Investment Q&A

Q: Hello Peter
Could I get your opinion on using Superior Plus as a substitute for fixed income long term? Do you see any growth and is the dividend secure?
Thanks for the great service

Q: I noticed that Knight Therapeutics (GUD) is lending Synergy Strips Corp $6M. As part of this deal, Knight will receive 15% interest on the loan, and get a 10-year warrant to purchase 3.5 million shares of Synergy at $0.34 a share. Synergy shares are currently trading at $0.425

My potentially easy question is: what does Synergy get out of this besides the loan? Do they get any corporate knowledge from Knight? 15% interest and a 10 year warrant to buy shares at a (potentially significant) discount seems like a really bad deal for Synergy, and a fantastic deal for Knight. What am I missing here? Couldn't Synergy just go to a bank for a loan?

Q: Do you feel that Intertain Group (IT) is poised to make a fairly strong move upward in the near term? It seems to be making higher highs and lower lows and recently had a target set at $18 by one analyst. Over $14 is it something that may have some room to run? General reading seems to indicate lots of potential. Thank you!

Q: Peter, any idea what causes the sell-off? Is the company impacted negatively by low oil? It's very oversold now. Good time to buy? Thanks in advance.

Q: DRT has just been recommended on BNN.
Could I have your opinion now. It is a year since your last
comment.

Q: I'd appreciate your opinion on this stock from a growth/risk perspective.
Thanks
Jim

Q: Greetings: I'd like an update on what you see for Endo International going forward. I hold it because I held Paladin. It has been behaving well lately, but I have no idea why or what to anticipate for the stock. I have no other pharma/healthcare exposure.

If you feel its future is weak, one of my thoughts is to sell it and buy either one or both Conncordia/Catamaran. (In TFSA so no tax implications.) This would enable me to follow Canadian stock/s through questions submitted to 5i.

If you feel ENL's future is fairly strong, another thought is to gradually sell shares in ENL and buy shares in GUD (Knight) to increase risk/growth potential gradually over time. If you feel that is a good option, could you guide me (if possible) as to when/how to stage that gradual selling. I believe you see Knight as being in a five-year time frame. Maybe I could sell/buy 20% per year? Or some other fraction.

I realize that this is a hard question. I guess the answer depends on what you see for ENL/EDNP going forward.
Thanks once again for great service.

Q: I wonder if you could comment on TFI. I thought the stock would get a boost from low energy costs, but the stock has stalled and I see BMO downgraded it yesterday. What do you think?

Thanks.

Q: do you have any idea why transforce gapped down this morning?

Q: Hi Peter and 5i team,
We do not have any consumer staples in our portfolio and are looking to add one. We like Alimentation Couche Tard [ATD.B], Empire Company [EMP.A], Metro inc. [MRU], and Loblaw [ L].
We were wondering if Empire would be significantly affected by the loss of supplying Target stores.
thanks as usual.

Q: Can't seem to find out what happened at WEF. Dropped nearly 25% in the last 10 days. One director resigned & another officer - Cairo sold out his position. Am I missing something else?
Thank you.

Q: With Input's latest update what do think about this company now?

Q: I bought Kelso two weeks ago and it has now dropped 17%. Should I be worried? Has something changed with the company?

Q: Is it because it is a low volume stock it has declined a quite a bit this-with new contracts and low fuel prices was wondering why the pullback

Q: I would like to get your opinion on Espial Group's recent contract win. Do you think it is material to the company? I recently bought a half position in ESP (3% weighting in a 15 stock small-mid cap growth portfolio) and I am considering filling my position. My other tech holdings are TLA, SVC, PHO, and WIN; however, SVC is also only a half position. Which would you prefer filling?

Thanks for the great service!

Q: Hello Team
What do you make of Vecima networks these days. Do their fundamentals look solid and do you think they can maintain their performance.
I have a 3% position. would it be advisable to increase to a 5% position
Thank You for sharing your expert abilities with us
Clarence

Q: I've had my eye on PUR for a while, looking for an entry point, it's off 17% over the last month, what are your thoughts?

Q: Hello Team
From reading some of your Q/As about Metro (MRU), I understand that Metro owns 32+ Billion shares of ATD. Is there any news about Metro to be concerned about? and would any negative news affect ATD??? Thanks again for a quick response to my previous question not related

Q: Based on the info I have, this co. has: no earnings, no debt & a four digit payout ratio. Either they print money or have huge non-cash write-offs? What am I missing here as I am looking for something for my TFSA with good upside and dividends.

Q: Hi 5i Team!
GS has dropped below its 52 week high and is off its 52 week high by more than 25%. Is there any fundamental reason for this?
The dividend is good, is raised regularly and it also pays special dividends.
My wild guess is that there was takeover speculation that hasn't panned out but I thought that was an old story.
Any information and advice on whether to buy, sell or hold would be appreciated. My entry price was $22.50 (TFSA acct). Thanks!