Investment Q&A

Q: I bought some JTR (<1% position) due to its sector and the profit margin looked interesting. I am now down 16% on this..is there any merit in holding on...better prospects in horizon? Also this is in a margin account...therefore I am paying interest..Thanks for your guidance. Shyam

Q: I have been thinking about buying NFI but I am hesitant to do so with the advent of a possible competitor
company called Grande West Transportation, albeit their buses are smaller. Also, I note that some insiders of NFI have been recent sellers of the stock. Would appreciate your thoughts. With thanks, Bill

Q: Hi 5iR Team, With both KXS and SHOP you identified these stocks in their early stages, put them on your radar and finally incorporated them in your investor portfolios. They both have been blockbuster stocks and I feel fortunate to have them in my portfolio. Thank you 5iR.
We are all "seeking alpha" seeking potential stocks with upside velocity. Do you have another SHOP on your radar? A stock not yet in your portfolios but ready to be listed. A stock the team just feels, yes, these guys are in the right space, doing the right thing at the right time. We are buyers! I know Peter really likes GUD and I own some but..............Any and all thoughts would be appreciated.
Thanks again for your superlative work...you set a high bar 5iR. Chris

Q: I see freshii is at an all time low today. Do you happen to know what their projected growth is for new stores, cash flow, sales and eps? It seams to me they have a great opportunity to expand. I don't have much knowledge on Ipo's. Is there a period that those that got them aren't allowed to sell? If so when are people allowed to sell their freshii ipo shares? Since the price is below the Ipo price do you see this negatively affecting the price. Probably creating a buying opportunity in the near future?

Q: Hello, I have just read "Why It’s Almost Impossible to be a Passive Investor in Canada" by Ryan, very informative article. I realize that my portfolio is underweight in the industrials sector. Could you suggest 3 or 4 names in Canada and in the US respectively? I am looking for good mid or big cap companies with growing dividend if possible. This is for long term investment. Regards, Gervais

Q: You last commented on RET.A in response to a question in May. Has your position on this company changed at all since then? An article today in the Globe opines that the rising Canadian dollar will improve RET.A's buying power.

Q: Given Fairfax's recent investment in AGT I'm looking for an opinion on the company. How would you rate it for growth among other company's in the consumer defensive sector?
As always, thanks for the great service. I find the Q&A board and the reports extremely helpful in making investment decisions.

Q: All seems well here? I've let it run to an overweight position, especially for the size of company, whats the biggest company risk you see going forward?

Q: People reported Q3 results on Monday - comments?

Q: Currently own a fair number of shares. Thinking of increasing on forthcoming anticipated sales. Your thoughts.

Q: FRII continues to drop. Would you be a buyer at these levels or wait until there is some upwards momentum? When does it next report and what do you expect from the company?

Q: Hello.
At the moment Assure Holdings reminds me of CRH or PHM before the market took notice and the explosive share price gains that followed. Can you comment on valuation and overall as a speculative position? It looks quite cheap to me albeit a very limited public reporting history. Keystone recently recommended the stock as a spec buy. I'm interested to get 5i's take. Thanks.

Q: Good Morning.

Regarding Firan, they reported earnings of .01 vs est .06 They seem to be making good progress on building the business considering:

Achieved sales of $25.5M, an increase of 29% over Q2 2016
Grew Aerospace segment sales by 60% over Q2 last year
Grew Circuits segment sales by 17% over Q2 last year
Gross margins increased by $0.9M or 18% over Q2 last year
Closed the Teledyne PCT facility at the end of Q2

Q2 profitability impacted by the extension of Teledyne PCT operations and ongoing ramp up of activity of Chatsworth operations, which are expected to continue to ramp up through Q3

May I have your thoughts? Thank you

Q: This company first came on my radar in an issue of Capital Ideas Research. Since then, I've found out that Mark Schmiel (Fidelity Special Situations & Canadian Growth Company) holds approximately 10% of the companies shares in his funds.
What does Acuity do that makes them different? What are their prospects for growth?

Q: FCF appear to be in a good financial position with the ability to make acquisitions, yet no new developments. Does your team have an update on FCF?

Thanks,
NA

Q: Hi 5i,
What is your take on Freshii (FRII) at this point, with the stock at its publicly traded low, the promotional noise having quieted somewhat, and its next quarterly report upcoming?
Also, recognizing that it is largely guesswork, from the stocks you are already very familiar with, are there any that you think may be well positioned to beat market expectations in the upcoming round of reporting?
Thanks?

Q: Are there public companies in Canada suitable for playing blockchain?

Q: Hello
Is ITP's $67M purchase of CANTECH a material event for ITP. I see the purchase price is $3Mhigher than originally stated due to some extra costs.
What is you opinion of ITP's prospects going forward.
Thank You
Have a great day
Clarence

Q: Hello 5i: Do you have any comments to make about PIH? It looks like a very interesting, under-followed Canadian small cap

Q: SVI-x Do you have any info. on this small co? Thanks for all your great help.I now have one of my grandkids interested and is following with great interest in all of the questions so my small investment has paid off. Jim