Investment Q&A

Q: Any comments on these companies in general and are you aware of any reason for recent decline in DR stock price? Thank you

Q: Do you have any comments on results released today? Why was the drop so significant? Volume 6x normal...

I'd still like to hold (maybe even add to) as they seem to have some interesting technology. Is this an opportunity to add for the long term? Current position is 1.2%, and I'm still in the green despite the drop.

C

Q: What can you tell me about DXD-V? Is it going to the moon or is it going to tank?

Q: Greetings Peter and 5i team: Along with every other investor, I suppose, I am interested in companies that have consistently created shareholder value over the long term with a history of dividend growth and superior ROE relative to their competitors. I am wondering if in today's environment there are any mid-cap or larger companies outside of the financial and energy sectors that fit that criteria but with a reasonable P/E relative to their historical valuations? I am thinking that based on previous Q&A that Magna might fit the bill right now? Any suggestions greatly appreciated, thanks.

Q: I would like to start a position in ITP and would like your opinion on their outlook,the benefits of their India acquisition and what might be a good entry price. Thanx

Q: MSI is trading around $20, near its 52 week high, and reports on Nov 9. I have owned MSI since it was $10, so I have doubled my investment and collected rich monthly dividends along the way. The company has steadily grown revenues and cash flow at 10% p.a. compounded over the last ten years. As a "human capital" service provider with low capex and high return on invested capital, why does 5i not cover this company? What is your long term outlook for MSI in terms of security and growth of the dividend? What are the chances of a takeover by a large cap competitor like MMC or WLTW?

Q: Hi, Peter & Co. I am looking for some companies that I might add to my elderly sister's portfolio during the tax-loss selling period. She is looking for some dividends, some growth and reasonable stability. Her portfolio has a lot of cash. She currently owns:
DH
Genworth
Northwest Healthcare
A&W
Brookfield Renewable
High Arctic Energy(long-term position,slight loss)
Canacol Energy (small, profitable position)
Would you please give me 2 or 3 names in your selected sectors that I can monitor for opportune purchases?
With appreciation for your great service.
Ed

Q: CAO is dropping fast today - any news?

Q: Have we missed the boat here? Up over 50% in the last 2 weeks. How would you approach a purchase in this situation?
Thanks Peter.

Q: After the big drop off in advance of the PP shares becoming free trading, I am thinking about getting into this name.

Is it starting to look compelling at these levels? or how much lower?

Thanks

Q: Hi, Can you please comment on Sleep Country Canada earnings. Sounds like strong results, specially against tough comps from 13.5% y/y growth in Q3, 2015. Do you think, it should calm down recent market concerns ? Thanks

Q: I know that there are some investor concerns about the auto industry but PIH has been in a free fall and has dropped over 40% since early August. Do you consider this to be an overreaction and therefore a buying opportunity or are there deeper concerns?

Keep up the good work.

Q: I started taking a position in ITP in late 2014 and had been adding to my position since then. I am currently up by about 40% on this stock and wondering if I should take some money off the table. Your comment will be much appreciated.

Harry

Q: I find this stock interesting and would like to know what you
think of its fundamentals and future growth for a long term holding.

Q: Intrinsyc Technologies stock continues to climb setting another 52-week high today at $2.00. Nobody covers the stock and never gets mentioned by small cap professionals on BNN given its strong financial performance. Is it still a buy at these levels despite being up over 100% this year so far?

Q: Hi, Here is another stock in which I built up a full position over past 6-8 weeks. Based on your many comments, I believe that you like the company but last time decided to add Spin Master instead of Sleep Country, due to higher growth prospects.

The company also appears to be a favorite among many guests appearing at BNN and has been often compared to Dollarama, with respect to its future growth potential and expansion plans.

The stock quickly rose to a high of $33, but has been on a constant decline over past few weeks, losing over 12% of its value, closing at $29.01, today. Recent weakness has been attributed to soft results from Temper-Pedic and also a M&A few weeks ago which was completed at a much lower multiple than what Sleep Country had been trading.

When an expensive stock like ZZZ continues to trade lower, what could be the next event or catalyst, which could help stock reverse this trend and regain market confidence? Or, it's time to sell before stock loses more value and redeploy capital in more consistent names in your portfolio? Thanks

Q: Hello; You have spoken favorably about SIA in previous commentary; My concern is about valuation and its vulnerability in an increasing rate environment. Can you comment about SIA's stock price relative to operational cash flow. I suspect it is in the 15 to 20 range which seems very high. Thanks for your great service.

Q: IRD released very good 3rd q results. They beat the one analyst estimate on profitability by 50%. The shares seem cheap even at this price (2.35).

Q: Please let me know your thoughts about FTG
Thank you

Q: Sienna Senior Living has been undergoing a steady decline for a number of weeks now and I would appreciate your analysis on possible reasons. (1) Is the stock merely falling back to a more reasonable evaluation or (2) do the recent acquisitions of Nicola Lodge and Glenmore Lodge raise the likelihood of a new share issue going forward and shares are being sold in anticipation of a significant drop in price? As always, thank you for your valued opinion.