Investment Q&A

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!

Q: My question is on M-x as well as M.PR-x as I hold some of each. How do you feel about this stock going forward? What do you think of its underlying holdings in our current low energy environment? How much of their business is Alberta based? And how safe is the cash flow in terms of covering their preferred dividend? Thanks for your help.

Q: If you were to pick only one, which one for a 2 year time frame?

Q: I've been searching for relatively cheap canadian pharma stocks that have postive cashflow and earnings growth. I recently came across CRH Medical, a recent recommendation of J.Donville. After accounting for the recent aquisition (trailing earning, some dilution, and debt), to me, it still appears quite cheap relative to the sector. I realize there is some execution risk, and now a fair bit of debt, but it seems reasonable. How do you assess this company and compare it to other small/growthy names in the sector? I currently have a half position in CRH and I am thinking about doubling down. I also own PHM and CPH in the sector but they don't look as cheap anymore. Thanks.

Q: I've been watching GUD for the past couple of months looking for an entry point, and hasn't seemed to pull back at all with the rest of the market. I know you advise against timing the market, but do you think now would be a good time to jump in? Or do you think there will be more volatility in the short term? Also, what 2-3 other growth companies outside of oil and gas would you recommend for a TFSA with a 3 year investment horizon?

Thanks

Q: I have been watching this company with a view of share purchase because I think that animal feed is a pretty high need product and not a lot of competition. I worry that the stock trades very little, i.e. quite illiquid. Is illiquity something to be very concerned about, and if so why?. What is 5i's view of the company especially in difficult times which seems to be what is ahead of us. Thanks so much

Q: Can I get your opinion on Corby Spirit and Wine. Happy New Year!

Q: Hello Ryan:
I'm looking to add a quality Canadian health care stock to my portfolio for a 3-5 year hold or longer. What would you recommend.
Thanks for everything and Happy New Year.

Q: some time ago someone suggested that a coy called square

would have a very bright future. do you know of this coy & can you please give me more info & your thoughts.

Thanks Brian Robson

Q: Adding up a comment to Lionel's question on Tucows dec-24. Tucows trade a fair volume on nasdaq TCX. They have initiated several dutch auctions in the last few years. In addition to their internet domaines activities They are the owner of a growing mobile telephony service in USA : TING. I think that it is where the marbles are.
Happy New Year.

Q: Can I get your views on this company at present stock price. Does not want to seem to pull back any. P/E seems high at 48x and P/B is at 18. Is this considered high for small cap?

thanks

Q: Would you mind commenting on ALC's latest numbers. Revenue appears to be up but not earnings. Was the hit on earnings a one time issue? Is debt repayment on target?

Sorry to trouble you on Christmas day - I can wait for the answer.

Q: Hi Peter and 5iReseach Team,
Can you please provide your ST and LT outlook for US real estate and specifically for Brookfield Property Partners, as I understand they hold high quality US real estate assets. Thank you.
Merry Christmas and All the Best for 2015, Linda

Q: Happy Holidays! All the best to you and your families! I currently have a 1.5% weighting in Catamaran and would like to slowly bring it to a full position in my portfolio. Do you feel today's price is a good time to start adding? Also, do you have any suggestions for a cyber security stock in Canada or the US, something like PANW? I have long time frame and high tolerance for risk.

Q: Hey 5i team

It appears the market was more than happy with the appointment of Mr. Fishman as CEO. Understandable considering the success he had with Teva.

I saw your answer yesterday for Michael when you said "we think it is fine to own for a higher risk investor but there are some speculative risks that need to be taken here."

Also yesterday James Hodgins on Market Call said Mr. Fishman has plans to triple the size of MSL to 100MM plus, it was mentioned the street consensus expects a 65% upside for the stock over the next 12 months.

I am seriously considering a 2% position as I am looking for some good growth opportunities. What I am concerned about is your mentioning "risks" especially considering the stock was at $1.50 mid morning on Friday then $2.00 mid morning earlier today which could be the response to the new CEO. I am also concerned the comments made on Market Call could be to good to be true considering MC guests often come from a promotional standpoint.

Do you think the recent increase isdue to Mr. Fishman' appointment or are there other factors at work here as well? And what do you think about MSL 6 months and 1 year out?

Thanks for all you do and from my Family to Yours, Happy holidays

Gord

Q: Thanks for great advice!
Please comment on CKI (Clarke) I have read your previous commnents and would like to know what you think of this as an investment compan y... the numbers look too good, but it is so thinly traded.... having read the financial statements, do you trust the management and the veracity of reporting? why is it not traded more heavily? would putting 1000 shares into be too great a risk?
Thanks