Investment Q&A

Q: I am looking for info on WSP GLOBAL concerning the payout ratio and the amount of debt they carry at this time.Thank you for your help.

Q: I hold vermillion energy,vet on Toronto exchange, should we be concerned about its recent declining share price?

Q: Any reason for drop in the price of WSP over the past month?

Q: ITP - Intertape Polymer Group has just boosted its dividend by 50% based on a positive outlook and there has recently been some insider buying. Earnings are due out this August, and the last time that they boosted their dividend, their earnings surprised nicely on the upside. This company seems to be a real cash machine; Good, clean earnings with not a lot of accruals. The company has almost no analyst coverage, yet it is approaching a 1B market cap. This company is yearning for outstanding, conflict free analysis of the type that 5i can provide. Will 5i be covering this company in the near future? What did you think of the dividend boost, proposed share buyback, and stated positive outlook?

Thanks!

Q: Peter, in my diversified portfolio, thinking about adding one riskier stock with a view to growth. Would you pick QST or SPE, without regard for the sector difference. Thanks

Q: re: VXS

Have been sitting on this one for a time. Was reported on BNN to begin watching it move beginning of July with new technologies coming on line that only VXS can satisfy and sure enough it is up 25% since June 25 after technically 2 months of flat performance.

I am seriously considering adding a small position. Is there any comments you can provide that might help me out?

Thanks for all you do for all of us

Gord

Q: Silver Wheaton is often reported as a cyclical stock, and looking at the year chart it certainly appears that way. It's getting up toward its 52 week high again - is it a good idea to sell and wait for a pullback?

Q: Please, your opinion of ATS Automation Tooling Systems -- ATA -- after its current acquisition. Been 5 months since your last comments. And is this a B or better company? Thank you.

Q: Hi Peter and team,

Can you comment on ATD.B's latest results and miss on expectations.

thanks a million!

Q: I am looking at Concordia CXR. I know we have to look forward but this company was .96 a year ago, now around $36. It's not where it was was but where it is going but I can't get my head around the $36 price. I see they only have 14 million shares outstanding so that is a plus. But I am afraid as soon as I buy it they will do a financing to shore up the balance sheet and the stock will fall. Please help me forget where CXR was a year ago and think about the future.

Q: Hello, loving your service. It is very informative. My question is about MCR Macro Enterprises. I bought in January at #6.57. It is now about $4.55. Wondering if I should continue holding or cut my losses. Thanks, Cole

Q: Hello Peter and the 5I research team
I am interested in CXR, it strikes me as begin a potentially great company. It has a great management team and a growing line up of drugs in their stable. It also seems to have great tax rate (blended tax rate in the single digits). Now do you see this company as a great take over candidate from larger US companies? I am thinking this company would be a great take over because of the "Corporate inversion" status that an American company could use with it. My guess is if it was a take over target that the take over would come rather, quickly before the US government can close the inversion tax loop. Does this idea sound possible? What are some of the pro's and con's of this company? Would you add it to a balanced growth portfolio? What do you think about a potential take over for this company?

Thank you

Q: I originally bought PPY under $2, so am obviously pleased that it closed at an all-time high of $14.17 yesterday. But it has been a volatile ride! Since they are surrounded by PETRONAS, and do drill some wells with them, do you think it is inevitable that PPY gets bought out by PETRONAS? Underpinning PPY's share price is their huge reserves and pristine balance sheet. I should take some profits, but the story is the best in the natural gas space right now, IMO. Thoughts?

Q: Hi Do you still like Superior Plus (SPB) at current price ($14.25)to add to existing position for income and growth? Thanks

Q: any update on cxi tks

Q: Can you please comment on TKM's news release causing downward action in price. Thanks

Q: Hello,

What is your opinion on MRE considering the latest developments. It seems that the internal fights were resolved and new board selected.
Is it a buy at this levels? I have Magna in the portfolio, should I replace MG or complement it with MRE for more growth?

Thank you

Q: Hello Peter , i would like your opinion on Martinrea International Inc. (MRE.TO) for a two year hold, has the accounting issues been resolved ? Which other company in the same space you would recommend ? Thank you

Q: Is it too late to buy SCL? I started watching this company in early February, and was trying to pick up shares just below $40 but it never got to my purchase price. I have been watching it go up higher and higher ever since, and now it is over $60, that would be a 50% gain had I been able to buy at my (stubborn) price of below $40.

How strict on purchase price should I be when I decide I like a company and want to buy its shares? Should I be rigid and stick to my pre-determined price, or should I just buy at market price once I decide to acquire a position in a company (with a minimum of a 1 year hold)?

I still like SCL, and wish I had purchased it when I made the decision to buy some shares. Should I just buy SCL now at $60, or give up on it since it has had such a large run up, and find something else I like?

Paul

Q: could i please have your opinion on abm . Thank you.