Investment Q&A

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!

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