Investment Q&A

Q: How would you order these in terms of growth potential.
Thank you for great service.
Milan

Q: Hi 5I,

I just wanted to thank you for bringing ITC to my attention. I've just finished my own homework on it and WOW- What a rocket this could be over the next few years. These are the little gems that I would have not found on my own.

Q: Can you provide an overview of this name. Are you still looking closely at PIH as an interesting company not yet covered? Insiders own a very large portion. Are you concerned about Trump re NAFTA here? Would you consider this company as a good growth stock or would you recommend something else. Understand risks/volatility with small cap.

Q: SVI.v was featured in a Financial Post article today. The article raised some interesting points regarding the storage industry in Canada. Are your July, 2016 comments on this stock still pertinent? Are there other Canadian stocks in this space worth consideration?

Q: What is your opinion of Integra Gold (ICG)?

Thank you.

Paul

Q: Hello. I have a 31-year old son who I've been investing on behalf of for the past two years. Since he started earning a regular income, he has loyally saved and invested in his TFSA (up to the maximum allowance) and started to make some contribution to his RRSP as well.

In his TFSA, he has three stocks (TD, AQN, ECI) and other Canadian and US ETFs (VFV, XIU, XEG, ZLB, XQQ, VEF). Now, given the fact that he has some time before retirement, my new plan is to sell ECI, AQN, or possibly BOTH to buy into more growth-oriented stocks. Do you think my new strategy makes sense? Should I sell ECI, AQN or both or none?

In my mind, there are several stocks that fit into a long term growth strategy. These include SIS, PBH, ATD.B, KXS. If you can think of a better one, please let me know. Your advice is very much appreicated. THANK YOU IN ADVANCE.

Q: Reko generated 19MM in cash in the most recent fiscal year ending July'16.
They just delivered another profitable quarter along with their FIRST ever dividend of 20 cents as a special dividend. With a hard book value of 6.61 and working capital of 3.15 per share and virtually debt free how would you assess the investment potential of the company?

Q: What do you think of PHO's most recent quarterly results and their forecast for the future? Would you continue to hold this company, as an investor? Thank you...

Q: Why is Dollarama down so much today?
Is there any news on the company?
Thank you!

Q: Why is cotts declining ? Thank you

Q: could you give me your comment on HEO any reason for the recent weakness

Q: Hi, Could you give us your thoughts on NYX's last 1/4, I thought it was pretty good but the market's response was meh.
Thanks

Q: TFI has had a great run recently. I am not complaining (!), but...
The stock was languishing earlier this year and dipped below $20 in Feb. Now it is $34. I know about the new acquisition however I hardly think the company has improved its value by 70% over these past 9 months or so. What is the cause of this run? Can't see how Trump is going to help them. They are now at 15 or 16 x 2017E. I am patient and not overweight on the stock despite the gains. What to do?

Q: Solium, had a major news release last week, and the stock jumped accordingly. What are your current views on this Company, and what do you see going forward?

Q: Grande West was a top pick on BNN recently. Could I please have your view on this company. Thanks

Q: If I were to initiate a small position in either Dug or Heo,which might you recommend for a 2 to 3 year hold and why. Thanx.

Q: Hello, Lucara sent out a press release today indicating completion of sale of 12 large diamonds totalling $38+ million. Wondering how you feel this will impact the stock price.
Also, I note a large run up in price of Grande West Transportation. Anything other than recent sales (incl USA)? Could this be a New Flyer proxy?
Thank you,
Brian

Q: Hi 5i,

Can you tell me about Hydrogenics Corp (HYG.TO) and what your opinion is?

Thanks again, Shane

Q: May I have your current view in ITP. I believe it reported as well but I did not see any report. Thank you.

Q: Please comment on H2O Innovation recent quarter and their business in general. Please explain what "approval of insider loans" on the November 16 release means. They seem to win a lot of awards for their tech and their backlog keeps growing, but I'd appreciate your take. Thanks.