Investment Q&A

Q: Hi Peter and gang. What can you tell me about TIL Capital (TIL)
Earning per share first quarter of 0.69 seems to bode well for a stock priced in the $9.00 range. Your insight is much appreciated.
Guy R

Q: Hi 5i team, your update on LVL.v is most appreciated.

Q: Re: ELW......how has this company gone from 19 million shares to 333 million fully diluted shares? Is this a correct number? Thank you

Q: Hi, I have 7 holdings for growth in my TFSA. This is a very small portion of my portfolio and I have a very high risk tolerance. I would like to condense this to 4 positions, what do you suggest? POU, AVO, DSG, RE, SVC, NTB, FLY

Q: Hi Peter, and Ryan,

Good luck with the ride!
I was wondering about LSI's results. Can you give your perspective?
Thanks again!

Q: Hi 5i,

What are your thoughts on PLI as a potential buy? I noticed the Thomson family is a big backer of the Company, recently injecting quite a bit of money into the business. Would you be a buyer at current prices? Your thoughts please.

Q: Synodon has been slowly dropping for the last 6 months (since its peak in Mar 2014). What are your thoughts on why this is occurring and do you think it is a good time to purchase?

Q: Hello Peter,
With the recent addition of heavyweights to the board of FLY does this change your thinking re investing in FLY at this time?
Thanks,
Herb

Q: Hi 5i, Can i please have your opinion on terra firma cap. {tii}. Thanks.

Q: Would you mind sharing your throughts on the TWD Q2 Financials, along with the seemingly odd market Cap comparison betweed TWD OGI and BED?
Thanks!

Q: Hello Peter and team what are your current views on ORT the stock has had a large drop in price recently
Thanks John

Q: Athabasca Minerals
Could I have your opinion on it's current stock price now that the frac sand permit has been granted?

Q: Team,

Can I get your opinion on MCR's results please.

Obviously the headline numbers are a huge miss (and the market is punishing it accordingly). I would have thought the losses in their fixed contract fiasco, and subsequent impact on margins, was already priced into the stock, but I guess not. They claim to be moving away from fixed contracts moving forward. They keep referring to that contract as a 'strategic contract' (I assume that means they were trying to buy a relationship by under cutting their competition...), do you see this bearing fruits by way of future (non fixed) contracts moving forward?

I purchased a very small position earlier in the year, and have averaged down a couple of times (I own MCR and E as my small cap exposure to energy infrastructure). MCR is still a small position in my portfolio, maybe I love punishment, but the market cap is now only $100MM, It almost makes that much revenue every year, assuming they can fix the structure of their contracts and win a couple bids, it seems like it has nowhere to go but up??!?… of course, I’ve thought that for some time now. I don’t like holding positions under a 1% weight in my portfolio so I feel like I should either cut it or add a little bit more? I’m fairly patient, but don’t want to keep throwing money behind a sinking ship either.

Q: Hi 5i team, The recent run-up in the shares of WIN. Is it a result of: (1) a change in the market's sentiment toward the company and is therefore broadly based or (2) a few big investors including maybe hedge-funds buying for a fast flip or (3) someone buying a stake for a bid or for activist influence? Afterall, the stock was at $8 plus when the company's situation was't that different from now. Thanks as always. Henry

Q: Hi: your comments on LOY results today. They look very strong but the market is not impressed. A decent higher risk buy here?

Q: HI Team, can you please give me your thoughts on Questor's report on the 28th?
Thanks

Q: Would you please help me understand the trading volume for Petrowest? The average volume is over 8 million and yet in the last few trading sessions the volume has been extremely low.

Thanks so much

Q: Espial group (ESP) Any reason for the big drop in ESP today? Would it have anything to do with the Rogers and Shaw deal? Thanks

Q: Please give me your medium term outlook on Cargojet (CJT-T)and in particular, the capital cost for the new infrastructure at the Hamilton, ON distribution centre that is proposed. I am somewhat concerned that the company has only a few clients and may not have the diversified client base that a FEDEX has.

Q: Hi Peter and Team, regarding Pinecrest, PRY, can you tell me when they report next? Also, any sign's of insider/management buying, or selling this year? Thanks!