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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: I read this morning that CGI was able to generate 1.1 billion of cash flow, surprising analysts positively. They reduced their debt by 500 million. Earnings per share met expectations. Valuation is at 16.5x trailing earnings. Now that the debt and cash flow concerns are gone, it seems to be the perfect time to buy. What do you think about earnings?
Read Answer Asked by Matt on July 30, 2014
Q: Could I have your thoughts on AAA.would you say its a buy now and a potential take over candidate?
The Israelian company has a big stake.
Thanks
Read Answer Asked by Josh on July 30, 2014
Q: You have not commented on DRX(adf group)lately.Their numbers look appealing.Thanks Don
Read Answer Asked by Don on July 28, 2014
Q: Hi 5i team, I have held HNZ Group (HNZ.A) for a long time now and at the time of purchase the company was trading at a low valuation, paid a nice dividend and had little or no debt. Here we are several years later, it still seems cheap, still pays a good dividend, still little or no debt but the share price has gone nowhere. Can I have your opinion on this company and what do you feel is needed to see a "nice" share price increase. Finally do you see the share increasing over the next few years or am I only going to collect the dividends. If you see it going nowhere can you suggest a good replacement. I already own most of the companies in both your model and income portfolios. Thanks. Mario.
Read Answer Asked by Mario on July 28, 2014
Q: Would like your current thoughts on Tecsys Inc. (TCS)
Thanks
Al
Read Answer Asked by AL on July 28, 2014
Q: GUD versus VRX. Which one would you invest in today if given the choice and why? Or is there another health care stock you prefer? I already hold CXR. Thanks as always.
Read Answer Asked by Christopher on July 28, 2014
Q: Hi Peter and Group. On july 18/14 Bioniche Life Sciences (BNC) received written approval from the FDA to allow it to submit a BLA for marketing approval of it's drug MCNA based on it's current clinical trial data set. This would seem to be important news. What is your current opinion on the company. Thanks
Read Answer Asked by John on July 25, 2014
Q: Dear 5i
LGT recently had a 2 for 1 stock split . Can you tell me approximately what price was the stock pre split and what was the starting price of the stock after the split . Other than the stock split which would acct for the large price drop was there any other reason for the large drop in price ?
Thanks
Bill
Read Answer Asked by Bill on July 24, 2014
Q: I purchased some shares of Martin Rea (MRE) some time ago then purchased about 80% more when there began issues with the Board. My shares are now up by about 60% reflecting, I believe, the resolution of the fight within the Board. When I compare MRE to Magna, I see that MRE is essentially flat over the past year whereas MGA is up about 50%. Since the 50% for Magna is reflected to some degree in its higher PE ratio than MartinRea’s, is it reasonable to expect that MRE still has some opportunities to increase in value at a faster pace than Magna? I have no plans to sell my MRE because of the potential catchup of PE ratio unless you feel that I should be exchanging the MRE for Magna recognizing the quality of Magna versus MRE. My percentage of MRE is only about 2-3% of my entire portfolio. At this time in the auto business cycle would you recommend me increasing the percentage to the 5% range or stay cautious. If you recommend I should buy more again which of the two (or others?) would you recommend? As always, I highly respect your opinion and recommendations even if I don’t always follow them.
Read Answer Asked by ED on July 23, 2014
Q: I would appreciate your comments on Espial Group's (ESP) earnings released this morning. They seem very good to me and I am considering adding to my current small holding. Thank you, Peter
Read Answer Asked by Peter on July 23, 2014
Q: re: ET Evertz

Your updated analysis please since your last comment June 12 and... any additional insights into a possible take over?

Thanks for all you do

Gord
Read Answer Asked by Gord on July 23, 2014
Q: Hi Peter and staff,
Thanks for all the sensible advice. Shortly after 2 PM today ET took a plunge. I see no news.
Thanks for any input you may have.

John
Read Answer Asked by John on July 22, 2014
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