisness. What is your opinion of GPV?

Q: I have been looking at GDI for some time. The metrics seem to be a combination of good and bad so I guess it comes down to the issue of management competency?? Like a lot of your subscribers I am a long term investor and put relatively more weight on growth as opposed to dividends. What is your latest take on GDI for a 2-3 year hold?
Thanks, Doug

Q: Can I please get your opinion of Gladstone Investment Corp.

Thanks

Dave

Q: I am often get tempted to purchase NFI but have not done so because of the growing competition from BUS Grande West Transportation Group. I realize it is a much smaller company but is growing rapidly. Is it pause for concern? With thanks, Bill

Q: Hello Team.
What is your current feeling on Rifco-worth staying in after heavy losses on my holding?

Q: Do you have any thoughts on this company (HS on CSE). They seem to have a good product with many government contracts that continually renew.

Q: Any reason for the price increase? When do they report?

Q: I have just started a position in PHO and what maximum weight would you recommend? I noticed it your monthly report your holding in PHO is 6.18%.
Thanks