Investment Q&A

Q: Hi Team Could you give me your views on intertain group
Thank You

Q: Can you tell me what looks good and bad about this co?

Q: Hi, Ceapro Inc has garnered a lot of attention in recent months, with mentions of Nutragena, J&J and Jennifer Anniston. Stock appeared to have settled around $1.75-$1.80, but after Mr Peter Imhof made it one of his top picks on BNN, last week, it has shot up by another 25% in 3 days. Bob Mcwhirter mentioned on BNN that co. has built a new plant and would need to grow its revenue 10X to justify market expectations priced in the stock. Could you please provide some perspective on this co. and comment if it deserves this valuation and is worth starting a small position? Thanks

Q: Could you comment on xdc, I have a 20% gain on this but wondering if it's time to lock in the gain and move on.

Q: Since initiating a position for NFI, does this mean the company will be covered(reports) in the near future?

Q: Hello Team,What is your opinion of the Schiff acquisition and agreement by XAU.Do the cost benefits appear appropriate.

Q: Hi:
Can you comment on your rationale for adding NFI to the Balanced Equity Portfolio?

Thanks!

Q: Gentlemen - Wondered if you had any thoughts on Accord Financial? Seems to fit many of your criteria. It is small, pays a nice divi which has grown, is well owned by insiders and has no analyst coverage nor raises any money. It reminds me a little of Prism Medical in that you can hold it, collect a nice dividend and wait for a potential take out down the road. Cheers.

Q: I'd like to get your take on this company in light of its 5 year marketing deal with Lafarge.

Seems to be a great vote of confidence for cemetrex.
Do you see them raising equity? Would Lafarge be a likely participant?

Q: Good morning,

Can you give me your thoughts on lassonde industries. It is a company you do not hear much about but the historical stock performance has been impressive to say the least.What does the company's financials look like ( ie debt, yield,safety as well as future growth in dividend, payout ratio etc) as well as future growth for the company.

Would you recommend taking a position at this time.

Thanks for the outstanding service!

Q: I'm looking at adding these 2 companies to my Canadian portfolio. Do you have any concerns with these 2 names?

Q: It seems to me that the trading pattern of ZCL was very unusual yesterday and today. Yesterday over 200,000 shares traded (about 4X the daily average), yet the price was “contained” within a 1 cent range from 8.99 to 9.00 the whole day. So far today it is the same thing with the price range contained from 8.99 to 9.00. Does this look out of the ordinary to you?

I searched all top picks on BNN’s Market Call, and Market Call Tonight shows for the last 3 years to see how often ZCL was a top pick. It was a top pick three times, but only within the last 3 months (April 8 @ $8.05; May 31 @ $8.69, and June 20 at $9.00). It was not a top pick when it was under $5, $6, $7, and now that it has gone up 40% in a year it suddenly becomes a top pick of several BNN guests. Hmmm. When several BNN guests suddenly make a small company that is not well known a top pick it makes me a little suspicious (could they be unloading after the nice run up).

Reading previous questions about ZCL I see that 5i has liked this stock for a few years. What would you consider a good entry point?

Paul

Q: Question 1:Pki has a 5% yield while atd.b is minimal, would atd.b grow significantly enough to overcome the yield difference. If you had to choose one over the other which one would it be? Do you think atd.b will have to do a financing soon?
Question 2: Have you heard of BUS-X Grande West transportation, if so what are your thought on this company, is it likely to be a baby nfi?
Thank you
Lynda

Q: Any comments on the deal announced today with HP?

As a secondary question, when deals that have long closing dates (this is scheduled to close in 2017, I beleive) when should we expect the share price to react? Of course it depends on the deal but is there normally an immediate change, followed by more activity towards the closing date or does it all tend to get baked in right away?

Appreciate your insight.

Paul F.

Q: 5i Team,

I would appreciate hearing your views on Pollard Banknote (PBL).

Thank You

Q: Hi, It appears from recent comments that you like this company a lot and it will be a favorite addition to your portfolios, when possible. I had a 4% position ( purchased at $37 and $41.50), but decided to trim over past 2 weeks. I believe that company has a solid growth profile for next 5 years, specially in municipal buses segment in US. They continue to receive large orders. But I am not sure of the recent purchase of motor coach business and its future prospects (could you comment pls). In addition, my other concern is insider selling. Coliseum Capital (L. Adam Gray) the 2nd largest shareholder of the co. has cut their holding by at least 25-30% over past 6 months and continues to do so, as recent as June 10 (243,300 shares @41.01). I think this could be a reason for stock unable to move out of $40- $41.50 range, for past several weeks, despite a very strong quarter and promising outlook. I would appreciate it if you could share your thoughts and is it prudent to wait to add to this stock . Thanks

Q: Napec (NPC-T) was a top pick on BNN last week. Although this is not in your data base would you be able to comment on its debt level, insider ownership, earnings and cash flow. At first glance does it seem like a company to put on a watch list. Thanks.

Q: Please comment on CSW.a. What do think of it as a buy for income and growth? What are its financials like? What is the history of increasing dividend? On a related note is the proposed Constellation Brands wine IPO planned for TSX or US market?

Q: Please advise if this is a good entry point for QHR.Thanks for your usual great advices & Services.

Q: What are your current thoughts about New Flyer Industries?