Investment Q&A

Q: In looking at the quarterly statement for IEI this appears to be an up-and-comer. Your comments please. Thanks Al

Q: DOO BRP has hit a new low today. Back in April you had some nice words to say about this stock in the Q&A. Well, you liked it better than the parent Co. -- which may be damning with faint praise considering how much you dislike the Bomber. What do you think is the problem with DOO and what do you think of it? It is seasonal!

Q: Hi Peter can you comment on oil as a group It appears that a lot of oil and service stocks are going down almost daily. I suspect the strong us $ and the price of crude are major factors. I hold the following and would like your opinion on holding or sell
Surge energy - SGY
Elkwater - ELW
CanElson - CDI
Cardinal - CJ
Delphi - DEE
Bankers - BNK

I am also looking hard at adding Easyhome - EH - Your thoughts please

Thanks you for the outstanding service

Q: Peter can you please comment onHolloway -esp after its acquisition of Royal . Kim

Q: CXI Currency Exchange International. Would like your thoughts on the quarterly release.

Please consider covering this company. It is growing at a significant pace, has a banking license on the horizon and seems to trade at a very reasonable valuation.

Q: PUR... Pure Technologies

Right now according to BNN, 87% of revenue for PUR comes from water and waste with only 7% coming from O&G.

Considering the hoops LNG has to go through to secure approvals for new pipe lines - and understandable so - it seems to me this 7% should be increasing dramatically over the coming years which should bode extremely well for PUR and their new technology designed to monitor and detect pipeline faults and failures.

With that in mind, this stock to me appears to be a no brainer.

Is there something I am not aware of that could change this? What competition does PUR have? Is there another technology out there that is doing the same job? Would you recommend a buy at this time for PUR or a wait and see?

Thanks for all you do

Gord

Q: Please inform of stocks that are on the TSX that are the most attractive to trading on a regaular basis, in the resource sector if possible. Thanks

Q: Do you currently have any stocks on your radar that you consider bargains being overlooked by the street. Thanx Robbie

Q: Please add Alimentation Couche-Tard (ATD) to your list as I would appreciate your opinion
Thank you

Q: Peter:

Caldwell Partners (TSX: CWL) seem to be getting some attention from investors with a little higher trading volumes and growing market cap. Would 5i consider covering it given no one else does and Company is performing really well and paying a dividend too?

Q: Hi Peter, and Ryan,

Good luck with the ride!
I was wondering about LSI's results. Can you give your perspective?
Thanks again!

Q: Hello,

You commented on FEN.v early in The year. Have the recent results reported changed your opinion on the company at all?

TIA, Gerald

Q: Peter, can I get your opinions on PTS and AIM. Both have been beaten down for some reasons. For PTS it seems it's due to a report from Seeking Alpha valuing the company at 5.50. Which one you prefer most? Thanks in advance and all the best for the ride.

Q: Would you please help me understand the trading volume for Petrowest? The average volume is over 8 million and yet in the last few trading sessions the volume has been extremely low.

Thanks so much

Q: Please give me your medium term outlook on Cargojet (CJT-T)and in particular, the capital cost for the new infrastructure at the Hamilton, ON distribution centre that is proposed. I am somewhat concerned that the company has only a few clients and may not have the diversified client base that a FEDEX has.

Q: Macro reports Wednesday after hours. Can you give us some guidance on weather to sell after the report.
If I sell on Thursday (as per your suggestion to hold until after the report) what should I buy to recoup some of my losses?
Thanks

Q: Hi I was hoping to get your thoughts on Knight Therapeutics (GUD) recent earnings report! Thanks!

Q: Considering selling my holdings of Alaris Royalty (AD)to fund purchase of Onex (OCX). Considerations: AD - smaller, quasi private equity company with good dividend and capital gain consideration vs. OCX - larger cap, established, pure private equity play with small dividend. On a go forward basis , which would you choose as long-term hold?
Thank-you.

Q: Hi are there one or two large cap Canadian growth companies you like that also trade in the US and is so could you please give a recommendation? We already own a full position in Magna in our Canadian accounts. Thank you. Bill Y.

Q: please compare and comment on the short/medium term prospects for CFL -vs- WEQ - thanks