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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: Hello Peter & Team, what did you think of the Redknee (RKN) quarter just reported? Can we annualize the 5 cent quarterly eps and deduct 20 cents as the annual eps running rate (implying a 23 x PE ratio? What do you make of valuation? Many thanks, Keith
Read Answer Asked by Keith on May 08, 2014
Q: BLX - Boralex

You last report Feb 20 ($13.04) "Boralex has so many projects on the go for 2014 and 2015 that the outlook and commentary are very positive right now." "It looks better to us now, even at the higher price."

As of today it is at $12.96 and has shown a very nice flat technical for the last 11 weeks.

There have also been many positive comments on BNN plus news keeps rolling in regarding forward looking projects.

Can you please update your opinion if possible and comment on what we might be looking at 6 months - 1 yr out?

Thanks for all you do

Gord
Read Answer Asked by Gord on May 07, 2014
Q: The Globe Investor shows GUD as delisted. I doubt it is. Comments?
Read Answer Asked by Dave on May 06, 2014
Q: Hello Peter & 5i Team, I write about Shawcor SCL. I have a 30% gain in SCL having accumulated these shares since July 2013 and I wonder if I shouldn't exit the position or at least take some profits? It was only in January when the company warned on Q4 coming out with bad news inconsistent with strong pipeline industry performances. Then we received a positive surprise with a strong Q1. I like the 30%+ ROE, cheap 2015 forecast PE of 11.5x, P/CF of 8.1x and expected cash balance of $500 million end of 2015 (TD Waterhouse forecasts). Is the business that volatile and does management not have better visibility to have predicted this surprising turnaround only 3-4 months later? Thanks for your reply.
Read Answer Asked by Keith on May 05, 2014
Q: Hi Peter and Team,

Could you please provide an update on Merus Labs (MSL-T)? Is there any other Canadian company that you would prefer in this space? Thanks!

Heather
Read Answer Asked by Heather on May 05, 2014
Q: David Maris of BMO is quoted as saying:
"As of now, we think the Valeant bid stands at a less than 50% probability of being successful, and we base this on our belief that the cost cuts announced are not credible.” There's also discussion about an Allergan golf course in California that may or may not exist (how could such a thing be hidden from public view?). This is the same guy who exposed Biovail's contorted explanation as to why they missed earnings, so he would seem to have some credibility. Also Bill Acker's past record on acquisitions is far from perfect.

I still hold VRX from the 2012-13 model portfolio. Would it be better to stand aside with this latest revelation? Thanks, J.
Read Answer Asked by Jeff on May 04, 2014
Q: DND, Could you please give me your opinion of Ciphers report today, to me it looks good but I'm wondering why the stock is down? What is your forecast for this company, is it time to sell?
Thank you
Read Answer Asked by Nancy on May 02, 2014
Q: LGT.A
Hi Peter
May I have your thoughts on Logistec . I am think about purchasing this stock . Is now a good time to enter . Or is it too expensive .
Candi





Read Answer Asked by Candi on May 01, 2014
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