Investment Q&A

Q: Hi Peter & team their has been some news with WIN could you give me your views on WI-LAN .

Q: With nci scoring another 3.9 million in ontracts beginning next year.. and with the closing of debentures that cannot be traded till nov.. how do you feel about ntg clarity..and what type of multiple can you give this company being that it trades around 11 x trailing eps

Q: Hi 5i, Sylogist, syz has been very quiet this quarter, after a great year, is this one just to put away and wait for quarterly earnings to come. Any advice on this one. Thanks as always.

Q: Peter; Do you see any reason for concern on CGI relative to their Obamacare software problem. Thanks.Rod

Q: Wilan issued news today " WiLAN and Sierra Wireless Reach Agreement to Settle Litigations
10:10 EDT Thursday, October 10, 2013".
I would have thought a trading halt would have to occur on this news. Are there guidelines on this?
Thanks
John

Q: Constellation has been "A" rated and I think it's no secret it is the current favourite 5i Canadian stock for numerous reasons, great chart. I'd like to know what CSU would need to do to earn an "A+" rating to rise above its very few "A" peers; would a stock split help? If CSU can't make "A+" what non-Canadian company might be on the horizon for the "A+" rating, recognizing it's not your area of expertise? If I'd never heard of 5i I would not have been in CSU since $115 and since the initial purchase have averaged up, and I sure wouldn't be in "A" territory! Thanks, 5i.

Q: MU, Micron USD-would you being buying this stock now for USD portion of portfolio vs Intel for example?

Q: CMI keeps hitting new highs....$2.30 this morning....have asked about it before but do you have anything new to pass on?

Q: This is in regards to my cell phone which is the I Phone 3. I'm trying to get AYA-T from AYA-V & I don't know what to type in nothing seems to work. I'm on YAHOO FINANCE. If anyone out there could help out i'd appreciate it. Thank You Andy

Q: Hi 5i, my question is regarding (ESL) Enghouse. they had a news release yesterday regarding a purchase of a German co. what are your thoughts on this purchase , please elaborate if possible. also ,unless my info is not correct, ESL had massive insider share sales in the last year. over 10 million, normally is this not a red flag ? thanx norm

Q: Hello Team,

Amaya had warrants start trading yesterday, aya.wt.a

Would you have a preference for the stock or the warrants?

You provide a great service,

Thanks

Q: Hi 5i team, please comment the recent price rise of NTS?

Q: Firstly, have a great trip!!
Question - AYA is currently in your Model! As of 10/1/2013 it will now trade on the TSX! But, it continues to show operating losses! Please explain my naivety?

Q: Can you give me a brief overview of Neulion. What do they do, and what do you think about them?

Thanks,
Rob

Q: Hi Peter,
I bought CTY three years ago at $17.90. I certainly collected a nice dividend along the way but capital gains have been quite very modest. It trades at low valuation (P/E=10, ROE=20%) and is active in its share buyback (bought 1.5% of outstanding shares last quarter). Their Primacy acquisition seem to have worked out, and would hope that they make more tuck-in acquisitions instead of increasing their dividend further.

I know you are very high on MDA. To me, MDA looks like a larger version of CTY, with access to the US markets with their recent acquisition, which CTY does not. MDA has more growth but trades at higher multiple, at least on last 12-month basis.

With the recent spike in CTY shares from $18->20 and the pull-back in MDA from $85->80, would you consider a swap from CTY to MDA as a good move going forward, or would you be patient with CTY?

Thanks!
Jon

Q: Hi Peter, my son holds shares of BlackBerry (BB). Will those BB shares be converted in Fairfax Financial shares, or will they be converted in cash when the time comes? Should he simply keep his shares and wait? Thanks, Gervais

Q: Hi Peter and Gang;
What are your thoughts on AYA today with Caesars? It seems to be significant


Have a great day!!

Q: Hi Peter and team;
Thanks for the great service. I am building positions with A and B rated stocks. So far I have bought Stantec, Enghouse, BNS. I am looking at adding another stock, my goals are long term hold (5 years) and looking for dividend growth potential and stock price appreciation. At this time, is their one stock you would recommend.
Tks
Kevin

Q: The price of MDA has fallen 8% recently. I would appreciate any insight you have regarding this pull back. Also, what do you think of this as an entry point for a long term investor?

Thank you for this great service.

Q: Peter and team would it be a good time to invest in BB .
Thanks Jim