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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Let's revisit Shopify. It's trading below the IPO price from last year, but it seems like a great cloud-based software that keeps growing and is "sticky". What is your opinion on this company and when will they be able to stand on their own feet (i.e. profitable)?
Read Answer Asked by Eugene on February 10, 2016
Q: Hi Peter and Ryan,

Nevsun has a lot of cash in the bank. Seems to be trading close to cash value. Are there any other similar companies, which have high cash levels, which you think may be good buys in this market. I remenber you providing a list several months ago, whicn included Wi-Lan, so I'm asking for an updated list.

Thanks

Dave
Read Answer Asked by David on February 08, 2016
Q: Good afternoon,

ITP, is coming down lately, and I been looking into it for a possible long term investment for about 5% of my holdings. My investment brokerage have it at 15.6x time earnings and undervalued. It pays a US dividend which is approximatelly 40% of cashflow (I could be wrong here) which seems safe and they have been increasing it. Do you recommend it? If yes or no can you tell me why?

Thanks

Paul
Read Answer Asked by Paul on February 01, 2016
Q: Looking into the future, what companies do you see on the horizon that may have potential for early investment and maybe superior gains in the short term and also for long term investment? All the usual caveats apply of course.
Read Answer Asked by Ryczard on January 26, 2016
Q: COULD I HAVE YOUR VIEWS ON SPECTRA 7 PLEASE. THEIR PRESENTATION IN DECEMBER AT THE CIX INVESTOR DAY WAS VERY IMPRESSIVE. THANK YOU
Read Answer Asked by George on January 20, 2016
Q: Intrinsyc released 2015 preliminary results this morning and the fourth quarter looked outstanding. Since they changed their business model 2 years ago they have been consistently EBITDA positive and now revenues and EBITDA are growing rapidly. Other than risks of still being small, ITC is in a fast growing tech space. Is the market going to start picking up on this as the stock looks inexpensive still.
Read Answer Asked by Charles on January 15, 2016
Q: Peter; TPK seems to be getting hit quite hard- have you seen anything or just nasty market- sell everything mantra? Thanks.Rod
Read Answer Asked by Rodney on January 13, 2016
Q: A few BNN Market Call (excellent pgm.) guests have commented positively on the rather quiet, dividend paying "gaming" company. Your informed thoughts please.
Read Answer Asked by Ryczard on January 12, 2016
Q: Hi, Happy New Year?
Well, in the middle of all this contagion, I have a little gem which has treated me well in the healthcare sector - MPH. Although Medicure trades on the Venture, it has held up well and seems to be making a significant move. Have you any thoughts on this stock?

Thanks, for your work.
Slainte,
Read Answer Asked by Christopher on January 12, 2016
Q: Hello, I would like to get your thought on the new leadership at cipher pharmaceuticals and your views on current valuation. With 40 percent inside ownership and it's current pipelines of products would you add this name here? Based on the recent quarter their adjusted ebitda was $2.6 m us and ev is approximately $120 m us. I am looking at taking a large position in the company so you opinion is very much appreciated. Thank you Michael
Read Answer Asked by Michael on January 11, 2016
Q: I am becoming interested in- Stingray Digital RAY.A
I am curious as to the report that your informed analysis of this niche, international, dividend paying, aggressive Canadian company produce.
Read Answer Asked by Ryczard on January 11, 2016
Q: Hi, 5i
Regarding pbh, what are the biggest risks involved? How are its margins? Do you know their customers?(Starbucks? I think is one). The food business is "to my knowledge" highly competitive and margin sensitive, is pbh a good enough company to overcome its sector or do you think other stocks are better?
Thanks
Read Answer Asked by Marie on January 11, 2016
Q: Re; Canadian tech sector, could you discuss/compare SH and KXS...thanks
Read Answer Asked by Diane on January 11, 2016