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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: Attended a company presentation the other day and the growth potential of this lithium company in Quebec seems quite amazing. The amount of lithium that will be required verses the available secure supply is quite astonishing. Can you give us your take on the lithium market and the status of this co.?
Read Answer Asked by michael on November 11, 2015
Q: Peter & Team. Would you take a 40%+ profit on NFI following the jump today on news of the acquisition of MCI? I must say this looks like a stunning deal for NFI. In its own back yard (Winnipeg), MCI is complementary, immediately accretive and at 6X EBITDA, cheap - and a nice dividend increase too!!. But the low ROI in NFI has also been less attractive on what I regards as the Tesla of the commuter bus industry. Would you sell on this good news?
Read Answer Asked by Keith on November 10, 2015
Q: RBC has a decent rating on this company. What are your thoughts ?

Read Answer Asked by Randy on November 10, 2015
Q: They just issued their 3rd q results. I am not very good at determining if this is still undervalued. The results did not blow me away but they did increase the dividend by 10%. They are not in a growth industry however I thought Davis +Henderson was not either yet that stock has done well,long term. Your views of evaluation of SXP would be appreciated.
Read Answer Asked by Murray on November 09, 2015
Q: Hi Peter
Worth taking a gamble on this stock with a 3% weighting.Can you comment on the knew acquisition and if you know management
Thanks Gord
Read Answer Asked by Gordon on November 09, 2015
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