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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: No questions on this one since Feb 2014. I note your concerns expressed at that time. While still not much in the way of financial results, I cannot help but wonder why Clive Beddoe would assume the role of chairman of the board (April 2015). I also note Wilmot Mathews, also on the board of WestJet, is a board member. You wouldn't think that these guys would get involved with a 25m market cap company unless they saw something in it. Your thoughts would be appreciated.
Read Answer Asked by Neil on November 09, 2015
Q: Hi Guys,

I own most of the companies covered in the 5i growth portfolio. Just wanted to know if you still like this and if the story remains intact or has gotten better/worse. The app is fantastic and it seems like they've got a nice brand, plenty of users, and growth ahead. However, I'm concerned about the company's ability to become profitable. Do you think these fears are overblown? I'd appreciate your thoughts on this as I'm debating about adding a half position to this in December when tax loss selling has abated.

Thanks,

Elliott
Read Answer Asked by Elliott on November 09, 2015
Q: I have been holding this since 4$ a share. I am now feeling like there is an opportunity cost of holding this any longer.

"With our third quarter and year-to-date operating and financial results as the back-drop, we are looking forward to a strong finish to 2015 and towards ensuring AutoCanada being well prepared to face continued challenges in Alberta in fiscal 2016," stated Thomas Orysiuk, President & Chief Executive Officer. "In order to provide us with flexibility to execute on our continuing acquisition strategy and to fund our capital expenditure requirements, while maintaining appropriate operating liquidity, we are in advanced stages of negotiations towards expanding our revolving credit facility. As part of this process, we have amended our banking covenants to align with current industry lending practices. Together with our free cash flow from operations, the expanded revolving credit facility will provide us with the necessary flexibility to meet our capital requirements."

I did not like this and the 10% drop today is saying something although the volume isn't massive. I'm interpreting it as 'sell now and buy it back in 12 months' What do you guys suggest here?

On another note, this cold temperature is getting me and my wife exited about our upcoming CMS/5i cruise!

Thanks and have a great weekend.
Read Answer Asked by Dominic on November 08, 2015
Q: Could you please comment on the q3 results? The stock appears to be trading at a significant discount to fmv.
Read Answer Asked by Murray on November 08, 2015
Q: Hi 5i, my question is regarding Tree Island Steel . Yesterday they released Quarterly results and to me they appear stellar. However i would like your opinion. does this continue to be a hold ? Why or why not ? What does this company have to do before you include it into your model portfolio ? thanx norm
Read Answer Asked by NORM on November 08, 2015
Q: I would appreciate an update on your views of TPK. I currently have a 125% profit of it and I'm wondering if I should continue to hold.
Read Answer Asked by Earl on November 06, 2015
Q: Hi Peter,
Your opinion on CVX.V please, (a penny stock)?
Thanks
Ken
Read Answer Asked by kenneth on November 06, 2015
Q: May I have your updated view of TS.B as an aggressive speculative play? What is your view of their third quarter results? I know it is early, but haw do you think their integration of VerticalScope is going and will it have a positive impact to stop the bleeding?

DON
Read Answer Asked by Donald on November 05, 2015
Q: would you kindly give your updated opinion on this co. thanks for super service
Read Answer Asked by georges on November 04, 2015
Q: I have held a small amount of shares in this company for about two years, watching it slide down and hoping to see it rise again. What are the chances of that happening?
Read Answer Asked by Alan on November 04, 2015
Q: HI Ri , my question is regarding KSK (KIska). I know it is a very risky stock in a very hated sector. But i would like to know your thoughts on their business plan going forward. What do you think of the agreements with Teck and First Quantum ? Will KSK survive this trough ? Is management competent or would like to see them doing things differently ? thanx Norm
Read Answer Asked by NORM on November 03, 2015
Q: May I have your views on this company as to it's growth.Tks
Read Answer Asked by Albert on November 03, 2015
Q: I am interested in the technology of plasma furnaces and its application in waste management. Do you have any insight into this area? PYR is one company I have uncovered. It appears that Westinghouse plasma corp (Alter NRG Corp) has been taken private by a Chinese company. What do you consider the best way to play this technology?
Read Answer Asked by Stewart on November 02, 2015
Q: Hi,

Kelso looks pretty good to me right now. TD waterhouse shows 0 EPS for 2015 and 0.46 for 2016 which is a huge jump. They have a patent for what they do. The stock is trading at 1.40 with a 2.4% dividend that could be collected while one waits for the recovery. This looks like a total no brainer to me. Am I missing something? What is your long term outlook for the stock? And what risks are there at this price point?

Best,

Carla
Read Answer Asked by Carla on November 02, 2015
Q: Good Morning...
Could you please comment on Inspira Financial and Covalo's latest quarterly earnings?
Read Answer Asked by Donald on October 29, 2015
Q: BBN reported this am that Rogers dropped ESP.
Read Answer Asked by Alvyn on October 29, 2015
Q: Why was trading in ESP suspended, and why did shares drop 35 per cent?
Read Answer Asked by Kurt W on October 29, 2015