Investment Q&A

Q: Hello,

What are your opinions on this company?

Thanks!

Q: What can you tell me about that micro-cap company that is listed on the CVE?
How promising is it and what event should we watch before buying?
Thank you
Jean

Q: Hi 5i team,

For a high growth investor with a long-term investing horizon what would be your recommended portfolio allocation between micro, small, medium and large cap stocks?

Thanks as always,

Jon

Q: NLN seems to be breaking above a trading range that has existed since the spring. Technically the stock looks fine to buy but have fundamentals changed sufficently that you are more comfortable with it?

Don

Q: Hi there,

I have been following this stock for a bit but am struggling to figure out what is unique about their offering versus all the other payment processors out there. Can you provide some insight. Revenues are certainly growing but this seems to be a crowded field these days - what is their competitive advantage that would interest a long term investor?

Thanks and Happy New Year

Q: Hi - this stock has been crushed, as its western Cdn focus seems to have been the culprit? What is your opinion now that its down 50% from its high?

Q: I own Cipher, it seems to be firing on all cyclnders except today, I was planning on holding for at least a year or forever, assuming nothing untoward happens. My question is should I buy more at this time or perhaps put some money in RX which also seems to have a great roe and is also going strong. What would you advise. Thanks very much and Wishing you all a Very Happy, Healthy & Prosperous New Year.

Q: What do you think of Rogers for security of income and capital?
Thanks

Q: Adding up a comment to Lionel's question on Tucows dec-24. Tucows trade a fair volume on nasdaq TCX. They have initiated several dutch auctions in the last few years. In addition to their internet domaines activities They are the owner of a growing mobile telephony service in USA : TING. I think that it is where the marbles are.
Happy New Year.

Q: Hi 5i team,
I would like to have your thoughts on ZCL, and an estimation of what would be your rating. Balance sheet is clean (no leverage, little other items on the asset side). Dividend is growing. Past management problems integrating acquisition seems no longer an issue. Insiders bought shares in late November. On the minus side: revenue growth has been variable, profit margins are close to their historical high, exposure to the oil industry.
Has ZCL stock price been hit too hard recently? What P/E multiple or P/CF should it trade at in the current environment? What could be a future catalyst (developing new geographical markets, acquisition)? Where would you classify ZCL: industrial or energy? Should it be a long term investment or a cyclical investment based on the economy? What is your view on this industry, and the position of ZCL in it?
Thank you for your help, Eric

Q: Can I get your views on this company at present stock price. Does not want to seem to pull back any. P/E seems high at 48x and P/B is at 18. Is this considered high for small cap?

thanks

Q: What do you think of their business model and what catalysts will affect the stock going forward? Do you see it doubling in 2015? Thank you.

Q: Is it advisable,& the entry point,to buy these 2 stocks'Appreciate your usual expert views & services.All the Best for 2015

Q: Hi Peter & 5i Team,

On Market Call on Dec 24, Jason Donville of DKAM seemed to be negative on RC. Do you agree with his views. I currently have a 2 % position with a gain of 10%. Would you advise me to sell. If so, which small cap stock (non energy/tech) would you recommend to buy to replace it.

Thanks in advance

Francis

Q: Spiked in mid Nov. off of news but, has fallen back since. Your opinion for future value and prospects?
Thanks

Q: I'm tempted to buy into this stock. I like the way its chart looks, and it seems to have weathered this last 2 or 3 months of market volatility reasonably well. However, I hesitate because it is such a low volume trader, and I wonder how sustainable is its market plan - does domain name franchising have future momentum. I read the rules affecting domain names
has changed this past year. Possibly this why TC has done so well, And do you know the management? Has management ever talked about branching out?
Just want thank you all for your invaluable service and to wish all staff and families the best in the new year.

Q: Hi 5i,

What am I missing on SYZ? I can't figure out why it is not trading dramatically higher.

Please help me if I am wrong on my assumptions but based on my calculations, starting with the already completed and soon to be reported q4, both revenues and profits over the next year should come very close to tripling from the trailing 12 months. This is based on the disclosure in their last report which stated that the last acquisition if reported pro-rata would have added $28mm and $11mm in top and bottom lines respectively over the trailing 12 months.

Based on this, I can't figure out why the share price is not much, much higher; notwithstanding the gain ytd.

What am i calculating wrong here?

Thanks,
J.

Q: All the best of the holiday season to everyone at 5i Research.
I was wondering if you could give me any thoughts about Rocky Mountain Chocolate Company?

Q: Recent news of lawsuit closure. Stock reaction negative. Your opinion.
Thanks

Q: 5-year 7%-coupon debentures from GuestLogix started trading yesterday (GXI.DB). Already they have fallen to nearly 90 cents on the dollar, giving a yield to maturity of roughly 9.5%. Do you think that the risk associated with the creditworthiness of GXI is adequately compensated at 9.5% (+ the chance of much higher gains if the stock moves up significantly in the next 5 years) ? Thanks!